Autonomous Driving

Weekly Robotaxi Rides by Operator

Estimated weekly paid robotaxi rides by company (Sources: Alphabet earnings, Baidu earnings, company disclosures)

Quarterly estimated paid rides. Sources: Alphabet quarterly earnings (Waymo), Baidu quarterly earnings (Apollo Go).

Robotaxi Operational Cities

Cities with active robotaxi operations or permitted testing, by company
Commercial
Testing
Suspended
Waymo logo
Waymo
5 commercial1 testing
Phoenix, AZ(2020)San Francisco, CA(2023)Los Angeles, CA(2023)Austin, TX(2024)Atlanta, GA(2024)Miami, FL(2025)
Baidu Apollo Go logo
Baidu Apollo Go
6 commercial
Wuhan(2022)Beijing(2021)Shenzhen(2022)Chongqing(2022)Shanghai(2023)Guangzhou(2023)
Pony.ai logo
Pony.ai
4 commercial
Beijing(2020)Shanghai(2025)Guangzhou(2020)Shenzhen(2021)
WeRide logo
WeRide
2 commercial2 testing
Guangzhou(2019)Abu Dhabi(2022)Singapore(2023)Riyadh(2025)
Tesla logo
Tesla
2 commercial
Austin, TX(2025)San Francisco, CA(2025)Los Angeles, CA(2026)Houston, TX(2026)Phoenix, AZ(2026)Miami, FL(2026)
Zoox (Amazon) logo
Zoox (Amazon)
2 testing
Foster City, CA(2023)Las Vegas, NV(2024)
Cruise (GM) logo
Cruise (GM)
San Francisco, CA(2022)
Mobileye logo
Mobileye
5 testing
Jerusalem(2021)Munich(2022)Detroit, MI(2022)New York, NY(2022)Tokyo(2023)
Aurora logo
Aurora
2 commercial2 testing
Dallas, TX(2024)Houston, TX(2024)Pittsburgh, PA(2020)El Paso, TX(2025)
DiDi logo
DiDi
3 testing
Shanghai(2020)Guangzhou(2022)Beijing(2023)

Tesla Robotaxi City Rollout

Tesla's robotaxi deployment phases — live cities with fleet stats and planned expansion timeline (Source: Robotaxi Tracker)
Active Vehicles

44

Unsupervised

7

15.9% of active

Cybercabs Testing

23

Total Tracked

389

Cumulative

Live Cities

2

Planned Cities

3

Live
Planned
AustinTexas
Ramping Unsupervised

89

Vehicles

825K

Total Miles

5K

Mi/day

SF Bay AreaCalifornia
Safety Driver

300

Vehicles

DallasTexas
1H 2026
HoustonTexas
1H 2026
Las VegasNevada
1H 2026

Source: Robotaxi Tracker (robotaxitracker.com), snapshot 2025-02-21. Fleet counts are community-tracked estimates and may differ from official figures.

Robotaxi Fleet Size by Company

Estimated active robotaxi fleet size by operator (Sources: company filings, press releases)

Robotaxi Milestones Timeline

Key milestones: first test, first public ride, commercial launch, and expansion events
Jan 2009
Waymo logoWaymoLaunch

Google Self-Driving Car Project launched

Jun 2014
Zoox logoZooxLaunch

Founded to build a purpose-built autonomous robotaxi from scratch

Oct 2014
Mobileye logoMobileyeMilestone

IPO on NYSE; largest Israeli tech IPO at the time

Oct 2015
Tesla logoTeslaLaunch

Autopilot V1 launched with Mobileye EyeQ3 chip

Aug 2016
Uber logoUberLaunch

Uber ATG launched self-driving pilot in Pittsburgh

Dec 2016
Waymo logoWaymoMilestone

Spun out from Google X as Waymo LLC

Jan 2017
Baidu Apollo logoBaidu ApolloLaunch

Apollo autonomous driving platform launched as open-source

Mar 2017
Intel (Mobileye parent) logoIntel (Mobileye parent)Milestone

Intel acquired Mobileye for $15.3B

Apr 2017
Waymo logoWaymoExpansion

Early Rider Program launched in Phoenix

Apr 2017
Tesla logoTeslaMilestone

HW2.5 chip deployed; began building in-house FSD team after Mobileye split

Dec 2017
Aurora logoAuroraLaunch

Founded by Chris Urmson (ex-Google), Sterling Anderson (ex-Tesla), Drew Bagnell (ex-Uber)

Jan 2018
NVIDIA logoNVIDIALaunch

DRIVE Xavier SoC launched — first autonomous driving chip with 30 TOPS

Dec 2018
Waymo logoWaymoCommercial

Waymo One commercial ride-hailing launched in Phoenix

Apr 2019
Tesla logoTeslaMilestone

HW3 (FSD Computer) launched — first fully in-house autonomous driving chip

Nov 2019
WeRide logoWeRideLaunch

First robotaxi pilot launched in Guangzhou, China

Dec 2019
Pony.ai logoPony.aiLaunch

Public robotaxi pilot launched in Guangzhou

Mar 2020
NVIDIA logoNVIDIAMilestone

DRIVE Orin announced with 254 TOPS — adopted by Mercedes, JLR, BYD, and Hyundai

Jun 2020
Zoox logoZooxMilestone

Acquired by Amazon for $1.2B

Oct 2020
Waymo logoWaymoCommercial

Fully driverless rides open to public in Phoenix (no safety driver)

Dec 2020
DiDi logoDiDiLaunch

DiDi Autonomous Driving began public testing in Shanghai

Dec 2020
Luminar logoLuminarMilestone

Went public via SPAC; secured Volvo EX90 lidar deal

Jan 2021
Aurora logoAuroraMilestone

Strategic partnership with PACCAR for autonomous trucking

Feb 2021
Hesai logoHesaiLaunch

Launched AT128 automotive-grade lidar — became China's top-shipping lidar

Jun 2021
NIO logoNIOLaunch

NIO Pilot upgraded to Navigate on Pilot (NOP) for highway autonomous driving

Oct 2021
XPeng logoXPengLaunch

City NGP (Navigation Guided Pilot) launched in Guangzhou — first city-level ADAS in China

Dec 2021
Aurora logoAuroraMilestone

Went public via SPAC merger; acquired Uber ATG

Jan 2022
Mobileye logoMobileyeMilestone

EyeQ Ultra announced — 176 TOPS L4 chip targeting full self-driving

Apr 2022
Baidu Apollo logoBaidu ApolloCommercial

First fully driverless commercial robotaxi service in Wuhan and Chongqing

Sep 2022
NVIDIA logoNVIDIAMilestone

DRIVE Thor announced with 2,000 TOPS — next-gen centralized car computer

Oct 2022
Cruise (GM) logoCruise (GM)Commercial

Driverless commercial ride-hailing launched in San Francisco

Oct 2022
Mobileye logoMobileyeMilestone

IPO at $16.7B valuation; spun out from Intel

Dec 2022
Tesla logoTeslaExpansion

FSD Beta opened to all North American customers

Feb 2023
Hesai logoHesaiMilestone

Nasdaq IPO; became highest-volume automotive lidar company globally

Mar 2023
Qualcomm logoQualcommLaunch

Snapdragon Ride Flex launched — single SoC unifying ADAS and cockpit compute

Aug 2023
Waymo logoWaymoExpansion

San Francisco driverless commercial service launched

Aug 2023
XPeng logoXPengExpansion

XNGP expanded to 25+ cities without HD maps — leading mass-market city ADAS

Oct 2023
Cruise (GM) logoCruise (GM)Paused

Operations suspended following pedestrian incident; permits revoked

Nov 2023
Pony.ai logoPony.aiCommercial

Fully driverless commercial approval in Beijing

Jan 2024
Tesla logoTeslaMilestone

FSD v12 released — first end-to-end neural network replacing hand-coded rules

Apr 2024
Aurora logoAuroraCommercial

First commercial driverless freight on US public roads (Dallas-Houston)

Apr 2024
Mobileye logoMobileyeCommercial

SuperVision hands-free driving launched with Zeekr in China and Europe

Jun 2024
Waymo logoWaymoExpansion

Austin and Atlanta launch; 150K+ weekly rides milestone

Jun 2024
Li Auto logoLi AutoExpansion

Li AD Max city NOA expanded to 100+ cities across China

Aug 2024
NIO logoNIOExpansion

City-level Navigate on Pilot expanded to 200+ cities in China

Oct 2024
Tesla logoTeslaMilestone

Cybercab robotaxi unveiled at 'We, Robot' event — no steering wheel or pedals

Oct 2024
WeRide logoWeRideMilestone

Nasdaq IPO; operations in 30+ cities across 7 countries

Oct 2024
Uber logoUberExpansion

Waymo robotaxis went live on the Uber app in Atlanta

Nov 2024
Pony.ai logoPony.aiMilestone

Nasdaq IPO at $4.6B valuation

Dec 2024
Waymo logoWaymoMilestone

Surpassed 200M cumulative autonomous miles; 450K+ rides per week

Dec 2024
BYD logoBYDMilestone

Partnered with Huawei and Momenta to deploy city-level NOA across its lineup

Jan 2025
Zoox logoZooxExpansion

Purpose-built robotaxi began public testing in Las Vegas and SF

Jun 2025
Tesla logoTeslaCommercial

Commercial robotaxi service launched in Austin with safety drivers

NHTSA ADS Incident Reports — Tesla

Autonomous driving system crash reports filed under NHTSA Standing General Order 2021-01. Self-reported by Tesla.
Total Reported

28

All time

Last 90 Days

10

Incidents

ADS Engaged

100%

When reported

Most Recent

Jan 2026

Incident date

Incidents by Month

Severity Breakdown

Property damage12
No injuries9
Minor injury5
Unknown2

Crash Partners

Non-Motorist / Cyclist6
Other Fixed Object5
Other4
Passenger Car4
SUV3
Animal1

Source: NHTSA Standing General Order 2021-01 — ADS Incident Reports. Self-reported by manufacturers. Not an exhaustive list of all incidents. Data last processed: 2026-02-19.

Autonomous Driving - Robotaxis | Sterling