Waymo vs Tesla Robotaxi: A Verified Comparison (2026)
Waymo and Tesla are the two most-watched robotaxi programs in the United States, and they are pursuing the same goal along very different paths. This is a side-by-side of what each has verifiably deployed, drawn from the DEPLOY registry, with company claims labeled as claims.
The short version: the two are at very different stages. Waymo operates a paid, fully-driverless service across roughly 11 US metros and reports about 500,000 rides per week. Tesla’s robotaxi service launched in Austin in July 2025 and operates in a smaller set of markets; its verified active fleet is currently small and has declined in recent months, even as the company has announced plans to expand to several more cities. The two companies also differ in approach in ways the raw numbers do not capture, and those differences are the real story.
Where Tesla’s approach is distinct. Tesla runs some Austin vehicles unsupervised (no in-car safety monitor), a milestone Waymo reached years earlier but which remains rare. Tesla’s thesis rests on its camera-only Full Self-Driving stack and its ability to manufacture vehicles at scale and low cost, which, if its autonomy reaches the necessary safety threshold, could allow rapid fleet expansion. Tesla’s current fleet is small partly by choice: the company has said it is gating expansion on safety validation rather than racing to scale.
Where Waymo is ahead today. On verified, operational measures, Waymo leads by a wide margin: more cities, vastly more vehicles in active service, far more paid rides, and a longer safety record (the company reports 127 million-plus autonomous miles). Waymo’s vehicles are purpose-equipped with lidar and a fuller sensor suite, a more expensive per-vehicle approach that has so far produced the more mature service.
What to watch. Tesla’s expansion claims versus its verified active fleet; whether its unsupervised crash rate improves; and whether Waymo’s higher per-vehicle cost or Tesla’s manufacturing scale proves the more durable model. The comparison below tracks the verified state and will update as the registry does.
Figures are drawn from the DEPLOY registry. Operational and financial figures stated by the companies are labeled as company-stated. Active-fleet counts are attributed to their tracking sources. See how we verify.
| Attribute | WaymoRobotaxi | TeslaRobotaxi |
|---|---|---|
| Operating markets | Verified ~11 US metros | Verified Austin, Bay Area, Dallas, Houston |
| Active fleet | Company-claimed Scaling company-reported | Company-claimed ~34 active, down from ~165 per Robotaxi Tracker |
| Weekly rides | Company-claimed ~500,000 company-stated | Company-claimed Not disclosed |
| Supervision | Verified Fully driverless | Verified Mixed: some unsupervised (Austin), some supervised |
| Vehicle | Verified Jaguar I-PACE, lidar + sensor suite | Verified Model Y, camera-only FSD |
| Valuation | Company-claimed $126B (Feb 2026) company-stated | Verified Public (TSLA) |
| Autonomous miles | Company-claimed 127M+ company-stated | Company-claimed NHTSA crash record (17 incidents) per NHTSA filings |
| Incidents (registry) | Verified 4 | Verified 1 |
| Status | Verified Active, expanding | Verified Active, fleet contracting |
See also: all verified robotaxis, all verified deployments, humanoid companies·Accountability: incidents.