Tesla and Waymo duel in the robotaxi race — but the company spending the most builds no cars at all
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Tesla and Waymo are competing in the rapidly evolving robotaxi market, with Tesla focusing on its own fleet of autonomous vehicles while Waymo continues to expand its ride-hailing services. As of spring 2026, Tesla has deployed approximately 20 driverless Model Y vehicles in Texas cities like Austin, Dallas, and Houston, but its ambitious Cybercab project is still in the early stages of production, with significant revenue not expected until 2027. Meanwhile, Waymo has achieved a notable milestone with half a million weekly rides, highlighting the disparity in progress between the two companies.
Investors are increasingly scrutinizing the financial viability of these ventures, as both Tesla and Uber, which is pursuing a different strategy by investing in autonomous technology rather than owning the vehicles, have made substantial commitments to self-driving initiatives. Uber recently invested nearly $500 million in the startup Nuro, aiming to integrate autonomous taxis into its network. This investment is part of a broader strategy that includes partnerships with various companies to deploy thousands of autonomous vehicles in the coming years.
As the market evolves, the competition between Tesla's vertically integrated approach and Uber's model of leveraging partnerships raises questions about the future of robotaxis and the potential for profitability in this emerging sector. With both companies facing challenges and delays, the race for dominance in the robotaxi space is far from over.
Original report
Tesla and Waymo duel in the robotaxi race — but the company spending the most builds no cars at all
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