Track the robotaxi rollout
TinySet tracks robotaxi services by city and fleet. TinyResearch weighs who scales fastest and what holds others back.
TinySet
Dataset · 29 rowsRobotaxi services, with company, cities live, fleet size and whether a safety driver is required
| Company | Cities live | Fleet size | Safety driver required |
|---|---|---|---|
| Waymo | Phoenix; San Francisco; Los Angeles; Austin; Atlanta; Miami; Dallas; Houston; San Antonio; Orlando; Nashville | 4000 | No |
| Zoox | Las Vegas; San Francisco | 100 | No |
| Tesla | Austin; Dallas; Houston; Miami; Orlando; Tampa | 420 | No |
| WeRide | Madrid | 1800 | Yes |
| Pony.ai | Zagreb | 1975 | No |
| Baidu Apollo Go | Beijing; Wuhan; Chongqing; Shenzhen | 1000 | No |
| AutoX | Shanghai; Shenzhen | 1000 | No |
| DiDi | Shanghai; Guangzhou; Beijing | 200 | No |
TinyResearch
ReportWhich robotaxi company will scale fastest in the US, and what is holding the others back?
The key barriers holding back challengers are a combination of technology readiness, regulatory compliance, infrastructure, unit economics, and accumulated operational data — all of which Waymo has the most of. The main threat to Waymo's dominance is Tesla's cost and manufacturing scale advantage if its AI software matures. Goldman Sachs forecasts the US robotaxi market reaching $19 billion by 2030 and $48 billion by 2035, suggesting there is room for multiple players — but operational dominance today correlates strongly with who captures network effects and rider loyalty first [18].
