Tesla's robotaxi fleet in Texas comprises roughly 50 vehicles, significantly smaller than Waymo's 600+ robotaxi count in the same state, according to filings reviewed by CNBC. The disparity highlights Tesla's delayed rollout despite CEO Elon Musk's earlier promises of mass autonomous vehicle deployment by mid-2026.
The gap underscores Waymo's lead in real-world driverless operations and regulatory approvals. Tesla's Optimus Bot hardware focus and FSD beta complexity may explain the slower autonomous taxi ramp versus Alphabet's purpose-built Jaguar platform.