Alphabet Leads Robotaxi Race with Waymo Data from 10 Cities

Alphabet currently holds the stronger commercial lead in autonomous driving through Waymo's scaled operations across multiple cities. The latest reports highlight Waymo surpassing 500,000 fully autonomous paid rides per week while expanding into new markets. In contrast, Tesla maintains 1.28 million FSD subscriptions and a large camera fleet but operates only about 20 driverless vehicles in limited Texas cities, with planned expansions delayed. Alphabet benefits from robust cash flows in Search and Cloud to fund its autonomy efforts, whereas Tesla's robotaxi program remains in pilot amid regulatory uncertainty. Market focus has shifted to comparing real operating data rather than future promises.