Sawyer Merritt asks about future robotaxi fleets for Waymo and Tesla

Sawyer Merritt, a prominent commentator on electric vehicles, has posed a question on X about the projected number of fully autonomous robotaxis operated by Waymo and Tesla by the end of 2026. The poll specifies vehicles without human safety monitors on public roads. For context, Merritt notes Waymo's current operations with around 2,500 vehicles providing 450,000 rides weekly.

On December 28, 2025, at 16:28 UTC, Sawyer Merritt shared a post on X seeking opinions on the scale of fully autonomous robotaxi deployments by two leading companies in the sector. The query targets the end of 2026, focusing on vehicles operating without any human safety monitors on public roads for both Waymo and Tesla.

Merritt's post reads: "In your opinion, at the end of 2026, how many fully autonomous robotaxis (no human safety monitor) will @Waymo and @Tesla each have operating on public roads?"

To provide background, he references Waymo's existing fleet size of approximately 2,500 vehicles. These are currently delivering 450,000 rides per week, underscoring the company's established presence in autonomous ride-hailing services.

This poll highlights ongoing interest in the rapid evolution of self-driving technology, particularly in commercial applications. Waymo, a subsidiary of Alphabet, has been expanding its operations in cities like San Francisco and Phoenix, while Tesla continues to develop its Full Self-Driving capabilities aimed at robotaxi services. Merritt's question invites public speculation on whether Tesla can catch up or surpass Waymo's current lead by the specified timeline.

No specific projections are offered in the post itself, leaving room for community input on potential fleet growth amid regulatory, technical, and market challenges in autonomous mobility.

관련 기사

Photorealistic depiction of a Tesla robotaxi with safety driver on empty Austin street, billboard of Musk's unmet 2025 promises, symbolizing delayed ambitions.
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Tesla's 2025 robotaxi ambitions fall short of promises

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Elon Musk's bold predictions for Tesla's robotaxi service and full self-driving technology largely failed to materialize by the end of 2025. While a limited launch occurred in Austin, safety drivers persisted, and expansion fell far below expectations. Looking ahead, Musk anticipates widespread robotaxi deployment in 2026.

Tesla has acknowledged in a filing with California's Public Utilities Commission that its robotaxi service requires in-car human drivers and US-based remote operators. The company argues this setup is more reliable than Waymo's fully driverless system, citing a December 2025 San Francisco blackout. Tesla contrasts its approach with Waymo's use of remote workers in the Philippines, which has drawn criticism from lawmakers.

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Tesla plans to roughly double its Robotaxi pilot fleet in Austin, Texas, next month, growing from about 30 to 60 vehicles. This expansion falls far short of the company's earlier goal of 500 robotaxis by the end of 2025. The service remains supervised, with human monitors in each vehicle, contributing to long wait times for users.

Tesla has obtained a Transportation Network Company permit from the Arizona Department of Transportation to operate its robotaxi ride-hailing service in the state. The approval, granted on November 17, 2025, allows paid rides with human safety drivers but does not yet permit fully driverless operations. This marks a step toward expanding the service beyond Austin and the San Francisco Bay Area.

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More than a month after Tesla announced unsupervised robotaxi operations in Austin, the vast majority of rides continue to include safety drivers. Analysts report that only a small fraction operate without monitors, despite promises of rapid expansion. The company remains cautious to avoid accidents as it progresses toward full autonomy.

Waymo has begun offering driverless ride-hailing services in Miami, Florida, marking its sixth city for level 4 robotaxis. The service covers a 60-square-mile area around downtown. This expansion comes as Tesla initiates a limited driverless operation in Austin.

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Tesla has received approval from the Arizona Department of Transportation to operate a paid ride-hailing service in the state, expanding its supervised robotaxi program from Texas and California. The permit requires human safety drivers in all vehicles, marking a step toward broader deployment but not yet full autonomy. This development allows testing in metro Phoenix while competitors like Waymo operate more advanced driverless services.

 

 

 

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