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.

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Tesla robotaxi in Austin with long wait times, safety driver visible, discount sign, and frustrated passengers comparing to Uber.
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Tesla robotaxis underperform in Austin despite discounts

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A Jefferies analysis found Tesla's robotaxis in Austin cheaper than Uber but with longer wait times and suboptimal routes. The firm noted most rides still require safety monitors. Meanwhile, Tesla has made no progress toward driverless approvals in California.

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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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.

Elon Musk has revealed prototypes of Tesla's self-driving robotaxi and robovan, advancing the company's vision for autonomous transportation. The vehicles feature designs without steering wheels or pedals, powered by Tesla's Full Self-Driving software. This unveiling highlights Tesla's push toward a robotaxi network where vehicles can operate independently.

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Waymo, Alphabet's autonomous driving company, announced the expansion of its driverless ride-hailing service to Dallas, Houston, San Antonio in Texas, and Orlando in Florida. Invitations are rolling out immediately to select customers in these areas via the Waymo app. This brings the total number of operational metro areas to ten.

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