Tesla's Texas Robotaxi Fleet Tops Waymo: Should You Get Bullish?
Tesla has registered 1,302 autonomous vehicles in Texas, narrowly surpassing Waymo's 1,297, with its fleet growing over 30-fold since May including 573 purpose-built Cybercabs. However, analysts caution that fleet expansion alone doesn't guarantee passenger demand, utilization rates, or sustainable robotaxi economics. Tesla still needs to demonstrate strong vehicle utilization and profitable operations across multiple markets before the robotaxi opportunity becomes truly compelling.