2025 has become the year of the robotaxi. Waymo leads with 250,000+ fully autonomous paid rides per week across five U.S. cities. But Tesla’s approach could change everything.
Waymo’s 2026 Expansion:
Over 10 million paid rides completed
Over 2 million fully autonomous miles per week
Expanding to 20+ new cities including London (international first)
First deployments in snowy climates (Pittsburgh, Minneapolis)
Tesla’s Data Advantage:
Gathers 40x more miles of real-world driving data per day than Waymo
900x more from its global fleet
Cost per mile could be 30-50% lower than Waymo
Vision-only, end-to-end AI approach (no LiDAR)
The Safety Debate:
Waymo claims 5x safer than human drivers, 12x safer for pedestrians
Tesla FSD: 2.9 million miles between major collisions vs 505,000 for all drivers
The fundamental question: Waymo’s sensor redundancy (29 cameras, 5 LiDARs) versus Tesla’s camera-only approach. The winner may be whoever combines both first.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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