Tesla vs. Waymo: The Autonomous Driving Race Accelerates
The battle for dominance in autonomous driving intensifies as Tesla and Alphabet's Waymo push toward commercialization. Waymo has expanded its driverless ride-hailing service to five U.S. cities, with plans to launch in Dallas, Houston, San Antonio, and Orlando ahead of a full 2026 rollout. Tesla, meanwhile, continues refining its Full Self-Driving software amid regulatory scrutiny.
Industry analysts project the robotaxi market could reach hundreds of billions—potentially trillions—as technology improves. Both companies bet autonomous vehicles will transform transportation economics, turning depreciating assets into revenue generators while reducing accidents. Yet technical hurdles remain before scaled deployment becomes viable.