Uploaded July 2025 | Updated September 2026, 10 minutes ago

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Here we look at Tesla robotaxi expansions and the safety data from Austin for both Tesla and Waymo. We also look at the accident record for the past 5 years for Waymo.

Tesla doubled the service area in Austin and might have tripled the number of vehicles from 11-15 to 35 in July, 2025. This means that Tesla has one third of the fleet compared to the 100 Waymo in Austin. Tesla will also add 10-15 this weekend in San Francisco. If Gene Munster is incorrect or early on the expansion of Austin, the San Francisco expansion should ensure Tesla gets to 30+ robotaxi this weekend. There will be a substantial expansion in 2 weeks as the service area is expanded to the entire city.


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