Tech
Tesla robotaxi Google Waymo Austin
A driverless Tesla robotaxi and a Waymo autonomous vehicle make their way through roadwork on a residential street in Austin (Jay Janner/Getty Images)

Google’s Waymo now has 2,000 autonomous cars in service, while Tesla has about 30

Waymo has added more than 500 self-driving cars to its fleet in the past three months.

Rani Molla

Last week Tesla’s robotaxi service announced that it increased its coverage area in Austin to 173 square miles from 91 (the map of the coverage area is no longer penis-shaped) and increased the number of cars available by 50%. Of course, Tesla never confirmed the original number of cars it was operating in Austin, but had somewhere between 10 and 20. We’ll say 50% more is 30, to be generous.

Meanwhile, Google’s Waymo shared with Sherwood News that its self-driving robotaxi fleet now counts more than 2,000 vehicles across 665 square miles in five major markets. That includes more than 100 vehicles in Austin and more than 800 in San Francisco. Nationwide, it’s added about 500 more vehicles since we last reported in June on the company’s expansion to Atlanta, where it now says it has “dozens” of vehicles in operation.

In Austin, where both Waymo and Tesla operate, Tesla has about double the coverage area, but a third of the cars that Waymo has.

Austin is the only market where Tesla operates its car service autonomously (though the program still has human safety monitors sitting in the passenger seat) and it’s still only available to select invitees, though CEO Elon Musk said last month, without providing specifics, that the program “will be open access” in September.

Musk stated earlier this year that there would be “millions of Teslas operating autonomously” by the end of 2026, growth that is crucial to the company’s evolving value proposition.

Here’s how Waymo and Tesla’s autonomous vehicle services compare as of early September:

More Tech

See all Tech
tech

Report: Amodei told staff that Anthropic was targeted for lack of “dictator-style praise” for Trump

More details are leaking out from Anthropic about how CEO Dario Amodei explained the company’s dramatic schism with the Pentagon over its AI terms of use.

The Information shared details from a leaked 1,600-word memo to employees that Amodei reportedly sent on Friday after the Trump administration attacked the startup.

Per the report, Amodei told his staff that the reason the company was on the outs with the Trump administration was the fact that it had not given “dictator-style praise” to President Trump, “(while Sam has),” referring to OpenAI CEO Sam Altman.

Amodei also noted that OpenAI President Greg Brockman and his wife donated $25 million to the MAGA Inc super PAC, which likely put their competitor in the good graces of Trump and co.

Per the report, Amodei told his staff that the reason the company was on the outs with the Trump administration was the fact that it had not given “dictator-style praise” to President Trump, “(while Sam has),” referring to OpenAI CEO Sam Altman.

Amodei also noted that OpenAI President Greg Brockman and his wife donated $25 million to the MAGA Inc super PAC, which likely put their competitor in the good graces of Trump and co.

tech

“Fortnite” returning to the Play Store worldwide after Google lowers fees and opens Android

After years of fighting with “Fortnite” maker Epic Games, Google is hitting reset on Android — cutting Play Store fees, loosening its grip on billing, and making it easier for rival app stores to set up shop on millions of devices.

The move could also dent one of Google’s lucrative businesses: Play Store commissions.

In a blog post Tuesday, Google said it will let developers use their own billing systems alongside Google Play’s, link out to external purchase pages, and distribute apps through third-party app stores that meet Google’s safety standards. The company is also lowering Play Store fees in key markets, with billing fees around 5% for developers that use Google’s system, service fees roughly 20% on new installs, and subscription fees around 10%. The changes will roll out on a staggered schedule, beginning mid-2026.

In a corresponding post, Epic said “Fortnite” would expand worldwide on Google Play. “These changes will evolve Android into a true open platform,” the company wrote. “Fortnite” returned to the Play Store in the US in December after the two companies reached a settlement following years of antitrust battles.

In a blog post Tuesday, Google said it will let developers use their own billing systems alongside Google Play’s, link out to external purchase pages, and distribute apps through third-party app stores that meet Google’s safety standards. The company is also lowering Play Store fees in key markets, with billing fees around 5% for developers that use Google’s system, service fees roughly 20% on new installs, and subscription fees around 10%. The changes will roll out on a staggered schedule, beginning mid-2026.

In a corresponding post, Epic said “Fortnite” would expand worldwide on Google Play. “These changes will evolve Android into a true open platform,” the company wrote. “Fortnite” returned to the Play Store in the US in December after the two companies reached a settlement following years of antitrust battles.

tech

Apple debuts $599 Google Chromebook competitor

Apple’s latest product announcement this week is an opening salvo against Google’s ubiquitous Chromebook. On Wednesday, the iPhone maker unveiled the MacBook Neo, which starts at $599 — or $499 for students — the lowest price ever for a MacBook. Apple typically skews to the high end of the market.

The Neo is still more expensive than typical Chromebooks, which are hugely popular in schools, but it’s less stripped down, with a sharper display, aluminum case, and a more powerful processor than many Chromebook models.

tech

Bank of America upgrades Tesla, expecting it to “quickly become a leader in robotaxi services”

Tesla jumped in premarket trading after Bank of America reinstated coverage of the EV maker and upgraded it to “buy” from “hold,” with a price target of $460.

“We expect TSLA to quickly become a leader in robotaxi services, given its ability to scale more profitably than competitors,” analyst Alexander Perry wrote, noting that Tesla’s approach eschews more expensive (but more robust) technology like lidar.

BofA says Tesla’s Robotaxi service could amount to $844 billion in equity value and more than half Tesla’s valuation.

Currently, Robotaxi operates in two markets with heavy human oversight. In Austin, most of the rides involve a safety monitor sitting in the front seat, and in the Bay Area, all rides are driven by a human using supervised Full Self-Driving tech.

Alphabet subsidiary Waymo, meanwhile, is currently operating its driverless ride-hailing service in 10 US markets.

Currently, Robotaxi operates in two markets with heavy human oversight. In Austin, most of the rides involve a safety monitor sitting in the front seat, and in the Bay Area, all rides are driven by a human using supervised Full Self-Driving tech.

Alphabet subsidiary Waymo, meanwhile, is currently operating its driverless ride-hailing service in 10 US markets.

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, or Robinhood Money, LLC.