CMB Stock News Of The Day 📰📰🗞️🗞️📈📉
- Yung Goonie
- Sep 29
- 2 min read
“Waymo, Lyft, Tesla: The Key Players Driving America’s Robotaxi Race” 🚨🚨🚨
The U.S. robotaxi race is heating up fast, with new vehicles, trials, and partnerships announced almost daily — making it harder than ever to keep track of who’s working with who. Major players like Uber, Lyft, and Google’s Waymo are leaning heavily on collaborations with automakers, tech developers, and fleet managers to bring their self-driving ambitions to life.
Waymo stands out with its own ride-hailing service, Waymo One, while also teaming up with Uber and Lyft to expand reach. Its tech is integrated into vehicles from Jaguar Land Rover and Zeekr, while Avis even manages part of its fleet. Uber is also pushing forward, signing deals with Volkswagen and Lucid to scale its future robotaxi network.
Tesla takes a different approach, controlling the full stack — from autonomous software and cars to ride-hailing and fleet management. It’s already testing robotaxis in multiple states, though still with safety monitors onboard. Amazon-owned Zoox and chipmaker Nvidia are also making waves, while some rivals like GM’s Cruise and Hyundai-backed Motional have already hit major roadblocks.
For now, robotaxi service is live only in select cities like Austin, Phoenix, San Francisco, LA, and Vegas. Still, the numbers are promising: in Austin, Waymo’s 100 vehicles are completing more rides than nearly every human Uber driver, and the company already operates more than 2,000 cars nationwide.
The long-term vision? Waymo wants to be “the world’s most trusted driver,” Elon Musk believes Tesla could dominate with 99% market share, and Ark Invest estimates the industry could generate $4 trillion in revenue by 2030. But before that can happen, the public has to get on board — and right now, most Americans remain skeptical about stepping inside a driverless car.


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