NOTE: This market includes any autonomous ride in a Tesla, not just the robotaxi service!
Waymo claims 700k fully autonomous rides in 2023, which was more than ~0 Tesla rides that were fully autonomous in 2023.
To define fully autonomous, I'll use the following definition:
No human operates any direct controls inside the vehicle like the steering wheel or pedals
No human in the car actively monitors the driving being ready to intervene
Must be of a non-trivial distance (e.g. crossing the parking lot does not count)
Can't be in a fixed track, like the Las Vegas Loop
See also: /JamesGrugett/will-tesla-serve-more-fully-autonom
I will delay resolution until both companies report results or until the result is extremely clear, or until it's January 2028, where I'll make an informed guess.
1,000