Waymo reported that it just passed 100 million miles of autonomous driving, doubling its mileage in around 6 months since early 2025. Over 10M autonomous trips have been completed. Waymo continues to lead its competitors in the US market, with Zoox starting free test rides at Resorts World in Las Vegas and Tesla just starting in Texas. VW/Mobileye in partnership with Uber plans to rollout service in 2026.
Waymo achieved 25% market share in San Francisco’s rideshare market where they have scaled the fastest so far which is encouraging other market entrants. The Waymo Driver seems to be generalizing quite quickly to new cities, but regulation and logistics is perhaps a bigger challenge when it comes to scaling now. Waymo just announced a partnership in Dallas with Avis to manage the car fleet.
Baidu has driven over 15M miles (in China), including test miles and Pony.ai stands at around 3M driverless miles. Tesla reported that they passed 1B FSD (autonomous) miles driven and adoption rates have reached about 25% and growing. GM now has 500K Super Cruise enabled cars on the road and over 34M miles driven.
The more miles driven by a fleet, the more corner cases can be found and in theory the better the AI software can be trained. Mercedes also announced this month, that it will start collecting data from customer vehicles to improve software training.
Mobileye also made some interesting comments about the ADAS and Robotaxi market in their Q2 earnings call which I discuss below.
We are finishing booking exhibitors and speakers for our November conference in Germany and still have a few spots left – please contact me if you are interested. A preliminary agenda is on the DVN website.
Martin Booth
DVN USA Representative
mbooth@drivingvisionnews.com
