Mobility's new Big Three: Tesla, Waymo and Uber
Summary
Three companies—Waymo, Tesla, and Uber—are leading the development of self-driving vehicle technology in the United States. Each company has different strengths and strategies as they work to build large-scale autonomous vehicle services like robotaxis.Key Facts
- Waymo operates robotaxis in 11 cities and completes 500,000 paid trips per week.
- Waymo has driven 200 million miles fully without drivers and has $16 billion in funding from its parent company Alphabet.
- Waymo provides self-driving technology but does not make cars or run full vehicle maintenance.
- Uber has a strong ride-matching platform from 15 years of experience and is investing $100 million in charging hubs for autonomous vehicles.
- Uber partners with many autonomous vehicle developers but depends on others to supply and maintain robotaxi cars.
- Tesla collects data from over 3 million vehicles, including 1.1 million on its supervised driving system, to improve its self-driving tech.
- Tesla’s full self-driving system still requires driver supervision and has only a limited robotaxi service running.
- Tesla’s robotaxi plans include a Cybercab without traditional controls, but it hasn’t yet received regulatory approval.
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