Waymo Is Fleetmogging Tesla in Texas

Waymo is outpacing Tesla in Texas robotaxi deployments, a shift that challenges investor expectations and the race for scale. As of the end of May, Waymo registered 577 robotaxis in Texas, with Avride at 317, Nuro at 47, and Tesla just 42. A new Texas law requiring self-certification of Level 4 compliance became enforceable on Thursday, shaping how autonomous-vehicle operators demonstrate safety. Tesla’s Cybercab rollout from Gigafactory Texas emerged as Musk highlighted progress on X, underscoring a broader regulatory and competitive battleground. The gap in fleet size illustrates how rivals are accelerating while Tesla recalibrates its autonomy strategy.