Alphabet's self-driving subsidiary, Waymo, is making substantial strides in the autonomous vehicle sector, having accumulated an impressive 96 million driverless miles. This milestone, detailed in their latest safety report, underscores the increasing maturity and reliability of their robotaxi service. The report not only showcases the extensive operational reach across major U.S. cities but also emphasizes the enhanced safety performance of Waymo's vehicles compared to human-driven counterparts. Meanwhile, the expansion of Waymo's services into new territories and Tesla's parallel efforts indicate a burgeoning competition and a promising future for self-driving technology, despite ongoing regulatory and public acceptance challenges.
In a recent announcement on Tuesday, September 17, 2025, Waymo, Alphabet Inc.'s autonomous cab division, revealed a remarkable achievement: its robotaxis have now covered 96 million driverless miles. This substantial figure was part of a newly released safety report detailing the company's operational footprint across several key U.S. cities. Specifically, Waymo's vehicles navigated 16.4 million miles in Los Angeles, 29.8 million miles in San Francisco, and 4.62 million miles in Austin, Texas. The city of Phoenix, Arizona, stood out with the highest number of autonomous miles recorded, reaching 46.39 million.
The safety report also highlighted compelling statistics regarding the performance of Waymo's self-driving cabs. The company reported a 91% reduction in serious injuries and 79% fewer airbag deployments when compared to incidents involving human drivers within the same operational areas. This data reinforces Waymo's claims of superior safety in autonomous driving.
Coinciding with the release of the safety report, Waymo also disclosed plans for significant expansion. The company initiated testing operations at San Francisco International Airport, initially offering the service to its employees before a broader public rollout in the San Francisco Bay Area. This follows a similar testing phase previously launched at San Jose airport.
Furthermore, Waymo has commenced testing its autonomous vehicles in New York City. This move, however, has been met with resistance from local taxi drivers, who have expressed concerns to New York State Governor Kathy Hochul, arguing that the expansion of robotaxis could negatively impact their livelihoods.
Not to be outdone, Tesla Inc. is also actively advancing its own robotaxi initiatives. The company recently advertised for test drivers in New York City, signaling its commitment to developing self-driving capabilities in the bustling metropolis. In Austin, Tesla has extended its robotaxi operations to include highways, with a notable change in the role of the safety operator, who now occupies the driver's seat. This adjustment may be a strategic response to evolving autonomous driving regulations in Texas. Tesla's Full Self-Driving (FSD) system, the foundation of its robotaxi services, continues to face scrutiny from experts and has been the subject of recent legal challenges, prompting a revised definition of the technology.
Amidst these developments, U.S. Transportation Secretary Sean Duffy indicated that the government is exploring the possibility of relaxing self-driving regulations. This potential revision of the Federal Motor Vehicle Safety Standards (FMVSS), which were originally designed for human-operated vehicles, could significantly streamline the deployment of autonomous technologies. Financial analysts, such as Wedbush Securities managing director Dan Ives, remain optimistic about Tesla's FSD technology, forecasting a substantial $1 trillion market opportunity for the electric vehicle giant's autonomous driving ventures.
The rapid evolution of autonomous driving technology, as exemplified by Waymo and Tesla, brings forth a fascinating blend of innovation and challenges. On one hand, the extensive driverless miles logged by Waymo, coupled with its impressive safety record, underscore the immense potential of self-driving cars to enhance road safety and revolutionize transportation. The continuous expansion into complex urban environments and major transportation hubs like airports demonstrates a clear path towards widespread adoption. However, the pushback from traditional taxi services in cities like New York highlights critical socio-economic implications that policymakers and technology companies must address. Balancing technological progress with the need to mitigate job displacement and ensure equitable access to new services will be paramount. Moreover, the ongoing debate around regulatory frameworks and the fine-tuning of systems like Tesla's FSD emphasize that while the future of mobility is undoubtedly autonomous, its successful integration into society requires careful navigation of technical, ethical, and economic complexities. As these technologies mature, it is crucial to foster public trust through transparent safety reporting, robust regulatory oversight, and proactive engagement with all stakeholders to truly unlock the transformative potential of self-driving vehicles.