Waymo's Robotaxi Fleet Surpasses Tesla in Texas; Safety Concerns Linger for Tesla's FSD
May 29, 2026
Texas regulators reveal Waymo’s robotaxi fleet far outstrips Tesla’s, with Waymo operating 577 vehicles to Tesla’s 42, highlighting a wide gap in authorized driverless deployment.
New rules require operators to self-certify SAE Level 4 capability, elevating safety standards for fully autonomous driving in Texas.
The Texas fleet-disclosure law took effect on May 28, and the DMV’s public tool now reflects these disclosure requirements.
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Overall, Tesla faces strong growth prospects but potential overvaluation and notable insider selling, calling for caution despite momentum.
Former Tesla data labelers and engineers say FSD struggles with emergency vehicles, school buses, pedestrians, construction zones, and motorcyclists, with reports of near-misses and driver interventions.
Reuters corroborates ongoing concerns about FSD safety, citing firsthand accounts of continued struggles and incidents in real-world use.
Tesla continues to frame driverless cars as central to its future growth, even as competition and regulatory scrutiny mount, underlining Musk’s AI/robotics positioning.
Experts from Carnegie Mellon question the fairness of comparing FSD safety to the broader U.S. fleet, arguing different baselines and contexts for safety assessments.
Industry voices, including Phil Koopman, warn that newer-car safety baselines may not translate directly to FSD performance, especially against older fleet comparisons.
Tesla’s approach has involved a staged rollout with a front-seat safety chaperone, while executives indicate plans to increase unsupervised deployments over time.
Investors can use diverse data sources and market indicators to gauge Tesla’s autonomous strategy and market stance.
Summary based on 17 sources
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Sources

TechCrunch • May 29, 2026
Waymo dominates autonomous vehicle registrations as Tesla trails behind
Stocktwits • May 29, 2026
TSLA Stock Slips After-Hours: Waymo's Massive Robotaxi Lead Casts New Shadow Over Tesla's FSD Push
Zamin.uz • May 29, 2026
Waymo Surpasses Tesla in Autonomous Vehicles in Texas