Waymo's Robotaxi Fleet Surpasses Tesla in Texas; Safety Concerns Linger for Tesla's FSD

May 29, 2026
Waymo's Robotaxi Fleet Surpasses Tesla in Texas; Safety Concerns Linger for Tesla's FSD
  • 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.

  • For investors evaluating TSLA, consider the mix of high valuation and insider selling against growth potential suggested by a GF Score; details are available on guru-focused pages.

  • 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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