Overview
Convergence of AI, LiDAR, computer vision and edge computing to reach full autonomy. Robotaxis, autonomous trucks, delivery drones.
Impact: Accident reduction (-90% potential), logistics revolution, $2T+ market
Projects
Active
Waymo — the commercial robotaxi at scale
More than 500,000 paid rides per week, a figure published by Alphabet in April 2026, across more than 1,400 square miles as of May. Freeway rides, restricted in the spring after a recall, are again offered in four markets, with still-limited access.
80% — 2026
Tesla — Robotaxi and FSD (Supervised) v14
The Cybercab entered production at Gigafactory Texas in the second quarter of 2026, but is not yet deployed in the Robotaxi fleet. 1.48 million active FSD subscriptions.
68% — Non daté
Aurora Innovation — the driverless trucks of the Sun Belt
Second generation of the Aurora Driver launched in July 2026 on the International LT Series platform, with a lidar reaching one kilometer — more than 34 seconds of reaction time at highway speed.
70% — 2026