TLDR: Since Tesla’s June 2025 robotaxi launch, Tesla has built a 39-vehicle unsupervised fleet, while Waymo has a newly disclosed 3,791-vehicle U.S. fleet. So Tesla appears to be on pace to catch up with Waymo’s autonomous fleet size by the year 2111.
LOL!
It’s me. And yes, I’m bad at math, guilty as charged. I tend to make pretty simple points.
But, yes, when a publicly traded company promises exponential growth on their earnings calls, and then delivers double-digit unit delivery a year later, I do tend to point and laugh. All of that is accurate.