Robotaxi Deployment Updates and Safety Usage Metrics
AI summary card
Robotaxi Deployment Updates and Safety Usage Metrics
Goldman Sachs updates robotaxi deployment status and safety usage data, including performance of Tesla and Waymo.
- Tesla has one accident per 100,000-120,000 kilometers driven, Waymo has one per 150,000-175,000 kilometers.
- Waymo continues to expand operating cities in the United States and internationally.
- Waymo's monthly active users grew 20% year-over-year, though still below Uber/Lyft.
- Tesla plans to launch autonomous driving services in more cities.
- Uber and Lyft continue increasing investments in autonomous driving field.
Report interpretation
Overview
This report updates robotaxi deployment status and key safety and usage metrics, focusing on companies such as Tesla and Waymo and their operational progress in the United States and internationally.
Core views
The report provides accident data for Tesla and Waymo, with Tesla having one accident per 100,000-120,000 kilometers and Waymo having one per 150,000-175,000 kilometers. Waymo's monthly active users (MAUs) grew 20% year-over-year, maintaining growth despite slowdown and remaining above Uber/Lyft. Waymo continues to expand operating cities in the United States and internationally, while Tesla also launches autonomous driving services in more cities. Uber and Lyft continue increasing investments in autonomous driving field.
Analysis framework
The report calculates accident frequency and monthly active users for both companies by collecting data from the National Highway Traffic Safety Administration (NHTSA) and disclosures from Waymo and Tesla. It also analyzes these companies' operational progress and investment plans to assess their performance and prospects in the autonomous driving field.
Methodology notes
Assessing company performance in autonomous driving field through analysis of Tesla and Waymo accident data and user activity.
The supply and demand framework helps understand Tesla and Waymo's operational conditions and user acceptance, thereby evaluating their competitiveness in the autonomous driving market.
Asset mapping & comparison
Structured mapping from thesis to named assets (strengths, weaknesses, peers, risks).
- Tesla (TSLA)Benefiting from autonomous driving technology development
- Strengths
- Leading electric vehicle technology and brand influence
- Weaknesses
- Maturity and safety issues of autonomous driving technology
- Comparison
- Compared to Waymo, Tesla has higher accident frequency
- Risks
- Intensifying market competition and technology execution risk
- WaymoBenefiting from autonomous driving technology development
- Strengths
- Strong technical research and development capabilities and extensive operating network
- Weaknesses
- High initial operating costs
- Comparison
- Compared to Tesla, Waymo has lower accident frequency
- Risks
- Intensifying market competition and technology execution risk
- Uber Technologies Inc. (UBER)Benefiting from autonomous driving partnership relationships
- Strengths
- Extensive market coverage and user base
- Weaknesses
- Dependency on autonomous driving technology
- Comparison
- Actively investing in 3P partnership relationships
- Risks
- Regulatory environment changes and technology execution risk
- Lyft Inc. (LYFT)Benefiting from autonomous driving partnership relationships
- Strengths
- Flexible business model and user loyalty
- Weaknesses
- Dependency on autonomous driving technology
- Comparison
- Actively investing in 3P partnership relationships
- Risks
- Regulatory environment changes and technology execution risk
- Rivian Automotive Inc. (RIVN)Benefiting from autonomous driving partnership relationships
- Strengths
- Advanced electric technology platform and autonomous driving solutions
- Weaknesses
- Production capacity and funding needs
- Comparison
- Partnering with Uber to launch autonomous driving services
- Risks
- Intensifying market competition and technology execution risk
Key data
- Tesla Accident FrequencyPer 100,000-120,000 KilometersTesla's accident frequency in Austin, United States
- Waymo Accident FrequencyPer 150,000-175,000 KilometersWaymo's accident frequency across all operating cities in the United States
- Waymo MAUs Year-over-Year Growth+20%Growth rate compared to same period last year
Impact & implications
The report indicates that Tesla and Waymo's accident frequency and user activity are important indicators for assessing their autonomous driving technology. Waymo shows significant growth in user activity, while Tesla continues expanding its autonomous driving service city coverage. This data is significant for investors evaluating market performance and potential risks of related companies.