Goldman Sachs US Autonomous Vehicles: Robotaxi Tracker — Deployment Updates and Key Safety and Usage Metrics
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Goldman Sachs has published its latest US Autonomous Vehicles Robotaxi Tracker, detailing deployment progress and critical safety and usage metrics for major operators. In the second quarter of 2026, companies like Waymo and Cruise continued expanding their operational footprints and fleet sizes, although safety incidents remain a focal point for industry observers.
Waymo achieved a 25% month-over-month increase in driverless miles across San Francisco and Phoenix, reaching 5 million miles monthly, while reducing its manual intervention rate by 15% from the prior quarter. Cruise expanded its Austin and Dallas operating areas by 30% and saw passenger miles grow 20% sequentially. However, Cruise's safety incident rate of 0.8 per 1,000 miles remains higher than Waymo's 0.5. Tesla's Full Self-Driving system recorded 1.2 highway interventions per 1,000 miles, compared to 3.5 on urban roads. Amazon's Zoox expanded its Las Vegas fleet to 50 vehicles but has yet to launch paid service.
First-quarter US Robotaxi passenger miles hit 15 million, up 40% year-over-year, with average wait times falling to five minutes—rivaling traditional ride-hailing. Waymo reported operating costs of $0.80 per mile, a 20% reduction. Goldman Sachs anticipates the US Robotaxi fleet will exceed 5,000 vehicles by year-end. Regulatory approvals and technological advancements remain the primary variables over the next 12 months.
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