Today, Waymo announced its own expansion — minus the puerile humor. It’s just a bigger map with more customers for the Alphabet-owned company’s budding robotaxi business. And more pressure on Tesla to drop the dick jokes and get serious about autonomous driving.
Waymo’s new map covers 90 square miles in Austin, which is an increase from the current 37-square-mile service area. New neighborhoods include Crestview, Windsor Park, Sunset Valley, Franklin Park, and more, as well as popular destinations like The Domain and McKinney Falls State Park. Waymo provided a map, with the old service area in dark blue and the new one in light blue.
In its announcement, Waymo stressed that it’s “the only fully autonomous, 24/7 experience for anyone in Austin,” a clear reference to Tesla’s limitations. Waymo’s vehicles are unsupervised and available at any time, while Tesla’s vehicles include a safety monitor in the passenger seat, only operate between 6AM and midnight, and are invite-only.
Still, this is one of the first times that Waymo is experiencing competition in one of its robotaxi cities, and the company clearly relishes the fight. Waymo also stressed “no waitlists or caveats” as part of its service, which is available exclusively on the Uber app.
Service area is a key metric in operating a robotaxi service. Companies tend to target denser areas with more customers and more desirable locations, while also keeping in mind that expanding too rapidly could compromise safety.
This is one of the first times that Waymo is experiencing competition in one of its robotaxi cities
Tesla’s robotaxis have already racked up a list of mistakes, and the presence of the safety monitor is a clear sign that the company isn’t confident enough in its technology to deploy its vehicles without supervision. Meanwhile, Austin residents have filed numerous complaints with the city about Waymo’s slow-moving, overly cautious vehicles. One customer got stuck inside a Waymo on a busy street. Still, there have been no serious safety incidents involving either company in Austin yet.
Embarrassing incidents are a certainty as more robotaxis hit the road and their service areas expand. But when it comes to scale, Waymo is the clear winner right now. The company has more than 1,500 vehicles in five major cities, including Los Angeles, San Francisco, Phoenix, and Atlanta. Tesla has said that it wants to expand to Arizona and California, though it has yet to apply for several required permits in the latter.
Waymo announced another major milestone earlier this week: 100 million miles of fully autonomous driving. Tesla said earlier this year that its customers have driven more than 3.5 billion miles while using the company’s Full Self-Driving feature — which requires human supervision at all times.
