From CNBC.

Alphabet-owned Waymo scaled up and now leads the American robotaxi market by far, while Baidu-owned Apollo Go dominated in China. In the San Francisco Bay Area, there are now multiple robotaxi services operating, including Zoox and Waymo, although only Waymo provides commercial rides completely free of any human safety operators. Tesla finally launched their robotaxis in Austin and San Francisco but both states include human safety supervisors onboard ready to quickly take over driving. In December, Musk confirmed that driverless robotaxi tests had begun in Austin, which drove Tesla stock to a year high.

Chapters:
00:00 – 03:54 U.S. players
04:11 – 06:31 Testing Tesla and Waymo
06:32 – 08:30 Apollo Go and China

Produced and edited by: Magdalena Petrova
Reporter: Lora Kolodny
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional reporting: Jennifer Elias, Annie Palmer, Evelyn Cheng
Additional footage: Getty Images, Waymo, Tesla, WeRide, May Mobility, Zoox, Nuro

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Waymo Leads The 2025 Robotaxi Surge As Zoox Expands And Tesla Races To Catch Up