Tesla's Texas Robotaxi Fleet Tops Waymo: Should You Get Bullish?

What happened: Texas DMV records as of Nov. 10 show 1,302 vehicles registered under Tesla Robotaxi, LLC, narrowly ahead of Waymo's 1,297, according to Teslarati. Key numbers: Tesla fleet: 729 Model Y (56%) and 573 Cybercabs (44%). Tesla had 42 vehicles listed when the registry became public in late May 2026, a more than 30-fold increase. Why it matters: The article says fleet registrations do not show active rides, utilization or economics, and Waymo operates beyond Texas. It says the milestone makes the robotaxi opportunity more credible but does not make it bullish on the stock yet. Market: -1.7% today ($266.17), +17.5% YTD, 1.0x vol — as of 12:45 UTC

Texas DMV records as of Nov. 10 show 1,302 vehicles registered under Tesla Robotaxi, LLC, narrowly ahead of Waymo's 1,297, according to Teslarati.

The article says fleet registrations do not show active rides, utilization or economics, and Waymo operates beyond Texas. It says the milestone makes the robotaxi opportunity more credible but does not make it bullish on the stock yet. Market: -1.7% today ($266.17), +17.5% YTD, 1.0x vol — as of 12:45 UTC