THE ROBOTAXI REPORT

The robotaxi week in five minutes. Published every Monday. Every claim sourced.

ISSUE #11 · Week 40, 2026 · September 28, 2026

Tesla's Paper Fleet: 546 Registered, 8 Giving Rides

🚖 Executive Summary

The gap between Tesla's robotaxi paperwork and its actual service was the story of the week. Texas registrations surged past 500 vehicles — Cybercab registrations more than doubled to 126 in a matter of days — yet community tracking found the Austin fleet actively giving rides collapsed to just 8 vehicles once the Cybercab launch event's influencer surge faded. Waymo, meanwhile, published fleet and safety numbers at a different scale: roughly 4,000 vehicles, 500,000 paid rides a week, and a safety dashboard now covering 270 million driverless miles. Regulators kept the pressure on from multiple directions: Tesla's sworn NHTSA response on the pedal-less Cybercab is due September 30, and Minneapolis is weighing an ordinance Waymo calls a de facto ban. A Zoox robotaxi was also involved in an injury crash on the Las Vegas Strip, with fault not yet determined.

📰 The Week's Top Stories

01

Tesla's active Austin fleet collapses to 8 vehicles after Cybercab launch surge

Community tracking data reported by Electrek shows Tesla's Austin robotaxi fleet actively giving rides fell to just 8 vehicles in the week after the September 3 Cybercab event, down from a brief spike past 100 when invited influencers were riding. Statewide, Robotaxi Tracker counts 265 vehicles with matched license plates and about 179 spotted in service over the past 30 days — against 476 registered VINs at the time.

Why it matters: Fifteen months after launch, Tesla's deployed service remains roughly the size it was on day one — registrations are growing far faster than actual rides.

Electrek · 2026-09-22
02

Tesla's Texas AV registrations blow past 500 as Cybercab count more than doubles

Texas DMV records show 546 Tesla autonomous vehicles registered statewide as of September 26 — 420 Model Ys and 126 Cybercabs — up from 448 a week earlier. Cybercab registrations jumped from 69 to 126 in two days, and dozens of Cybercabs have been spotted staging in Houston, hinting at an expansion there. Our own daily TxDMV sync confirms the 546 figure held through September 28.

Why it matters: The registration surge signals Tesla is provisioning for a much bigger Cybercab rollout — but registered vehicles are not the same as vehicles in service.

Tesla Oracle · TxDMV registrations via robotaxireport.com daily sync · 2026-09-26
03

Waymo fleet data: ~4,000 robotaxis, 500,000 paid rides a week

A TechCrunch analysis of registration and fleet data puts Waymo at roughly 4,000 robotaxis across 15 US cities, handling 500,000 paid rides per week. Waymo's Texas fleet grew 49% in three weeks to 1,102 registered vehicles, with the new Zeekr-based Ojai minivans now about a third of it, and the company is on track to import 5,100 Ojai units by year-end.

Why it matters: Waymo is scaling hardware at the pace its 1-million-weekly-rides target requires, while its nearest US rival still measures deployed vehicles in the dozens.

TechCrunch · 2026-09-24
04

Waymo safety update: 270M driverless miles, 82% fewer injury crashes

Waymo refreshed its safety-impact data through June 2026, now covering 270 million autonomous miles. By its own methodology, the company estimates 841 injury-causing crashes avoided versus matched human drivers — an 82% reduction — and 95% fewer serious-injury crashes, with reductions of 93% for pedestrians and 86% for cyclists.

Why it matters: This is company-published data, not an independent study, but it extends the pattern independent analyses like July's IIHS study have also found.

Waymo · 2026-09-24
05

Minneapolis weighs human-monitor mandate; Waymo calls it a de facto ban

The Minneapolis City Council is considering an ordinance that would require AV companies to put a paid human monitor in the driver's seat and obtain a city license, effective October 2027. Waymo, which is currently mapping and winter-testing in the city with human drivers, says the framework amounts to a de facto ban; a public hearing was set for September 24.

Why it matters: If city-level human-monitor mandates spread, they could carve holes in the state-by-state permitting map robotaxi operators have relied on.

MPR News · 2026-09-22
06

Driver hospitalized after crash involving a Zoox robotaxi on the Las Vegas Strip

A Nissan Murano collided with a Zoox autonomous vehicle on Las Vegas Boulevard near Four Seasons Drive on the morning of September 25; the Nissan's driver was taken to a hospital with minor upper-body injuries. Fault has not been determined, and Zoox had not commented at the time of the report.

Why it matters: Zoox's purpose-built robotaxis just expanded to the Las Vegas airport this month, so every Strip incident now draws scrutiny — though nothing reported so far indicates the Zoox was at fault.

KTNV Las Vegas · 2026-09-25

📈 Scoreboard Changes

🏆 Winner of the Week

Waymo

Half a million paid rides a week, a 49% Texas fleet expansion in three weeks, and a safety dataset now spanning 270 million miles — while Tesla's actively-serving Austin fleet shrank to single digits.

🔮 The Road Ahead

The next two weeks are regulatory crunch time. Tesla's sworn response to NHTSA's Special Order on the pedal-less Cybercab is due September 30 — watch whether the agency accepts Tesla's certification theory or moves to restrict the vehicle, since the answer determines whether the 126 Cybercabs now registered in Texas can actually scale into service, and the Houston staging suggests Tesla intends to launch there regardless. Watch too for Waymo flipping Las Vegas from invite-only to open access, which it signaled would come within a month or two of the September 14 launch, and for whether its 5,100 Ojai imports land by year-end — the hardware behind its million-weekly-rides ambition. The sleeper battleground is municipal: Minneapolis's human-monitor ordinance is the first serious attempt by a US city to re-insert a paid human into driverless operations, and if it passes in any form, expect labor groups to push copycat measures in other council chambers.

The Road Ahead is analysis and forecast, not established fact — and nothing in this report is investment advice.

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