THE ROBOTAXI REPORT

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

ISSUE #17 · Week 46, 2026 · November 9, 2026

Tesla Adds Two Texas Cities as Regulators Press Both Leaders

🚖 Executive Summary

Tesla had its biggest expansion week yet: unsupervised Robotaxi rides opened in Fort Worth on November 2 and in San Antonio on November 9, taking it from six to eight live markets. The catch is density — community trackers count just 24 vehicles in Fort Worth and five in Miami, and San Antonio's ~275-square-mile zone launched with no stated fleet size or operating hours. Regulators leaned on both leaders: NHTSA opened a recall query into 2,895 Waymo vehicles over whether its school-bus software fix actually worked, and Tesla met NHTSA's sworn Cybercab certification deadline but asked that its entire answer be kept confidential. Waymo also confirmed it will stop relying exclusively on Uber in Austin and Atlanta from January 2028, and began winter testing in Fairbanks, Alaska.

📰 The Week's Top Stories

01

Tesla launches Robotaxi in San Antonio with its largest zone yet

Tesla began Robotaxi rides in San Antonio at 5 a.m. on Monday, its eighth market and fifth in Texas. Not a Tesla App measures the service area at roughly 275 square miles — Tesla's largest at launch — served by Model Ys. TechCrunch reports Tesla gave no details on fleet size, operating hours or whether safety monitors ride along.

Why it matters: San Antonio was on Tesla's 'coming soon' list just three weeks ago, so this is a promise kept — but a big map with an undisclosed fleet says little about how easy it is to actually get a ride.

TechCrunch · 2026-11-09
02

NHTSA questions whether Waymo's school-bus fix worked

NHTSA opened a recall query covering 2,895 Waymo vehicles to review whether the software update from Waymo's December 2025 recall stopped its cars from illegally passing stopped school buses. Reuters reports most of the violations happened after Waymo said the remedy was fully deployed; Austin ISD documented 19 violations and Atlanta public schools six more.

Why it matters: A recall query can end in a new recall, and school-bus behavior is the safety issue most likely to move local politicians against robotaxis.

Reuters via Investing.com · 2026-11-09
03

Tesla opens fully unsupervised rides in Fort Worth

Tesla launched Robotaxi rides in Fort Worth on November 2 with no human safety monitor in the vehicle, covering about 143 square miles with Model Ys. A week later the Robotaxi Tracker community site counted 24 Tesla vehicles there, according to TechCrunch.

Why it matters: Fort Worth is a separate service zone from Dallas, giving Tesla two driverless footprints in the same metro — though 24 cars across 143 square miles is thin coverage.

Not a Tesla App · 2026-11-02
04

Tesla answers NHTSA's Cybercab audit — and asks to keep all of it secret

NHTSA's special order asked Tesla to show under oath, across 21 questions, that the steering-wheel-free Cybercab meets federal safety standards. Tesla met the October 30 deadline with a one-page letter stating that 'the entirety of this file is confidential business information'; Electrek reports NHTSA has not yet ruled on the request, and the probe covers about 1,000 vehicles.

Why it matters: Whether the Cybercab is legally compliant decides how fast Tesla can scale it, and full confidentiality would leave the public without the evidence either way.

Electrek · 2026-11-05
05

Waymo will end Uber exclusivity in Austin and Atlanta in January 2028

Waymo co-CEO Tekedra Mawakana confirmed that from January 2028 riders in Austin and Atlanta will be able to book Waymo through its own app, ending Uber's exclusive arrangement in those cities. She called the Uber experience 'a little bit of a crapshoot' for riders; Uber said it still plans to offer Waymo rides on its app for as long as both companies agree.

Why it matters: Owning the rider relationship is how Waymo controls pricing, service quality and data — and it signals that platform partners are a bridge, not the destination.

TechCrunch · 2026-11-04
06

Waymo takes winter testing to Fairbanks, Alaska

Waymo will run closed-course evaluations in Fairbanks, Alaska, and collect heavy-snowfall data with its Ojai and Hyundai IONIQ vehicles, Gov. Mike Dunleavy said. No fleet size or test duration was disclosed.

Why it matters: Snow and ice are the biggest unsolved barrier to robotaxis in northern cities, and Denver this winter will be Waymo's first real public test of it.

Fox Weather · 2026-11-05
07

Denver police can't ticket driverless cars

Denver police say neither state law nor city ordinance offers a way to cite a driverless vehicle for a traffic violation, so they have issued no citations or warnings to Waymo vehicles. The city is exploring rules that would let police ticket a vehicle's registered owner, and a state lawmaker is weighing legislation for next session.

Why it matters: California and Tennessee have already closed this gap, and more cities are likely to follow as robotaxi fleets grow.

Denver Gazette · 2026-11-02

📈 Scoreboard Changes

🏆 Winner of the Week

Tesla

Two new driverless markets in eight days, including its largest service area so far, put Tesla at eight live cities. The asterisks are real: small tracked fleets and a Cybercab safety filing it wants kept entirely secret.

🔮 The Road Ahead

The next test for Tesla is whether it can keep its other November promise: Cybercab service in Dallas, which would be the vehicle's first market outside Austin. That launch now runs into an open question at NHTSA, which still has to rule on Tesla's request to keep its whole sworn Cybercab answer confidential. Also watch whether Tesla's tracked fleets catch up with its geofences, and whether the remaining 'coming soon' cities — Las Vegas, Phoenix and Jacksonville — get dates. For Waymo, watch whether the school-bus recall query turns into a new recall, how its service holds up in Denver's first winter, and the Washington DC Council's committee vote on a 200-vehicle cap, expected by Thanksgiving. The wider pattern: expansion now comes with closer oversight, from federal recall reviews to cities working out how to ticket a car with no driver.

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

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