Alphabet’s Waymo Leads on Safety, but Tesla Could Still Close the Robotaxi Gap

Goldman Sachs Research predicts the global robotaxi market will reach $415 billion by 2035, with Waymo (Alphabet) and Tesla positioned as key players. While Waymo currently leads in safety and commercial deployment, Tesla has the potential to catch up by making its autonomous driving software "good enough" for widespread adoption, despite not matching Waymo's current safety statistics. The article highlights that Waymo's regulatory approvals and lower crash rates give it an edge, but Tesla's architecture could enable broader deployment and future licensing opportunities.