Mapping America's Robotaxi Boom As Driverless Fleets Hit More Cities Robotaxi deployments are entering the scaling phase across major U.S. cities as Waymo, Lyft, Tesla, Zoox, and other autonomous vehicle firms push fleets deep into cities. The autonomous rideshare market remains in its early chapters, but the direction of travel is clear even to the modest observer: robotaxis are moving from the t...
Mapping America's Robotaxi Boom As Driverless Fleets Hit More Cities Robotaxi deployments are entering the scaling phase across major U.S. cities as Waymo, Lyft, Tesla, Zoox, and other autonomous vehicle firms push fleets deep into cities. The autonomous rideshare market remains in its early chapters, but the direction of travel is clear even to the modest observer: robotaxis are moving from the test phase to becoming an increasingly common sight on the roads. With that comes the general public capturing these robotaxis doing some pretty weird stuff in the wild, such as bottlenecking in a quiet Atlanta neighborhood last month... And this. Pro tip: Waymo is more drunk friendly than uber. https://t.co/tYNgWzLBl5 — Old Row (@OldRowOfficial) May 11, 2026 The latest update on commercial AV deployments comes from Goldman analysts led by Eric Sheridan, who told clients these deployments are gaining momentum. Based on NHTSA crash data from July 2025 through mid-April 2026, along with Waymo and Tesla disclosures on miles and trips, Tesla robotaxis had an accident every 100,000 to 120,000 miles , while Waymo had an accident every 150,000 to 175,000 miles. Tesla's Austin fleet includes a mix of vehicles with and without safety monitors, while Waymo operates commercially across more cities and has a much larger fleet. Sheridan estimates that Waymo's fleet size is over 3,800 vehicles (including 577 in Texas), while Tesla's fleet in Texas is around 42 vehicles. SensorTower data for the US market shows that Waymo's app usage continued to expand in April, though momentum appears to be slowing. Monthly active users rose 20% year over year , a slower pace than in recent months. Announced current and future deployments Sheridan's ratings and price targets on robotaxi or robotaxi-aligned companies: Related: Brave New Autonomous World Takes Shape On America's Highways Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges Robotaxis Enter Commercialization Phase In North...
CNBC’s Jim Cramer is making a paradoxical call on the pending SpaceX IPO. On Squawk on the Street this week, he predicted the stock could double on its opening trade to a $4 trillion valuation, while publicly trying to talk retail investors out of buying. The mechanics he points to (a microscopic float and forced ... CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Fac...
CNBC’s Jim Cramer is making a paradoxical call on the pending SpaceX IPO. On Squawk on the Street this week, he predicted the stock could double on its opening trade to a $4 trillion valuation, while publicly trying to talk retail investors out of buying. The mechanics he points to (a microscopic float and forced ... CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.
Sameer Samat, President of Android Ecosystem at Google discusses platform evolution, AI integration and ecosystem strategy with Bloomberg’s Mark Gurman in a live version of Power On at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
Sameer Samat, President of Android Ecosystem at Google discusses platform evolution, AI integration and ecosystem strategy with Bloomberg’s Mark Gurman in a live version of Power On at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual Build developer conference, with the analysts writing that the competitive focus in AI is increasingly shifting beyond foundation models toward...
Microsoft Corp (NASDAQ:MSFT)'s enterprise artificial intelligence strategy received a positive assessment from Jefferies following the company's annual Build developer conference, with the analysts writing that the competitive focus in AI is increasingly shifting beyond foundation models toward...
David Hughes, Senior Vice President of SASE & Security, Networking at HPE speaks with Bloomberg’s Kate Moriarty about enterprise technology and infrastructure strategy at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
David Hughes, Senior Vice President of SASE & Security, Networking at HPE speaks with Bloomberg’s Kate Moriarty about enterprise technology and infrastructure strategy at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
Ole_CNX The May nonfarm payrolls report, coming out on Friday, is expected to show a solid gain of 85K, though slowing moderately from the 115K initial estimate for April. The consensus estimate for the unemployment report is 4.3%, unchanged from April's level. The labor market is important because it signals the strength of U.S. economic growth and makes up half of the Federal Reserve's dual mand...
Ole_CNX The May nonfarm payrolls report, coming out on Friday, is expected to show a solid gain of 85K, though slowing moderately from the 115K initial estimate for April. The consensus estimate for the unemployment report is 4.3%, unchanged from April's level. The labor market is important because it signals the strength of U.S. economic growth and makes up half of the Federal Reserve's dual mandate, with the other half being price stability. Last year, payroll growth was anemic as businesses dealt with a range of uncertainty from government policy changes, chiefly in tariffs and immigration. Some of that uncertainty seems to have abated, boding well for the labor market, said David Russell, global head of Market Strategy at TradeStation, "My sense is that the hiring market is actually doing pretty well," he said in an interview with Seeking Alpha. Declining job claims, the ADP private sector jobs report, and the April JOLTS point to increased demand for labor. "So, my sense is that the economy is actually improving." Reduced uncertainty regarding government policies has given more businesses the confidence to start hiring, he explained. Specifically, Russell pointed to last year's federal government job cuts, the tariff situation, and the sharply curtailed immigration. "There was significant policy uncertainty last year that slowed the job market, and that uncertainty, that surprise, has now worked its way through." Meanwhile, the uncertainty surrounding the Middle East conflict and oil shock isn't having the same impact on hiring. "Unless the situation in the Middle East gets really out of hand, it doesn't have an immediate impact on American hiring the same way immigration does," he said. Cory Stahle, senior economist at employment site Indeed, isn't as confident about that improvement. He sees a fairly balanced risk between an upside or downside surprise for the May jobs number. The April report was the first time in about a year when the numbers showed two con...
Hey everyone. Welcome back to Soundbite. We’ve got a goodie bag of a newsletter today – an update on Bruce Springsteen’s political pivot, new audiobooks sales stats and clarity on why the biggest AI podcast company went dark. Thanks for reading and subscribing. If you were forwarded this newsletter, or ended up here without a subscription, please consider supporting my work and subscribe . Reach m...
Hey everyone. Welcome back to Soundbite. We’ve got a goodie bag of a newsletter today – an update on Bruce Springsteen’s political pivot, new audiobooks sales stats and clarity on why the biggest AI podcast company went dark. Thanks for reading and subscribing. If you were forwarded this newsletter, or ended up here without a subscription, please consider supporting my work and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week. If you somehow haven’t been following the tick, tick, tick drama over at 60 Minutes , my colleague Hannah Miller has you covered. Universal Music Group NV repurchased approximately 14.2 million shares at a discount after Bill Ackman’s Pershing Square sold its entire €1.42 billion ($1.65 billion) stake in the company. Suno Inc., the AI music startup, raised $400 million at a valuation of $5.4 billion in its latest round. It has yet to come to a settlement with Sony Music and Universal — the two companies are suing it over alleged copyright infringement. Conversations between SiriusXM Holdings Inc. and iHeartMedia Inc. about a merger have stalled, the New York Times reported . New data from Edison Research suggests that during the first quarter of this year, 14% of weekly podcast consumers used Netflix to consume podcasts while 4% used Tubi. (Compare this to YouTube at 64% and Spotify at 42%.) What happened when Springsteen got political The conventional wisdom, dispensed in a bajillion media-training sessions since the beginning of time, is that celebrities should stay mum on politics or risk alienating a hefty chunk of their fan base. In recent years, however, plenty of artists from across the political spectrum have ignored such advice and used their position to speak out about a variety of causes. Think: “ICE Out” pins at the Grammy Awards and Chappell Roan advocating for health insurance for musicians, among many examples of late. Recently, a certified superstar has also become especially politica...