Three brands met on one street. We track who actually runs fleets.

Over the weekend, a video of Waymo, Zoox and a Tesla Cybercab jammed on the same Austin street ripped through X. Three brands, zero drivers, one pavement. We do not repost that clip. We ask a different question: who actually runs fleets we can source?

Three brands, one pavement, uneven data

The Austin standoff was a perfect viral object: Waymo, Zoox and a Cybercab in frame. Engagement followed the spectacle. Our job is the other half of the story — who publishes a fleet we can put a confidence label on.

Waymo is the only U.S. robotaxi operator in our current deployments file with both a regulator-backed count and a recent press estimate. China operators show up through exchange filings and IR releases. Zoox, Cruise and Tesla’s Cybercab programme do not yet have a units row we trust enough to chart. That is a data gap, not a ranking of zero.

The hard floor and the live estimate

In December 2025, Waymo told the U.S. National Highway Traffic Safety Administration it had 3,067 robotaxis running its fifth-generation Driver stack. TechCrunch reported that NHTSA figure in March 2026. We tag it Confirmed.

By late September 2026, TechCrunch put the live fleet at roughly 4,000 across 15 U.S. cities, averaging about 500,000 paid rides a week, with roughly 80% of the cars in California and Texas. We tag that Reported. Texas vehicle registrations alone showed 1,102 Waymo vehicles as of September 24 — a Confirmed subset, not an add-on. Semafor later repeated the 15-city footprint and cited plans to grow toward 8,000 / 20,000; those plans are not entered as units in our database and do not appear on the chart.

Pony.ai and WeRide put numbers on paper

Pony.ai’s Hong Kong interim results (filed August 18, 2026) state that as of June 30, 2026 its global robotaxi fleet stood at 1,975 Gen-7 vehicles on BAIC, GAC and Toyota platforms, with a target of 3,500+ by year-end. That is a filing — Confirmed.

WeRide’s July 31, 2026 IR and SEC 6-K put the global L4 fleet at approximately 3,400 vehicles, including more than 1,800 robotaxis, with about 400 of those in the Middle East. “More than” becomes Lower bound 1,800+ on the chart; the 3,400 L4 total stays Reported and is not summed with the robotaxi row.

Baidu’s Apollo Go and the empty cells

Baidu’s Q2 2026 results say Apollo Go’s global footprint has reached 28 cities, with fleets accumulating hundreds of millions of autonomous kilometres. The IR does not disclose a current vehicle count. Our database records the 28 cities as Confirmed sites and leaves units blank. On the scoreboard that reads n/d — sites only.

Tesla Cybercab, Zoox and Cruise have no fleet-unit count in our deployments database today. The Austin jam proves they can share a street. It does not give us a database number. Neolix’s investor-backed claim of more than 30,000 RoboVans across 300+ cities is real Lower-bound scale — for delivery AVs, not passenger robotaxis — so it stays in the footnote, not the ranking bars.