Report published September 1, 2026
US Robotaxi and AV Tracker: Safety Benchmarks, App Engagement, and Ecosystem Partnerships
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- September 1, 2026
- Analysis as of
- Not stated in source
Authors / editors: Eric Sheridan, Mark Delaney, CFA, Will Bryant, Aman Gupta, Julia Fein-Ashley, Emma Huang, Ayush Ghose
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Goldman Sachs updates its quarterly Robotaxi and AV Tracker, analyzing safety metrics, DTC app engagement, and expanding commercial deployments. Waymo demonstrates superior safety mileage over Tesla, while Uber and Lyft remain preferred Buy-rated platforms for AV ecosystem commercialization.
Key Takeaways
- 1.Waymo's safety track record shows an estimated accident every 160K-180K miles, significantly outpacing Tesla's estimated 50K-70K miles between accidents.
- 2.Tesla's DTC Robotaxi app is growing double digits month-over-month and has higher per-user session engagement than Waymo, but both robotaxis lag traditional rideshare platforms in downloads and total usage.
- 3.AV ecosystem partnerships are accelerating; Uber committed over $10bn in capital towards AV investments and vehicle offtake, with partners committing approximately 120,000 vehicles to its network.
Table of Contents
- Key statistics - safety data and user trends (MAUs, engagement & downloads)
- Announced current and future deployments
- Earnings commentary and other announcements - 2Q26
- Implications
- Valuation and key risks
- Disclosure Appendix
Report data
Exhibit 1: Waymo and Tesla miles between accidents
| Metric | Estimate | Context |
|---|---|---|
| Estimated miles between accidents (Waymo) | 160,000 - 180,000 miles | Estimated miles driven per reported accident regardless of fault across commercial US operations. |
| Estimated miles between accidents (Tesla) | 50,000 - 70,000 miles | Estimated miles driven per reported accident for fully driverless operations without safety monitors in Austin, Dallas, and Houston. |
| Waymo App MAU Growth YoY | +54%% | Year-over-year acceleration compared to +14% in June 2026. |
| Waymo share of US rideshare app downloads | 12-13%% | Share of total downloads across Lyft, Uber, Waymo, and Tesla Robotaxi. |
| Uber capital commitment to AV scaling | >10 USD bn | Committed across equity investments, infrastructure, and vehicle offtake. |
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Authors / Editors
Reported Data Context
- Estimated miles between accidents (Waymo): 160,000 - 180,000 miles (July 2025 - mid-July 2026) · Source: NHTSA, Company data, Goldman Sachs Global Investment Research
- Estimated miles between accidents (Tesla): 50,000 - 70,000 miles (July 2025 - mid-July 2026) · Source: NHTSA, Company data, Goldman Sachs Global Investment Research
- Waymo App MAU Growth YoY: +54% percent (July 2026) · Source: SensorTower
- Waymo share of US rideshare app downloads: 12-13% percent (Since January 2026) · Source: SensorTower
- Uber capital commitment to AV scaling: >10 USD bn (Coming years) · Source: Uber 2Q26 earnings report
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