According to Sawyer Merritt, Waymo has officially launched its fully autonomous robotaxi service in Houston, Texas, with vehicles operating entirely without a human driver at the wheel (Source: Sawyer Merritt via Twitter, Dec 4, 2025). This milestone highlights significant advancements in AI-powered autonomous driving technology, positioning Waymo as a leader in deploying Level 5 self-driving cars for commercial use. The business impact is substantial, as this development accelerates the commercialization of AI-driven mobility services and presents new market opportunities for logistics, ride-hailing, and smart city integration. Enterprises operating in transportation and mobility sectors should monitor this trend for potential partnerships, technology licensing, and expansion strategies.

According to Sawyer Merritt, Piper Sandler analyst Alex Potter stated that Tesla's latest Full Self-Driving (FSD) version 14 software demonstrates AI capabilities that may already outperform average human drivers. After experiencing a flawless robotaxi ride, Potter encouraged investors to try FSD v14 firsthand, citing its advanced AI-driven performance. He reaffirmed an Overweight rating and a $500 price target for Tesla following an investor meeting at the Fremont facility. This advancement in AI-powered autonomous driving positions Tesla at the forefront of the autonomous vehicle market and highlights significant business opportunities for companies investing in AI mobility solutions (source: Sawyer Merritt on X, Nov 20, 2025).

According to Sawyer Merritt, Waymo has announced a significant expansion of its AI-powered robotaxi service, now offering autonomous rides on highways throughout the San Francisco Bay Area, Phoenix, and Los Angeles. The company has also extended coverage across the entire Peninsula, connecting San Francisco to San Jose, and introduced curbside robotaxi service at San Jose Mineta International Airport (SJC). This milestone represents a major step forward in the commercialization of AI-driven autonomous transportation, with practical applications for business travel, airport transfers, and urban mobility. Waymo plans to roll out freeway robotaxi access to additional cities, including Austin and Atlanta, emphasizing continued growth guided by safety and service excellence. This expansion demonstrates increasing real-world deployment of AI in transportation, opening new market opportunities for logistics, ridesharing, and smart city integration (source: Sawyer Merritt on Twitter).

According to @SawyerMerritt, Tesla Board Chair Robyn Denholm stated in a letter to shareholders that Tesla is on the verge of the largest value-creation event in its history, driven by the rollout of transformative AI technologies like Robotaxi and Optimus (source: x.com/Tesla/status/1987950448960291039). Denholm emphasized that the 'age of autonomy' is no longer a future vision but a current reality, with AI solutions now entering the physical world to revolutionize urban mobility and automation. For AI industry stakeholders, Tesla's advancements in autonomous vehicles and robotics present substantial business opportunities in transportation-as-a-service, AI-driven logistics, and smart manufacturing. The Board's focus on AI-powered autonomy underscores the growing market for real-world AI deployment, positioning Tesla as a leader in the global shift to sustainable, AI-enabled solutions.

According to Sawyer Merritt, Waymo reports that its fleet of robotaxis is now driving an average of 286,000 fully autonomous miles per day, marking a 51% increase since February 2025 (source: Sawyer Merritt, Twitter, Oct 28, 2025). This significant growth highlights the rapid scaling of AI-powered autonomous vehicle operations. For the AI industry, these numbers provide concrete evidence of expanding commercial deployment and operational maturity of self-driving technology. The surge in autonomous miles also signals emerging business opportunities in mobility-as-a-service, data-driven urban logistics, and AI safety validation at scale.

According to Sawyer Merritt on Twitter, Elon Musk announced that Tesla will begin production of the fully autonomous Cybercab in Q2 2026, with the vehicle notably featuring no steering wheel or pedals (source: Sawyer Merritt, Twitter, Oct 22, 2025). This move signifies a major milestone in the AI-driven autonomous vehicle industry, highlighting Tesla's commitment to Level 5 self-driving technology. The absence of traditional controls points to advanced AI algorithms for navigation and safety, setting new standards for autonomous taxis and potentially transforming urban mobility and shared transportation business models.