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, 2026The 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 America With Hyperscaling Next
Increased deployments will likely usher in rising regulatory pressure from local, state, and even federal governments. We wouldn't be surprised if taxi or human drivers revolted at some point. Or at least some left-wing NGO mount a pressure campaign with paid protests.
Federal safety agencies are currently investigating Waymo incidents, New York backed away from allowing commercial robotaxi service this year, and metro areas such as Boston, Seattle, and San Francisco are considering restrictions.
The emerging problem for robotaxi firms is that, even if AVs crash less often per mile than human drivers, highly visible accidents in unusual real-world conditions are becoming a political and regulatory headwind.
Consider this before the next Waymo ride.
What this Waymo post is doing isn’t really about Waymo. It’s not about sanitation, or sex work, or operational edge cases. That’s just the wrapper. The real function of the post is emotional routing. It takes a complex transition — autonomous systems entering messy human reality… pic.twitter.com/Jt87RkG64x
— Joe (@JoeMaristela) January 30, 2026Professional subscribers can read the full Robotaxi note here at our new Marketdesk.ai portal.
Tyler Durden Thu, 06/04/2026 - 15:40On Thursday Ukrainian President Volodymyr Zelensky proposed a face-to-face meeting with Vladimir Putin in a rare open letter sent to the Russian leader. It said Ukraine is also ready for a "full ceasefire."
"Ukraine proposes ending this war through direct engagement between us - and you. I am proposing a meeting," Zelensky said in the letter. "Ukraine is ready for a full ceasefire for the duration of the negotiations," he added.
The letter, which is somewhat lengthy at one point says, "The choice is yours now. Enough of war" and then spells out that "Ukraine proposes to end this war."
"This must be done honestly, with dignity, and with guarantees that the war will not be reignited," Zelensky added. And then interestingly, "We see that the United States is fully focused on the issue of Iran, and it would be wrong to simply wait until the war in Europe returns to the center of its attention."
via AP/The HillThe new letter was issued just Europe's most influential powers of Germany, France, and the United Kingdom are trying to again jump-start Ukraine war peace talks, collectively operating as the E3 group.
They seek to implement a new framework aimed at engaging Russian President Vladimir Putin in direct negotiations to end the war. Reuters on Wednesday reports that "A window for dialogue is slowly opening between Russia and Europe on Ukraine, although it is likely to be months before talks can begin, a German government official said at a briefing on Wednesday."
It seems this window of opportunity is based to some degree on perceptions that the war tide and momentum is finally shifting in Ukraine's favor, given the increasing effectiveness of Ukraine's devastating cross-border drone attacks of late.
European leaders apparently view the current battlefield and political dynamics as having strengthened Kiev's bargaining position, creating what they believe is the optimal moment to press Moscow for talks. It seems that Zelensky agrees, and believes that it's time to get back to the negotiating table.
Putin on sidelines of the ongoing St. Petersburg International Economic Forum: We can control whole Donbass region AND strike a deal. One thing doesn’t contradict the other, why would you think that it does? — Putin to AP News Director
We can control whole Donbass region AND strike a deal. One thing doesn’t contradict the other, why would you think that it does? — Putin to AP News Directorhttps://t.co/T9H7QsH7g4 pic.twitter.com/9waCc6M6oO
— RT (@RT_com) June 4, 2026Putin also said Thursday that his view is there's no need to stop fighting in order to start talks.
Below is Zelensky's full newly published letter, kept in the original formatting, and as issued in an official English version.
* * *
Open Letter
To the President of the Russian Federation
From the President of Ukraine
When you came to power in Russia more than 26 years ago, many people in Ukraine viewed you positively. That is how it was. But that is now in the past.
Now, the overwhelming majority of Ukrainians view it positively that our long-range drones paid a visit to the opening of your forum in St. Petersburg, covering a distance of more than 1,000 kilometers. As you know very well, that distance is not the limit of our capabilities.
For 26 years, your time in power has completely changed the agenda of relations between Ukraine and Russia. From discussions about trade and other civilian matters, our nations have moved to talking almost exclusively about strikes and losses.
You have spent nearly half of your 26 years in power in Russia waging war against Ukraine.
Whatever you may say about NATO, geopolitics, or the Russian language, this war is your personal choice — a war without a real cause. That is how history will remember it.
Those years could have been very different.
We often hear that you are comfortable with this war. Of course, not in those cases when it comes to the security of your residence in Valdai or your parade in Moscow. Your own life is valuable to you.
But now we can all see that Russians are finally becoming less comfortable with this reality — with the fact that the war is bringing more and more negative consequences to Russia.
They do not like our drones and missiles.
They do not like gasoline shortages and constantly rising prices.
They do not like constant restrictions.
They do not like your intention to launch a second wave of mobilization in order to expand the war into another direction in Ukraine or to use it against other countries neighboring Russia.
They do not like the fact that there is no end in sight to your war.
Yes, you can still force Russians to exist this way. But your resources are shrinking significantly.
You will not have enough money or political capital to keep buying the loyalty of Russians the way you have for the past 26 years.
And we will do everything we can to ensure that the world helps bring that moment closer.
As you yourself like to say, “we need to run the numbers.”
Yesterday, I received a report on the losses of your army on the front in Ukraine during May. Once again, the number exceeded 30,000 Russian soldiers killed and seriously wounded. We have been maintaining that level month after month, and we have video confirmation of every one of your losses — these are not empty claims.
We know that 63 percent of your battlefield losses are killed, while only 37 percent are wounded. In the 21st century, no army can afford such a ratio. And the share of those killed will continue to grow.
It is not as if we in Ukraine are concerned about the fate of Russian soldiers after everything your war has brought to our country.
But I do care about Ukrainians.
We are losing our people, and every loss is painful to us. Even when the ratio of Ukrainian losses to Russian losses is one to five or one to six, it still matters greatly.
It also matters that you regularly postpone, every few months, your own deadlines for capturing our regions — especially the Donetsk region. And you will not capture it this year either.
But we in Ukraine do not want a permanent war. We know very well that life without war is infinitely better. And we want to achieve that.
I am convinced that the majority of Russians would respond positively to this as well — and you know it.
Many did not believe that Ukraine would be able to hold out for so long. You did not believe it. And those who advised you did not believe it either. That was a mistake.
You did not expect full-scale resistance from Ukraine, and you did not foresee that things would go this far. Yet here we all are — in the fifth year of this full-scale war.
Do not be afraid to take the path out of this war. That is the main thing that is required of you now.
Ukraine has preserved its independence. And it will preserve it. Despite all predictions to the contrary.
We have united many around the world to stand with Ukraine and against you. We found the weapons and the financing we needed.
We receive support. You receive sanctions. And this will continue until there is justice for Ukraine — the justice we seek and the justice that can be achieved.
We will not allow those who are trying to convince you that sanctions against Russia will be significantly eased, and that support for Ukraine will be significantly reduced, without any meaningful change in your position toward Ukraine, to succeed. The example of Orban shows how those who choose to help Russia in its war against us end in disgrace.
Ukraine has endured harsh winters while you tried to destroy our energy system. We held firm — and even in darkness, the resilience of Ukrainians remained intact.
We brought the war onto your territory, and you would not have been able to cope with it without North Korea’s help. You are the first ruler of Russia to turn to Pyongyang for assistance.
And today you are fully dependent on China — also for the first time in Russia’s history.
You believed Ukrainians would not have the strength to defend themselves. Yet today, our people are helping our partners in the Middle East and the Gulf build their own defenses.
You hoped for internal unrest in Ukraine. Instead, it was your own military formations that staged a mutiny against you. June 23 will mark another anniversary of that event, and silence will not erase this fact from history.
And now it is you whom your own officials, businessmen, and propagandists look at with obvious fatigue. The world can see it.
The world has not grown tired of Ukraine, as you long hoped it would. But there is growing fatigue with Russia — even among those in the wider world who help you bypass sanctions and keep your economy afloat.
You cannot fail to notice it. After 26 years in power, age is beginning to take its toll. And with time, the fatigue with you will only grow.
We have seen intelligence reports showing that you are now considering plans to continue the war into 2027 and 2028. We also know that you hope ballistic missiles will achieve for you what everything else has failed to achieve. You want to draw Belarus even deeper into this war, and we are now forced to prepare for that as well. We see that you are trying to orchestrate something around Transnistria. Your propagandists threaten, in one way or another, every country neighboring Russia. Do you really want to go through all of this?
The choice is yours now.
Enough of war.
Ukraine proposes to end this war.
This must be done honestly, with dignity, and with guarantees that the war will not be reignited.
We see that the United States is fully focused on the issue of Iran, and it would be wrong to simply wait until the war in Europe returns to the center of its attention.
Ukraine proposes ending this war through direct engagement between us — and you.
I am proposing a meeting.
Everyone heard your representatives, smiling, say that I could supposedly come to Moscow. But after these 26 years, there is nothing for a Ukrainian leader to do in your capital — just as there is nothing for a Russian leader to do in Kyiv.
There are countries that have traditionally hosted leaders to resolve issues of war and peace. Switzerland, Türkiye, the countries of the Arab world — many are able and willing to host such a meeting.
It is leaders who resolve the key issues. That has always been the case, and it always will be.
I propose to set a clear date for such a meeting.
We have heard that you were promised in Alaska the resolution of certain issues concerning Ukraine and Europe. But you can see for yourself that Ukrainian and European issues are not decided in Anchorage.
Other agreed participants could join the bilateral track to be established between us.
Since the war is taking place in Europe, and since Ukraine needs security guarantees, while you also seek security guarantees for yourself, it would be logical to involve those who can genuinely serve as guarantors.
We believe Europe should be part of this process — those who truly have the capacity to influence the situation.
We also believe that the United States must be part of the process. This is what could help shape a new security architecture for our part of the world.
We’ve already experienced many agreements with Russia, including the Minsk agreements, that ultimately failed. That is why we must first find direct answers between us to the questions that remain, and not hide from difficult issues behind formulas, technical working groups, or endless time lost in shuttle diplomacy.
Your war has permanently set Ukraine and Russia apart.
The front line today is the line from which diplomacy must begin.
Ukraine is ready for a full ceasefire for the duration of the negotiations. This is standard practice, and current developments around Iran only reinforce that point. An attempt to establish real silence is the best way to begin talking to one another. We believe it would not simply be an attempt, but a real ceasefire — if that is what you want.
You know that the United States has the capability to monitor a ceasefire along the line where hostilities stop.
Ukraine is ready for an all-for-all exchange of prisoners of war, and this could become a good prologue to ending the war.
Serious steps must be taken to return civilians and children who were taken away during the war.
We must determine what kind of future awaits the generations of Ukrainians and Russians who will come after us.
If you do not personally come to the conclusion that it is time to end this war, Ukraine will continue fighting for its existence. We will have those who support us.
But you, too, will have to fight much harder for your own existence — not Russia’s, but your own. And this is not a threat from me or from Ukraine. It is a fact of Russian history that you know well: when Russia grows tired, change comes.
We can work toward that fatigue.
You can stop your war.
Eternal memory to all those whose lives were taken by this war.
Glory to Ukraine!
* * *
Despite the long appeal, President Putin and the Kremlin have demonstrated a willingness to allow a long war to drag on, and are unlikely to be moved. Putin has said there's no need for a truce unless a deal is already close or about to be signed. But the two sides aren't any closer to being at the negotiating table as yet.
Tyler Durden Thu, 06/04/2026 - 15:20Google signed a three-year Bring Your Own Capacity (BYOC) agreement with Voltus for up to 100 MW of accredited distributed capacity in the PJM Interconnection. Voltus will aggregate batteries, smart thermostats, electric vehicles, and other flexible assets from homes and businesses into a Google-funded Virtual Power Plant (VPP).
When the grid needs relief, the software dispatches those resources in concert. Participants get paid, and Google gets capacity without waiting for traditional interconnection queues.
A VPP is not a physical plant at all. It is coordinated software that turns thousands of small, customer-sited resources into something that behaves like dispatchable generation. Distributed energy resources (DERs) such as solar panels, batteries, smart thermostats, and flexible loads already sitting on the grid become a decentralized fleet.
Instead of building another transmission line or expensive peaker plant that sits idle most of the year, the VPP squeezes more value out of what already exists. Brattle Group analysis suggests better utilization of existing infrastructure could save U.S. consumers over $100 billion this decade.
Voltus has positioned itself as the leading operator in this space. The company manages more than 7.5 GW of DERs across all nine North American wholesale markets and launched its BYOC offering specifically to help large loads shortcut interconnection delays. Google is the first named hyperscaler customer. The deal runs in PJM, the largest U.S. grid operator and one already feeling the strain of AI-driven load growth.
This move fits the broader pattern of Google methodically assembling exposure to nearly every generation and flexibility technology currently in play. Considering the alternative is to just sit back and watch grids like PJM start to go black in the years ahead...
On the firm, always-on side, the company struck a deal with NextEra to restart the 615 MW Duane Arnold nuclear plant in Iowa. Google is also looking to offtake power from Kairos' molten salt reactors in Tennessee.
For next-generation geothermal, Google has a long-running partnership with Fervo Energy. The Nevada pilot is already feeding carbon-free power to Google data centers, and the companies expanded via a Clean Transition Tariff structure with NV Energy for an additional 115 MW. Google also holds PPAs with Ormat under the same tariff framework.
On the renewables and storage front, Alphabet closed its $4.75 billion acquisition of Intersect Power earlier this year. Intersect develops co-located data center and energy infrastructure, including large-scale solar and battery storage projects.
Google has maintained a steady drumbeat of wind and solar PPAs for years; the Intersect deal accelerates co-location and gives the company more direct control over project development timelines.
Long-duration batteries even caught Google's interest with the Form Energy deal for iron-air technology and the batteries that will likely participate in the new Voltus VPP.
The through-line is speed. PJM and other grids are not adding transmission and firm generation fast enough to match announced data center builds. Hyperscalers have responded with every available lever: restarting nuclear, advancing geothermal, buying developers outright, and now directly funding distributed capacity.