Tesla Robotaxi Texas 1,194 sq mi — 4× Waymo, Elon: 'Majority of Passenger Miles'
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Texas robotaxi coverage grew 59% to 1,194 sq mi with Austin and San Antonio launches — approximately 4× Waymo's Texas footprint. Elon Musk said Cybercab 'will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law.' The Cybercab line is not yet fully ramped, leaving room for further expansion.
What happened
Roboxi Radar tracking data shows Tesla's unsupervised Texas robotaxi coverage grew 59% from 751 sq mi to 1,194 sq mi, driven by the Austin expansion and San Antonio launch. Texas now has five active cities: Austin, San Antonio, Houston, Dallas, and Fort Worth.
The 1,194 sq mi figure is approximately 4× Waymo's Texas coverage, despite Tesla entering Texas 3–8 months after Waymo. 14.4% of Texas residents now live inside a robotaxi service zone.
Elon Musk replied to PalmerLuckey and carlhancock on X: 'Cybercab will do a majority of all passenger miles in any jurisdiction where it is not prohibited by law. Obvious to anyone with eyes and a brain.'
More detail
The Texas Triangle (Austin–Dallas–Houston, linked by I-35, I-45, I-10) is effectively becoming one large robotaxi operating region. The Cybercab line is 'not yet fully ramped' — Model Y robotaxis are currently the main vehicle deployed. When Cybercab enters full production (Giga Texas line pivot confirmed last week, ~8 months out), fleet size and coverage could expand further.
The cost structure continues to favor Tesla: Cybercab fleet at ~$25K/unit vs Waymo's ~$175K/unit — a 7× difference that compounds at scale. At 1,000 vehicles, the cost gap becomes a $150M advantage per 1,000 units deployed.
Analyst and house views
Wedbush's Dan Ives maintained a $500 Tesla target, calling the expansion pace '1–2 quarters ahead of base case.' The combination of coverage scale and unit economics creates an operating leverage story that improves as the fleet grows.
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