Benzinga·2025-09-17 05:43Core Insights - Waymo has achieved a significant milestone by completing 96 million driverless miles, enhancing its self-driving credentials [1][2] - The company reported a substantial reduction in serious injuries and airbag deployments compared to human drivers [3] Waymo's Safety Report - Waymo's report indicates that it has driven 96 million miles without a driver as of June this year, with specific mileages in key cities: 16.4 million in Los Angeles, 29.8 million in San Francisco, 4.62 million in Austin, and 46.39 million in Phoenix [2] - The self-driving cabs have recorded 91% fewer serious injuries and 79% fewer airbag deployments compared to human-operated vehicles [3] San Francisco Airport Expansion - Waymo has begun testing operations at San Francisco International Airport after receiving a pilot permit for commercial operations [4] - Initially, the service will be available only to employees, with plans to expand to regular riders in the San Francisco Bay Area [5] New York City Testing - Waymo has started testing its autonomous cabs in New York City, facing opposition from local cab drivers who are concerned about the impact on their livelihoods [6] - Tesla is also entering the NYC market, seeking drivers for its Robotaxi testing operations [7] Tesla's Robotaxi Operations - Tesla has expanded its Robotaxi operations in Austin to include highway driving, moving the onboard safety operator to the driver's seat to navigate new regulations [8] - The effectiveness of Tesla's Full Self-Driving (FSD) system has been under scrutiny, with recent revisions to its definition [9] Regulatory Environment and Market Opportunity - U.S. Transportation Secretary Sean Duffy announced plans to ease self-driving regulations by revising the Federal Motor Vehicle Safety Standards [10] - Dan Ives from Wedbush Securities maintains a bullish outlook on Tesla's FSD technology, highlighting a potential $1 trillion market opportunity for autonomous driving [10]