Global Robo-Taxi Fleets Have Accelerated Expansion
Tech firms are scaling autonomous taxi services to reduce labor costs and solve transit shortages globally.
Updated on Oct. 5, 2026 in Robotics

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Global technology companies have ramped up their autonomous taxi deployments, aiming to replace human-driven services with software-based fleets. The industry is currently in a phase of rapid expansion, with major players testing vehicles across cities in the United States, China, and South Korea.
Why it matters
The transition to unmanned transit services seeks to reduce labor expenses while addressing chronic ride shortages during peak hours or inclement weather. This shift is critical as the market moves from pilot programs toward large-scale commercial operations by 2035.
Current leaders show varying operational maturity, with Waymo reporting 200 million miles of autonomous driving and Baidu recording 240 million kilometers of unmanned driving. Tesla has recorded 380,000 miles of autonomous driving, with its new Cybercab design removing the steering wheel and driver's seat entirely.
The players
Tesla
An electric vehicle manufacturer expanding its software stack to include autonomous ride-sharing fleets.
Waymo
A subsidiary of Alphabet that develops autonomous driving systems and currently operates the largest fleet in 15 U.S. cities.
Baidu
A Chinese technology company providing the Apollo Go autonomous taxi service across 28 cities.
Zoox
An Amazon subsidiary focused on purpose-built autonomous vehicles for urban ride-sharing environments.
Pony.AI
An autonomous driving technology firm planning to expand its fleet to 200 vehicles by 2028.
The details
Robo-taxis rely on software-based autonomous driving stacks to replace human operators, navigating complex urban environments by integrating sensor data and real-time mapping. In specialized designs like the Tesla Cybercab, the interior architecture is stripped of manual controls to maximize vehicle utility as a ride-sharing asset. These systems are currently being refined across diverse urban topographies, including the high-density Gangnam district in Seoul and the streets of San Francisco.
Timeline
2018: Waymo launched its initial robo-taxi operations.
September 2025: Seoul initiated late-night autonomous taxi services.
April 2026: South Korea transitioned to a paid robo-taxi model.
September 3, 2026: Tesla began operating the Cybercab in Austin.
November 2026: Unmanned robo-taxis are scheduled for deployment in Sangam, Seoul.
The Tech Race
The rapid scaling of global robo-taxi fleets follows the pattern established by the launch of Waymo robo-taxi operations in 2018. The current deployment phase marks a departure from limited pilot testing as companies compete to capture a projected 6 million unit global market by 2035.
Residents in cities like Seoul and Austin can currently access these services through mobile apps that replace traditional taxi hailing. As these fleets expand, passengers should expect lower fares and improved ride availability during high-demand late-night hours.
The takeaway
The industry's shift toward removing physical controls like steering wheels signifies a transition to dedicated robo-taxi infrastructure. Watch for the November 2026 deployment in Sangam as a key benchmark for operational readiness in dense urban environments.
What happens next
The deployment of unmanned robo-taxis in Sangam, Seoul, is scheduled for November 2026.
Further reading
For broader trends in autonomous vehicle development, explore our Robotics section.
Source note: This article includes information reported by 조선일보.
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