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Depending on which side of the fence you sit on, either Waymo or Tesla is leading the robotaxi revolution in the United States. Objectively, Waymo has far more self-driving cars and robotaxi users, but Tesla fans think only Tesla has the right approach long term, and that improvements in “Full Self Driving” have the company on the verge of a massive robotaxi rollout that will dwarf Waymo’s operations. (Of course, the latter has been the idea for several years now.) But there’s a third robotaxi company across the street, and perhaps it’s worth watching.
Apparently, according to mobile app tracker Apptopia, Amazon-backed Zoox has grown its share of the market from 15% of active monthly users to 25% so far in 2026. That’s from January 2026 (15%) to June 2026 (25%).
Waymo is still the market leader by far, but its share dropped from 79% to 69% in that timeframe. Its user base is still growing, but monthly active user (MAU) growth has dropped from 79% (ironically) to 15% year over year.
Yes, if you do the math, the third company in the nascent market, Tesla, was steady at about 6% from January to June. Actually, though, it wasn’t exactly steady. It has an interesting story of its own. “Tesla Robotaxi’s usage jumped after its April city launches, then shed more than a fifth of its active users in June. Expansion headlines and durable ridership are not the same thing,” Apptopia writes. So, it seems people decided to try out a Tesla Robotaxi following launch and then decided it wasn’t actually worth using.
