Where Are The Robotaxis

Goldman analysts, led by Eric Sheridan, told clients this week that momentum in the North American autonomous-vehicle (AV) rideshare market is building quickly and should continue accelerating through year-end and into the 2030s.

Sheridan said, "The rise in commercial autonomous vehicle deployments remains a key debate among investors & has continued to gain in momentum throughout 2025. In the medium term, we believe that AV rideshare could represent a mid–single-digit percentage of total rideshare industry bookings."