Robotaxis Enter Commercialization Phase In North America With Hyperscaling Next

Tesla's robotaxi reveal and Waymo's rapid expansion across U.S. cities have dominated the conversation around autonomous vehicles (AVs) in North America. A new note from Goldman Sachs provides a framework showing that AVs have officially entered the commercialization phase in ridesharing and trucking, and their proliferation into the real economy is poised for hyperscale well into the 2030s.

"There are already over 1,500 Waymo robotaxis on roads