This Robotaxi Company Is Growing Its Share Of US Market — Not Waymo, Not Tesla

This is a robotaxi market update with no direct tie to home energy upgrades, so here's the plain version of what happened.

Self-driving taxi services in the US are shifting in an unexpected way. Waymo, owned by Google's parent company, is still the biggest player, but its share of monthly users across the three main robotaxi apps dropped from 79% in January 2026 to 69% by June. Zoox, backed by Amazon, grew from 15% to 25% over the same months, helped by expanding service areas in San Francisco, Las Vegas, Austin, and Miami, plus adding its cars to the Uber app in Las Vegas. Tesla's robotaxi service held steady at around 6% overall, but that hides a bumpier story: usage spiked after Tesla launched unsupervised rides in Dallas and Houston in April, then fell by more than a fifth in June, suggesting people tried it once after the launch buzz and didn't stick with it.

Analysts tracking the app data say the real question now isn't just how fast these services grow, but whether riders keep using them. Waymo and Zoox appear to be holding onto new users better than Tesla so far. Waymo also recently raised $16 billion at a $126 billion valuation to keep expanding.

None of this affects home energy costs or upgrades. It's simply a look at how the robotaxi business is shaping up across US cities this year.