Driverless ride-hailing is rapidly increasing in San Francisco, California, and recent data shows that it has continued to grow even after an incident involving a passenger with General Motors (GM) subsidiary Cruise.
Cruise and Alphabet-owned Waymo were the only two companies approved to test driverless ride-hailing operations in the city throughout much of last year. In a recent report, the San Francisco Chronicle compiled quarterly data from the California Public Utilities Commission (CPUC), showing that Waymo nearly reached one million driverless miles driven between September and November—while Cruise lost its permit to operate driverless tests following an accident in October.
During the first quarter of 2023, however, only 26,000 driverless miles were driven by the companies combined, illustrating how rapidly the services grew in the city throughout last year.
You can see the Waymo and Cruise data as compiled by San Francisco Chronicle’s Sriharsha Devulapallo below.
Credit: San Francisco Chronicle
Currently, companies don’t have to report the specific number of driverless vehicles they’re operating to state regulators, so it’s unclear exactly how many vehicles Waymo has on San Francisco roads. Waymo and Cruise were approved to begin operating paid robotaxi trips 24 hours a day in August, though Cruise was required to reduce its fleet by 50 percent by the Department of Motor Vehicles in the same month, due to “concerning incidents.”
On October 2, a Cruise robotaxi hit and dragged a pedestrian who had been hit by a human driver, shortly thereafter losing its permit to operate driverless vehicles and facing investigations at both the state and federal levels. The company has since lost two co-founders (including the CEO) and several executives, laid off almost a quarter of its staff, halted production of a self-driving van, and hired legal and tech firms to help review its post-accident response.
The data also comes after Waymo expanded its Phoenix robotaxi services to include highway driving this week, and after the company logged around 81,100 paid, driverless trips in November alone.
“We are steadily working through our waitlist in San Francisco and believe there is still strong demand for the unique service we offer,” said Chris Bonelli, a Waymo spokesperson, in an email. “And when we have capacity to fully open our service — similar to Phoenix — we will be able to welcome additional residents, occasional visitors and tourists.”
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While Tesla’s Full Self-Driving (FSD) beta has been talked about as a pathway to a robotaxi service in the future, the company’s testing of the system operates a little differently than Waymo’s. All of Tesla’s vehicles can be equipped with the FSD beta as an add-on for buyers, and testing simply occurs when the system is activated in driver vehicles
In October, Tesla’s FSD beta reached 500 million cumulative miles driven, after having reached 150 million in April. At this point, the system doesn’t offer any driverless or ride-hailing operations, though it’s expected to be able to someday in the future.
Tesla Full Self-Driving presents billions in growth by 2030, firm says
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Elon Musk shed two new bits of detail on Starship following its 13th test launch, which was an overwhelming success.
SpaceX launched Starship for the 13th time last Friday after two delays: one on Monday when several Raptor engines did not ignite, and another on Thursday due to unfavorable weather conditions in Starbase, Texas.
The launch was overwhelmingly successful. SpaceX was able to complete a necessary test of the heat shield tiles by increasing the acceleration of Starship from launch throughout the flight; 20 Starlink v3 satellites were released with no issue; the Super Heavy Booster landed safely in the Gulf of America, Ship successfully reignited engines while in space; and it also splashed down without incident in the Indian Ocean.
SpaceX Starship just nailed something it’s never done before
Nevertheless, more details are coming out about Starship, and Musk is doing the talking.
Starship Will Be Retrieved in the Ocean
Musk revealed on Tuesday night that Starship would be recovered by a ship in the Indian Ocean. SpaceX routinely tries to recover Starship after splashdown in an effort to find out more about the flight by examining the spacecraft afterward.
We’re sending a ship out to recover Starship https://t.co/fUqUZTITO9
— Elon Musk (@elonmusk) July 28, 2026
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This helps engineers find out more about why things might have happened, allows them to examine any potential damage or anomalies that might have occurred, and increases the chances of an even more successful flight next time thanks to the additional information recovered.
Ship Could Have Been Caught by Tower Arms, Musk claims
Musk has already indicated that SpaceX will plan to attempt a catch of Starship with the 14th test flight. While this would be a major accomplishment, it would be an expected next step, considering the fact that the Super Heavy Booster has already been caught by the chopsticks on numerous occasions.
The ship landing was precise, meaning that it would have been caught by the tower arms https://t.co/6nbNrRfX9P
— Elon Musk (@elonmusk) July 29, 2026
A ship catch would be a great indication of where SpaceX stands in terms of reusability and launch cadence. A successful catch with relatively no incidents would be a good sign that SpaceX is nearing a more frequent launch of Starship, but also that the reusability of the massive rocket would be something many would expect in the near future.
It is a necessity to make life multiplanetary.
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Elon Musk has updated his timeline for when humans will walk on Mars and for when ships will simply get there.
The objective of getting to Mars has been one of Musk’s biggest goals since becoming a serial entrepreneur and realizing that time on Earth is limited. Musk has said several times he hopes to die on Mars, and not by impact.
Musk now believes that people will be on Mars in “roughly 5 to 7 years.” He said that a Mars lander will get there “a few years sooner.”
People on Mars in roughly 5 to 7 years.
Mars lander a few years sooner.
— Elon Musk (@elonmusk) July 29, 2026
The response from Musk comes after NASA Administrator Jared Isaacman said that SpaceX’s biggest priority is the Moon and not Mars. Because of this, Isaacman conceded that he believes nuclear power and propulsion investments will provide “potentially the pathway with the fewest miracles required to put four people on Mars in the next 10 to 15 years.”
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Of course, this is what NASA can do through taxpayer funding and nuclear investments, he added.
Musk’s grand ambitions are much more optimistic than most, and it is certainly a double-edged sword. This is not the first time timelines for Mars have been somewhat lofty, especially to those normal thinkers like you and me, not super geniuses like Musk.
In fact, the SpaceX and Tesla frontman has said on at least a dozen occasions that we could be on Mars in the coming years. Musk said 2020 would be the big year as early as 2009. In 2020, he was “highly confident” of a landing in 2026, and had even said 2024 in a best-case scenario.
The point is, the range has varied, and it’s anyone’s guess when we’ll get there. This latest adjustment to the timeline is typical of Musk, and while the Moon has seemingly taken priority over Mars, it is still worth mentioning that the ultimate goal is to make life multiplanetary, and it starts potentially with the Red Planet.
SpaceX (NASDAQ: SPCX) got an absolutely crazy price target rating from Raymond James after the company experienced a tough first few weeks following its Initial Public Offering (IPO).
Despite the tumultuous start, SpaceX has plenty of believers, and the company’s massively successful Starship launch last Friday, its 13th test flight of the massive rocket, went so smoothly that Raymond James analysts pushed its price target on the company to roughly 7 times its current trading level.
SpaceX Starship just nailed something it’s never done before
The firm officially put a “Strong Buy” rating and an $800 price target on the stock. It currently trades at around $113. Its all-time high is $225.64, reaching this trading level shortly after shares first went public.
Raymond James’ price target is tied to the firm’s confidence after Starship’s 13th test flight. Analysts at the firm said it was an incremental step that reduces engineering risks, citing the widely successful heat shield test that CEO Elon Musk recently detailed, the smooth deployment of Starlink V3 satellites, and a successful in-space engine relight.
SpaceX also managed to see Starship splash down safely in the Indian Ocean, while the Super Heavy Booster fell down to the Gulf of America with no incidents.
It is interesting to see these launches have such a tremendous impact on the stock and what investors think of it. After SpaceX initially delayed the Starship launch last week, shares fell tremendously. Most probably did not realize that the stand-down is a standard practice, especially if everything is not perfect.
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The mission was initially aborted due to an issue with Raptor engines. This was resolved, and Starship launched last Friday after another delay on Thursday, which was caused by weather.
Now that analysts have seen what SpaceX launches are capable of and how impressive the feat is, firms are adjusting their price targets accordingly, making it known that they have high expectations for the space exploration company.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Elon Musk updates the SpaceX timeline for Mars
