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In our view, Waymo is now safer than the average American driver. Seven months after Big Ideas 2026, Waymo is completing more than 500,000 driverless rides a week across 14 cities, Tesla is running Robotaxis in seven regions with the Cybercab coming off the line, and SpaceX has gone public at just under $2 trillion on the back of an AI in orbit story.
Tasha Keeney, CFA hosts ARK’s mid-year update on embodied AI and space, joined by Daniel Maguire, ACA. The team covers four areas: robotaxis and the safety threshold they just crossed, autonomous logistics and the drone delivery race, where humanoid robots actually stand today, and what reusable rockets unlock for AI beyond Earth.
Covered in this episode:
• Waymo completing over 500,000 driverless rides per week in 14 cities, with the stated intention of reaching one million
• Waymo’s police reported crash rate now below the US national average accident rate, regardless of fault
• Tesla operating Robotaxi service in seven regions as the Cybercab rolls off the production line with no steering wheel, no pedals, and no wing mirrors
• Zipline surpassing 2.5 million cumulative autonomous deliveries and scaling its smaller Platform 2 drone toward residential delivery
• Walmart passing one million autonomous drone deliveries, targeting 2,570 locations by 2027 and access to over 40 million Americans
• Roughly 40,000 quadrupeds and 20,000 humanoids produced to date, against a total addressable market (TAM) ARK sizes at $20 tril
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Why Humanoid Robots Are So Hard To Mass-Produce in the U.S. | Cost of
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