Collective forecast

Synthesized
10%

Very Unlikely

Tesla has more rides10%
Waymo has more rides90%
Confidencelow· ▼ news bearish

Single market source with high trading volume — no second market to cross-check against.

Based on 1 prediction market

90% range 616% · moderate uncertainty (a thin, low-agreement signal)

The market's 10% probability for Tesla having more rides contrasts sharply with the strong evidence of Waymo's current dominance.

Forecast update

Updated 26d ago

Jul 11range 9.910.1Jul 13

Probability unchanged this week.

2 new supporting signals

Assumption strengthened — Tesla's Full Self-Driving technology does not achieve significant breakthroughs by 2026.

Assumption strengthened — Waymo maintains its current operational lead and expansion strategy.

Assumption weakened — Market conditions remain stable without major disruptions.

Assumption weakened — Tesla's technology does not achieve significant breakthroughs in the near term.

Assumption weakened — Waymo maintains its current pace of expansion and service improvement.

Why this forecast

The market indicates a low probability of Tesla having more fully autonomous rides than Waymo in 2026, reflecting the current dominance of Waymo in the autonomous ride-hailing space. Recent news highlights Waymo's expansion and significant ride volume, suggesting they will likely maintain their lead over Tesla.

Statistically pooled from 1 matched market (log-odds weighted by volume), 90% CI 6-16%.

Key development

Waymo has significantly more self-driving cars and robotaxi users compared to Tesla, with recent expansions into new markets.

Supporting signals

  • Waymo is currently offering driverless rides in multiple U.S. markets, indicating strong operational capacity.
  • Recent reports show Waymo's ride volume at half a million rides per week, far exceeding Tesla's current capabilities.

Risk factors

  • Tesla could accelerate its rollout of fully autonomous rides unexpectedly.
  • Regulatory changes could impact the deployment of autonomous vehicles.

This forecast assumes

  • Waymo maintains its current operational lead and expansion strategy.
  • Tesla's Full Self-Driving technology does not achieve significant breakthroughs by 2026.

How this could unfold

Waymo's aggressive market expansion and operational scaling.
Tesla's slower-than-expected rollout of fully autonomous capabilities.
Tesla has more rides (10%)
Waymo's continued dominance could lead to increased market share and revenue.
Tesla may need to adjust its strategy to compete effectively in the autonomous ride-hailing market.

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Waymo maintains its current operational lead and expansion strategy.
Tesla's Full Self-Driving technology does not achieve significant breakthroughs by 2026.