The Rise of Robotaxis : Market Trends Based on Waymo and Cybercap👀

 The Rise of Robotaxis : Market Trends Based on Waymo and Cybercap👀

keyword: robotaxi, robot taxi, self-driving taxi, driverless taxi, tesla, google, waymo, cybercab

0. Intro

A future where driverless taxis navigate city streets without human drivers is rapidly becoming a reality. As autonomous driving technology advances, “robotaxis” are emerging as a new form of transportation, and their services are gradually entering full-scale operation. In particular, in October 2020, Waymo an autonomous driving development company under Alphabet officially launched a fully driverless robotaxi service in the Phoenix area and has since expanded its services to major cities, including Los Angeles. With intense competition among various companies in the market, and after GM’s Cruise withdrew from the robotaxi business, the market is now being reorganized around Waymo and Tesla’s Cybercab. Accordingly, this analysis report aims to offer insights into the current market landscape and provide future projections by examining online mentions and associated keywords related to these two leading companies in the robotaxi market.

1.Dataset Overview

2. Robotaxi N-gram Analysis Results

- Based on the N-gram analysis, the most frequently connected keywords were “tesla-robotaxi” (1,055), “self-car” (935), “robotaxi-service” (681), and “waymo-robotaxi” (596). These findings indicate that Tesla and Waymo have established themselves as key players in the current robotaxi market. 

- Waymo, a Google (Alphabet) subsidiary, is strongly linked to keywords such as “robotaxi-service,” “self-driving,” “car,” and “taxi,” all of which are directly related to actual service operations. This suggests that Waymo is already running robotaxi services in certain areas like Phoenix and Los Angeles, and that these operations are being mentioned by the public. In other words, Waymo has progressed beyond simple research and development into active service operation, making it noteworthy.

- In contrast, Tesla’s robotaxi brand, Cybercab, shows stronger connections to “tesla” and “robotaxi” rather than specific service-related terms. This implies that it is still in an early phase, with promotional activities tied to Tesla taking center stage. In other words, consumer interest focuses more on the forward-looking technological vision than on actual deployments or services.

- Additionally, GM’s autonomous driving subsidiary Cruise has recently attracted attention through keywords such as “gm-cruise” and “cruise-robotaxi,” due to its business withdrawal. Meanwhile, Uber and Lyft leaders in the U.S. ride-sharing market are drawing increased interest after Uber partnered with Waymo to accelerate its robotaxi endeavors, indicating that both companies’ future moves are worth watching.

- Overall, the findings suggest a two-leader structure in the robotaxi market, with Tesla and Waymo at the forefront. Although no single company appears overwhelmingly ahead at this stage, the data shows that all players are actively preparing for commercialization in these early stages of market development.

3. Comparison of Waymo and Cybercab Keywords

-Both Waymo and Cybercab share common keywords indicating that each aims to shape the “future” of “transportation” through “robotaxi” and autonomous driving “technology”.

-Waymo is closely associated with “losangeles,” “sanfrancisco,” and “phoenix,” where it is currently operating services, as well as keywords like “uber,” “ride,” “service,” and “waitlist.” This demonstrates that Waymo, as a subsidiary of Google/Alphabet, is focused on running autonomous driving services and securing users. Along with close integration with its parent company, Waymo operates a waitlist that allows real users to experience its autonomous vehicles, reflecting a concrete business strategy.

-In contrast, Cybercab is predominantly mentioned in connection with “Tesla”, “Elon Musk”, and various models and new technologies such as electric vehicles (EVs) and the “Cybertruck” indicating that marketing and brand image are at the forefront. However, keywords directly linked to the actual operation of robotaxis are relatively scarce. This implies that Cybercab is still in the early stages of brand promotion and that Tesla, through Cybercab, prioritizes leveraging technology and brand image over the immediate launch of a fully-fledged autonomous taxi service.

4. Outro

In conclusion, while Waymo focuses on actively operating services and attracting users, Tesla’s Cybercab highlights brand image and technological innovation as it showcases its vision for the future. As the robotaxi market continues to mature, it will be increasingly important to watch how each company’s robotaxi initiatives perform and how the market as a whole evolves.