Toyota Connected Europe designer Karim Dia Toubajie recently highlighted a clear pattern in Waymo’s (GOOGL) Q3 2025 robotaxi data: 90% of all trips involved two passengers or fewer. This finding stood out because it directly supports Tesla’s (TSLA) two-seat Cybercab design. With most autonomous trips not needing a full five-seat vehicle, Toubajie’s observations raise an important question about whether today’s robotaxi fleets are too large for real-world demand.
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Toubajie analyzed Waymo’s latest filings with the California Public Utilities Commission and shared the results on LinkedIn. He noted that 71% of trips carried one passenger, 15% carried two, 6% carried three, 5% carried none, and only 3% carried four people. Although the data excludes trips for charging or depot movement, he stressed that Waymo’s large self-driving vehicles are usually transporting just one or two riders, and sometimes no one at all. This means that most robotaxi rides are far less efficient than they could be.
As a result, Tesla’s Cybercab now looks more practical than critics initially believed, since its two-seat layout matches what the data shows riders actually use. It is also worth noting that Tesla designed the Cybercab for fast, low-cost production, with CEO Elon Musk saying that the assembly line would resemble a consumer electronics factory. That could allow Tesla to deploy large numbers quickly, while relying on the Model 3 and Model Y for the remaining 9% of trips that need more seats.
What Is the Prediction for TSLA Stock?
Turning to Wall Street, analysts have a Hold consensus rating on TSLA stock based on 13 Buys, 11 Holds, and 10 Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average TSLA price target of $383.04 per share implies 11% downside risk.
