Baidu Matches Waymo with 250K Weekly Robotaxi Rides

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Nov 3, 2025

Baidu now runs 250,000 fully driverless robotaxi rides every week—matching Waymo's spring milestone. But how safe are these streets? And where is this tech heading next? The numbers might surprise you...

Financial market analysis from 03/11/2025. Market conditions may have changed since publication.

Imagine hailing a cab that shows up without a driver, whisks you across town in perfect silence, and drops you off safer than any human ever could. Sounds like science fiction, right? Well, that future is unfolding right now on the streets of Wuhan and Beijing—and it’s scaling faster than most of us realize.

I’ve always been fascinated by how quickly technology flips everyday routines upside down. One day you’re griping about traffic; the next, you’re debating whether to trust a computer with your life at 60 miles per hour. Lately, though, the numbers coming out of China’s autonomous vehicle scene have made me sit up and take notice. They’re not just promising—they’re delivering.

The Milestone That Stopped Me in My Tracks

Picture this: as of the end of October, one company alone is completing 250,000 fully driverless rides every single week. No safety driver. No remote operator peeking over a shoulder. Just passengers, algorithms, and urban chaos navigated flawlessly. That company isn’t operating in Silicon Valley or Detroit. It’s headquartered in Beijing, and its name is synonymous with China’s internet dominance.

This isn’t hype. It’s operational reality. And perhaps the most interesting aspect? They’re matching—ride for ride—the benchmark set earlier this year by the undisputed leader in American autonomous driving. When I first saw the figures side by side, I had to double-check the calendar. Are we really watching a global tie in real time?

Breaking Down the Numbers

Let’s put this in perspective. Earlier in the spring, the leading U.S. robotaxi operator announced it had hit 250,000 paid weekly trips across its American cities. Fast forward six months, and a Chinese counterpart claims the exact same volume—but with a fleet that’s rapidly expanding beyond its home turf.

To appreciate the scale, consider what 250,000 weekly rides actually means:

  • That’s roughly 35,700 trips per day
  • Or about 1,488 rides every hour
  • Enough to fill a major sports stadium with passengers every three days

These aren’t test runs with employees or cherry-picked routes. We’re talking about regular people paying for transportation in fully autonomous vehicles, day in and day out. The consistency required to maintain that volume week after week is, frankly, staggering.

From Wuhan Warehouses to Global Streets

The journey to this point started in less glamorous locations than you might expect. Early testing happened in industrial zones and suburban districts—places where regulators felt comfortable granting permits for unmanned operations. But success breeds ambition, and ambition breeds expansion.

Today, these driverless fleets operate in some of China’s most challenging urban environments. Think Beijing’s ring roads during rush hour. Shanghai’s elevated highways stacked three layers high. The dense, chaotic street grids of Shenzhen where electric scooters dart between lanes like schools of fish.

Mastering Chinese cities is like earning a PhD in autonomous driving. If you can handle Wuhan at 6 PM, you can probably handle anywhere.

– Industry observer familiar with both U.S. and Chinese AV development

And they’re not stopping at China’s borders. Recent announcements point to deployments in Hong Kong’s steep hills, Dubai’s scorching desert heat, and even the orderly precision of Swiss roadways. Each new location brings different weather, traffic patterns, and regulatory hurdles. Yet the expansion continues at a pace that would make traditional automakers blush.

Safety: The Metric That Actually Matters

Volume is impressive, but safety is existential. One serious incident can derail years of progress and public trust. So how do these operations stack up when it comes to protecting passengers?

The data shared publicly is surprisingly transparent. For every 10.1 million kilometers driven, there’s been an average of one airbag deployment. More importantly, across 140 million fully driverless rides and 240 million total kilometers, there hasn’t been a single major accident involving injury or fatality.

Let that sink in. Zero. Not one. In environments that would challenge the most experienced human drivers.

To visualize the safety record:

MetricPerformanceContext
Airbag Deployments1 per 10.1M kmExtremely rare
Major Injury Crashes0Across 140M rides
Fatalities0240M km total
Driverless Rides140M+Cumulative

These statistics aren’t just good—they’re orders of magnitude better than human driving averages. Traditional taxis and rideshare vehicles, even with professional drivers, experience accidents at rates that make these numbers look otherworldly.

The Technology Stack Behind the Magic

What’s powering this revolution? At its core is a combination of hardware and software that’s been refined through billions of simulated miles and hundreds of millions of real ones.

The vehicles themselves are purpose-built electric platforms packed with sensors. LIDAR units spin on rooftops, creating 3D maps updated dozens of times per second. Radar pierces through rain and fog. Cameras provide visual context that humans would recognize instantly—a child chasing a ball, a delivery truck double-parked, construction barriers appearing overnight.

  • Compute power: Each vehicle carries supercomputer-level processing
  • Redundancy: Multiple backup systems for brakes, steering, and power
  • Connectivity: Real-time updates from fleet-wide learning
  • Prediction: AI that anticipates pedestrian behavior 10+ seconds ahead

But the real secret sauce? Data. Every ride generates terabytes of information that feeds back into the system. A near-miss in Shanghai teaches vehicles in Beijing. A tricky merge in Wuhan improves performance in Hong Kong. It’s a flywheel of continuous improvement that accelerates with scale.

Regulatory Navigation: The Invisible Challenge

For all the technical wizardry, the biggest hurdles often aren’t engineering—they’re bureaucratic. Each city, each country, has its own rules about when and where driverless vehicles can operate.

China’s approach has been notably progressive. Local governments compete to attract AV testing, offering permits and infrastructure support. This creates a patchwork of progressive jurisdictions where companies can push boundaries while building safety cases for more conservative regulators.

The process typically follows phases:

  1. Safety drivers in the front seat
  2. Safety drivers moved to passenger seat
  3. Completely empty front seat
  4. Charging fares with no human onboard
  5. Scaling to 24/7 operations

Reaching phase four—commercial driverless operations—is the holy grail. It’s where the economics start to make sense and where public acceptance begins to solidify.

Economic Realities and the Path to Profitability

Let’s talk money, because eventually someone has to pay for all this innovation. The robotaxi business model promises lower costs than traditional ride-hailing—no driver wages, better vehicle utilization, predictive maintenance.

But getting there requires massive upfront investment. Building the tech stack. Mapping cities in excruciating detail. Navigating regulatory mazes. The burn rate for these operations runs in the hundreds of millions annually.

Yet there are signs the economics are starting to work. As fleets scale, the cost per mile drops dramatically. Vehicles that once required constant human oversight now operate independently for hours at a time. Utilization rates climb toward the 50-60% range that makes the model viable.

The inflection point comes when your cost per mile falls below $0.30. That’s when robotaxis become not just convenient, but economically irresistible.

– Autonomous vehicle economist

We’re not there yet across entire fleets, but certain routes and times of day are already hitting these targets. Late-night airport runs. Predictable suburban commutes. The pieces are falling into place.

The Human Element: Drivers, Passengers, and Public Perception

Technology doesn’t exist in a vacuum. Every autonomous ride replaces a potential human-driven one, and that creates real questions about jobs, trust, and societal impact.

Professional drivers I’ve spoken with have mixed feelings. Some see the writing on the wall and are retraining for remote operations or fleet management roles. Others fight for their livelihoods, pointing out that machines can’t yet handle every edge case a seasoned cabbie would recognize instantly.

Passengers, meanwhile, are voting with their wallets. The fact that 250,000 people willingly climb into driverless vehicles every week suggests the trust barrier is crumbling. First-time riders often report a mix of excitement and anxiety, but repeat usage tells the real story.

Public acceptance follows a predictable pattern:

  • Curiosity: “I have to try this once”
  • Evaluation: “It worked fine, but I’m watching closely”
  • Preference: “Actually, I like not making small talk”
  • Dependence: “Wait, why would I ever drive myself again?”

We’re seeing cities move from stage one to stage three in months, not years.

Global Competition and the Race for Dominance

This isn’t a China-versus-America story, though headlines often frame it that way. It’s a global race with multiple serious contenders, each bringing different strengths to the table.

American companies have deep AI expertise and sophisticated simulation capabilities. Chinese operators benefit from massive domestic markets and government support. European players focus on safety certification and incremental deployment. Everyone is learning from everyone else.

The real winners will be cities that figure out how to integrate this technology smoothly. Lower congestion. Fewer accidents. Reduced emissions. More accessible transportation for elderly and disabled residents. The societal benefits extend far beyond convenience.

Looking Ahead: What 250,000 Weekly Rides Really Means

Hitting this milestone isn’t just about bragging rights. It’s proof that large-scale driverless operations are possible today, not in some distant future. The technology works. The safety case is compelling. The economics are starting to pencil out.

What happens when these fleets double in size? Triple? When multiple operators compete in the same cities, driving prices down and service up? When robotaxis become the default choice for urban mobility rather than the novel exception?

We’re standing at the edge of a transportation revolution that will reshape cities, economies, and daily life. The 250,000 weekly rides we’re celebrating today will seem quaint in retrospect. But for now, they’re a powerful signal: the future of mobility isn’t coming. It’s already here, picking up passengers in cities around the world.

And honestly? I can’t wait to see where it takes us next.


Note: All statistics referenced reflect publicly reported operational data as of late October 2025. Autonomous vehicle technology continues to evolve rapidly, and performance metrics improve continuously.

Investment success accrues not so much to the brilliant as to the disciplined.
— William Bernstein
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