Gatik vs Waymo: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Waymo ranks 7 on the Robotics 100 with a score of 94; Gatik ranks 42 with 81. Waymo is ahead on deployment, production, technology, positioning and firepower. Level on commercials, progress and leverage. Both are based in Mountain View, United States. Waymo: Private, founded 2016. Gatik is named in 248 signals and Waymo in 331.

Gatik →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · gatik.ai

Gatik develops and deploys SAE Level 4 autonomous trucks for commercial freight routes. Its fully driverless vehicles operate customer-facing delivery services across North America.

Robotics 100 · rank 42 · score 81

Scores, Robotics (of 10)

Deployment9
Production6
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Gatik is a US/Canada autonomous-trucking company operating ~100 driverless Isuzu box trucks (targeted by end-2026) on NVIDIA DRIVE Thor, describing itself as the first US company operating fully driverless trucks at scale commercially (85,000+ driverless deliveries, 99% on-time). It raised a $200M Series D in August 2026 (Qatar Investment Authority-led, ~$500M total) with customers Walmart, PepsiCo, Kroger, Tyson, and Loblaw, and holds $600M+ in contracted backlog. Current revenue is estimated at 10-100m (the backlog not yet recognized).

Latest signals

  • Isuzu is targeting annual production capacity of up to 50,000 autonomous trucks by 2030.ARK Invest
  • The first Level 4 Gatik vehicle with integrated controls and sensors is expected to roll off Isuzu’s line in the first half of 2028.ARK Invest
  • Gatik, Isuzu, and NVIDIA are preparing to mass-produce autonomous trucks at Isuzu’s South Carolina facility.ARK Invest

248 signals name Gatik.

Facts, with sources

  • Plans to expand driverless regional freight operations for retail, grocery and consumer packaged-goods supply chains using Series D fundingThe AI Insider
  • AI-based autonomous trucks operating on dynamic routes spanning highways and local roadsThe AI Insider
  • Expanded multi-year strategic partnership with PepsiCo for regional autonomous freight operationsThe Robot Report

380 facts on file.

Waymo →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · Private · founded 2016 · waymo.com

Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.

Robotics 100 · rank 7 · score 94AI Core · discarded · score 70

Scores, Robotics (of 10)

Deployment10
Production8
Commercials6
Progress10
Technology10
Positioning10
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Waymo (Alphabet) is the US robotaxi leader with a fleet of ~3,000-4,000 vehicles over 1,400+ sq mi, running 500,000+ paid rides a week by March 2026 (10x in two years, across 11 cities) and 20M+ lifetime trips, targeting 1M rides a week by year-end. It raised $16B at a $126B valuation in February 2026, is expanding to London and Tokyo in 2026, and claims 90% fewer serious crashes. Revenue is undisclosed (estimated ~$500M annualized at ~$20 a ride).

Latest signals

  • Toyota will produce bZ4X-based robotaxi vehicles for WaymoNikkei xTech
  • Teamsters Local 25 rallied in Cambridge, Massachusetts, to keep Waymo and driverless taxis out of the city.Peter H. Diamandis
  • Waymo opened a large repair and maintenance facility north of Boston.Peter H. Diamandis

331 signals name Waymo.

Facts, with sources

  • Will launch paid autonomous taxi service in Singapore in 2028rsshub.bkraju.com — 2026-09-18
  • Restarted robotaxi service in San Antonio after a five-month suspension due to floodingwww.nextplatform.com — 2026-09-17
  • Robotaxi service was suspended for five months due to flooding before restarting in San Antoniowww.nextplatform.com — 2026-09-17

148 facts on file.

More comparisons

Questions this page answers

Gatik or Waymo: which is ahead in robotics?

Waymo ranks 7 on the Robotics 100 with a score of 94; Gatik ranks 42 with 81. Waymo is ahead on deployment, production, technology, positioning and firepower. Level on commercials, progress and leverage. Both are based in Mountain View, United States. Waymo: Private, founded 2016. Gatik is named in 248 signals and Waymo in 331.

How do Gatik and Waymo compare?

Waymo ranks 7 on the Robotics 100 with a score of 94; Gatik ranks 42 with 81. Waymo is ahead on deployment, production, technology, positioning and firepower. Level on commercials, progress and leverage. Both are based in Mountain View, United States. Waymo: Private, founded 2016. Gatik is named in 248 signals and Waymo in 331. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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