{"title":"Gatik vs Waymo: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/gatik-vs-waymo","comparison":"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.","companies":[{"name":"Gatik","url":"https://www.frontiertechintelligence.com/companies/gatik","city":"Mountain View","country":"United States","stage":null,"founded":null,"last_round":null,"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).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":42,"score":81,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":8,"position":8,"progress":10,"firepower":8,"commercial":6,"deployment":9,"production":6,"technology":8},"why":"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.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":248,"facts_total":380},{"name":"Waymo","url":"https://www.frontiertechintelligence.com/companies/waymo","city":"Mountain View","country":"United States","stage":"Private","founded":2016,"last_round":null,"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).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":7,"score":94,"tier":"member","scores":{"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":6,"deployment":10,"production":8,"technology":10},"why":"Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":331,"facts_total":148}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}