What changed in commercial autonomous driving in 2024?
By Nathan Benaich (Air Street Capital) · 2024 report
Waymo expanded service and reported 100,000 paid US trips per week in August. Wayve raised a $1.05 billion Series C. The report treated these as signs of progress after a difficult period for the sector.
Demonstration counts, paid trips, and funding measure different things. The HumanPlus examples are research tasks, while Waymo’s trip volume is an operational milestone. Neither establishes unrestricted general-purpose autonomy.
Demonstration counts, paid trips, and funding measure different things. The HumanPlus examples are research tasks, while Waymo’s trip volume is an operational milestone. Neither establishes unrestricted general-purpose autonomy.
Historical snapshot published October 10, 2024. This web edition was prepared on October 10, 2026 from the online deck and original launch posts. Findings and forecasts retain their original time frame.
2024 report, slide 75 (PDF page 76)Original 2024 report. Printed slide numbers are one lower than PDF page numbers because the cover is unnumbered.
2024 report, slide 78 (PDF page 79)Original 2024 report. Printed slide numbers are one lower than PDF page numbers because the cover is unnumbered.
2024 report, slide 123 (PDF page 124)Original 2024 report. Printed slide numbers are one lower than PDF page numbers because the cover is unnumbered.
Benaich, Nathan. “What changed in commercial autonomous driving in 2024?.” State of AI Report 2024. Historical report snapshot; web edition prepared 2026-10-10.