The headline number is Tesla at 42 registered vehicles in Texas, nearly a year after the Austin robotaxi launch and despite announced expansions to Dallas and Houston. That is a fleet-size order of magnitude below Waymo's 577 and even trails Avride. Registration is not utilization (Waymo just paused parts of Texas over flood-handling issues, and Nuro and Zoox aren't running commercially), but the gap is too wide to wave away as a reporting artifact. For anyone modeling robotaxi capex or per-city ramp curves, this is the first state-level dataset that lets you back out vehicles-per-metro instead of trusting press releases.
The more durable story is the disclosure regime itself. Texas just became the first large AV market where fleet counts are a matter of public record, which means competitors, insurers, and city procurement officers can now track quarter-over-quarter growth without an FOIA. Expect California and Arizona to face pressure to match. The trucking numbers are the sleeper read: Aurora at 91 trucks, Gatik at 64, Kodiak at 33 is the clearest public scoreboard yet for driverless freight, and it puts Aurora's commercial lane ahead of the pack by a real margin.