New York is the biggest robotaxi market that hasn't opened. Here's who it moves.
A regulatory catalyst calendar for the largest US for-hire market (over 700,000 daily trips), mapped to the public companies exposed to it. We publish facts, dates and our readiness scores — never recommendations.
| Ticker | Company | Robotaxi exposure to New York | NY readiness of its program |
|---|---|---|---|
| GOOGL | Alphabet | Owns Waymo. The New York decision is the largest single un-opened market on its map. | 82 |
| TSLA | Tesla | Robotaxi + Cybercab. Camera-only stack and wheel-less design carry the most New York/New Jersey regulatory risk in the group. | 42 |
| AMZN | Amazon | Owns Zoox. Holds the federal design exemption Tesla lacks. | 52 |
| UBER | Uber | Distribution layer for Waymo (Austin, Atlanta), Nuro/Lucid, Avride, Motional, May. Dominant NYC for-hire app; TLC politics run through it. | 60 |
| LYFT | Lyft | Waymo (Nashville), May Mobility, Mobileye partnerships. Smaller NYC share. | 40 |
| LCID | Lucid | Gravity SUV platform for the Nuro–Uber robotaxi program (20,000-vehicle commitment). | 40 |
| MBLY | Mobileye | Drive stack for VW ID. Buzz robotaxis on Uber and Lyft. | 24 |
| HYMTF | Hyundai | Owns Motional (Boston HQ) and supplies IONIQ 5s to Avride and Motional. | 33 |
| NBIS | Nebius | Parent of Avride. | 26 |
| MDLN / GM | Medallion lenders / GM | NYC medallion values are directly exposed to S10413 (medallion-only AV licensing) — a rare case where legislation could re-rate an asset class overnight. GM exited robotaxis with Cruise. | — |
- Fall / winter 2026 — DC Council vote on the 200-vehicle-cap bill; Philadelphia PennDOT certification; NJ Assembly committee action on S1677 / A3968.
- January 2027 — NY Executive Budget: watch for a re-filed AV proposal (Hochul withdrew the last one on Feb 19, 2026).
- Jan – June 2027 — NY legislative session: S9038A (ban), S10413 (TLC/medallion licensing), S10473 (upstate pilot). Committee movement in Transportation is the tell.
- Any time — a new NYC DOT testing application (Waymo has said it will return); TLC rulemaking notices; Cybercab FMVSS exemption decision at NHTSA.
S10413 would make the NYC TLC autonomous-taxi license available only to medallion owners. If that language survives, the ~13,500 medallions become the scarce gate to the robotaxi market rather than a stranded asset — a complete inversion of the Uber-era thesis. No other city has proposed anything like it. We track the bill's text changes line by line in the Regulatory Monitor.
Robotaxi NY is an independent publisher. Nothing here is investment advice or a solicitation; we hold no positions in the companies listed and do not accept payment for coverage. Readiness scores are editorial judgments described on the methodology page.