Cruise and Waymo are plowing ahead with plans to bring robotaxis to more cities, despite growing disillusionment among investors and automakers about the timeline for self-driving cars.

Why it matters: The two companies already operate driverless taxis in San Francisco and Phoenix…

Catch up quick: Other key players are shutting down, merging or paring back…

Meanwhile, another AV company, Motional, is partnering with Uber and Lyft to add Hyundai robotaxis to their ride-hailing fleets in several cities starting next year.

The big picture: This could be the beginning of an industry-wide shakeout in which the leaders pull away from the pack, similar to what happened in the auto industry in the first half of the 20th century.