Institutional Intelligence for the Autonomy Economy
The Road to Autonomy provides institutional intelligence for the Autonomy Economy, powered by AUTNMY AI. We built the indices, set the benchmarks, and execute the fieldwork to put decision-ready physical AI intelligence directly into your workflows with OMEGA.
The Road to Autonomy Robotaxi Index
1
Waymo
84.3
–
2
Baidu Apollo Go
80.9
–
3
WeRide
76.1
▼ 2.7
16 constituents · View index →
The Road to Autonomy Autonomous Trucks Index
1
Aurora
53.9
▼ 0.2
2
Kodiak
49.4
▼ 7.6
3
Bot Auto
39.0
▼ 1.9
8 constituents · View index →
Computed: September 25, 2026, 06:01:49 UTC · Seal 0d3829c2166e · RFC 3161
May Mobility's SPAC and the $93 Million Question
May Mobility's SPAC merger raises a straightforward question: can $120 million in committed capital sustain a company burning $93 million annually long enough to close the gap between ambition and revenue. The answer depends entirely on redemption rates no one can predict, making this less a funding event and more a public test of market confidence in autonomous vehicle economics.
02
Solving the Last 50 Feet of Package Delivery With Legged Robots
Lee Redden left a successful exit at Deere to build a four-legged robot that rides shotgun in delivery vans and walks packages to your door so drivers never have to leave the vehicle.
September 23, 2026
03
The Headline Is Not the Story When It Comes to Autonomy
This week in the Autonomy Economy, Waymo is going global with Tokyo and Singapore launches on the horizon, Lucid is quietly positioning itself as the contract manufacturer robotaxi companies never knew they needed, and we are boots on the ground in Texas getting the full picture that no press release can give you.
September 20, 2026
04
Waymo Takes the World While Tesla Takes the NHTSA Test
Waymo is going global while Tesla sits in Austin waiting for NHTSA to give it the green light to do the same.
September 19, 2026
05
Will NHTSA Ground Cybercab?
NHTSA is demanding answers from Tesla on Cybercab safety compliance, but September 30 is an evidentiary deadline, not a death sentence for the fleet.
September 18, 2026
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Go beyond the indices.
The Road to Autonomy Indices show where the market stands. OMEGA is the intelligence behind them. Connect OMEGA to your AI workflow to gain insights into what is moving the indices, along with the operators, deployments, regulations and capital flows across the Autonomy Economy.
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The Autonomy Economy Confidence Indices
View Confidence Indices →
.RCI
Robotaxi Confidence Index
57.5
▲ +0.2 (+0.35%)
Constructive
View index →
.ADLCI
Autonomous Driving Licensing Confidence Index
41.3
▪ 0.0 (0.00%)
Constructive
View index →
.ATCI
Autonomous Trucks Confidence Index
39.1
▲ +0.1 (+0.26%)
Cautious
View index →
.DCI
Delivery Bots Confidence Index
54.0
▲ +0.7 (+1.31%)
Constructive
View index →
Computed: September 25, 2026, 06:32:01 UTC · Seal 6D0494459988 · RFC 3161
This Week in The Autonomy Economy
View All Editions →
September 20, 2026
The Headline Is Not the Story When It Comes to Autonomy
The headline is almost never the story, and in the autonomy economy, where public perception shapes policy and policy shapes billion-dollar deployment timelines, the gap between what a headline claims and what is actually happening on the ground can be the difference between progress and a regulatory backlash built on fiction.
Read The Newsletter →
September 13, 2026
Roulette is a Casino Game, Not a Robotaxi Experience
Europe is the opening act, and whoever controls it will write the script for how robotaxis scale across the rest of the world.
Read The Newsletter →
September 6, 2026
Cybercab Is Waiting on Batteries Before Scaling
The autonomy economy is accelerating on multiple fronts simultaneously, but the real story this week is the widening gap between markets moving boldly and those moving cautiously, with Austin and Tokyo emerging as the cities writing the future while London watches from the sidelines.
Read The Newsletter →
August 30, 2026
Zoox Is No Longer an Amazon Rounding Error
Zoox's sprawling assembly inventory and opaque supply chain suggest Amazon is quietly funding autonomous vehicle ambitions at a scale that investors have yet to fully reckon with, even as Waymo and Tesla methodically lock up the physical infrastructure needed to win the Bay Area robotaxi market.
Read The Newsletter →
August 23, 2026
100% of California's Paid Robotaxi Rides Belong to Waymo
As Waymo's regulatory footprint expands to 25 million Californians and Tesla targets September 3 for Cybercab commercial service in Austin, the autonomy industry's defining question shifts from who can operate to who can manufacture at scale.
Read The Newsletter →
August 9, 2026
Uber Is the Elizabeth Taylor of the Autonomy Economy
After 12 years of development, Zoox finally becomes a business on Monday, Waymo continues expanding across multiple U.S. cities while quietly distancing itself from Uber, and the broader autonomy economy is entering a new phase where early platform partnerships are giving way to direct competition, independent scaling, and a sobering recalibration of capital and fleet ambitions from Moove to Pony AI.
Read The Newsletter →
The Road to Autonomy
View All Episodes →
September 23, 2026
Solving the Last 50 Feet of Package Delivery With Legged Robots
Lee Redden built LastFeet's four-legged, wheel-footed robot by studying real delivery drivers first, modeling the machine on the human runner who rides shotgun and sprints packages to the door while the driver keeps moving.
Watch Episode →
September 15, 2026
Building Plaid for the Autonomy Economy
The autonomy economy needs neutral infrastructure the same way financial services needed Plaid, and Autolane is building exactly that by connecting autonomous vehicles to businesses through an OEM-agnostic orchestration platform that no single automaker, marketplace, or retailer controls.
Watch Episode →
September 8, 2026
Building, Deploying and Scaling Autonomous Robotaxi Infrastructure
Aseon Labs is betting that the future of robotaxi scale isn't faster cars or better algorithms, it's shrinking the depot down to a single parking bay and putting it exactly where vehicles already operate, turning a two-hour service detour into a 30-minute autonomous reset that keeps demand on the road instead of in transit.
Watch Episode →
Autonomy Signals
View All Episodes → September 25, 2026
May Mobility's SPAC and the $93 Million Question
May Mobility's $1.4 billion SPAC valuation rests on a single committed $120 million PIPE against $93 million in annual cash burn, making the redemption rate of the remaining $217 million the defining variable between a viable company and a funding crisis.
Watch Episode →
September 18, 2026
Will NHTSA Ground Cybercab?
NHTSA's 21-question sworn inquiry into Cybercab's FMVSS compliance is a legal reckoning with the gap between standards written for human hands and a production vehicle that deleted those hands entirely.
Watch Episode →
September 11, 2026
NHTSA Audits Cybercab While Waymo Launches With Lyft in Nashville
The real story behind NHTSA's audit of the Cybercab isn't safety, it's whether Tesla bypassed the exemption process that every other autonomous vehicle manufacturer has followed, and that procedural question will define how regulators govern self-certification for bespoke autonomous vehicles for years to come.
Watch Episode →
Autonomy Markets
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September 19, 2026
Waymo Takes the World While Tesla Takes the NHTSA Test
While Tesla awaits NHTSA's blessing to scale its 40 Austin Cybercabs nationwide, Waymo is already plotting European dominance through Tokyo test beds, Singapore partnerships, and an Allianz insurance deal that signals the global robotaxi era has quietly begun without waiting for anyone's permission.
Watch Episode →
September 12, 2026
Jason Calacanis on the Robotaxi Endgame
The robotaxi endgame is ultimately a manufacturing war, and the company that owns the factory owns the future.
Watch Episode →
September 5, 2026
Cybercab Day Arrives as Robotaxis Become Bankable
The robotaxi industry crossed a financial threshold this week as Tesla opened Cybercab to paying passengers in Austin, Waymo raised its first-ever debt, and Uber leaned into regulatory capture rather than compete, signaling that autonomy is no longer a science project but a bankable infrastructure business.
Watch Episode →
Field Reports
View All Field Reports →
September 9, 2026
Tesla Cybercab Launch Day Field Report
Tesla's purpose-built Cybercab hardware is genuinely impressive — spacious, accessible, and thoughtfully engineered — but the software layer holding it back from true readiness is the real story of launch day.
Read Field Report →
July 8, 2026
Tesla Unsupervised Robotaxi Miami Field Report
Tesla's Miami robotaxi launch revealed a deliberately staged expansion playbook, with just two vehicles on day one quietly backed by a staging lot holding roughly two dozen Florida-plated Cybercabs near Miami International Airport, signaling that the constrained launch experience was a controlled rehearsal, not a ceiling.
Read Field Report →
May 18, 2026
Inside Kodiak's Autonomous Trucking Operation in the Permian Basin Field Report
The Permian Basin deployment reveals that autonomous trucking's most commercially advanced operation looks nothing like a robotaxi hub — it's a mobile gravel pad in a dust storm, scaling fast because the business model puts asset ownership on the customer and operational risk on the roads least forgiving of failure.
Read Field Report →
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The Road to Autonomy Indices
OMEGA tracks the entire Autonomy Economy, operating fully autonomously and reasoning at scale to deliver continuous, institutional-grade diligence.
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Live indices
39
Operators tracked
12h
Recompute cycle
100%
Autonomous
Every score cryptographically sealed · RFC 3161 · independently verifiable
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We provide independent research, proprietary indices, bespoke diligence, and market intelligence. Whether you are seeking a strategic partner or an organization working through a specific question, we offer retained advisory, bespoke projects, and hourly consulting tailored to your needs.
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The Future is Bright. The Future is Autonomous.The Future is The Autonomy Economy.