AUTONOMY LEADERBOARD
AUTONOMOUS VEHICLES
PERSONALLY OWNED AUTONOMOUS VEHICLES
LICENSING
AUTONOMOUS TRUCKS
DEFENSE
MIDDLE-MILE
SOFTWARE PLATFORMS
SOFTWARE SUPPLIERS
AUTONOMOUS VEHICLES
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| 1 |
 |
WAYMO | ALPHABET | - | 1 | 1 | 6 | BULLISH |
| 2 |
|
TESLA | - | - | 2 | 2 | 1 | BULLISH |
| 3 |
 |
ZOOX | AMAZON |
 |
2 | 2 | 6 | NETURAL |
| 4 |
 |
WAYVE | SOFTBANK | - | 4 | 3 | 6 | BULLISH |
| T-5 |
 |
MAY MOBILITY | NTT / TOYOTA | - | 5 | 4 | 4 | POSITIVE |
| T-5 |
|
AVRIDE | NEBIUS GROUP | - | - | 5 | 1 | POSITIVE |
PERSONALLY OWNED AUTONOMOUS VEHICLES
| 5 | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| 1 |
 |
TESLA | - | - | - | 1 | 5 | BULLISH |
LICENSING
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| 1 |
|
WAYVE | SOFTBANK | - | - | 1 | 3 | BULLISH |
| 2 |
 |
NURO | - | - | - | 2 | 3 | BULLISH |
AUTONOMOUS TRUCKS
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| T-1 |
 |
AURORA | - | - | 1 | 1 | 6 | BULLISH |
| T-1 |
 |
KODIAK | - | - | 1 | 1 | 6 | BULLISH |
| T-2 |
 |
TORC | DAIMLER TRUCK | - | 2 | 2 | 6 | POSITIVE |
| T-2 |
 |
BOT AUTO | - |
 |
2 | 2 | 3 | POSITIVE |
| 3 |
 |
PLUS | - |
|
4 | 3 | 3 | POSITIVE |
| 4 |
 |
WAABI | - | - | 4 | 3 | 6 | NETURAL |
| 5 |
 |
STACK AV | SOFTBANK | - | 6 | 5 | 6 | NETURAL |
MIDDLE-MILE
| 5 | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| 1 |
 |
GATIK | - | - | 1 | 1 | 6 | NETURAL |
DEFENSE – GROUND AUTONOMOUS VEHICLES
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| T-1 |
 |
KODIAK | - | - | 1 | 1 | 5 | BULLISH |
| T-1 |
 |
FORTERRA | - | - | 2 | 1 | 6 | POSITIVE |
| 2 |
 |
OVERLAND AI | - | - | 3 | 2 | 4 | POSITIVE |
SOFTWARE PLATFORMS
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| T-1 |
 |
UBER | - | - | - | 1 | 4 | BULLISH |
| T-1 |
 |
UBER FREIGHT | UBER | - | - | 1 | 4 | BULLISH |
| 2 |
 |
LYFT | - | - | - | 2 | 3 | NEUTRAL |
SOFTWARE SUPPLIERS
| RANK | COMPANY | PARENT / MAJORITY INVESTOR | RANK CHANGE | RANK LAST QTR | PEAK POSITION | QTRS ON LEADERBOARD | OUTLOOK | |
|---|---|---|---|---|---|---|---|---|
| 1 |
 |
APPLIED INTUTION | - | - | - | 1 | 5 | BULLISH |
OUTLOOKS
- Bullish – Companies that we believe will be main components of the autonomy economy.
- Positive – Companies that currently have a positive outlook and a clearly defined path towards commercialization.
- Break Out – Companies that are poised to break out and gain marketshare.
- Neutral – Companies where there are business uncertainties and long-term questions about the business still remain.
JULY 2025 UPDATE / The AUTONOMY LEADERBOARD was lasted updated july 27, 2025
Frequently Asked Questions About the AUTONOMY LEADERBOARD
What is The AUTONOMY LEADERBOARD?
The Road to Autonomy’s AUTONOMY LEADERBOARD is a quarterly ranking of companies in the autonomy economy. It is proprietary market intelligence tool developed by The Road to Autonomy that consists of our independent analysis of multiple qualitative and quantitative factors within the autonomy economy and reflect our professional judgment and opinions.
How often is AUTONOMY LEADERBOARD Updated?
The AUTONOMY LEADERBOARD is updated on a quarterly basis to reflect the latest developments in the autonomy economy.
When is the next AUTONOMY LEADERBOARD Update Scheduled?
The next update scheduled for October 25, 2025. AUTONOMY LEADERBOARD quarterly updates are released exclusively in special editions of This Week in the Autonomy Economy.
What are the different categories on the AUTONOMY LEADERBOARD?
The AUTONOMY LEADERBOARD is divided into several categories to provide a comprehensive overview of the autonomy economy. These categories include: Autonomous Vehicles, Personally Owned Autonomous Vehicles, Licensing, Autonomous Trucks, Defense, Middle-Mile, Software Platforms, and Software Suppliers
What do the “outlook” terms mean?
The outlook terms provide an at-a-glance understanding of a company’s future prospects: Bullish: Indicates a very positive outlook. Positive: Indicates a favorable outlook. Break Out: Suggests the company is on the verge of significant growth or advancement. Neutral: Indicates a stable but not necessarily high-growth outlook.
Where can I find a more detailed analysis and the methodology behind the rankings?
A full analysis and the methodology used for the rankings are available exclusively to clients of The Road to Autonomy. To inquire about becoming a client, please send an email to hello@roadtoautonomy.com.
For Informational Purposes Only. Not Investment Advice.
The AUTONOMY LEADERBOARD is a proprietary market intelligence tool developed by The Road to Autonomy LLC. The rankings are based on our independent analysis of multiple qualitative and quantitative factors within the autonomy economy and reflect our professional judgment and opinions. The AUTONOMY LEADERBOARD is intended solely for informational and educational purposes, and our views are subject to change without notice.
The Road to Autonomy LLC provides strategic advisory and consulting services to companies including but not limited to those operating in the autonomy, mobility, and transportation sector. Companies ranked on the AUTONOMY LEADERBOARD may be current or former consulting clients. However, these commercial relationships do not influence our independent research, analysis, or the rankings presented. For our full statement on editorial independence and other disclosures, please see our complete Disclaimers & Disclosures page.
Subscribe to This Week in The Autonomy Economy™
A weekly newsletter featuring insight and commentary on the autonomy economy™ and how the financial markets are viewing its emergence.