Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.9 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 43.2 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 84.7 ▲ +0.5 Baidu Apollo GoCN 81.8 – 0.0 WeRideCN 77.1 – 0.0 Pony.aiCN 67.0 ▼ -0.2 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.9 ▲ +0.8 XPengCN 64.2 ▲ +5.0 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 55.0 ▲ +1.1 Didi Autonomous DrivingCN 50.4 ▼ -1.8 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.5 ▲ +2.1 CocoUS 48.0 ▲ +1.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 Bot AutoUS 43.2 ▲ +6.7 MeituanCN 42.9 – 0.0 MobileyeIL 42.1 ▼ -9.1 May MobilityUS 42.0 ▼ -0.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 35.7 ▲ +1.1 MotionalUS 34.0 – 0.0 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▼ -3.7 TorcUS 32.7 – 0.0 WayveGB 31.0 ▼ -1.8 Tensor AutoUS 27.8 – 0.0 VerneHR 26.8 ▼ -0.2 AutobrainsIL 22.5 ▼ -0.4 NuroUS 22.1 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.9 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 43.2 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 84.7 ▲ +0.5 Baidu Apollo GoCN 81.8 – 0.0 WeRideCN 77.1 – 0.0 Pony.aiCN 67.0 ▼ -0.2 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.9 ▲ +0.8 XPengCN 64.2 ▲ +5.0 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 55.0 ▲ +1.1 Didi Autonomous DrivingCN 50.4 ▼ -1.8 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.5 ▲ +2.1 CocoUS 48.0 ▲ +1.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 Bot AutoUS 43.2 ▲ +6.7 MeituanCN 42.9 – 0.0 MobileyeIL 42.1 ▼ -9.1 May MobilityUS 42.0 ▼ -0.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 35.7 ▲ +1.1 MotionalUS 34.0 – 0.0 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▼ -3.7 TorcUS 32.7 – 0.0 WayveGB 31.0 ▼ -1.8 Tensor AutoUS 27.8 – 0.0 VerneHR 26.8 ▼ -0.2 AutobrainsIL 22.5 ▼ -0.4 NuroUS 22.1 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Tesla Model 3 - The Road to Autonomy

Goodbye Car Ownership, Hello Tesla Subscription Service

Tesla is set to unveil its long-awaited CyberCab robotaxi on August 8th, reigniting promises from CEO Elon Musk about an autonomous ride-sharing future. But can Tesla finally deliver on its self-driving ambitions after years of missed targets?

Pete Bigelow, Senior Reporter, Automotive News joined The Road to Autonomy Founder Grayson Brulte to discuss the pivotal make-or-break moment for Elon’s robotaxi dreams and the potential for Tesla to introduce a subscription service.

If Tesla introduces an all-inclusive subscription service that encompasses the lease payment, FSD subscription, charging and insurance into one monthly payment, it would shake up the entire auto industry.

Add in a partnership that includes a credit card rewards program and the traditional auto industry will fall further behind. They will be forced to change the way they sell their vehicles.

Then to top it off, make it autonomous and allow Tesla owners to lease it out on a network and generate revenue, game over. Tesla once again just disrupted the global auto market.

Chapters

  • 0:00 Tesla CyberCab
  • 2:22 Tesla Mobility Platform
  • 5:19 Software Defined Vehicle
  • 7:01 Tesla Subscription Service

Watch on X

The Road to Autonomy
Robotaxi Index
Live · Updated 06:01 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
55.6/100
▲ +2.97-Day
▼ -4.930-Day
Composite Factors
Operations56–
Scale56–
Revenue28–
Commercial71–
Manufacturing95–
Safety44–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 55.6, backed by a strong manufacturing sub-index score of 95.1. The company operates unsupervised commercial robotaxi services in Austin, Dallas, Houston, and a zone-restricted area in Miami, backed by a Texas DMV registered fleet of 739 vehicles.

Composite History
269 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:01 UTC · 2026-10-12Leaf fa02e679994835c6Cadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

Subscribe to This Week in The Autonomy Economy™

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.