Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.2 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.1 – 0.0 .DCI · Delivery Bots Confidence Index 57.5 – 0.0 WaymoUS 84.6 ▼ -0.4 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 68.9 ▼ -5.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▲ +0.1 XPengCN 61.8 ▲ +1.2 TeslaUS 61.7 ▲ +6.6 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 55.0 ▲ +0.8 AuroraUS 53.2 – 0.0 MobileyeIL 51.7 ▲ +6.7 MomentaCN 51.2 ▼ -2.9 Didi Autonomous DrivingCN 49.9 ▼ -0.3 DeepRoute.aiCN 49.8 ▼ -0.2 Cao Cao MobilityCN 47.4 ▼ -3.7 DoorDash DotUS 45.4 ▲ +3.3 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 May MobilityUS 41.3 ▼ -0.5 ZooxUS 40.8 ▲ +1.8 Avride PodUS 40.4 ▲ +0.7 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.5 ▲ +1.3 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 VerneHR 27.0 ▼ -3.1 Tensor AutoUS 26.8 ▼ -0.5 AutobrainsIL 22.5 ▲ +0.1 Stack AVUS 21.7 – 0.0 NuroUS 20.1 ▼ -2.7 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0 .RCI · Robotaxi Confidence Index 57.2 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.1 – 0.0 .DCI · Delivery Bots Confidence Index 57.5 – 0.0 WaymoUS 84.6 ▼ -0.4 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 68.9 ▼ -5.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▲ +0.1 XPengCN 61.8 ▲ +1.2 TeslaUS 61.7 ▲ +6.6 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 55.0 ▲ +0.8 AuroraUS 53.2 – 0.0 MobileyeIL 51.7 ▲ +6.7 MomentaCN 51.2 ▼ -2.9 Didi Autonomous DrivingCN 49.9 ▼ -0.3 DeepRoute.aiCN 49.8 ▼ -0.2 Cao Cao MobilityCN 47.4 ▼ -3.7 DoorDash DotUS 45.4 ▲ +3.3 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 May MobilityUS 41.3 ▼ -0.5 ZooxUS 40.8 ▲ +1.8 Avride PodUS 40.4 ▲ +0.7 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.5 ▲ +1.3 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 VerneHR 27.0 ▼ -3.1 Tensor AutoUS 26.8 ▼ -0.5 AutobrainsIL 22.5 ▲ +0.1 Stack AVUS 21.7 – 0.0 NuroUS 20.1 ▼ -2.7 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0
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We Robot - The Road to Autonomy

Tesla’s 10/10 We Robot Event, Waymo’s Austin Launch, and Zoox’s New Vegas Partnership

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA.

As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement.

Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou’s new start-up, Bot Auto and Uber Freight’s growing role in the autonomous trucking ecosystem.

Episode Chapters

  • 0:00 10/10 Tesla We Robot Event
  • 1:50 Venture Capitalists and Wall Street’s Outlook on Autonomy Investments
  • 5:25 Perhaps a Two Passenger Tesla Robotaxi?
  • 7:06 Tesla Semi
  • 10:14 Waymo’s Increased Testing of the Zeekr Vehicle
  • 13:18 California’s Autonomous Vehicle Bills Vetoed
  • 18:20 Waymo Begins Early Rider Access in Austin
  • 20:51 Zoox / Golden Knights Partnership
  • 25:25 AVRide
  • 26:43 Sidewalk Delivery Bots
  • 30:12 Bot Auto
  • 33:38 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 06:00 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
61.7/100
▲ +6.67-Day
▲ +0.730-Day
Composite Factors
Operations54–
Scale71–
Revenue43–
Commercial68–
Manufacturing95–
Safety42–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 61.7, backed by strong manufacturing capabilities and scaling commercial operations. During the third-quarter earnings disclosures in October 2026, executives outlined plans to expand Cybercab operations to Dallas while preparing for broader deployments.

Composite History
295 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:00 UTC · 2026-10-25Leaf 60c26f000edd95fdCadence 12HEmbed

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