Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2 .RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2
Field Reports The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Economy Autonomy Indices Confidence Indices
GM Super Cruise - The Road to Autonomy

Ford Slashes BlueCruise Price, GM vs Tesla and the Coveted Costco Partnership

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Ford’s BlueCruise price cut and GM’s burgeoning competition with Tesla for personally owned autonomous vehicles.

Ford continues to face headwinds without an autonomous driving partner as GM prepares to once again commercialize Cruise and Tesla prepares to introduce the robotaxi on 10/10. Without a partner and Waymo currently open to doing deals with several OEMs, could Ford once again strike a partnership this time not with Google but with Waymo?

There are a lot of questions to be answered as the market for personally-owned autonomous vehicles begins to emerge. When the market is fully emerge, one of the biggest questions that remains is which company will secure the coveted Costco partnership?

Episode Chapters

  • 0:00 Car Software Subscriptions
  • 8:06 GM Cruise Subscription
  • 10:53 GM vs. Tesla
  • 13:03 Could Ford Go Back to Waymo?
  • 15:31 May Mobility
  • 18:53 Autonomous Driving Stacks
  • 20:52 AVRide
  • 21:38 Commerce Dept. Connected/Autonomous Vehicle Proposed Rules
  • 24:22 Autonomous Driving Stacks for Select Markets
  • 25:32 Hyundai
  • 28:32 FSD Approach
  • 30:19 Zoox
  • 37:03 Costco Autonomous Vehicle Partnership
  • 39:12 Aurora Driver-Out
  • 40:03 Key Takeaways
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.