Live · The Road to Autonomy Indices
WaymoUS 80.9 ▲ +4.0 Baidu Apollo GoCN 80.9 ▲ +4.9 NeolixCN 78.9 ▲ +15.4 Starship TechnologiesEE 71.9 ▲ +6.2 Pony.aiCN 63.7 ▲ +7.9 Serve RoboticsUS 63.0 ▲ +9.5 WeRideCN 59.6 ▲ +7.0 CocoUS 47.4 ▲ +2.1 Applied IntuitionUS 46.7 ▼ -7.7 KodiakUS 46.3 ▲ +2.2 TeslaUS 41.3 ▲ +0.9 DeepRoute.aiCN 41.0 ▲ +21.1 AuroraUS 41.0 ▼ -1.0 ZooxUS 39.1 ▲ +6.1 DoorDash DotUS 38.8 ▲ +17.8 Bot AutoUS 35.6 ▲ +9.4 Volvo Autonomous SolutionsSE 33.9 ▲ +6.3 MotionalUS 32.0 ▲ +1.1 May MobilityUS 31.8 ▼ -1.0 MobileyeIL 29.1 ▲ +1.0 AvrideUS 29.0 ▲ +4.1 Avride PodUS 28.7 ▼ -4.7 MeituanCN 27.7 ▼ -0.2 Cao Cao MobilityCN 27.0 ▲ +4.9 MOIA AmericaDE 26.3 ▲ +3.5 TorcUS 26.1 ▲ +4.5 WayveGB 25.4 ▼ -8.1 MomentaCN 25.2 ▼ -1.1 Didi Autonomous DrivingCN 25.0 ▲ +0.5 XPengCN 25.0 ▲ +0.1 VerneHR 22.8 ▲ +6.8 NuroUS 22.1 ▲ +3.7 AutobrainsIL 21.9 ▲ +0.8 Stack AVUS 18.9 ▲ +5.1 WaabiCA 18.6 ▼ -0.3 Helm.aiUS 17.9 ▲ +0.4 Tensor AutoUS 16.4 ▲ +9.2 PlusAIUS 15.0 ▼ -0.1 HUMAINSA 2.1 – 0.0 WaymoUS 80.9 ▲ +4.0 Baidu Apollo GoCN 80.9 ▲ +4.9 NeolixCN 78.9 ▲ +15.4 Starship TechnologiesEE 71.9 ▲ +6.2 Pony.aiCN 63.7 ▲ +7.9 Serve RoboticsUS 63.0 ▲ +9.5 WeRideCN 59.6 ▲ +7.0 CocoUS 47.4 ▲ +2.1 Applied IntuitionUS 46.7 ▼ -7.7 KodiakUS 46.3 ▲ +2.2 TeslaUS 41.3 ▲ +0.9 DeepRoute.aiCN 41.0 ▲ +21.1 AuroraUS 41.0 ▼ -1.0 ZooxUS 39.1 ▲ +6.1 DoorDash DotUS 38.8 ▲ +17.8 Bot AutoUS 35.6 ▲ +9.4 Volvo Autonomous SolutionsSE 33.9 ▲ +6.3 MotionalUS 32.0 ▲ +1.1 May MobilityUS 31.8 ▼ -1.0 MobileyeIL 29.1 ▲ +1.0 AvrideUS 29.0 ▲ +4.1 Avride PodUS 28.7 ▼ -4.7 MeituanCN 27.7 ▼ -0.2 Cao Cao MobilityCN 27.0 ▲ +4.9 MOIA AmericaDE 26.3 ▲ +3.5 TorcUS 26.1 ▲ +4.5 WayveGB 25.4 ▼ -8.1 MomentaCN 25.2 ▼ -1.1 Didi Autonomous DrivingCN 25.0 ▲ +0.5 XPengCN 25.0 ▲ +0.1 VerneHR 22.8 ▲ +6.8 NuroUS 22.1 ▲ +3.7 AutobrainsIL 21.9 ▲ +0.8 Stack AVUS 18.9 ▲ +5.1 WaabiCA 18.6 ▼ -0.3 Helm.aiUS 17.9 ▲ +0.4 Tensor AutoUS 16.4 ▲ +9.2 PlusAIUS 15.0 ▼ -0.1 HUMAINSA 2.1 – 0.0
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Tesla Cybercab Interior - The Road to Autonomy

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump’s administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective.

At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell.

Episode Chapters

  • 0:00 Trump’s Back
  • 2:38 Autonomous Vehicle Policy and Who Matters
  • 8:17 Elon vs O’Brien and The Teamsters
  • 12:38 U.S. vs China
  • 17:57 Inceptio Technology IPO
  • 22:55 Dara Khosrowshahi AV Comments at Davos
  • 28:25 Tesla FSD Two Lane Highway Exit
  • 31:21 Rising Insurance Costs for Uber in LA
  • 33:44 Waymo Growth Projections
  • 37:21 Next Week

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