Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.3 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 85.8 ▲ +0.3 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 59.0 ▼ -0.2 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.1 ▼ -2.3 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.7 ▲ +4.6 CocoUS 48.5 ▼ -0.5 MobileyeIL 48.0 ▼ -1.1 Didi Autonomous DrivingCN 44.8 ▼ -6.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 May MobilityUS 42.1 ▲ +0.4 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 36.6 ▲ +1.8 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 VerneHR 28.3 ▲ +1.8 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.1 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 57.3 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 85.8 ▲ +0.3 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 59.0 ▼ -0.2 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.1 ▼ -2.3 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.7 ▲ +4.6 CocoUS 48.5 ▼ -0.5 MobileyeIL 48.0 ▼ -1.1 Didi Autonomous DrivingCN 44.8 ▼ -6.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 May MobilityUS 42.1 ▲ +0.4 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 36.6 ▲ +1.8 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 VerneHR 28.3 ▲ +1.8 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.1 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
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Waymo Zeekr - The Road to Autonomy

Waymo’s Big Week and Elon Musk’s Promises

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious plans for launching a FSD Unsupervised.

As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo’s permit application it in an effort to block the service. Despite this potential challenge, we expect commercial operations at the airport to begin by this summer, as there is a clear economic benefit to San Francisco’s economy.

Down at Giga in Austin, Elon Musk held an all-hands meeting where he outlined his bold plans for FSD Unsupervised and the company’s upcoming robotaxi service. At some point, Tesla will “crack” full self-driving and when they do, Waymo will have their first true competitor.

Episode Chapters

  • 0:00 Waymo Begins Mapping SFO
  • 9:14 Waymo Airport Predictions (SFO, SJC, LAX)
  • 11:13 Waymo Nashville Prediction
  • 13:16 Waymo / Hyundai Prediction
  • 14:38 Waymo’s Continued Bay Area Expansion
  • 19:13 Uber, Lyft and the Growth of Waymo
  • 21:04 Waymo Zeekr Robotaxis
  • 26:43 Waymo on Uber in Austin
  • 30:59 Could Waymo be Expanding to the UK?
  • 34:16 Tesla Unsupervised
  • 35:43 Tesla All-Hands Meeting
  • 37:36 Tesla CPUC Permit
  • 38:47 NVIDIA GTC
  • 42:04 Truck OEMs
  • 46:57 Unforced Error of The Week
  • 48:51 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
85.8/100
▲ +0.37-Day
▲ +1.730-Day
Composite Factors
Operations92▲
Scale95▲
Revenue85–
Commercial83▲
Manufacturing54▲
Safety87▲
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 85.8, maintaining its position as the leading operator in the category. The company closed a $5 billion term loan in October 2026, marking its first major debt financing following a $16 billion equity investment earlier in the year.

Composite History
266 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-10Leaf b0e373d5ab081a89Cadence 12HEmbed

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