Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.7 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.3 .DCI · Delivery Bots Confidence Index 55.5 ▲ +0.1 WaymoUS 84.2 ▼ -3.0 Baidu Apollo GoCN 81.8 ▲ +0.1 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.6 ▼ -0.6 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.1 – 0.0 XPengCN 57.9 ▲ +0.7 KodiakUS 57.6 ▲ +2.6 MobileyeIL 57.2 ▲ +11.3 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 54.0 ▲ +0.1 AuroraUS 52.9 ▲ +1.4 TeslaUS 52.7 ▲ +2.2 Didi Autonomous DrivingCN 51.2 ▲ +3.5 Cao Cao MobilityCN 48.9 ▼ -2.4 CocoUS 48.3 ▼ -0.7 Bot AutoUS 46.1 ▲ +9.6 DeepRoute.aiCN 45.4 ▲ +0.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 ZooxUS 41.3 ▲ +0.1 May MobilityUS 40.0 ▼ -5.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.0 ▲ +2.3 MotionalUS 35.6 ▼ -0.2 AvrideUS 35.4 ▲ +1.9 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 TorcUS 32.7 – 0.0 WayveGB 31.8 ▼ -1.0 VerneHR 28.8 ▲ +3.3 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.7 ▲ +0.2 NuroUS 22.1 ▼ -2.2 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 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.7 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.3 .DCI · Delivery Bots Confidence Index 55.5 ▲ +0.1 WaymoUS 84.2 ▼ -3.0 Baidu Apollo GoCN 81.8 ▲ +0.1 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.6 ▼ -0.6 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.1 – 0.0 XPengCN 57.9 ▲ +0.7 KodiakUS 57.6 ▲ +2.6 MobileyeIL 57.2 ▲ +11.3 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 54.0 ▲ +0.1 AuroraUS 52.9 ▲ +1.4 TeslaUS 52.7 ▲ +2.2 Didi Autonomous DrivingCN 51.2 ▲ +3.5 Cao Cao MobilityCN 48.9 ▼ -2.4 CocoUS 48.3 ▼ -0.7 Bot AutoUS 46.1 ▲ +9.6 DeepRoute.aiCN 45.4 ▲ +0.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 ZooxUS 41.3 ▲ +0.1 May MobilityUS 40.0 ▼ -5.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.0 ▲ +2.3 MotionalUS 35.6 ▼ -0.2 AvrideUS 35.4 ▲ +1.9 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 TorcUS 32.7 – 0.0 WayveGB 31.8 ▼ -1.0 VerneHR 28.8 ▲ +3.3 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.7 ▲ +0.2 NuroUS 22.1 ▼ -2.2 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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Financial News' Market Disconnect, Uber Doubles Down, Will Alphabet Ever IPO Waymo? - The Road to Autonomy

Financial News Media Disconnect, Uber Doubles Down, Will Alphabet Ever IPO Waymo?

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss the financial news media’s disconnect on autonomy, Uber’s doubling down on autonomy and Alphabet’s long-term plans for Waymo.

Financial TV news networks continue to misinterpret the autonomous vehicle market, often not understanding the dynamics, partnerships and individuals building the future of autonomy. Sometimes these individuals pontifications can lead to misleading headlines that sows a narrative that is false.

While some financial TV analysts continue to misinterpret and in some cases downplay the progress, the autonomy economy is rapidly scaling globally and commercial rollouts of both autonomous vehicles and trucks paints a very different picture from what’s being broadcast.

At the same time, Uber appears to be doubling down on its autonomous vehicle strategy, promoting longtime executive Andrew Macdonald who previously led their autonomy strategy to President and Chief Operating Officer. As Uber positions itself for an autonomous future, Alphabet faces a pivotal decision: Will the company spin out Waymo through an IPO or keep it in-house as part of a broader AI strategy?

Episode Chapters

  • 0:00 Market Disconnect
  • 4:39 Safety
  • 15:35 Messaging
  • 22:17 Education and College Debt
  • 28:01 Is Uber Doubling Down on Autonomy?
  • 32:38 Waymo Advertising
  • 35:01 Waymo IPO
  • 38:55 Tele-Operations
  • 40:55 Tesla Robotaxi Launch
  • 44:51 Zoox
  • 50:59 Would Amazon Ever Sell Zoox?
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
84.2/100
▼ -3.07-Day
▲ +2.330-Day
Composite Factors
Operations91▲
Scale94▼
Revenue85–
Commercial76▼
Manufacturing49▼
Safety86▼
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 84.2, underscored by a leading scale score of 94.4 and capability score of 91.4. The operator closed a $5 billion term loan on October 8, 2026, marking its first debt financing to fund broader domestic and international expansion.

Composite History
262 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-08Leaf 8b053c7a9c5f4043Cadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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