AUTONOMY LEADERBOARD

Autonomous Vehicle

AUTONOMOUS VEHICLES

Autonomous Vehicle

PERSONALLY OWNED AUTONOMOUS VEHICLES

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AUTONOMOUS TRUCKS

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DEFENSE

Autonomous Vehicle

MIDDLE-MILE

Autonomous Vehicle

SOFTWARE PLATFORMS

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SOFTWARE SUPPLIERS

AUTONOMOUS VEHICLES

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
1 WAYMO ALPHABET - 1 1 3 BULLISH
2 CRUISE GM - 2 2 3 POSITIVE
3 ZOOX AMAZON - 3 2 3 NETURAL
4 WAYVE SOFTBANK - 4 4 3 POSITIVE
5 MAY MOBILITY NTT / TOYOTA - 5 5 2 POSITIVE

PERSONALLY OWNED AUTONOMOUS VEHICLES

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
1 TESLA - - - 1 2 BULLISH

AUTONOMOUS TRUCKS

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
T-1 AURORA - - 1 1 3 BULLISH
T-1 KODIAK - - 1 1 3 BULLISH
2 TORC DAIMLER TRUCK - 2 2 3 NETURAL
3 WAABI - - 3 3 3 NETURAL
4 STACK AV SOFTBANK - 4 4 3 NETURAL

MIDDLE-MILE

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
1 GATIK - - 1 1 3 POSITIVE

DEFENSE – GROUND AUTONOMOUS VEHICLES

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
1 KODIAK - - 1 1 3 BULLISH
2 FORTERRA - - 2 1 3 POSITIVE
3 OVERLAND AI - - - 3 2 POSITIVE

SOFTWARE PLATFORMS

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
T-1 UBER - - - 1 2 BULLISH
T-1 UBER FREIGHT UBER - - 1 2 BULLISH

SOFTWARE SUPPLIERS

RANK COMPANY PARENT / MAJORITY INVESTOR RANK CHANGE RANK LAST QTR PEAK POSITION QTRS ON LEADERBOARD OUTLOOK
1 APPLIED INTUTION - - - 1 2 BULLISH

OUTLOOKS

  • Bullish – Companies that we believe will be main components of the autonomy economy.
  • Positive – Companies that currently have a positive outlook and a clearly defined path towards commercialization.
  • Break Out – Companies that are poised to break out and gain marketshare. 
  • Neutral – Companies where there are business uncertainties and long-term questions about the business still remain.

OCTOBER 2024 Update

The Road to Autonomy AUTONOMY LEADERBOARD is based on The Road to Autonomy’s proprietary research and industry insight. The AUTONOMY LEADERBOARD updates quarterly with the next update scheduled for January 19, 2025. AUTONOMY LEADERBOARD quarterly updates are released exclusively in special editions of This Week in the Autonomy Economy.

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A weekly newsletter featuring insight and commentary on the autonomy economyâ„¢ and how the financial markets are viewing its emergence. 

AB Volvo, Cruise parent company GM, Daimler Truck AG, May Mobility Investor Toyota, Tesla, Torc majority investor Daimler Truck AG, Uber, Waymo parent Alphabet and Zoox parent Amazon are The Road to Autonomy Index component companies. Inclusion of a security within The Road to Autonomy Index® is not a recommendation by The Road to Autonomy Indices LLC to buy, sell, or hold such security, nor should The Road to Autonomy AUTONOMY LEADERBOARD be considered to be investment advice. The AUTONOMY LEADERBOARD reflects the views and opinions of The Road to Autonomy and such views are subject to change without notice.