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Autonomy Leaderboard

Name: The Autonomy Leaderboard
Creator: The Road to Autonomy
Published: 2026-01-25
License: https://www.roadtoautonomy.com/disclaimer-disclosures/

Quarterly ranking of the companies shaping the autonomy economy. Independent analysis for institutional investors and strategic decision-makers.

Companies Ranked

Categories

52%

Rated Bullish

Editions Published

Analysis powered by AUTNMY AI

Last Updated

January 25, 2026

Next Update

April 26, 2026

Cadence

Quarterly

Autonomous Vehicles Personally Owned Autonomous Vehicles Licensing Autonomous Trucks Defense Software Platforms Software Suppliers Composition Methodology

Autonomous Vehicles

6 Companies

Select any company to view recent analysis from The Road to Autonomy

Autonomous Vehicles rankings on the Autonomy Leaderboard. Waymo is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Waymo	$126bnEst. Val	Alphabet	—	1	1	8	Bullish
Recent Analysis Mar 31The Era of Physical AI Continues to EmergeThe Road to Autonomy Mar 30Waymo Dallas Field ReportThe Road to Autonomy Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 26Tesla Optimus Delayed as China Holds the MagnetsAutonomy Signals
2	Tesla	—▲ 0.0%	—	—	2	2	3	Bullish
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 26Tesla Optimus Delayed as China Holds the MagnetsAutonomy Signals Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy
3	Zoox	—	Amazon	—	2	2	8	Neutral
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy Mar 14We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab LineAutonomy Markets Feb 412,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in AustinAutonomy Markets
4	Wayve	$8bnEst. Val		—	4	3	8	Bullish
Recent Analysis Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy Mar 14We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab LineAutonomy Markets Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Feb 28Uber Sells the Dream, Waymo Logs the Autonomous MilesAutonomy Markets
T-5	May Mobility	$1.49bnEst. Val		—	5	4	6	Positive
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Feb 8Uber’s Autonomy Paradox: Their Greatest Hedge Is Also Their Greatest VulnerabilityAutonomy Economy
T-5	Avride	$2.7bnEst. Val	Nebius Group	—	—	5	3	Positive
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy Dec 7The Thriller in the Big DAutonomy Economy Dec 6Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of ScalingAutonomy Markets

Personally Owned Autonomous Vehicles

1 Company

Select any company to view recent analysis from The Road to Autonomy

Personally Owned Autonomous Vehicles rankings on the Autonomy Leaderboard. Tesla is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Tesla	—▲ 0.0%	—	—	—	1	8	Bullish
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 26Tesla Optimus Delayed as China Holds the MagnetsAutonomy Signals Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy

Licensing

2 Companies

Select any company to view recent analysis from The Road to Autonomy

Licensing rankings on the Autonomy Leaderboard. Wayve is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Wayve	$8bnEst. Val		—	—	1	5	Bullish
Recent Analysis Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy Mar 14We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab LineAutonomy Markets Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Feb 28Uber Sells the Dream, Waymo Logs the Autonomous MilesAutonomy Markets
T-1	Nuro	$6bnEst. Val	—	▲	2	1	5	Bullish
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 21Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?Autonomy Markets Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Feb 22Will the Real Uber Please Stand UpAutonomy Economy

Autonomous Trucks

7 Companies

Select any company to view recent analysis from The Road to Autonomy

Autonomous Trucks rankings on the Autonomy Leaderboard. Aurora is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Aurora	—▲ 0.0%	—	—	1	1	8	Bullish
Recent Analysis Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Feb 22Will the Real Uber Please Stand UpAutonomy Economy Feb 21Waymo’s Shocking Data & Uber’s Infrastructure PivotAutonomy Markets Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy Feb 14Has Waymo Finally Solved Robotaxi Supply?Autonomy Markets
T-1	Kodiak	—▲ 0.0%	—	—	1	1	8	Bullish
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Feb 21Waymo’s Shocking Data & Uber’s Infrastructure PivotAutonomy Markets Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy
T-2	Torc	—	Daimler Truck	—	2	2	8	Positive
Recent Analysis Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Sep 7Waymo’s Expansion Gamble: Political Risk vs. Market OpportunityAutonomy Economy Sep 6Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?Autonomy Markets Jul 27AUTONOMY LEADERBOARD – July 2025 UpdateAutonomy Economy
T-2	Bot Auto	—	—	—	2	2	5	Positive
Recent Analysis Apr 2China’s $400 Billion Investment in Robotics Accelerates Autonomous Belt and Road InitiativeAutonomy Signals Mar 31The Era of Physical AI Continues to EmergeThe Road to Autonomy Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 26Tesla Optimus Delayed as China Holds the MagnetsAutonomy Signals
3	Plus	$1.2bnEst. Val	—	—	4	3	5	Positive
Recent Analysis Feb 22Will the Real Uber Please Stand UpAutonomy Economy
4	Waabi	$3bnEst. Val	—	—	4	3	8	Neutral
Recent Analysis Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Mar 7Waymo Hits the Highway and Should Build Its Own Pit CrewAutonomy Markets Feb 1Waymo’s Valuation Skyrockets 144% in 16 MonthsAutonomy Economy Jan 31Waymo’s LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to RobotaxisAutonomy Markets Aug 17GM’s On-Going Autonomous Vehicle RollercoasterAutonomy Economy
5	Stack AV	$2.5bnEst. Val	—	—	6	5	8	Neutral
Recent Analysis Mar 24From Segment Anything (Virtual AI) to Autonomous Trucks (Physical AI)The Road to Autonomy Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 15Field Report: Robotaxi Unsupervised & Giga TexasAutonomy Economy Mar 10Merging LiDAR Performance with Radar RobustnessThe Road to Autonomy Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy

Defense — Ground Autonomous Vehicles

3 Companies

Select any company to view recent analysis from The Road to Autonomy

Defense rankings on the Autonomy Leaderboard. Kodiak is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Kodiak	—▲ 0.0%	—	—	1	1	7	Bullish
Recent Analysis Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Feb 21Waymo’s Shocking Data & Uber’s Infrastructure PivotAutonomy Markets Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy
T-1	Forterra	$1.1bnEst. Val	—	—	2	1	8	Positive
Recent Analysis Nov 17Waymo’s Highway Launch: The Questions Behind the CaveatsAutonomy Economy Jan 19Autonomy Leaderboard Q1 2025 UpdateAutonomy Economy Jul 21AUTONOMY LEADERBOARD July 2024 UpdateAutonomy Economy Apr 28The Tesla EffectAutonomy Economy Apr 21AUTONOMY LEADERBOARDAutonomy Economy
2	Overland AI	$650mEst. Val	—	—	3	2	6	Positive
Recent Analysis Feb 17An Inside Look into DARPA’s RACER ProgramThe Road to Autonomy Oct 12Tensor Gets Lyft-ReadyAutonomy Economy Jan 19Autonomy Leaderboard Q1 2025 UpdateAutonomy Economy Jul 21AUTONOMY LEADERBOARD July 2024 UpdateAutonomy Economy Jun 30Venture Capital Investors Bet Big on Autonomy Once AgainAutonomy Economy

Software Platforms

3 Companies

Select any company to view recent analysis from The Road to Autonomy

Software Platforms rankings on the Autonomy Leaderboard. Uber is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Uber	—▲ 0.0%	—	—	—	1	6	Bullish
Recent Analysis Apr 2China’s $400 Billion Investment in Robotics Accelerates Autonomous Belt and Road InitiativeAutonomy Signals Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 21Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?Autonomy Markets
T-1	Uber Freight	—	Uber	—	—	1	6	Bullish
Recent Analysis Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Feb 21Waymo’s Shocking Data & Uber’s Infrastructure PivotAutonomy Markets Feb 14Has Waymo Finally Solved Robotaxi Supply?Autonomy Markets Feb 11Uber Fights SkepticsThe Road to Autonomy
2	Lyft	—▲ 0.0%	—	—	—	2	5	Positive
Recent Analysis Apr 2China’s $400 Billion Investment in Robotics Accelerates Autonomous Belt and Road InitiativeAutonomy Signals Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Feb 22Will the Real Uber Please Stand UpAutonomy Economy

Software Suppliers

1 Company

Select any company to view recent analysis from The Road to Autonomy

Software Suppliers rankings on the Autonomy Leaderboard. Applied Intuition is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Applied Intuition	$15bnEst. Val	—	—	—	1	8	Bullish
Recent Analysis Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy Nov 8Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy ScriptAutonomy Markets Sep 21Waymo’s Nashville Expansion with Lyft Isn’t About Rider Demand, It’s About FlexdriveAutonomy Economy Sep 1699% of Autonomy’s Impact Is Still Ahead of UsThe Road to Autonomy Sep 14Does Public Trust in Autonomy Come Down to a False Sense of Perfection?Autonomy Economy

Composition

Outlook Breakdown

Bullish52%

Positive35%

Neutral13%

Category Breakdown

Autonomous Vehicles6

Personally Owned Autonomous Vehicles1

Licensing2

Autonomous Trucks7

Defense3

Software Platforms3

Software Suppliers1

Outlook Definitions

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.

Methodology

What is The Autonomy Leaderboard?

The Road to Autonomy’s AUTONOMY LEADERBOARD is a quarterly ranking of companies in the autonomy economy. It is proprietary market intelligence tool developed by The Road to Autonomy that consists of our independent analysis of multiple qualitative and quantitative factors within the autonomy economy and reflect our professional judgment and opinions.

How often is it updated?

The AUTONOMY LEADERBOARD is updated on a quarterly basis to reflect the latest developments in the autonomy economy.

When is the next update?

April 26, 2026. Updates are released exclusively in special editions of This Week in the Autonomy Economy.

What categories are covered?

Autonomous Vehicles, Personally Owned Autonomous Vehicles, Licensing, Autonomous Trucks, Defense, Software Platforms, Software Suppliers.

What do the outlook terms mean?

The outlook terms provide an at-a-glance understanding of a company’s future prospects: Bullish: Indicates a very positive outlook. Positive: Indicates a favorable outlook. Break Out: Suggests the company is on the verge of significant growth or advancement. Neutral: Indicates a stable but not necessarily high-growth outlook.

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For Informational Purposes Only. Not Investment Advice.

The AUTONOMY LEADERBOARD is a proprietary market intelligence tool developed by AUTNMY AI, Inc. Rankings are based on independent analysis of qualitative and quantitative factors and reflect professional judgment. Views are subject to change without notice. Companies ranked may be current or former customers/clients of AUTNMY AI. Commercial relationships do not influence independent research or rankings.