77.0
▼ -0.9
Baidu Apollo Go
76.2
▲ +0.6
Starship Technologies
66.4
▼ -1.5
Pony.ai
61.9
▼ -1.3
Neolix
61.5
▼ -7.2
Serve Robotics
59.4
▼ -1.6
WeRide
59.1
▲ +3.7
Coco
55.0
▲ +4.1
Aurora
53.8
▼ -1.9
Kodiak
53.0
▼ -3.4
Applied Intuition
46.8
▼ -4.0
DeepRoute.ai
46.8
▲ +12.2
Cao Cao Mobility
45.7
▲ +12.0
Tesla
43.4
▲ +0.9
Bot Auto
42.9
▲ +0.9
Volvo Autonomous Solutions
42.8
▲ +0.7
Didi Autonomous Driving
42.6
▲ +2.1
DoorDash Dot
39.0
▼ -1.3
Momenta
38.6
▲ +1.4
XPeng
38.5
▼ -4.6
Zoox
35.9
▼ -2.1
Mobileye
34.3
▼ -11.0
Waabi
33.8
▲ +4.0
May Mobility
33.6
▼ -0.1
Meituan
32.9
▼ -1.8
Avride
31.1
▲ +1.6
Motional
31.0
▼ -1.7
Torc
28.2
▼ -2.4
Avride Pod
27.3
▼ -4.0
Wayve
26.6
▼ -2.3
MOIA America
26.0
▼ -1.0
Verne
23.2
▼ -0.6
Stack AV
23.2
▲ +2.4
Autobrains
21.6
– 0.0
Nuro
21.1
▲ +1.5
Helm.ai
18.3
▲ +0.8
PlusAI
18.1
▲ +0.7
Tensor Auto
15.9
▲ +1.0
HUMAIN
2.1
– 0.0
.RCI · Robotaxi Confidence Index
51.1
▲ +0.1
.ADLCI · Autonomous Driving Licensing Confidence Index
35.5
▲ +0.1
.ATCI · Autonomous Trucks Confidence Index
41.5
▼ +0.3
.DCI · Delivery Bots Confidence Index
53.4
– 0.0
Waymo
77.0
▼ -0.9
Baidu Apollo Go
76.2
▲ +0.6
Starship Technologies
66.4
▼ -1.5
Pony.ai
61.9
▼ -1.3
Neolix
61.5
▼ -7.2
Serve Robotics
59.4
▼ -1.6
WeRide
59.1
▲ +3.7
Coco
55.0
▲ +4.1
Aurora
53.8
▼ -1.9
Kodiak
53.0
▼ -3.4
Applied Intuition
46.8
▼ -4.0
DeepRoute.ai
46.8
▲ +12.2
Cao Cao Mobility
45.7
▲ +12.0
Tesla
43.4
▲ +0.9
Bot Auto
42.9
▲ +0.9
Volvo Autonomous Solutions
42.8
▲ +0.7
Didi Autonomous Driving
42.6
▲ +2.1
DoorDash Dot
39.0
▼ -1.3
Momenta
38.6
▲ +1.4
XPeng
38.5
▼ -4.6
Zoox
35.9
▼ -2.1
Mobileye
34.3
▼ -11.0
Waabi
33.8
▲ +4.0
May Mobility
33.6
▼ -0.1
Meituan
32.9
▼ -1.8
Avride
31.1
▲ +1.6
Motional
31.0
▼ -1.7
Torc
28.2
▼ -2.4
Avride Pod
27.3
▼ -4.0
Wayve
26.6
▼ -2.3
MOIA America
26.0
▼ -1.0
Verne
23.2
▼ -0.6
Stack AV
23.2
▲ +2.4
Autobrains
21.6
– 0.0
Nuro
21.1
▲ +1.5
Helm.ai
18.3
▲ +0.8
PlusAI
18.1
▲ +0.7
Tensor Auto
15.9
▲ +1.0
HUMAIN
2.1
– 0.0
We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode…
Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber’s Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market.It appears…
We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line…
Waymo Hits the Highway and Should Build Its Own Pit Crew This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London. Together they examine Waymo’s technical milestones,…
Uber Sells the Dream, Waymo Logs the Autonomous MilesThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s new Autonomous Vehicle Solutions initiative, Waymo’s growing markets, and the growth of Physical AI powered by NVIDIA.As Uber’s stock languishes…
Waymo’s Shocking Data & Uber’s Infrastructure PivotThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing reveals that Waymo currently…
Has Waymo Finally Solved Robotaxi Supply?This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved their vehicle supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down…