81.3
▲ +1.4
Waymo
78.9
▲ +1.7
Starship Technologies
77.1
▲ +11.4
Neolix
74.0
▼ -0.6
Serve Robotics
63.9
▲ +4.9
Pony.ai
62.8
▲ +1.0
WeRide
57.8
▲ +5.4
Kodiak
52.4
▲ +7.9
Applied Intuition
52.2
▲ +3.4
Coco
50.6
▲ +4.7
DeepRoute.ai
44.6
▲ +13.9
Tesla
41.3
▼ -1.6
Aurora
40.9
▼ -1.3
Zoox
38.3
▲ +2.7
Bot Auto
36.4
▲ +2.7
May Mobility
32.4
▼ -1.0
Motional
32.0
▲ +0.8
Cao Cao Mobility
31.1
▲ +8.0
DoorDash Dot
30.8
▼ -1.9
Volvo Autonomous Solutions
30.7
▼ -1.7
Avride
29.5
▲ +3.9
Torc
28.5
▲ +0.1
Mobileye
28.2
▲ +0.1
Didi Autonomous Driving
27.4
▲ +0.4
Wayve
25.8
▼ -1.1
Avride Pod
25.8
▼ -3.9
Momenta
25.3
▼ -0.1
XPeng
24.0
▲ +0.8
MOIA America
23.2
▼ -0.7
Waabi
22.9
▲ +3.7
Nuro
22.0
▲ +0.1
Autobrains
21.7
▲ +0.3
Verne
21.5
▲ +3.5
Meituan
20.6
▼ -4.7
Helm.ai
18.0
▲ +0.5
PlusAI
14.1
▼ -0.4
Stack AV
14.0
▼ -2.6
Tensor Auto
11.1
▼ -5.6
HUMAIN
2.1
– 0.0
Baidu Apollo Go
81.3
▲ +1.4
Waymo
78.9
▲ +1.7
Starship Technologies
77.1
▲ +11.4
Neolix
74.0
▼ -0.6
Serve Robotics
63.9
▲ +4.9
Pony.ai
62.8
▲ +1.0
WeRide
57.8
▲ +5.4
Kodiak
52.4
▲ +7.9
Applied Intuition
52.2
▲ +3.4
Coco
50.6
▲ +4.7
DeepRoute.ai
44.6
▲ +13.9
Tesla
41.3
▼ -1.6
Aurora
40.9
▼ -1.3
Zoox
38.3
▲ +2.7
Bot Auto
36.4
▲ +2.7
May Mobility
32.4
▼ -1.0
Motional
32.0
▲ +0.8
Cao Cao Mobility
31.1
▲ +8.0
DoorDash Dot
30.8
▼ -1.9
Volvo Autonomous Solutions
30.7
▼ -1.7
Avride
29.5
▲ +3.9
Torc
28.5
▲ +0.1
Mobileye
28.2
▲ +0.1
Didi Autonomous Driving
27.4
▲ +0.4
Wayve
25.8
▼ -1.1
Avride Pod
25.8
▼ -3.9
Momenta
25.3
▼ -0.1
XPeng
24.0
▲ +0.8
MOIA America
23.2
▼ -0.7
Waabi
22.9
▲ +3.7
Nuro
22.0
▲ +0.1
Autobrains
21.7
▲ +0.3
Verne
21.5
▲ +3.5
Meituan
20.6
▼ -4.7
Helm.ai
18.0
▲ +0.5
PlusAI
14.1
▼ -0.4
Stack AV
14.0
▼ -2.6
Tensor Auto
11.1
▼ -5.6
HUMAIN
2.1
– 0.0
China vs US: Who Can Scale Faster, WeRide or Waymo?This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide’s fully autonomous launch in Abu Dhabi, marking Uber’s first robotaxi deployment without a safety driver outside the United States.On WeRide’s earnings, the…
Waymo’s Six Stages of AutonomyThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coining the term Waymo’s…
Waymo’s Highway Unlock Is Real. Its Moat Still Isn’t.This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.Despite the expansion, Waymo remains…
Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy ScriptThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions.Beneath the headlines, Tesla is aiming…
NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for DivorceThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of…
Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy AmbitionsThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership.The conversation opens with Walt’s firsthand insights…
Tesla FSD 14 Updates and Waymo’s Latest Moove Away from UberThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of…