Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 58.2 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 41.7 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 38.5 ▼ +0.1 .DCI · Delivery Bots Confidence Index 55.7 ▲ +0.3 WaymoUS 85.4 ▲ +1.4 Baidu Apollo GoCN 80.9 – 0.0 WeRideCN 76.1 ▼ -1.7 Pony.aiCN 67.2 ▼ -0.3 NeolixCN 66.4 ▲ +10.5 Starship TechnologiesEE 66.0 – 0.0 Serve RoboticsUS 63.1 ▲ +1.1 XPengCN 60.9 ▼ -1.6 TeslaUS 57.8 ▲ +5.4 Applied IntuitionUS 55.6 ▲ +3.0 Didi Autonomous DrivingCN 54.3 ▲ +1.2 DoorDash DotUS 54.1 ▲ +8.4 CocoUS 52.5 ▲ +8.0 Cao Cao MobilityCN 51.3 ▲ +4.6 MomentaCN 50.5 ▼ -0.8 KodiakUS 49.8 ▼ -7.2 AuroraUS 49.7 ▼ -4.4 DeepRoute.aiCN 48.1 ▲ +1.2 MobileyeIL 41.9 ▲ +1.6 MeituanCN 41.5 – 0.0 ZooxUS 41.2 ▲ +2.4 May MobilityUS 40.2 ▼ -0.5 AvrideUS 39.2 ▲ +4.5 Bot AutoUS 39.0 ▼ -0.6 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 – 0.0 Avride PodUS 34.7 – 0.0 WayveGB 33.6 ▲ +4.3 WaabiCA 32.6 ▼ -6.1 MOIA AmericaDE 31.1 ▼ -0.8 TorcUS 29.2 – 0.0 VerneHR 25.7 ▼ -1.9 Tensor AutoUS 25.1 – 0.0 NuroUS 23.8 ▲ +0.2 AutobrainsIL 22.8 ▲ +0.6 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 ▼ -0.3 HUMAINSA 2.9 ▲ +0.2 .RCI · Robotaxi Confidence Index 58.2 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 41.7 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 38.5 ▼ +0.1 .DCI · Delivery Bots Confidence Index 55.7 ▲ +0.3 WaymoUS 85.4 ▲ +1.4 Baidu Apollo GoCN 80.9 – 0.0 WeRideCN 76.1 ▼ -1.7 Pony.aiCN 67.2 ▼ -0.3 NeolixCN 66.4 ▲ +10.5 Starship TechnologiesEE 66.0 – 0.0 Serve RoboticsUS 63.1 ▲ +1.1 XPengCN 60.9 ▼ -1.6 TeslaUS 57.8 ▲ +5.4 Applied IntuitionUS 55.6 ▲ +3.0 Didi Autonomous DrivingCN 54.3 ▲ +1.2 DoorDash DotUS 54.1 ▲ +8.4 CocoUS 52.5 ▲ +8.0 Cao Cao MobilityCN 51.3 ▲ +4.6 MomentaCN 50.5 ▼ -0.8 KodiakUS 49.8 ▼ -7.2 AuroraUS 49.7 ▼ -4.4 DeepRoute.aiCN 48.1 ▲ +1.2 MobileyeIL 41.9 ▲ +1.6 MeituanCN 41.5 – 0.0 ZooxUS 41.2 ▲ +2.4 May MobilityUS 40.2 ▼ -0.5 AvrideUS 39.2 ▲ +4.5 Bot AutoUS 39.0 ▼ -0.6 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 – 0.0 Avride PodUS 34.7 – 0.0 WayveGB 33.6 ▲ +4.3 WaabiCA 32.6 ▼ -6.1 MOIA AmericaDE 31.1 ▼ -0.8 TorcUS 29.2 – 0.0 VerneHR 25.7 ▼ -1.9 Tensor AutoUS 25.1 – 0.0 NuroUS 23.8 ▲ +0.2 AutobrainsIL 22.8 ▲ +0.6 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 ▼ -0.3 HUMAINSA 2.9 ▲ +0.2
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Autonomy x Intelligence

Autonomy Signals is a weekly podcast co-hosted by Grayson Brulte, Founder of The Road to Autonomy and Co-Founder and Co-CEO of AUTNMY AI, and Rob Grant, Co-Founder and Co-CEO of AUTNMY AI. Powered by the AUTNMY AI platform, each episode translates quantitative signals, market data, and proprietary intelligence into actionable analysis on the companies, trends, and capital flows shaping the Autonomy Economy.

Latest Episode
Published
September 25, 2026
Presented By

Each week, Grayson and Rob cut through the noise to deliver the true signal on the Autonomy Economy, combining original field intelligence with quantitative analysis to reveal what actually matters.

Where data meets the autonomy economy.

Co-Host
Grayson Brulte
Founder, The Road to Autonomy & Co-Founder & Co-CEO, AUTNMY AI

Grayson Brulte is a visionary strategist and one of the foremost authorities on autonomy, automation, and the emerging Autonomy Economy™. Widely recognized for anticipating what's next, his work sits at the intersection of innovation, policy, and emerging technology, where he serves as a trusted advisor to executive teams throughout the autonomy landscape.

Grayson Brulte
Co-Host
Rob Grant
Co-Founder & Co-CEO AUTNMY AI

Rob Grant is Co-Founder & Co-CEO of AUTNMY AI and brings deep operational experience from across the autonomy industry, including time at Cruise, Aurora, and Lyft, as well as experience at the U.S. Senate. Rob's background spanning engineering, policy, and market intelligence gives Autonomy Signals its data-driven edge, translating complex quantitative signals into actionable intelligence.

Rob Grant
Recent Episodes
New episodes every Thursday. Watch on YouTube and listen on your favorite podcast platform.
May 8, 2026
Tesla Scales Unsupervised Robotaxis, Wisk Doubles Fleet, Meta Aspires to Build the Android of Humanoids
Tesla expanded its unsupervised robotaxi service to Dallas and Houston with over 36 vehicles operating without chase vehicles across three Texas markets, while Wisk Aero doubled its Gen 6 test fleet and completed its first uncrewed flight but still faces a longer regulatory path than piloted competitors. Meta acquired Assured Robot Intelligence and integrated the team into its Superintelligence Labs, signaling the company's ambition to create an Android-like operating system for humanoid robotics.
Watch →
May 1, 2026
WeRide and Lenovo, Pronto Does a Deal, Bot Auto Goes Driver Out
WeRide and Lenovo announced a non-binding partnership to deploy 200,000 autonomous vehicles over five years using Lenovo's HPC 3.0 compute platform, representing a 200x scale from WeRide's current 1,023-vehicle fleet with estimated costs of $10-20 billion. Pronto secured its first post-Atoms acquisition deal with Mariana Minerals to deploy autonomous haulage trucks at a Utah copper mine, while Bot Auto completed a 231-mile driverless commercial run from Houston to Dallas.
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April 24, 2026
When a Military Signal Isn’t Necessarily a Commercial One
The episode examines Airbus's successful fourth flight test of the MQ-72C autonomous cargo helicopter for the U.S. Marine Corps, warning that investors are incorrectly conflating the 2028 military deployment target with commercial market entry, which AUTNMY AI's analysis suggests won't occur until 2031 due to regulatory and certification constraints. Caterpillar's acquisition of Monarch Tractor represents a strategic data play rather than an agriculture investment, as the company gains access to eight years of field data, millions of labeled frames across 40,000 acres, and critical patents for autonomous vehicle systems.
Watch →
April 17, 2026
Ukraine Exports Autonomy as Combat Data Fuels Growth of Physical AI
Ukraine's combat deployment of autonomous systems across 22,000+ missions has generated battlefield data that AUTNMY AI considers the most underpriced asset in the global autonomy economy, with Ukraine now sharing this data with allied governments and tech startups. The current macroeconomic environment for Physical AI shows stronger fundamentals than the 2017-2018 cycle, with companies achieving 18-month payback periods by deploying $250,000 autonomous systems to replace $180,000 annual skilled labor costs.
Watch →
April 9, 2026
Self-Driving Cars on the Moon Before New York City?
Amazon's coordinated acquisitions of Fauna Robotics and RIVR represent a strategic play to capture physical AI interaction data during a period of scarcity in this data type, while BMW has already deployed Hexagon wheeled humanoids on German production lines. NASA's Artemis missions highlight how regulatory constraints rather than technological limitations may cause autonomous vehicles to operate on the moon before achieving full deployment in major cities like New York.
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April 2, 2026
China’s $400 Billion Investment in Robotics Accelerates Autonomous Belt and Road Initiative
China's $400 billion robotics investment and shared EV-humanoid manufacturing lines could accelerate Chinese robotics commercialization 24-36 months ahead of US competitors, potentially triggering a mass extinction event for standalone US robotics startups by 2028. Simultaneously, Chinese automakers exported a record 7.1 million vehicles in 2025 with nearly 50% featuring advanced autonomous driving systems, indicating China's expanding global influence in autonomous technologies.
Watch →
The Future is Bright. The Future is Autonomous. The Future is Autonomy Signals.
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