Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
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NVIDIA Ces 2025

CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025.

While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive?

There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.

Episode Chapters

  • 0:00 CES 2025
  • 4:39 Autonomous Trucking Policy
  • 7:21 Waymo Zeekr Robotaxi
  • 11:50 What is the Meaning of Launching in a Market?
  • 13:28 Autonomous Vehicle Components
  • 18:12 Legacy OEMs and Ubers Role in Autonomy
  • 26:32 Aurora’s Warning Triangle Petition
  • 29:02 Viewer Question: Who Buys Uber and Lyft?
  • 33:04 Uber, the Everything App?
  • 34:49 CES 2025 Key Takeaways
  • 37:50 CES 2026
  • 40:07 Waymo as a Getaway Car
  • 42:03 Next Week

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