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.RCI · Robotaxi Confidence Index 51.0 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 36.8 ▼ +0.3 .ATCI · Autonomous Trucks Confidence Index 41.5 ▲ +0.2 .DCI · Delivery Bots Confidence Index 54.0 – 0.0 WaymoUS 77.4 – 0.0 Baidu Apollo GoCN 77.0 ▼ -1.8 Pony.aiCN 68.3 ▲ +8.9 Starship TechnologiesEE 68.3 ▲ +0.4 NeolixCN 63.5 ▼ -1.8 Serve RoboticsUS 60.3 ▲ +0.1 WeRideCN 59.3 ▲ +1.9 KodiakUS 58.1 ▲ +2.5 AuroraUS 55.5 ▲ +1.8 Applied IntuitionUS 55.0 ▲ +3.2 CocoUS 53.9 ▼ -4.0 Didi Autonomous DrivingCN 45.3 ▼ -1.6 TeslaUS 43.7 ▼ -0.4 MomentaCN 42.7 ▼ -0.9 MeituanCN 40.8 ▼ -6.2 XPengCN 39.8 ▼ -1.6 ZooxUS 39.8 ▲ +2.4 Bot AutoUS 38.8 ▼ -2.2 Volvo Autonomous SolutionsSE 38.7 ▼ -5.7 Cao Cao MobilityCN 37.2 ▼ -2.1 May MobilityUS 34.1 ▲ +1.0 AvrideUS 33.9 ▲ +1.0 MobileyeIL 33.6 ▲ +2.2 MotionalUS 32.0 ▼ -0.8 DeepRoute.aiCN 31.8 ▼ -9.7 WaabiCA 31.1 ▲ +0.2 Avride PodUS 30.6 ▼ -3.2 TorcUS 29.3 ▼ -4.0 WayveGB 27.2 ▼ -4.4 DoorDash DotUS 25.9 ▼ -17.3 MOIA AmericaDE 25.3 ▼ -0.1 VerneHR 23.8 ▲ +4.7 Stack AVUS 21.9 ▲ +6.0 AutobrainsIL 21.5 ▲ +0.1 Tensor AutoUS 20.3 ▲ +2.9 NuroUS 18.8 ▼ -1.6 PlusAIUS 17.7 ▼ -0.1 Helm.aiUS 17.6 – 0.0 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 51.0 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 36.8 ▼ +0.3 .ATCI · Autonomous Trucks Confidence Index 41.5 ▲ +0.2 .DCI · Delivery Bots Confidence Index 54.0 – 0.0 WaymoUS 77.4 – 0.0 Baidu Apollo GoCN 77.0 ▼ -1.8 Pony.aiCN 68.3 ▲ +8.9 Starship TechnologiesEE 68.3 ▲ +0.4 NeolixCN 63.5 ▼ -1.8 Serve RoboticsUS 60.3 ▲ +0.1 WeRideCN 59.3 ▲ +1.9 KodiakUS 58.1 ▲ +2.5 AuroraUS 55.5 ▲ +1.8 Applied IntuitionUS 55.0 ▲ +3.2 CocoUS 53.9 ▼ -4.0 Didi Autonomous DrivingCN 45.3 ▼ -1.6 TeslaUS 43.7 ▼ -0.4 MomentaCN 42.7 ▼ -0.9 MeituanCN 40.8 ▼ -6.2 XPengCN 39.8 ▼ -1.6 ZooxUS 39.8 ▲ +2.4 Bot AutoUS 38.8 ▼ -2.2 Volvo Autonomous SolutionsSE 38.7 ▼ -5.7 Cao Cao MobilityCN 37.2 ▼ -2.1 May MobilityUS 34.1 ▲ +1.0 AvrideUS 33.9 ▲ +1.0 MobileyeIL 33.6 ▲ +2.2 MotionalUS 32.0 ▼ -0.8 DeepRoute.aiCN 31.8 ▼ -9.7 WaabiCA 31.1 ▲ +0.2 Avride PodUS 30.6 ▼ -3.2 TorcUS 29.3 ▼ -4.0 WayveGB 27.2 ▼ -4.4 DoorDash DotUS 25.9 ▼ -17.3 MOIA AmericaDE 25.3 ▼ -0.1 VerneHR 23.8 ▲ +4.7 Stack AVUS 21.9 ▲ +6.0 AutobrainsIL 21.5 ▲ +0.1 Tensor AutoUS 20.3 ▲ +2.9 NuroUS 18.8 ▼ -1.6 PlusAIUS 17.7 ▼ -0.1 Helm.aiUS 17.6 – 0.0 HUMAINSA 2.1 – 0.0
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CES 2026 Autonomy: Hype, Hardware, and the Stuff They Didn’t Say On Stage - The Road to Autonomy

CES 2026: The Autonomy Narrative Just Changed

This week on Autonomy MarketsGrayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans.

Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox? Do they overhaul management, make an acquisition, or simply shut it down and move on? 

While Zoox struggled, NVIDIA introduced their open-source Alpamayo AI models under an Apache 2.0 license to accelerate the development of autonomous vehicles and sell more GPUs. 

Closing out the show, the discussion shifts to hardware and global expansion, contrasting Waymo’s bulky new Ojai vehicle with the well-designed Lucid-Nuro robotaxi.

Read the Full Episode Transcript

Episode Chapters

  • 0:00 CES 2026
  • 2:13 Zoox CES Experience
  • 8:41 NVIDIA’s CES Announcements
  • 12:45 SAE Level 2
  • 16:59 Waymo Ojai
  • 19:31 Lucid / Nuro Robotaxi
  • 21:29 Does Uber Need to Vertically Integrate Autonomy in the Future?
  • 25:05 Waymo / Uber Relationship
  • 27:37 Tensor Auto
  • 32:49 Foreign Autonomy Desk
  • 34:35 Disgrace of The Week
  • 38:24 Next Week

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