Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0
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Financial News' Market Disconnect, Uber Doubles Down, Will Alphabet Ever IPO Waymo? - The Road to Autonomy

Financial News Media Disconnect, Uber Doubles Down, Will Alphabet Ever IPO Waymo?

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss the financial news media’s disconnect on autonomy, Uber’s doubling down on autonomy and Alphabet’s long-term plans for Waymo.

Financial TV news networks continue to misinterpret the autonomous vehicle market, often not understanding the dynamics, partnerships and individuals building the future of autonomy. Sometimes these individuals pontifications can lead to misleading headlines that sows a narrative that is false.

While some financial TV analysts continue to misinterpret and in some cases downplay the progress, the autonomy economy is rapidly scaling globally and commercial rollouts of both autonomous vehicles and trucks paints a very different picture from what’s being broadcast.

At the same time, Uber appears to be doubling down on its autonomous vehicle strategy, promoting longtime executive Andrew Macdonald who previously led their autonomy strategy to President and Chief Operating Officer. As Uber positions itself for an autonomous future, Alphabet faces a pivotal decision: Will the company spin out Waymo through an IPO or keep it in-house as part of a broader AI strategy?

Episode Chapters

  • 0:00 Market Disconnect
  • 4:39 Safety
  • 15:35 Messaging
  • 22:17 Education and College Debt
  • 28:01 Is Uber Doubling Down on Autonomy?
  • 32:38 Waymo Advertising
  • 35:01 Waymo IPO
  • 38:55 Tele-Operations
  • 40:55 Tesla Robotaxi Launch
  • 44:51 Zoox
  • 50:59 Would Amazon Ever Sell Zoox?
The Road to Autonomy
Robotaxi Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
02
Waymo
$GOOGL (Parent)UberLyft
78.1/100
▼ -2.77-Day
▲ +1.230-Day
Composite Factors
Operations78
Scale95
Revenue85
Commercial75
Manufacturing23
Safety87
OMEGA's Take

Waymo ranks #2 in The Road to Autonomy Robotaxi Index, continuing its geographic expansion with the announcement of fully autonomous, rider-only services in San Diego, Las Vegas, Tampa, and Denver. This deployment follows the company's recent milestone of surpassing 220 million cumulative autonomous miles driven on public roads.

Composite History
83 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-07-11Leaf b9e571b1d3a0bc5dCadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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