Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.3 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 40.3 ▼ +0.1 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.2 ▼ -1.4 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 ▲ +1.0 XPengCN 59.2 ▲ +10.3 MobileyeIL 56.7 ▲ +10.8 Applied IntuitionUS 55.4 ▼ -0.2 KodiakUS 54.2 ▲ +0.2 AuroraUS 52.9 ▲ +1.4 TeslaUS 52.7 ▲ +2.2 MomentaCN 52.5 ▼ -0.4 Cao Cao MobilityCN 51.3 – 0.0 Didi Autonomous DrivingCN 51.1 ▼ -0.1 DeepRoute.aiCN 47.5 ▲ +0.2 CocoUS 46.8 ▼ -1.0 DoorDash DotUS 43.9 ▼ -4.6 MeituanCN 42.9 – 0.0 ZooxUS 41.3 ▲ +0.1 May MobilityUS 39.5 ▼ -1.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 35.6 ▼ -0.9 AvrideUS 35.4 ▲ +1.4 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 TorcUS 32.7 ▲ +4.2 WayveGB 31.8 ▼ -1.0 Tensor AutoUS 27.8 – 0.0 VerneHR 25.7 ▲ +1.3 AutobrainsIL 22.7 ▲ +0.2 Stack AVUS 21.7 – 0.0 NuroUS 20.2 ▼ -5.2 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.3 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 40.3 ▼ +0.1 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.2 ▼ -1.4 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 ▲ +1.0 XPengCN 59.2 ▲ +10.3 MobileyeIL 56.7 ▲ +10.8 Applied IntuitionUS 55.4 ▼ -0.2 KodiakUS 54.2 ▲ +0.2 AuroraUS 52.9 ▲ +1.4 TeslaUS 52.7 ▲ +2.2 MomentaCN 52.5 ▼ -0.4 Cao Cao MobilityCN 51.3 – 0.0 Didi Autonomous DrivingCN 51.1 ▼ -0.1 DeepRoute.aiCN 47.5 ▲ +0.2 CocoUS 46.8 ▼ -1.0 DoorDash DotUS 43.9 ▼ -4.6 MeituanCN 42.9 – 0.0 ZooxUS 41.3 ▲ +0.1 May MobilityUS 39.5 ▼ -1.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 35.6 ▼ -0.9 AvrideUS 35.4 ▲ +1.4 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 TorcUS 32.7 ▲ +4.2 WayveGB 31.8 ▼ -1.0 Tensor AutoUS 27.8 – 0.0 VerneHR 25.7 ▲ +1.3 AutobrainsIL 22.7 ▲ +0.2 Stack AVUS 21.7 – 0.0 NuroUS 20.2 ▼ -5.2 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 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
01
Waymo
$GOOGL (Parent)UberLyft
85.2/100
▼ -1.47-Day
▲ +5.830-Day
Composite Factors
Operations91▲
Scale95▲
Revenue85–
Commercial79▼
Manufacturing55▼
Safety87▼
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 85.2, anchoring its leadership through scaled commercial deployments and substantial fleet expansion. In September 2026, the company officially announced its expansion into Las Vegas, marking its operational entry into Nevada using its sixth-generation self-driving system.

Composite History
260 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-10-07Leaf 6339af028fc7e6b4Cadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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