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.RCI · Robotaxi Confidence Index 49.9 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 42.8 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 40.3 ▼ +0.5 .DCI · Delivery Bots Confidence Index 59.2 ▲ +0.5 Baidu Apollo GoCN 80.2 ▲ +1.8 WaymoUS 77.5 ▲ +0.4 NeolixCN 73.8 ▲ +13.2 Starship TechnologiesEE 69.1 ▼ -4.4 MeituanCN 66.4 ▲ +22.3 Serve RoboticsUS 62.6 ▲ +1.5 Pony.aiCN 59.2 ▲ +1.8 Applied IntuitionUS 58.2 ▼ -3.4 KodiakUS 56.3 ▲ +2.1 WeRideCN 54.8 – 0.0 DeepRoute.aiCN 53.7 ▲ +1.5 AuroraUS 52.6 ▼ -0.5 MobileyeIL 51.8 ▲ +3.9 CocoUS 49.7 ▲ +2.5 MomentaCN 47.7 ▲ +8.3 XPengCN 47.0 ▲ +8.2 TeslaUS 44.6 ▼ -1.9 Didi Autonomous DrivingCN 40.0 ▼ -5.5 ZooxUS 39.8 ▲ +2.3 Bot AutoUS 38.8 ▲ +1.5 DoorDash DotUS 36.4 ▲ +2.9 Volvo Autonomous SolutionsSE 35.5 ▼ -1.1 Avride PodUS 34.9 ▼ -4.1 May MobilityUS 32.5 ▲ +0.1 MotionalUS 32.4 ▼ -0.3 WayveGB 32.4 ▲ +3.9 Cao Cao MobilityCN 31.6 ▲ +2.2 AvrideUS 30.7 ▼ -0.3 TorcUS 30.0 ▼ -4.8 WaabiCA 27.8 ▼ -1.1 MOIA AmericaDE 24.4 ▲ +0.9 Tensor AutoUS 24.2 ▲ +4.8 VerneHR 23.3 ▼ -2.5 NuroUS 22.5 ▲ +1.5 AutobrainsIL 22.1 – 0.0 Stack AVUS 22.0 ▼ -2.9 PlusAIUS 18.4 ▲ +0.2 Helm.aiUS 17.5 ▼ -0.4 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 49.9 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 42.8 ▲ +0.3 .ATCI · Autonomous Trucks Confidence Index 40.3 ▼ +0.5 .DCI · Delivery Bots Confidence Index 59.2 ▲ +0.5 Baidu Apollo GoCN 80.2 ▲ +1.8 WaymoUS 77.5 ▲ +0.4 NeolixCN 73.8 ▲ +13.2 Starship TechnologiesEE 69.1 ▼ -4.4 MeituanCN 66.4 ▲ +22.3 Serve RoboticsUS 62.6 ▲ +1.5 Pony.aiCN 59.2 ▲ +1.8 Applied IntuitionUS 58.2 ▼ -3.4 KodiakUS 56.3 ▲ +2.1 WeRideCN 54.8 – 0.0 DeepRoute.aiCN 53.7 ▲ +1.5 AuroraUS 52.6 ▼ -0.5 MobileyeIL 51.8 ▲ +3.9 CocoUS 49.7 ▲ +2.5 MomentaCN 47.7 ▲ +8.3 XPengCN 47.0 ▲ +8.2 TeslaUS 44.6 ▼ -1.9 Didi Autonomous DrivingCN 40.0 ▼ -5.5 ZooxUS 39.8 ▲ +2.3 Bot AutoUS 38.8 ▲ +1.5 DoorDash DotUS 36.4 ▲ +2.9 Volvo Autonomous SolutionsSE 35.5 ▼ -1.1 Avride PodUS 34.9 ▼ -4.1 May MobilityUS 32.5 ▲ +0.1 MotionalUS 32.4 ▼ -0.3 WayveGB 32.4 ▲ +3.9 Cao Cao MobilityCN 31.6 ▲ +2.2 AvrideUS 30.7 ▼ -0.3 TorcUS 30.0 ▼ -4.8 WaabiCA 27.8 ▼ -1.1 MOIA AmericaDE 24.4 ▲ +0.9 Tensor AutoUS 24.2 ▲ +4.8 VerneHR 23.3 ▼ -2.5 NuroUS 22.5 ▲ +1.5 AutobrainsIL 22.1 – 0.0 Stack AVUS 22.0 ▼ -2.9 PlusAIUS 18.4 ▲ +0.2 Helm.aiUS 17.5 ▼ -0.4 HUMAINSA 2.1 – 0.0
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Autonomous vehicles navigating busy city streets at an intersection with modern buildings and traffi.

Hertz Isn’t Just a Rental Car Company Anymore

Gil West, CEO of Hertz, joined Grayson Brulte on The Road to Autonomy podcast to discuss the launch of Oro Mobility and how a century of fleet operations is helping robotaxis to scale.

A robotaxi parked is a depreciating asset, and the attention goes to the driving while the margin hides everywhere else. Cleaning, charging, maintaining, and positioning the vehicle is the part nobody wants and the part that decides the economics.

Oro Mobility was built to own that work. It is an asset-heavy operating company sitting on Hertz infrastructure, 2,700 chargers, more than 11,000 service locations, and a footprint across roughly 160 countries. Oro owns and operates fleets, human-driven and autonomous, and supplies them turnkey to B2B partners including Uber and Nuro in a manner that Gil frames as the connective tissue between the demand aggregators, the technology companies, and the OEMs, the supply layer for the future of mobility.

That positioning reshapes how the autonomy economy scales. A robotaxi company no longer has to build depots, charging, and a service network from scratch, something Mr. West says could take decades and billions of dollars to replicate.

Over time, Hertz plans to hold robotaxis on its balance sheet as both owner and operator, sweat each asset through the peaks, service it through the valleys, and run the same footprint across rideshare, delivery, and autonomy.

Episode Chapters

  • 00:00 Hertz’s Turnaround
  • 1:18 Oro Mobility
  • 4:43 Hertz’s Infrastructure Advantage
  • 13:29 Robotaxi Technicians
  • 15:36 Robotaxis and Rideshare are Complementary
  • 19:27 Infrastructure Permitting
  • 22:26 Peaks and Valleys of Assets Ownership
  • 25:47 Inspiration for Oro Mobility
  • 28:28 Hertz as a Platform Business
  • 30:28 Managing the Turnaround
  • 34:21 Defining Success for Oro Mobility
  • 35:22 Hertz Over the Next Century
  • 37:03 AUTNMY AI
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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