Live · The Road to Autonomy Indices
.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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Containers - The Road to Autonomy

If You Bought It, A Truck Brought It

Robert Brown, Senior Director of External Affairs, TuSimple, Jordan Coleman, General Counsel & Vice President of Policy, Kodiak Robotics, and Jonny Morris, Head of Public Policy & Communications, Embark Trucks joined Grayson Brulte on The Road to Autonomy podcast to discuss the current state of the autonomous trucking industry.

The conversation begins with Robert Brown sharing his thoughts on the current state of the autonomous trucking industry from a policy perspective.

We are doing quite well as an industry. It is a testament to the core folks that work in this industry. We work very closely at a State and Local level in all of the States that we operate in. We all come from the adage that we do not like to surprise anyone.

– Robert Brown

Expanding upon Robert’s comments, Jordan talks about the efforts that are being made around education and building trust with elected officials and regulators.

Trust is absolutely paramount in this industry. Showing that deep commitment to engagement on a State, Regional and Local level. As well as that deep commitment to building those relationships first.

– Jordan Coleman

Rounding out the conversation about the current state of autonomous trucking, Jonny shares a detailed overview of policy and the regulatory environment.

Even though autonomous trucking is cutting-edge technology, it is an emerging industry. We are not entering into a blank slate from a regulatory environment perspective. There are plenty of requirements, rules, authorities that exist in the trucking industry today.

– Jonny Morris

Putting the regulatory environment into perspective, Grayson asks Robert why Arizona, New Mexico, and Texas are emerging as the leading hubs for the testing and deployment of autonomous trucking.

It has a lot to do with the regulatory environment. All three States now have legislation on the books that allows [autonomous trucking] testing and deployment.

– Robert Brown

In January 2021, Kodiak successfully completed a disengage-free customer delivery from Dallas to Houston, Texas. Grayson asks Jordan how the company prepared for the run from a policy perspective. Jordan explains that before Kodiak started operations in Texas, the company met Governor Abbot’s office, State Legislators in both chambers, the Texas Department of Public Safety, the State Highway Patrol, and regional and local partners.

Shifting the conversation to California, Jonny talks about the importance of the California market for autonomous trucks and what the current state of autonomous trucking policy looks like in California. Robert chimes in about his love of living in San Diego and why autonomous trucking will create new high-paying jobs in California.

Looking at the priorities of the Governor and the California State Legislature, Jonny explains why the autonomous trucking industry is aligned with California’s goals on climate change and emissions.

Automation is something that can be adapted for any drivetrain, whether it’s diesel, natural gas, or electric vehicles. Furthermore what we have seen is that automation can take any drivetrain and make it more efficient because it is a more efficient driver than a human driver.

– Jonny Morris

With the electrification goals of California, Grayson asks Jordan if Class 8 trucks will ever become electric.

It’s absolutely a when, not an if.

– Jordan Coleman

As Jonny and Jordan clearly explained, the autonomous trucking industry is clearly aligned with the goals of California. With California’s unemployment rate currently holding at 8.3%, Robert talks about the positive economic impacts that autonomous trucking will have on the State and the new high-paying jobs that this industry will create.

If California does this, it is a true game changer from an economics perspective.

– Robert Brown

Highlighting the U.S. Department of Transportation VOLPE Macroeconomic Impacts of Automated Driving Systems in Long-Haul Trucking study as an example, Robert explains why autonomous trucking will create new high-paying jobs and have economic benefits on the U.S. economy.

With the industry projected to have a positive economic impact on the U.S. economy the group discusses how the industry interacts with lawmakers and regulators on a federal level. Jonny addresses the misnomers around what the autonomous truck industry does and does not need from a regulatory and legislative standpoint.

[There is a misnomer] that this is the wild west and there are no rules for autonomous trucks. The fact of the matter is that the trucking industry is heavily regulated at the federal level.

– Jonny Morris

Staying on the theme of misnomers, Jonny, Robert, and Jordan all address the workforce issue and clearly explain that if you are a truck driver today, you can retire a truck driver. There is an enormous need for high-quality truck drivers today partly due to the increase in e-commerce.

If you bought it, it’s been on a truck.

– Jordan Coleman

With e-commerce projected to grow another 18% in 2021, Robert and Jordan discuss how autonomous trucking is working to shore up the e-commerce supply chain.

All commerce is becoming e-commerce. It is all being shipped and it is all being shipped via truck. That only underscores the critical need for this technology.

– Jordan Coleman

Another critical need for this technology is for the shipping of fresh fruits and vegetables as The World Bank is projecting the global population to be 9.7 billion by 2050. Jordan, Jonny, and Robert discuss how autonomous trucks can reduce food spoilage and increase access to healthy foods.

Wrapping up the conversation, Jonny, Jordan, and Robert share their thoughts on the positive impact that autonomous trucking will have on society.

The Road to Autonomy
Autonomous Trucks Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Kodiak
$KDKPilot Flying JLoadsmartUber Freight
58.1/100
▲ +2.57-Day
▲ +15.430-Day
Composite Factors
Operations34
Scale67
Revenue71
Commercial74
Manufacturing35
Safety79
OMEGA's Take

Kodiak ranks #1 in The Road to Autonomy Trucks Index with a composite score of 58.1, anchored by a safety sub-index reading of 79.2 and commercial performance of 74.4. The operator reported second-quarter 2026 financial results posting $3.5 million in revenue alongside a fleet expansion to 35 customer-owned driverless power units.

Composite History
164 Snapshots
View Kodiak Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-08-21Leaf f12c2b66a02922c9Cadence 12HEmbed
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