Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.2 – 0.0 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.1 ▼ -0.6 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▼ -3.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 MomentaCN 55.3 ▲ +1.5 TeslaUS 55.1 ▼ -0.5 CocoUS 54.2 ▲ +6.2 AuroraUS 53.2 ▲ +3.8 Cao Cao MobilityCN 51.1 ▲ +2.2 DeepRoute.aiCN 48.9 ▲ +0.4 MobileyeIL 48.4 ▲ +6.3 Didi Autonomous DrivingCN 46.9 ▼ -2.8 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 May MobilityUS 41.8 ▼ -0.2 Bot AutoUS 41.6 ▼ -1.0 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 AvrideUS 35.2 ▼ -0.5 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 28.2 ▲ +0.1 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.6 ▲ +0.2 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2 .RCI · Robotaxi Confidence Index 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.2 – 0.0 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.1 ▼ -0.6 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▼ -3.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 MomentaCN 55.3 ▲ +1.5 TeslaUS 55.1 ▼ -0.5 CocoUS 54.2 ▲ +6.2 AuroraUS 53.2 ▲ +3.8 Cao Cao MobilityCN 51.1 ▲ +2.2 DeepRoute.aiCN 48.9 ▲ +0.4 MobileyeIL 48.4 ▲ +6.3 Didi Autonomous DrivingCN 46.9 ▼ -2.8 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 May MobilityUS 41.8 ▼ -0.2 Bot AutoUS 41.6 ▼ -1.0 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 AvrideUS 35.2 ▼ -0.5 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 28.2 ▲ +0.1 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.6 ▲ +0.2 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2
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From London to Dubai Robotaxis are Rapidly Expanding Globally - The Road to Autonomy

From London to Dubai Robotaxis are Rapidly Expanding Globally

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR.

Wayve’s strategy of working hand-in-hand with OEMs sets it apart from Tesla’s vision-only approach, allowing flexibility depending on manufacturer demands. At the same time, institutional investors are beginning to pay more attention to the autonomous vehicles, particularly focusing not just on the technology, but on broader ecosystem of energy, fleet management, and vehicle depreciation that will define the autonomy economy.

Meanwhile, the Middle East is rapidly positioning itself as an autonomy hub. Dubai has granted Baidu Apollo permits with an eye toward fully driverless operations by 2026, while at the same time Uber introduced an autonomous vehicle tier in Abu Dhabi.

As the U.K., EU, and UAE push ahead on autonomy, the race to define the global robotaxi market is intensifying, reshaping not just mobility, but the economics underpinning the future of global autonomous vehicle fleets.

Episode Chapters

  • 0:00 Live from London
  • 3:02 Wayve in London
  • 10:47 UK & EU Autonomous Vehicle Regulations 
  • 13:20 Moove & the Management of Autonomous Vehicles 
  • 17:44 UK AV Market
  • 18:47 Waymo in New York 
  • 21:29 D.C. Shutdown 
  • 22:48 D.C. Politics of Tesla FSD
  • 26:23 Kodiak
  • 28:21 Mobileye
  • 32:47 EV Sales
  • 34:32 AVs in the UAE
  • 38:11 Next Week
The Road to Autonomy
Autonomous Driving Licensing Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
05
Wayve
Uber
35.6/100
▲ +4.67-Day
▲ +6.330-Day
Composite Factors
Capability20–
Scale35–
Revenue31–
Commercial72–
Integration15–
Safety60–
OMEGA's Take

Wayve ranks #5 in The Road to Autonomy Licensing Index with a composite score of 35.6, operating as an embodied AI software provider rather than an independent fleet owner. In September 2026, the company launched supervised passenger trials in London using a fleet of Ford Mustang Mach-E vehicles operating on the Uber network with trained safety drivers.

Composite History
282 Snapshots
View Wayve Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-10-18Leaf 4036f32a0adeb5a6Cadence 12HEmbed

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