Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.3 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 85.8 ▲ +0.3 Baidu Apollo GoCN 81.8 – 0.0 WeRideCN 77.1 – 0.0 Pony.aiCN 67.0 ▼ -0.2 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.9 ▲ +0.8 XPengCN 59.0 ▼ -0.2 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.1 ▼ -2.3 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.7 ▲ +4.6 CocoUS 48.5 ▼ -0.5 MobileyeIL 48.0 ▼ -1.1 Didi Autonomous DrivingCN 44.8 ▼ -6.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 May MobilityUS 42.1 ▲ +0.4 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 36.6 ▲ +1.8 MotionalUS 34.0 – 0.0 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▼ -3.7 TorcUS 32.7 – 0.0 WayveGB 31.0 ▼ -1.8 VerneHR 28.3 ▲ +1.8 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.1 NuroUS 22.1 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.3 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 85.8 ▲ +0.3 Baidu Apollo GoCN 81.8 – 0.0 WeRideCN 77.1 – 0.0 Pony.aiCN 67.0 ▼ -0.2 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 65.9 ▲ +0.8 XPengCN 59.0 ▼ -0.2 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.1 ▼ -2.3 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.7 ▲ +4.6 CocoUS 48.5 ▼ -0.5 MobileyeIL 48.0 ▼ -1.1 Didi Autonomous DrivingCN 44.8 ▼ -6.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 May MobilityUS 42.1 ▲ +0.4 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 36.6 ▲ +1.8 MotionalUS 34.0 – 0.0 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▼ -3.7 TorcUS 32.7 – 0.0 WayveGB 31.0 ▼ -1.8 VerneHR 28.3 ▲ +1.8 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.1 NuroUS 22.1 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
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Waymo in Minneapolis - The Road to Autonomy

Minneapolis Mayor Vetoes Driver-In Mandate

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Minneapolis Mayor Jacob Frey vetoing a city council ordinance that would have required human safety monitors in robotaxis, California requiring remote operators of autonomous vehicles to be physically located in the United States, and the U.S. Army creating the Futures and Autonomous Systems Command.

The Minneapolis City Council voted 7 to 4 to require robotaxi operators to keep a human safety monitor earning the local minimum wage in every vehicle at all times. Mayor Frey vetoed the ordinance, calling it a backdoor ban. The council currently lacks the nine votes needed to override the veto.

The veto keeps Waymo on its path to commercial deployment in Minneapolis. However, organized labor and safety advocates who secured the council majority can bring the measure back or push for legislation at the state level. In states lacking preemption, the ordinance serves as a template for driver mandates across the Midwest and Northeast that threaten to hold operators at the testing stage.

California Governor Gavin Newsom signed SB 1246, requiring remote operators who take direct control of an autonomous vehicle to be physically located in the United States and hold a valid California driver’s license. The law also mandates that operators dispatch local incident technicians when requested by emergency services, institutes fines for blocking first responders, and requires notification of local authorities during fleetwide outages.

The requirements do not take effect until 2028, and the California DMV has yet to define the staffing ratios that will determine compliance costs. Whether offshore support teams must be relocated depends on how final rules distinguish remote assistance from direct remote driving.

Acting Secretary of the Army Adam Martell signed a memorandum establishing the Futures and Autonomous Systems Command (FASCOM). FASCOM features a dedicated portfolio acquisition executive for autonomy to prioritize autonomous ground vehicles, watercraft, resupply, and breaching systems by fiscal year 2028. The Army is also expanding its 15X Tactical Unmanned Aircraft Systems Specialist and 390A Robotics Technician roles to integrate autonomy experts directly into tactical units.

FASCOM’s modular open systems approach provides emerging autonomy companies such as Anduril, Shield AI, and Applied Intuition direct prototype lanes into operational formations, while traditional defense primes retain their roles as open system integrators.

Episode Chapters

  • 0:00 KPMG Sponsor Introduction
  • 01:27 Signal 1: Minneapolis Mayor Vetoes Driver-In Mandate
  • 29:37 Signal 2: California Mandates U.S. Remote Support for Autonomous Fleets
  • 59:01 Signal 3: Army Builds a New Command for Robots
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
85.8/100
▲ +0.37-Day
▲ +1.730-Day
Composite Factors
Operations92▲
Scale95▲
Revenue85–
Commercial83▲
Manufacturing54▲
Safety87▲
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 85.8, maintaining its position as the leading operator in the category. The company closed a $5 billion term loan in October 2026, marking its first major debt financing following a $16 billion equity investment earlier in the year.

Composite History
266 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-10Leaf b0e373d5ab081a89Cadence 12HEmbed
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