Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.8 ▲ +0.4 .ADLCI · Autonomous Driving Licensing Confidence Index 32.8 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 40.2 ▼ +0.4 .DCI · Delivery Bots Confidence Index 53.1 ▼ +0.7 WaymoUS 79.6 ▲ +2.3 Baidu Apollo GoCN 78.0 ▼ -1.9 WeRideCN 68.6 ▲ +12.5 Starship TechnologiesEE 67.4 ▲ +2.8 Pony.aiCN 60.5 ▼ -0.8 NeolixCN 56.5 ▼ -4.7 Serve RoboticsUS 52.3 ▼ -9.3 AuroraUS 51.8 ▼ -2.0 KodiakUS 51.3 ▼ -9.3 CocoUS 49.6 ▼ -1.3 Cao Cao MobilityCN 47.0 ▲ +2.8 MeituanCN 45.4 ▲ +0.8 TeslaUS 44.4 ▲ +0.8 Didi Autonomous DrivingCN 42.9 ▼ -4.9 Applied IntuitionUS 41.5 ▼ -4.8 DoorDash DotUS 41.4 ▼ -0.8 MomentaCN 40.4 ▲ +2.2 Bot AutoUS 39.9 ▲ +1.5 Volvo Autonomous SolutionsSE 39.8 ▼ -4.1 ZooxUS 38.3 ▼ -1.4 MotionalUS 35.1 ▲ +4.2 Avride PodUS 34.8 ▲ +4.5 AvrideUS 33.9 ▲ +2.2 May MobilityUS 33.5 ▼ -0.6 XPengCN 32.3 ▼ -13.8 DeepRoute.aiCN 32.1 ▼ -1.5 WaabiCA 31.3 ▲ +2.4 TorcUS 30.7 ▼ -2.5 MobileyeIL 29.3 ▼ -4.4 WayveGB 27.3 ▼ -0.7 VerneHR 26.0 ▲ +4.1 MOIA AmericaDE 24.5 ▼ -0.1 AutobrainsIL 22.1 ▲ +0.5 Stack AVUS 21.3 ▲ +2.5 NuroUS 21.1 ▲ +2.1 PlusAIUS 19.8 ▲ +2.8 Tensor AutoUS 19.7 ▲ +4.1 Helm.aiUS 17.5 ▼ -0.5 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.8 ▲ +0.4 .ADLCI · Autonomous Driving Licensing Confidence Index 32.8 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 40.2 ▼ +0.4 .DCI · Delivery Bots Confidence Index 53.1 ▼ +0.7 WaymoUS 79.6 ▲ +2.3 Baidu Apollo GoCN 78.0 ▼ -1.9 WeRideCN 68.6 ▲ +12.5 Starship TechnologiesEE 67.4 ▲ +2.8 Pony.aiCN 60.5 ▼ -0.8 NeolixCN 56.5 ▼ -4.7 Serve RoboticsUS 52.3 ▼ -9.3 AuroraUS 51.8 ▼ -2.0 KodiakUS 51.3 ▼ -9.3 CocoUS 49.6 ▼ -1.3 Cao Cao MobilityCN 47.0 ▲ +2.8 MeituanCN 45.4 ▲ +0.8 TeslaUS 44.4 ▲ +0.8 Didi Autonomous DrivingCN 42.9 ▼ -4.9 Applied IntuitionUS 41.5 ▼ -4.8 DoorDash DotUS 41.4 ▼ -0.8 MomentaCN 40.4 ▲ +2.2 Bot AutoUS 39.9 ▲ +1.5 Volvo Autonomous SolutionsSE 39.8 ▼ -4.1 ZooxUS 38.3 ▼ -1.4 MotionalUS 35.1 ▲ +4.2 Avride PodUS 34.8 ▲ +4.5 AvrideUS 33.9 ▲ +2.2 May MobilityUS 33.5 ▼ -0.6 XPengCN 32.3 ▼ -13.8 DeepRoute.aiCN 32.1 ▼ -1.5 WaabiCA 31.3 ▲ +2.4 TorcUS 30.7 ▼ -2.5 MobileyeIL 29.3 ▼ -4.4 WayveGB 27.3 ▼ -0.7 VerneHR 26.0 ▲ +4.1 MOIA AmericaDE 24.5 ▼ -0.1 AutobrainsIL 22.1 ▲ +0.5 Stack AVUS 21.3 ▲ +2.5 NuroUS 21.1 ▲ +2.1 PlusAIUS 19.8 ▲ +2.8 Tensor AutoUS 19.7 ▲ +4.1 Helm.aiUS 17.5 ▼ -0.5 HUMAINSA 2.1 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Waymo Via Autonomous Truck - The Road to Autonomy

From Partnerships to Power Plays: The Road Ahead for Autonomous Trucking

Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss the current state of autonomous trucking.

From the continued speculation that Volvo is shutting down Volvo Autonomous Solutions (VAS) in North America to PACCAR’s deafening silence following Aurora’s driver-out launch, the autonomous trucking industry is navigating a period of uncertainty.

Meanwhile, Daimler’s growing influence and factory-grade chassis are reshaping the competitive landscape, as the prospect of Waymo re-entering the trucking market looms large. If Waymo returns, what happens next? Chuck offers his candid insights into how quickly Waymo could rescale Via, their autonomous trucking division, and what that would mean for the future of the industry, if Waymo re-entered the autonomous trucking market.

Episode Chapters

  • 0:00 Current State of Autonomous Trucking
  • 6:00 Waymo Via
  • 11:46 Building an Autonomous Truck
  • 22:52 Daimler Truck
  • 26:00 Autonomous Trucking Models
  • 34:17 Licensing
  • 36:09 Owning & Operating an Autonomous Trucking Fleet
  • 40:36 Driver-Out Operations
  • 50:39 Aurora / PACCAR Relationship
  • 53:57 Aurora’s Path Back to Driver-Out
  • 58:44 2027
  • 1:01:13 Key Takeaways
The future is bright. The future is autonomous. The future is The Road to Autonomy.

Subscribe to This Week in The Autonomy Economy™

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.