Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 33.5 ▲ +0.8 .ATCI · Autonomous Trucks Confidence Index 33.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.8 ▼ +0.2 NeolixCN 82.3 ▼ -2.2 Baidu Apollo GoCN 81.1 ▼ -0.3 WaymoUS 78.1 ▼ -2.7 Starship TechnologiesEE 76.4 ▲ +7.0 Serve RoboticsUS 65.4 ▼ -3.7 WeRideCN 62.1 ▲ +3.4 Pony.aiCN 60.7 ▼ -3.8 ZooxUS 50.1 ▼ -0.8 Applied IntuitionUS 46.3 ▲ +2.3 DeepRoute.aiCN 45.6 ▲ +6.8 KodiakUS 45.5 ▼ -1.2 TeslaUS 41.4 ▼ -3.8 AuroraUS 41.0 ▼ -1.3 MeituanCN 40.9 ▲ +12.4 Avride PodUS 39.7 ▲ +4.3 MomentaCN 39.1 ▲ +7.8 CocoUS 37.0 ▲ +0.4 Bot AutoUS 36.5 ▼ -0.7 DoorDash DotUS 33.6 – 0.0 AvrideUS 32.5 ▲ +2.5 May MobilityUS 32.3 ▼ -0.2 MotionalUS 31.9 ▲ +0.8 Volvo Autonomous SolutionsSE 30.4 ▼ -1.1 MobileyeIL 28.5 ▼ -1.2 TorcUS 26.6 ▼ -1.0 Cao Cao MobilityCN 25.4 ▼ -2.9 WayveGB 24.8 ▲ +1.4 Didi Autonomous DrivingCN 24.5 ▲ +3.1 XPengCN 24.3 ▼ -0.7 AutobrainsIL 21.9 ▲ +0.3 NuroUS 21.0 – 0.0 WaabiCA 20.3 ▼ -0.2 VerneHR 19.6 ▲ +1.5 Helm.aiUS 17.9 ▼ -1.1 PlusAIUS 15.4 ▲ +1.5 MOIA AmericaDE 14.1 ▼ -11.5 Tensor AutoUS 12.0 ▼ -7.2 Stack AVUS 10.9 ▼ -5.9 HUMAINSA 2.1 – 0.0
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Founder, The Road to Autonomy & Co-Founder & Co-CEO AUTNMY AI

Grayson Brulte is a visionary strategist and one of the foremost authorities on autonomy, automation, and the emerging Autonomy Economy™. Widely recognized for anticipating what's next, his work sits at the intersection of innovation, policy, and emerging technology, where he serves as a trusted advisor to executive teams throughout the autonomy landscape.

Grayson coined the term Autonomy Economy to describe the convergence of automation, autonomy, commerce, and economic growth. His insights have been featured in The Wall Street Journal, Financial Times, Los Angeles Times, Bloomberg, Reuters, Forbes, CNN, and The Hollywood Reporter.

Grayson Brulte
Recent Episodes
New episodes every Tuesday. Watch on YouTube, X and Spotify and listen on your favorite podcast platform.
May 12, 2026
LiDAR Measures the Truth of the World
Angus Pacala, CEO of Ouster, discusses the company's launch of native color REV8 LiDAR technology, which provides synchronized color and depth sensing for improved autonomous decision-making in applications like agriculture and urban navigation. Ouster is positioning itself as a foundational sensing platform for the physical AI economy through in-house silicon development and strategic acquisitions like StereoLabs to serve markets from long-range LiDAR to humanoid robotics.
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April 28, 2026
Capital Is King: How Wall Street Is Funding the Autonomy Economy
The podcast discusses how Wall Street is funding the autonomous vehicle sector as it recovers from the 2021-2023 hype cycle, with investors now focusing on companies demonstrating actual commercialization rather than just technology development. The episode explores market consolidation expectations over the next 18 months, dual-use opportunities with defense applications, and current SPAC market conditions for autonomous companies with paying customers.
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April 21, 2026
Deploying Autonomous Trucks at NASA Speed
Kelly Smith, Lead Systems Engineer at Kodiak Robotics, discusses how the company is applying NASA's aerospace-grade safety standards and methodologies to autonomous truck deployment, drawing from his 13 years of experience developing autonomy systems for spacecraft including the Orion mission. Kodiak is implementing NASA's approach to safety-critical software, including redundant systems and probabilistic risk assessment tools like Breakpoint, to identify and mitigate rare failure modes in their autonomous trucking operations in the Permian Basin and Dallas-Atlanta corridor.
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April 14, 2026
The Robot That Wants to Handle Every Bag in Every Airport
Azalea Robotics has developed the ARC One, a cage-free autonomous robot that uses suction grippers and computer vision to handle baggage in airports without requiring infrastructure modifications. The company aims to address the 2 million bags lost annually in the U.S. through their scalable robots-as-a-service business model that allows airports and airlines to adjust capacity based on operational needs.
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April 7, 2026
From DARPA RACER to the Battlefield
Overland AI Co-Founder Greg Okopal discusses the company's evolution from a DARPA RACER program participant to a $100 million funded autonomous vehicle developer now deploying systems with the 82nd Airborne. The company's Ultra uncrewed vehicle is currently being used by troops for last-mile resupply, communications, and route reconnaissance, featuring modular payload capabilities and field-maintainable design.
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March 31, 2026
The Era of Physical AI Continues to Emerge
Physical AI is transitioning from concept to reality across humanoids, autonomous vehicles, drones, and industrial robotics, with humanoid manufacturing projected to grow from 20,000 units last year to 10 million by 2035. The autonomous vehicle sector is using L2+ advanced driver assistance as a trust-building gateway toward full L4 autonomy, while physical AI deployment opportunities extend globally beyond the US market.
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The Future is Bright. The Future is Autonomous. The Future is The Road to Autonomy.
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