Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.4 ▼ +0.2 .DCI · Delivery Bots Confidence Index 57.4 – 0.0 WaymoUS 85.5 ▲ +1.1 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 69.2 ▼ -2.7 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -1.3 TeslaUS 59.9 ▲ +4.8 XPengCN 59.9 ▼ -2.9 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 54.0 ▲ +1.4 MomentaCN 53.8 ▼ -0.1 AuroraUS 53.2 – 0.0 Didi Autonomous DrivingCN 49.8 ▼ -5.0 MobileyeIL 49.5 ▲ +4.5 Cao Cao MobilityCN 47.4 ▼ -1.5 DeepRoute.aiCN 46.2 ▼ -2.6 DoorDash DotUS 45.5 ▲ +3.4 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 ▼ -0.7 May MobilityUS 40.8 ▲ +0.8 Avride PodUS 40.4 ▲ +2.5 ZooxUS 39.0 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 35.8 ▼ -4.6 MotionalUS 35.7 ▼ -0.1 WayveGB 33.5 ▲ +2.5 MOIA AmericaDE 32.2 ▼ -1.8 TorcUS 31.3 – 0.0 Tensor AutoUS 27.3 – 0.0 VerneHR 24.2 ▼ -0.3 AutobrainsIL 22.6 ▲ +0.2 Stack AVUS 21.7 – 0.0 NuroUS 21.6 ▼ -0.4 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▲ +0.4 HUMAINSA 5.1 – 0.0 .RCI · Robotaxi Confidence Index 57.1 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.4 ▼ +0.2 .DCI · Delivery Bots Confidence Index 57.4 – 0.0 WaymoUS 85.5 ▲ +1.1 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 69.2 ▼ -2.7 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -1.3 TeslaUS 59.9 ▲ +4.8 XPengCN 59.9 ▼ -2.9 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 54.0 ▲ +1.4 MomentaCN 53.8 ▼ -0.1 AuroraUS 53.2 – 0.0 Didi Autonomous DrivingCN 49.8 ▼ -5.0 MobileyeIL 49.5 ▲ +4.5 Cao Cao MobilityCN 47.4 ▼ -1.5 DeepRoute.aiCN 46.2 ▼ -2.6 DoorDash DotUS 45.5 ▲ +3.4 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 ▼ -0.7 May MobilityUS 40.8 ▲ +0.8 Avride PodUS 40.4 ▲ +2.5 ZooxUS 39.0 – 0.0 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 35.8 ▼ -4.6 MotionalUS 35.7 ▼ -0.1 WayveGB 33.5 ▲ +2.5 MOIA AmericaDE 32.2 ▼ -1.8 TorcUS 31.3 – 0.0 Tensor AutoUS 27.3 – 0.0 VerneHR 24.2 ▼ -0.3 AutobrainsIL 22.6 ▲ +0.2 Stack AVUS 21.7 – 0.0 NuroUS 21.6 ▼ -0.4 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▲ +0.4 HUMAINSA 5.1 – 0.0
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October 20, 2026

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From the founders of unicorn startups to the CEOs of publicly traded companies, our guests join to articulate their vision, defend their strategies, and signal their next moves.

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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.
December 9, 2025
How Robotaxis Solve the “RideShare Lottery” Problem
Edwin Olson, CEO of May Mobility, discusses how robotaxis can eliminate the unpredictable service quality of traditional rideshare through fleet-managed autonomous vehicles that deliver consistent, premium experiences. The company is pursuing an asset-light partnership strategy with Toyota, Uber, Lyft, and Grab to integrate robotaxis into existing networks, prioritizing hybrid vehicles over electric to maximize utilization and minimize charging downtime.
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December 2, 2025
The Million Robot Bet: Why Enterprise Wins Before Homes
Industry experts predict enterprise applications will drive humanoid robotics adoption before consumer markets, with software and system integration becoming key differentiators over commoditized hardware. The deployment of one million robots is projected by 2030, fueled by labor shortages and the economic advantages of enterprise use cases compared to regulatory challenges in the consumer sector.
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November 25, 2025
Autonomous Private Pods, Public Prices: The $20M/Mile Solution to a $2B/Mile Problem
Glydways has developed an autonomous pod transit system that costs $20 million per mile compared to traditional light rail's $2 billion per mile, using lightweight infrastructure and disaggregated transportation physics. The company's mesh network of private, on-demand pods aims to solve urban congestion more cost-effectively than existing transit solutions while operating profitably unlike legacy rail systems.
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November 18, 2025
The Next Autonomous Vehicle M&A Wave Starts Below the Line
Hugh Nguyen from KPMG discusses how the real value in autonomous vehicle M&A lies in operational capabilities like fleet management, depot operations, and safety protocols rather than headline-grabbing technology partnerships. He predicts the next 18-24 months will see strategic consolidation focused on acquiring talent and operational expertise that enables profitable scaling of robotaxi services.
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October 28, 2025
GM’s Return to Autonomy
GM is re-entering the autonomous vehicle market with plans to launch a hands-free, eyes-free driving system beginning with the 2028 Cadillac Escalade IQ under Chief Product Officer Sterling Anderson's leadership. The strategy focuses on developing personally-owned autonomous vehicles rather than robotaxis, emphasizing profitability and consumer trust as GM evolves beyond its current Super Cruise technology.
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October 14, 2025
Magna’s Vision for Autonomy Begins at Level 2
Magna's Director of Engineering David Doria discusses the company's incremental approach to autonomous driving, emphasizing that the transition from Level 2 ADAS to fully autonomous systems requires building core technologies today through innovation, safety protocols, and industry collaboration. The episode covers key technical components including mapping, sensors, compute systems, and software partnerships that are essential for scaling autonomous driving capabilities from current Level 2+ systems already deployed on roads.
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