Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.4 ▲ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.1 – 0.0 .DCI · Delivery Bots Confidence Index 57.5 ▼ +0.2 WaymoUS 86.5 ▲ +1.3 Baidu Apollo GoCN 82.0 – 0.0 Pony.aiCN 73.6 ▲ +6.3 WeRideCN 68.9 ▼ -5.8 NeolixCN 67.3 ▲ +0.9 Starship TechnologiesEE 67.0 – 0.0 TeslaUS 63.1 ▲ +1.4 Serve RoboticsUS 62.8 ▲ +0.1 Didi Autonomous DrivingCN 59.8 ▲ +11.7 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 56.0 ▼ -0.1 AuroraUS 54.5 ▲ +1.3 MobileyeIL 49.1 ▼ -0.6 MomentaCN 49.0 ▼ -6.5 DeepRoute.aiCN 48.2 ▼ -2.2 MeituanCN 47.6 ▲ +4.7 Cao Cao MobilityCN 47.4 ▼ -1.3 XPengCN 46.5 ▼ -14.1 DoorDash DotUS 45.4 ▲ +3.3 Bot AutoUS 41.6 – 0.0 ZooxUS 40.8 ▲ +1.8 Avride PodUS 40.4 ▲ +0.7 May MobilityUS 39.7 ▼ -3.5 AvrideUS 38.8 ▼ -1.4 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 VerneHR 36.3 ▲ +9.1 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.4 ▼ -1.6 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 26.8 ▼ -0.5 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 NuroUS 20.1 ▼ -2.7 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0 .RCI · Robotaxi Confidence Index 57.4 ▲ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▼ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.1 – 0.0 .DCI · Delivery Bots Confidence Index 57.5 ▼ +0.2 WaymoUS 86.5 ▲ +1.3 Baidu Apollo GoCN 82.0 – 0.0 Pony.aiCN 73.6 ▲ +6.3 WeRideCN 68.9 ▼ -5.8 NeolixCN 67.3 ▲ +0.9 Starship TechnologiesEE 67.0 – 0.0 TeslaUS 63.1 ▲ +1.4 Serve RoboticsUS 62.8 ▲ +0.1 Didi Autonomous DrivingCN 59.8 ▲ +11.7 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 56.0 ▼ -0.1 AuroraUS 54.5 ▲ +1.3 MobileyeIL 49.1 ▼ -0.6 MomentaCN 49.0 ▼ -6.5 DeepRoute.aiCN 48.2 ▼ -2.2 MeituanCN 47.6 ▲ +4.7 Cao Cao MobilityCN 47.4 ▼ -1.3 XPengCN 46.5 ▼ -14.1 DoorDash DotUS 45.4 ▲ +3.3 Bot AutoUS 41.6 – 0.0 ZooxUS 40.8 ▲ +1.8 Avride PodUS 40.4 ▲ +0.7 May MobilityUS 39.7 ▼ -3.5 AvrideUS 38.8 ▼ -1.4 WaabiCA 38.8 – 0.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 VerneHR 36.3 ▲ +9.1 MotionalUS 35.7 – 0.0 MOIA AmericaDE 32.4 ▼ -1.6 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 26.8 ▼ -0.5 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 NuroUS 20.1 ▼ -2.7 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▼ -0.6 HUMAINSA 5.1 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Waymo Proving Ground - The Road to Autonomy

Tesla Bets Big on Las Vegas as Waymo Buys Apple’s Proving Grounds

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Tesla’s application to operate up to 5,000 robotaxis in Las Vegas, Waymo’s $220 million purchase of Apple’s former proving grounds, and Neolix’s partnership with Quickbot to solve the last 50 meters of autonomous delivery.

On June 3rd, Tesla expanded their unsupervised robotaxi geofence to cover the entire 245 square mile Austin metropolitan area, even as its active fleet contracted to an estimated 20 to 25 vehicles. That same week, Tesla filed an application with the Nevada Transportation Authority for an Autonomous Vehicle Network Company permit to operate up to 5,000 robotaxis in Clark County within the next 12 months.

With expanding service areas and a contracting physical fleet, Tesla is optimizing for a coverage narrative while software readiness remains the critical bottleneck to commercial scale, and the path to Las Vegas still runs through individual casino property agreements.

Waymo purchased Apple’s former proving grounds in Wittmann, Arizona, originally the DaimlerChrysler proving grounds, for $220 million. The site is larger than Waymo’s existing California and Ohio testing grounds combined, featuring a 115 acre city course, a four mile high speed oval, and a dedicated freeway loop, and it sits roughly an hour from Waymo’s Mesa vehicle integration facility.

By securing a closed loop validation pipeline adjacent to its manufacturing hub, Waymo is converting capital into validation velocity as it targets one million weekly rides by the end of the year and up to 20 additional cities by the end of 2026.

Then there is Neolix, the Chinese autonomous delivery company, which announced a strategic partnership with Singapore-based Quickbot to co-deploy an end-to-end autonomous delivery solution. The integration pairs Neolix’s Level 4 logistics vehicles with Quickbot’s autonomous final mile delivery platform, which manages secure entry through doors and elevators without human intervention.

Anchored in Singapore’s Punggol Digital District and timed to the country’s regulatory transition from sandbox to commercial operations, the alliance creates the first commercially viable human-free continuous delivery chain from road to door, with the Asia-Pacific and Middle East as the real targets.

Episode Chapters

  • 00:00 Signal 1: Tesla’s Big Austin Expansion and Las Vegas Robotaxi Ambitions
  • 22:47 Signal 2: Waymo Buys Apple’s Former Proving Grounds
  • 44:07 Signal 3: Neolix Partners with Quickbot to Solve the Last 50 Meters
  • 56:42 AUTNMY AI
The Road to Autonomy
Robotaxi Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
05
Tesla
$TSLA
63.1/100
▲ +1.47-Day
▲ +5.330-Day
Composite Factors
Operations78▲
Scale61▼
Revenue34▼
Commercial65▼
Manufacturing95–
Safety42▼
OMEGA's Take

Tesla ranks #5 in The Road to Autonomy Robotaxi Index with a composite score of 63.1. The company reported lowering its 2026 capital expenditure forecast to roughly $20 billion during its Q3 2026 earnings disclosures, reflecting lower-than-expected spending on artificial intelligence and robotics.

Composite History
298 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-10-26Leaf 83a56d488091f3f6Cadence 12HEmbed
Presented By

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.