Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.7 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 43.3 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 84.7 ▲ +0.2 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 64.2 ▲ +5.0 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.8 ▼ -0.3 Didi Autonomous DrivingCN 49.7 ▼ -7.0 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.5 ▲ +4.4 CocoUS 48.0 ▲ +0.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 MobileyeIL 42.1 ▼ -9.1 May MobilityUS 42.0 ▼ -0.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 35.7 ▲ +1.1 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 28.1 ▲ +1.1 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.5 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 57.7 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 43.3 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 41.1 – 0.0 .DCI · Delivery Bots Confidence Index 55.7 – 0.0 WaymoUS 84.7 ▲ +0.2 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 64.2 ▲ +5.0 KodiakUS 57.6 ▲ +2.6 TeslaUS 55.6 ▲ +2.9 Applied IntuitionUS 55.4 ▼ -0.2 MomentaCN 53.8 ▼ -0.3 Didi Autonomous DrivingCN 49.7 ▼ -7.0 AuroraUS 49.4 ▼ -5.6 Cao Cao MobilityCN 48.9 ▼ -2.4 DeepRoute.aiCN 48.5 ▲ +4.4 CocoUS 48.0 ▲ +0.7 ZooxUS 44.0 ▲ +2.8 DoorDash DotUS 43.9 – 0.0 MeituanCN 42.9 – 0.0 Bot AutoUS 42.6 ▲ +6.1 MobileyeIL 42.1 ▼ -9.1 May MobilityUS 42.0 ▼ -0.3 Volvo Autonomous SolutionsSE 38.4 – 0.0 Avride PodUS 37.9 ▲ +3.2 AvrideUS 35.7 ▲ +1.1 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 28.1 ▲ +1.1 Tensor AutoUS 27.8 – 0.0 AutobrainsIL 22.4 ▼ -0.5 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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New Tesla Model Y - The Road to Autonomy

Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla’s Q4 earnings, Waymo’s road trip and Kodiak’s historical announcement. It was Tesla this week that captured investors attention as Elon Musk spoke at length about Tesla’s robotaxi plans, licensing FSD and their plans to launch an Airbnb like service for autonomy.

Will Tesla really hit the June 2025 timeline for unsupervised autonomy in Austin, Texas? Anything is possible, but the precedent is that the launch will be delayed, along with a potential nationwide expansion in 2026. Then there is the potential to license FSD (Full Self-Driving), will Tesla really do it and what will the impact be on the global auto industry?

As Tesla works towards full autonomy (unsupervised), Waymo continues to expand. This week Waymo announced that they are taking roadtrips to 10+ markets beginning with San Diego and Las Vegas this year, along with opening the Atlanta market to employees. Additionally, Waymo began offering highway service to employees in Los Angeles.

Then there is Kodiak, which made history this week, becoming the first company to sell an autonomous truck to a third party—Atlas Energy. The episode concludes with discussion of Zoox’s challenges in the competitive autonomous vehicle market, particularly in Las Vegas and San Francisco.

Episode Chapters

  • 0:00 Secretary Sean Duffy
  • 2:59 Washington Post: If Self-Driving Cars are Safer than the Alternative, What’s to Lose?
  • 7:02 Tesla Q4 2024 Earnings
  • 9:28 FSD Unsupervised Launch
  • 13:58 Capital Markets & Analysts
  • 16:48 LiDAR Narrative
  • 21:30 Licensing Tesla FSD
  • 26:20 FSD is Coming to Semi
  • 28:51 Kodiak Makes History
  • 31:28 Tesla Cortex Training Cluster
  • 32:32 Waymo Goes Fully Autonomous on LA Freeways (Employees Only)
  • 35:21 Waymo Opens Atlanta to Employees
  • 37:29 Waymo’s 10 City Road Trip
  • 41:06 Zoox
  • 45:06 Super Bowl
  • 46:09 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
55.6/100
▲ +2.97-Day
▼ -1.330-Day
Composite Factors
Operations56–
Scale56–
Revenue28–
Commercial71–
Manufacturing95–
Safety44–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 55.6, backed by a manufacturing score of 95.1 and commercial operations spanning Austin, Dallas, Houston, and Miami. Active Cybercab fleets in Austin have expanded past 300 vehicles as of October 10, 2026, marking rapid scaling in its primary driver-out market.

Composite History
268 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-11Leaf 03c81d673b538621Cadence 12HEmbed

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