Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
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Tesla Model Y - The Road to Autonomy

Tesla’s Robotaxi Gamble: License FSD to Automakers or Go At It Alone

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Autonomy Economy podcast to discuss Tesla’s robotaxi gamble and the prospects for Tesla to license FSD.

In this wide-ranging conversation, Grayson and Pete dive into the bold promises and ambitious plans surrounding Tesla’s bid to launch CyberCab and a robotaxi service. As Tesla prepares to unveil more details on August 8th, they analyze what it could mean for the future of autonomy and mobility.

Grayson and Pete explore whether Tesla will actually show two separate vehicle models — one with traditional controls (potentially the Model 2) and a fully autonomous version without a steering wheel or pedals. The big questions linger: When will Cybercab realistically deploy commercially? And just how good will the self-driving technology be when it is first deployed?

The rise of Tesla’s robotaxi ambitions has sparked concerns about being Uber being potentially disrupted. But making the economics work with such an expensive vehicle platform remains a huge challenge. Could a Tesla subscription service bundled with incentives make a Tesla robotaxi more accessible?

As the conversation evolves, Grayson and Pete also analyze the strategic options for established automakers and if they should consider licensing Tesla’s self-driving software. Or should they choose to develop their own systems with Nvidia and Qualcomm? Or pursue potential licensing agreements with Cruise, Waymo or Zoox?

Zoox is interesting as the company is planning to launch service in Las Vegas which gives the company unique opportunities to embrace Vegas and create “experiences” such as mobile gambling in partnership with casinos.

Ultimately, the road to Tesla deploying commercial robotaxis at scale remains riddled with technological, regulatory and business model hurdles. But with Tesla all-in on the robotaxi future, the stakes are escalating for the entire auto industry to map out its autonomy strategy.

Episode Chapters

  • 0:10 Tesla CyberCab
  • 2:20 Tesla Mobility Platform
  • 5:14 Tesla Subscription Platform
  • 19:55 Camera Only
  • 23:30 Licensing FSD
  • 35:10 Licensing Cruise, Waymo, Zoox
  • 38:39 NVIDIA & Qualcomm
  • 41:05 Zoox & Casinos
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
07
Tesla
$TSLA
52.7/100
▼ -5.17-Day
▲ +8.330-Day
Composite Factors
Operations54–
Scale46–
Revenue31–
Commercial66–
Manufacturing95–
Safety41–
OMEGA's Take

Tesla ranks #7 in The Road to Autonomy Robotaxi Index with a composite score of 52.7, maintaining operations across Austin, Dallas, Houston, and Miami. The National Highway Traffic Safety Administration escalated its regulatory oversight by issuing a formal Special Order demanding that Tesla prove how its steering-wheel-and-pedal-free Cybercab complies with Federal Motor Vehicle Safety Standards.

Composite History
258 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-06Leaf c63bdca42476b550Cadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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