Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.1 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.3 ▼ +0.1 .DCI · Delivery Bots Confidence Index 57.4 – 0.0 WaymoUS 85.7 ▲ +1.7 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 69.2 ▼ -5.5 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -0.4 XPengCN 61.8 ▼ -1.6 TeslaUS 59.9 ▲ +4.8 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 54.0 ▲ +1.4 AuroraUS 53.2 – 0.0 MomentaCN 52.4 ▼ -0.7 MobileyeIL 51.7 ▲ +6.7 Didi Autonomous DrivingCN 50.1 ▲ +0.9 DeepRoute.aiCN 48.2 ▼ -1.8 Cao Cao MobilityCN 47.4 ▼ -2.7 DoorDash DotUS 45.5 ▲ +3.4 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 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 MotionalUS 35.7 – 0.0 AvrideUS 34.8 ▼ -4.2 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 27.3 – 0.0 VerneHR 25.0 ▼ -2.0 AutobrainsIL 22.6 ▲ +0.2 NuroUS 21.7 ▲ +0.8 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▲ +0.4 HUMAINSA 5.1 – 0.0 .RCI · Robotaxi Confidence Index 57.1 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 44.5 – 0.0 .ATCI · Autonomous Trucks Confidence Index 42.3 ▼ +0.1 .DCI · Delivery Bots Confidence Index 57.4 – 0.0 WaymoUS 85.7 ▲ +1.7 Baidu Apollo GoCN 82.0 – 0.0 NeolixCN 72.5 ▲ +6.1 WeRideCN 69.2 ▼ -5.5 Starship TechnologiesEE 67.0 – 0.0 Pony.aiCN 66.7 ▼ -0.6 Serve RoboticsUS 62.8 ▼ -0.4 XPengCN 61.8 ▼ -1.6 TeslaUS 59.9 ▲ +4.8 Applied IntuitionUS 57.7 ▲ +2.3 KodiakUS 57.4 ▼ -1.6 CocoUS 54.0 ▲ +1.4 AuroraUS 53.2 – 0.0 MomentaCN 52.4 ▼ -0.7 MobileyeIL 51.7 ▲ +6.7 Didi Autonomous DrivingCN 50.1 ▲ +0.9 DeepRoute.aiCN 48.2 ▼ -1.8 Cao Cao MobilityCN 47.4 ▼ -2.7 DoorDash DotUS 45.5 ▲ +3.4 MeituanCN 42.9 – 0.0 Bot AutoUS 41.6 – 0.0 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 MotionalUS 35.7 – 0.0 AvrideUS 34.8 ▼ -4.2 MOIA AmericaDE 32.2 ▼ -1.8 WayveGB 32.2 ▼ -3.4 TorcUS 31.3 – 0.0 Tensor AutoUS 27.3 – 0.0 VerneHR 25.0 ▼ -2.0 AutobrainsIL 22.6 ▲ +0.2 NuroUS 21.7 ▲ +0.8 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.8 ▲ +0.4 HUMAINSA 5.1 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Interior view of an autonomous vehicle with a digital dashboard and road ahead.

Tesla Launches Robotaxi in Miami, Waymo’s July 4th Stumble, Momenta IPOs in Hong Kong

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Tesla’s Unsupervised Robotaxi launch in Miami, Waymo’s July 4th stumble in San Francisco, and Momenta’s oversubscribed IPO on the Hong Kong Stock Exchange.

On July 5, 2026, Tesla launched Unsupervised Robotaxi service in Miami, its first unsupervised market outside of Texas, with retrofitted Model Ys operating through heavy rain and flooded roadways during the heart of hurricane season.

Grayson was on the ground for launch day, riding through South Florida’s mini lakes without a single hesitation from the vehicle, and uncovered a Cybercab staging lot near Miami International Airport with dozens of vehicles ready to deploy. The Miami launch is a deliberate stress test of Tesla’s camera-only system against the exact adverse weather conditions currently under NHTSA engineering analysis, and the receipts reveal a premium pricing experiment running 3X to 4X the base fare of Tesla’s Texas markets.

Then there is Waymo, whose vehicles bricked across San Francisco on the 4th of July as fireworks, road closures, dense crowds, and connectivity failures overwhelmed the fleet. Vehicles idled until their batteries depleted and had to be towed, one Waymo burned, and San Francisco officials have launched inquiries into the incident.

The July 4th stumble potentially exposed a remote assistance bottleneck that makes Waymo’s lean human supervision model the critical scaling constraint in burst demand emergencies, threatening the path to one million weekly rides as regulators eye special event requirements and remote operator staffing ratios.

Closing out the show, Grayson and Rob discuss Momenta’s listing on the Hong Kong Stock Exchange as the market’s first physical AI stock, with the retail tranche oversubscribed 414 times and 14 cornerstone investors including BlackRock, Fidelity International, GIC, Mercedes-Benz, and BYD.

With its software running in over 900,000 vehicles and licensing revenue growing 42-fold over three years, Momenta’s IPO signals that institutional investors are shifting their preference away from speculative capital-intensive deployments towards proven physical AI providers.

Episode Chapters

  • 00:00 KPMG Sponsor Introduction
  • 01:16 Signal 1: Tesla Launches Unsupervised Robotaxi in Miami
  • 38:38 Signal 2: Waymo’s July 4th Stumble in San Francisco
  • 1:11:27 Signal 3: Momenta IPOs on the Hong Kong Stock Exchange
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
59.9/100
▲ +4.87-Day
▲ +11.430-Day
Composite Factors
Operations53–
Scale66–
Revenue41–
Commercial69–
Manufacturing95–
Safety43–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 59.9, anchored by a manufacturing subindex of 95.1 and commercial performance at 69.3. During its Q3 earnings disclosures on October 22, 2026, executives announced plans to begin selling steering-wheel-free Cybercab vehicles to the public by the end of 2026.

Composite History
292 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-23Leaf fbc0fdac4ecafefcCadence 12HEmbed
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