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 Fleet - The Road to Autonomy

Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in June 12th in Austin, Waymo’s relationship with Uber and Senator Lummis’ Autonomous Vehicle Advancement Act.

Tesla’s initial robotaxi deployment in Austin will launch with just 10 Model Ys operating within a limited operational design domain (ODD). While modest in scale, investor interest is intensifying as Tesla plans to gradually expand its service area, potentially surpassing Waymo’s current coverage in Austin by year-end.

Meanwhile, Waymo and Uber face mounting pressure as Tesla enters the market. Speculation continues to grow around Waymo’s long-term partnership with Uber, raising questions about whether Waymo will pursue a hybrid strategy with Uber or focus solely on their Waymo One platform.

A potential partnership with Toyota could offer Waymo both strategic clarity and political capital, especially as U.S. lawmakers look to advance the Autonomous Vehicle Acceleration Act of 2025, a bill that could potentially lay the groundwork for a national autonomous framework.

Episode Chapters

  • 0:00 Tesla Robotaxi Launch
  • 6:56 Tesla Model Y Self-Delivery
  • 8:16 Tesla Robotaxis on the Highway
  • 10:20 New Tesla Robotaxi Markets
  • 12:23 Waymo Announcements
  • 18:05 Waymo / Uber Relationship
  • 27:32 What if Tesla Bundled Robotaxi Rides with a Car Lease?
  • 29:17 Autonomous Vehicle Advancement Act
  • 33:13 Unforced Error of the Week
  • 35:07 Next Week
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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