Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.0 ▼ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 33.6 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 33.4 ▼ +0.4 .DCI · Delivery Bots Confidence Index 57.3 ▼ +1.3 WaymoUS 81.7 ▲ +2.5 Baidu Apollo GoCN 79.3 ▼ -1.0 NeolixCN 73.5 ▼ -3.7 Starship TechnologiesEE 68.2 ▼ -7.3 Serve RoboticsUS 67.8 ▲ +6.3 Pony.aiCN 67.6 ▲ +5.9 WeRideCN 60.8 ▲ +6.6 KodiakUS 45.6 ▼ -3.2 CocoUS 44.9 ▲ +6.1 TeslaUS 43.1 ▲ +2.4 MeituanCN 43.0 ▲ +1.7 AuroraUS 42.4 ▲ +4.7 Applied IntuitionUS 42.1 ▼ -4.0 Avride PodUS 41.8 ▲ +8.1 ZooxUS 39.2 ▼ -12.8 MomentaCN 35.9 ▼ -5.2 DoorDash DotUS 35.8 ▼ -0.1 DeepRoute.aiCN 35.4 ▼ -1.4 MobileyeIL 34.1 ▲ +4.9 Bot AutoUS 33.3 ▼ -2.3 MotionalUS 32.5 ▲ +1.2 May MobilityUS 32.3 ▲ +0.1 Volvo Autonomous SolutionsSE 31.8 ▲ +1.4 AvrideUS 31.6 ▼ -1.0 XPengCN 31.6 ▲ +8.6 Cao Cao MobilityCN 29.2 ▲ +0.1 TorcUS 26.9 ▲ +2.6 Didi Autonomous DrivingCN 26.8 ▲ +0.5 VerneHR 25.6 ▲ +5.5 WayveGB 24.9 ▼ -0.7 AutobrainsIL 22.2 ▲ +0.7 MOIA AmericaDE 21.8 ▲ +2.1 NuroUS 19.9 ▼ -1.7 WaabiCA 19.8 ▼ -1.1 Helm.aiUS 17.8 ▼ -0.7 Stack AVUS 15.9 ▲ +2.6 Tensor AutoUS 15.8 ▲ +1.2 PlusAIUS 14.4 ▼ -0.4 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.0 ▼ +0.3 .ADLCI · Autonomous Driving Licensing Confidence Index 33.6 ▼ +0.1 .ATCI · Autonomous Trucks Confidence Index 33.4 ▼ +0.4 .DCI · Delivery Bots Confidence Index 57.3 ▼ +1.3 WaymoUS 81.7 ▲ +2.5 Baidu Apollo GoCN 79.3 ▼ -1.0 NeolixCN 73.5 ▼ -3.7 Starship TechnologiesEE 68.2 ▼ -7.3 Serve RoboticsUS 67.8 ▲ +6.3 Pony.aiCN 67.6 ▲ +5.9 WeRideCN 60.8 ▲ +6.6 KodiakUS 45.6 ▼ -3.2 CocoUS 44.9 ▲ +6.1 TeslaUS 43.1 ▲ +2.4 MeituanCN 43.0 ▲ +1.7 AuroraUS 42.4 ▲ +4.7 Applied IntuitionUS 42.1 ▼ -4.0 Avride PodUS 41.8 ▲ +8.1 ZooxUS 39.2 ▼ -12.8 MomentaCN 35.9 ▼ -5.2 DoorDash DotUS 35.8 ▼ -0.1 DeepRoute.aiCN 35.4 ▼ -1.4 MobileyeIL 34.1 ▲ +4.9 Bot AutoUS 33.3 ▼ -2.3 MotionalUS 32.5 ▲ +1.2 May MobilityUS 32.3 ▲ +0.1 Volvo Autonomous SolutionsSE 31.8 ▲ +1.4 AvrideUS 31.6 ▼ -1.0 XPengCN 31.6 ▲ +8.6 Cao Cao MobilityCN 29.2 ▲ +0.1 TorcUS 26.9 ▲ +2.6 Didi Autonomous DrivingCN 26.8 ▲ +0.5 VerneHR 25.6 ▲ +5.5 WayveGB 24.9 ▼ -0.7 AutobrainsIL 22.2 ▲ +0.7 MOIA AmericaDE 21.8 ▲ +2.1 NuroUS 19.9 ▼ -1.7 WaabiCA 19.8 ▼ -1.1 Helm.aiUS 17.8 ▼ -0.7 Stack AVUS 15.9 ▲ +2.6 Tensor AutoUS 15.8 ▲ +1.2 PlusAIUS 14.4 ▼ -0.4 HUMAINSA 2.1 – 0.0
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Tesla Cybercab - The Road to Autonomy

Tesla’s We, Robot Event: AI Confusion or Cybernetic Revolution

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the mixed market reaction.

While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service.

Overall, the We Robot event was impressive. Cybercab, Robovan are Tesla’s vision for an autonomous future. Optimus is getting closer to moving into homes, and we suspect Tesla has something else up there sleeves.

Episode Chapters

  • 0:00 Optimus (Robots)
  • 2:35 Full Self-Driving (FSD)
  • 9:40 Cybercab
  • 19:24 Uber & Lyft
  • 26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?
  • 28:33 Inductive Charging
  • 32:56 Autonomy Disneyland
  • 34:54 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
05
Tesla
$TSLA
43.1/100
▲ +2.47-Day
▲ +2.730-Day
Composite Factors
Operations36
Scale39
Revenue23
Commercial55
Manufacturing95
Safety41
OMEGA's Take

Tesla continues to scale its autonomous vehicle presence, recently increasing its state-registered fleet in Texas by 58 Model Y vehicles as of July 16, 2026. The company currently maintains active, paid, unsupervised Robotaxi operations across three Texas cities: Austin, Houston, and Dallas.

Composite History
95 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-07-17Leaf 4e1aa7b73b90e770Cadence 12HEmbed

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