Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 49.7 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 26.1 ▲ +0.6 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.3 .DCI · Delivery Bots Confidence Index 55.5 ▼ +0.5 Baidu Apollo GoCN 78.9 ▼ -1.3 WaymoUS 77.1 ▼ -0.4 Pony.aiCN 66.0 ▲ +6.8 Starship TechnologiesEE 65.9 ▼ -3.2 NeolixCN 60.7 ▼ -13.1 CocoUS 60.4 ▲ +10.7 Serve RoboticsUS 58.6 ▼ -4.0 KodiakUS 55.2 ▼ -1.1 WeRideCN 54.6 ▼ -0.2 AuroraUS 50.4 ▼ -2.2 Didi Autonomous DrivingCN 49.8 ▲ +9.8 MeituanCN 46.6 ▼ -19.8 TeslaUS 44.1 ▼ -0.5 Volvo Autonomous SolutionsSE 42.7 ▲ +7.2 Cao Cao MobilityCN 41.3 ▲ +9.7 XPengCN 39.2 ▼ -7.8 ZooxUS 38.7 ▼ -1.1 Applied IntuitionUS 37.5 ▼ -20.7 DoorDash DotUS 35.0 ▼ -1.4 DeepRoute.aiCN 34.3 ▼ -19.4 Avride PodUS 34.2 ▼ -0.7 May MobilityUS 34.0 ▲ +1.5 TorcUS 33.5 ▲ +3.5 MotionalUS 32.8 ▲ +0.4 Bot AutoUS 30.2 ▼ -8.6 AvrideUS 29.9 ▼ -0.8 WaabiCA 29.4 ▲ +1.6 MomentaCN 28.8 ▼ -18.9 MobileyeIL 28.4 ▼ -23.4 MOIA AmericaDE 28.1 ▲ +3.7 WayveGB 27.9 ▼ -4.5 VerneHR 22.6 ▼ -0.7 AutobrainsIL 22.1 – 0.0 Stack AVUS 21.9 ▼ -0.1 NuroUS 19.4 ▼ -3.1 PlusAIUS 18.9 ▲ +0.5 Helm.aiUS 17.6 ▲ +0.1 Tensor AutoUS 15.8 ▼ -8.4 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 49.7 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 26.1 ▲ +0.6 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.3 .DCI · Delivery Bots Confidence Index 55.5 ▼ +0.5 Baidu Apollo GoCN 78.9 ▼ -1.3 WaymoUS 77.1 ▼ -0.4 Pony.aiCN 66.0 ▲ +6.8 Starship TechnologiesEE 65.9 ▼ -3.2 NeolixCN 60.7 ▼ -13.1 CocoUS 60.4 ▲ +10.7 Serve RoboticsUS 58.6 ▼ -4.0 KodiakUS 55.2 ▼ -1.1 WeRideCN 54.6 ▼ -0.2 AuroraUS 50.4 ▼ -2.2 Didi Autonomous DrivingCN 49.8 ▲ +9.8 MeituanCN 46.6 ▼ -19.8 TeslaUS 44.1 ▼ -0.5 Volvo Autonomous SolutionsSE 42.7 ▲ +7.2 Cao Cao MobilityCN 41.3 ▲ +9.7 XPengCN 39.2 ▼ -7.8 ZooxUS 38.7 ▼ -1.1 Applied IntuitionUS 37.5 ▼ -20.7 DoorDash DotUS 35.0 ▼ -1.4 DeepRoute.aiCN 34.3 ▼ -19.4 Avride PodUS 34.2 ▼ -0.7 May MobilityUS 34.0 ▲ +1.5 TorcUS 33.5 ▲ +3.5 MotionalUS 32.8 ▲ +0.4 Bot AutoUS 30.2 ▼ -8.6 AvrideUS 29.9 ▼ -0.8 WaabiCA 29.4 ▲ +1.6 MomentaCN 28.8 ▼ -18.9 MobileyeIL 28.4 ▼ -23.4 MOIA AmericaDE 28.1 ▲ +3.7 WayveGB 27.9 ▼ -4.5 VerneHR 22.6 ▼ -0.7 AutobrainsIL 22.1 – 0.0 Stack AVUS 21.9 ▼ -0.1 NuroUS 19.4 ▼ -3.1 PlusAIUS 18.9 ▲ +0.5 Helm.aiUS 17.6 ▲ +0.1 Tensor AutoUS 15.8 ▼ -8.4 HUMAINSA 2.1 – 0.0
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We Robot - The Road to Autonomy

Tesla’s 10/10 We Robot Event, Waymo’s Austin Launch, and Zoox’s New Vegas Partnership

In this episode of Autonomy MarketsGrayson Brulte and Walter Piecyk discuss Tesla’s highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA.

As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement.

Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou’s new start-up, Bot Auto and Uber Freight’s growing role in the autonomous trucking ecosystem.

Episode Chapters

  • 0:00 10/10 Tesla We Robot Event
  • 1:50 Venture Capitalists and Wall Street’s Outlook on Autonomy Investments
  • 5:25 Perhaps a Two Passenger Tesla Robotaxi?
  • 7:06 Tesla Semi
  • 10:14 Waymo’s Increased Testing of the Zeekr Vehicle
  • 13:18 California’s Autonomous Vehicle Bills Vetoed
  • 18:20 Waymo Begins Early Rider Access in Austin
  • 20:51 Zoox / Golden Knights Partnership
  • 25:25 AVRide
  • 26:43 Sidewalk Delivery Bots
  • 30:12 Bot Auto
  • 33:38 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 06:00 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
44.1/100
▼ -0.57-Day
▲ +1.230-Day
Composite Factors
Operations36
Scale42
Revenue25
Commercial55
Manufacturing95
Safety38
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 44.1, supported by a manufacturing sub-index of 95.0. The company reported nearly 2.5 million cumulative paid miles through Q2 2026 across its expanding operational footprint.

Composite History
146 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:00 UTC · 2026-08-12Leaf 400a843921aea8acCadence 12HEmbed

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