Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2 .RCI · Robotaxi Confidence Index 62.9 – 0.0 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.1 .DCI · Delivery Bots Confidence Index 58.9 ▲ +0.1 Baidu Apollo GoCN 87.8 ▲ +3.4 WaymoUS 86.9 ▼ -0.4 Pony.aiCN 81.4 ▲ +4.1 WeRideCN 77.5 ▲ +1.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 67.6 ▲ +0.6 Didi Autonomous DrivingCN 64.8 ▲ +0.2 TeslaUS 63.0 ▲ +1.9 Serve RoboticsUS 59.6 ▼ -0.2 May MobilityUS 56.7 ▲ +2.0 MobileyeIL 56.5 ▲ +2.8 XPengCN 56.0 ▼ -2.3 MomentaCN 55.3 ▲ +1.7 CocoUS 55.0 ▼ -0.5 KodiakUS 53.9 ▲ +1.1 MeituanCN 53.6 ▼ -1.3 Applied IntuitionUS 52.3 ▼ -1.3 ZooxUS 51.8 ▼ -1.3 AuroraUS 51.4 ▲ +1.7 DoorDash DotUS 50.8 ▲ +3.2 DeepRoute.aiCN 48.8 ▲ +2.3 Cao Cao MobilityCN 47.8 ▲ +9.0 Bot AutoUS 42.0 ▼ -1.8 Avride PodUS 41.1 ▲ +1.1 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 32.4 ▼ -0.4 WayveGB 32.1 ▲ +1.3 AvrideUS 31.9 ▲ +0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 VerneHR 28.0 ▼ -15.1 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +2.6 AutobrainsIL 22.5 ▼ -0.1 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.3 HUMAINSA 3.9 ▲ +0.2
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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 Markets, Grayson 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 18:01 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
63.0/100
▲ +1.97-Day
▲ +7.430-Day
Composite Factors
Operations94–
Scale52–
Revenue27–
Commercial62–
Manufacturing95–
Safety44–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index following the November 2026 launch of its unsupervised robotaxi service in San Antonio, Texas, establishing a 275-square-mile geofenced operating area that marks the company's eighth active market. Chief Executive Officer Elon Musk announced that Tesla will wind down Cybertruck production at its Texas facility in approximately eight months to reallocate manufacturing capacity toward scaling production of the Cybercab autonomous vehicle.

Composite History
328 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-11-10Leaf 10274e3f329ddd3fCadence 12HEmbed

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