Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 50.0 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 32.1 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 33.4 ▼ +0.3 .DCI · Delivery Bots Confidence Index 58.6 ▼ +1.0 Baidu Apollo GoCN 79.3 ▲ +2.3 WaymoUS 78.2 ▼ -6.5 NeolixCN 72.1 ▼ -5.8 Starship TechnologiesEE 70.0 ▲ +1.7 Pony.aiCN 61.9 ▲ +0.1 Serve RoboticsUS 61.7 ▼ -4.1 WeRideCN 56.3 ▼ -0.4 KodiakUS 49.7 ▲ +1.3 Applied IntuitionUS 48.4 ▲ +2.2 MeituanCN 46.9 ▲ +11.2 Didi Autonomous DrivingCN 46.8 ▲ +17.0 AuroraUS 46.2 ▲ +0.3 DeepRoute.aiCN 45.0 ▲ +8.5 TeslaUS 44.3 ▲ +0.9 Bot AutoUS 39.9 ▼ -1.0 CocoUS 38.7 ▲ +3.9 ZooxUS 36.8 ▼ -4.5 DoorDash DotUS 36.3 – 0.0 Volvo Autonomous SolutionsSE 36.2 ▲ +6.0 May MobilityUS 33.0 ▲ +0.8 WaabiCA 31.2 ▲ +10.1 AvrideUS 30.8 ▲ +1.4 Cao Cao MobilityCN 30.1 ▲ +2.2 MotionalUS 30.0 ▼ -5.0 XPengCN 29.7 ▲ +5.2 MomentaCN 29.6 ▼ -4.1 MobileyeIL 28.5 ▲ +0.4 MOIA AmericaDE 27.5 ▲ +5.9 Avride PodUS 26.8 ▼ -12.5 WayveGB 26.4 ▲ +2.5 TorcUS 26.4 ▲ +1.0 NuroUS 25.5 ▲ +5.8 AutobrainsIL 22.1 ▲ +0.1 VerneHR 20.1 ▼ -2.6 Stack AVUS 19.0 ▲ +6.6 Helm.aiUS 17.5 ▼ -0.6 PlusAIUS 17.3 ▲ +3.2 Tensor AutoUS 15.3 ▲ +4.1 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 50.0 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 32.1 ▼ +0.4 .ATCI · Autonomous Trucks Confidence Index 33.4 ▼ +0.3 .DCI · Delivery Bots Confidence Index 58.6 ▼ +1.0 Baidu Apollo GoCN 79.3 ▲ +2.3 WaymoUS 78.2 ▼ -6.5 NeolixCN 72.1 ▼ -5.8 Starship TechnologiesEE 70.0 ▲ +1.7 Pony.aiCN 61.9 ▲ +0.1 Serve RoboticsUS 61.7 ▼ -4.1 WeRideCN 56.3 ▼ -0.4 KodiakUS 49.7 ▲ +1.3 Applied IntuitionUS 48.4 ▲ +2.2 MeituanCN 46.9 ▲ +11.2 Didi Autonomous DrivingCN 46.8 ▲ +17.0 AuroraUS 46.2 ▲ +0.3 DeepRoute.aiCN 45.0 ▲ +8.5 TeslaUS 44.3 ▲ +0.9 Bot AutoUS 39.9 ▼ -1.0 CocoUS 38.7 ▲ +3.9 ZooxUS 36.8 ▼ -4.5 DoorDash DotUS 36.3 – 0.0 Volvo Autonomous SolutionsSE 36.2 ▲ +6.0 May MobilityUS 33.0 ▲ +0.8 WaabiCA 31.2 ▲ +10.1 AvrideUS 30.8 ▲ +1.4 Cao Cao MobilityCN 30.1 ▲ +2.2 MotionalUS 30.0 ▼ -5.0 XPengCN 29.7 ▲ +5.2 MomentaCN 29.6 ▼ -4.1 MobileyeIL 28.5 ▲ +0.4 MOIA AmericaDE 27.5 ▲ +5.9 Avride PodUS 26.8 ▼ -12.5 WayveGB 26.4 ▲ +2.5 TorcUS 26.4 ▲ +1.0 NuroUS 25.5 ▲ +5.8 AutobrainsIL 22.1 ▲ +0.1 VerneHR 20.1 ▼ -2.6 Stack AVUS 19.0 ▲ +6.6 Helm.aiUS 17.5 ▼ -0.6 PlusAIUS 17.3 ▲ +3.2 Tensor AutoUS 15.3 ▲ +4.1 HUMAINSA 2.1 – 0.0
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Tesla Cybercab Interior - The Road to Autonomy

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump’s administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective.

At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell.

Episode Chapters

  • 0:00 Trump’s Back
  • 2:38 Autonomous Vehicle Policy and Who Matters
  • 8:17 Elon vs O’Brien and The Teamsters
  • 12:38 U.S. vs China
  • 17:57 Inceptio Technology IPO
  • 22:55 Dara Khosrowshahi AV Comments at Davos
  • 28:25 Tesla FSD Two Lane Highway Exit
  • 31:21 Rising Insurance Costs for Uber in LA
  • 33:44 Waymo Growth Projections
  • 37:21 Next Week

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