Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.4 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 41.2 ▼ +0.3 .ATCI · Autonomous Trucks Confidence Index 41.6 – 0.0 .DCI · Delivery Bots Confidence Index 52.6 – 0.0 WaymoUS 84.3 ▼ -0.2 Baidu Apollo GoCN 80.9 ▲ +1.4 WeRideCN 77.8 ▲ +1.1 Pony.aiCN 67.5 ▲ +3.5 Starship TechnologiesEE 66.0 – 0.0 Serve RoboticsUS 62.0 ▲ +1.9 XPengCN 61.2 ▲ +7.2 KodiakUS 57.0 ▲ +6.5 NeolixCN 55.9 – 0.0 AuroraUS 54.1 ▼ -2.6 Applied IntuitionUS 52.6 ▲ +3.5 MomentaCN 51.2 ▼ -1.0 Didi Autonomous DrivingCN 50.8 ▼ -0.4 TeslaUS 49.4 ▼ -11.1 CocoUS 48.3 ▼ -1.0 DoorDash DotUS 45.7 ▲ +2.7 Cao Cao MobilityCN 45.6 ▼ -1.2 DeepRoute.aiCN 45.1 ▼ -3.4 May MobilityUS 43.0 ▲ +7.4 MeituanCN 41.5 – 0.0 MobileyeIL 39.9 ▼ -3.3 Bot AutoUS 39.6 ▲ +2.7 ZooxUS 38.8 ▼ -1.6 WaabiCA 38.7 ▲ +6.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 ▲ +2.5 Avride PodUS 34.7 – 0.0 AvrideUS 34.4 ▼ -3.2 MOIA AmericaDE 31.9 ▲ +6.3 WayveGB 29.3 ▼ -0.3 TorcUS 29.2 ▲ +1.2 VerneHR 26.1 ▲ +0.3 Tensor AutoUS 25.1 ▼ -1.1 NuroUS 23.6 ▲ +2.5 AutobrainsIL 22.2 ▲ +0.9 Stack AVUS 21.7 ▲ +2.3 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.4 ▼ -0.3 HUMAINSA 2.9 ▲ +0.2 .RCI · Robotaxi Confidence Index 57.4 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 41.2 ▼ +0.3 .ATCI · Autonomous Trucks Confidence Index 41.6 – 0.0 .DCI · Delivery Bots Confidence Index 52.6 – 0.0 WaymoUS 84.3 ▼ -0.2 Baidu Apollo GoCN 80.9 ▲ +1.4 WeRideCN 77.8 ▲ +1.1 Pony.aiCN 67.5 ▲ +3.5 Starship TechnologiesEE 66.0 – 0.0 Serve RoboticsUS 62.0 ▲ +1.9 XPengCN 61.2 ▲ +7.2 KodiakUS 57.0 ▲ +6.5 NeolixCN 55.9 – 0.0 AuroraUS 54.1 ▼ -2.6 Applied IntuitionUS 52.6 ▲ +3.5 MomentaCN 51.2 ▼ -1.0 Didi Autonomous DrivingCN 50.8 ▼ -0.4 TeslaUS 49.4 ▼ -11.1 CocoUS 48.3 ▼ -1.0 DoorDash DotUS 45.7 ▲ +2.7 Cao Cao MobilityCN 45.6 ▼ -1.2 DeepRoute.aiCN 45.1 ▼ -3.4 May MobilityUS 43.0 ▲ +7.4 MeituanCN 41.5 – 0.0 MobileyeIL 39.9 ▼ -3.3 Bot AutoUS 39.6 ▲ +2.7 ZooxUS 38.8 ▼ -1.6 WaabiCA 38.7 ▲ +6.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 ▲ +2.5 Avride PodUS 34.7 – 0.0 AvrideUS 34.4 ▼ -3.2 MOIA AmericaDE 31.9 ▲ +6.3 WayveGB 29.3 ▼ -0.3 TorcUS 29.2 ▲ +1.2 VerneHR 26.1 ▲ +0.3 Tensor AutoUS 25.1 ▼ -1.1 NuroUS 23.6 ▲ +2.5 AutobrainsIL 22.2 ▲ +0.9 Stack AVUS 21.7 ▲ +2.3 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.4 ▼ -0.3 HUMAINSA 2.9 ▲ +0.2
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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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