Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 49.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 31.6 ▼ +3.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.2 .DCI · Delivery Bots Confidence Index 57.6 ▼ +0.9 Baidu Apollo GoCN 78.1 ▼ -1.5 WaymoUS 77.7 ▲ +0.6 Starship TechnologiesEE 70.6 ▲ +2.5 NeolixCN 62.1 ▼ -2.5 Pony.aiCN 61.0 ▲ +3.3 Serve RoboticsUS 60.5 ▼ -0.8 KodiakUS 56.6 ▲ +1.2 WeRideCN 54.2 ▼ -2.4 CocoUS 54.1 ▲ +10.4 AuroraUS 52.2 ▼ -4.8 MeituanCN 44.6 ▼ -21.3 TeslaUS 43.9 ▼ -0.7 Avride PodUS 41.3 ▲ +2.1 Didi Autonomous DrivingCN 41.2 ▼ -1.8 ZooxUS 40.2 ▲ +1.7 Cao Cao MobilityCN 39.8 ▼ -1.7 Bot AutoUS 38.9 ▼ -2.0 Volvo Autonomous SolutionsSE 36.4 ▼ -2.4 May MobilityUS 35.0 ▲ +2.4 WaabiCA 33.1 ▲ +2.4 MotionalUS 32.8 ▲ +0.5 AvrideUS 31.7 ▼ -2.5 TorcUS 31.3 ▼ -6.2 DoorDash DotUS 30.6 ▲ +3.6 MobileyeIL 30.3 ▼ -18.0 WayveGB 28.1 ▼ -2.2 MomentaCN 27.2 ▼ -5.6 VerneHR 24.0 ▲ +3.5 AutobrainsIL 22.5 ▲ +0.5 XPengCN 21.4 ▼ -18.6 MOIA AmericaDE 21.2 ▼ -3.8 Stack AVUS 20.2 ▼ -2.3 NuroUS 19.7 ▼ -3.1 DeepRoute.aiCN 17.1 ▼ -34.9 Helm.aiUS 16.8 ▼ -1.0 PlusAIUS 16.1 ▼ -1.1 Tensor AutoUS 16.0 ▼ -2.2 Applied IntuitionUS 13.7 ▼ -44.2 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 49.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 31.6 ▼ +3.0 .ATCI · Autonomous Trucks Confidence Index 40.4 ▲ +0.2 .DCI · Delivery Bots Confidence Index 57.6 ▼ +0.9 Baidu Apollo GoCN 78.1 ▼ -1.5 WaymoUS 77.7 ▲ +0.6 Starship TechnologiesEE 70.6 ▲ +2.5 NeolixCN 62.1 ▼ -2.5 Pony.aiCN 61.0 ▲ +3.3 Serve RoboticsUS 60.5 ▼ -0.8 KodiakUS 56.6 ▲ +1.2 WeRideCN 54.2 ▼ -2.4 CocoUS 54.1 ▲ +10.4 AuroraUS 52.2 ▼ -4.8 MeituanCN 44.6 ▼ -21.3 TeslaUS 43.9 ▼ -0.7 Avride PodUS 41.3 ▲ +2.1 Didi Autonomous DrivingCN 41.2 ▼ -1.8 ZooxUS 40.2 ▲ +1.7 Cao Cao MobilityCN 39.8 ▼ -1.7 Bot AutoUS 38.9 ▼ -2.0 Volvo Autonomous SolutionsSE 36.4 ▼ -2.4 May MobilityUS 35.0 ▲ +2.4 WaabiCA 33.1 ▲ +2.4 MotionalUS 32.8 ▲ +0.5 AvrideUS 31.7 ▼ -2.5 TorcUS 31.3 ▼ -6.2 DoorDash DotUS 30.6 ▲ +3.6 MobileyeIL 30.3 ▼ -18.0 WayveGB 28.1 ▼ -2.2 MomentaCN 27.2 ▼ -5.6 VerneHR 24.0 ▲ +3.5 AutobrainsIL 22.5 ▲ +0.5 XPengCN 21.4 ▼ -18.6 MOIA AmericaDE 21.2 ▼ -3.8 Stack AVUS 20.2 ▼ -2.3 NuroUS 19.7 ▼ -3.1 DeepRoute.aiCN 17.1 ▼ -34.9 Helm.aiUS 16.8 ▼ -1.0 PlusAIUS 16.1 ▼ -1.1 Tensor AutoUS 16.0 ▼ -2.2 Applied IntuitionUS 13.7 ▼ -44.2 HUMAINSA 2.1 – 0.0
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Waymo on the Highway - The Road to Autonomy

Waymo Hits the Highway and Should Build Its Own Pit Crew

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.

Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off.

This leads to a broader discussion on Waymo’s rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson’s attempt to use the Tesla’s robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes.

Over in London, Walt reported on the skepticism of London’s black taxi drivers regarding Waymo’s efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark.

Episode Chapters

  • 00:00 Silicon Valley and London Field Work
  • 18:40 Google Gemini
  • 20:59 Waymo in London
  • 25:27 Waymo’s Miami Beach Expansion
  • 29:16 Waymo’s Fleet Management Strategy
  • 31:55 Autonomous Vehicles in Virginia, Not This Year
  • 34:56 Waabi‘s Robotaxi Messaging
  • 39:06 Glydways Expansion
  • 42:47 Foreign Autonomy Desk
  • 43:26 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
02
Waymo
$GOOGL (Parent)UberLyft
77.7/100
▲ +0.67-Day
▼ -2.630-Day
Composite Factors
Operations77
Scale94
Revenue85
Commercial74
Manufacturing25
Safety86
OMEGA's Take

Waymo ranks #2 in The Road to Autonomy Robotaxi Index with a composite score of 77.7, backed by strong scale and safety sub-index metrics. The company maintains commercial operations across eleven driver-out cities spanning Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area.

Composite History
139 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-08-08Leaf 270f1a608610dcf8Cadence 12HEmbed

The future is bright. The future is autonomous. The future is The Road to Autonomy.

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