Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 51.3 ▲ +0.5 .ADLCI · Autonomous Driving Licensing Confidence Index 37.5 ▲ +0.7 .ATCI · Autonomous Trucks Confidence Index 41.4 ▼ +0.2 .DCI · Delivery Bots Confidence Index 53.6 ▼ +0.2 Baidu Apollo GoCN 78.7 ▲ +0.2 WaymoUS 77.2 ▼ -0.7 Starship TechnologiesEE 66.8 ▼ -10.2 Pony.aiCN 66.6 ▲ +5.1 WeRideCN 63.9 ▲ +2.9 NeolixCN 61.0 ▼ -5.2 Serve RoboticsUS 60.5 ▲ +1.0 AuroraUS 59.8 ▲ +7.8 Applied IntuitionUS 55.8 ▲ +7.6 KodiakUS 53.3 ▼ -2.3 CocoUS 52.6 ▼ -5.3 TeslaUS 44.0 ▲ +0.5 Cao Cao MobilityCN 42.8 ▲ +2.2 Didi Autonomous DrivingCN 42.7 ▼ -1.4 XPengCN 42.3 ▲ +0.3 MomentaCN 41.3 ▲ +5.7 ZooxUS 40.1 ▲ +3.8 Bot AutoUS 40.1 ▲ +7.0 DeepRoute.aiCN 39.0 ▼ -5.1 Volvo Autonomous SolutionsSE 38.9 ▼ -0.7 MeituanCN 36.6 ▼ -4.9 MobileyeIL 34.5 ▼ -3.7 May MobilityUS 33.7 ▲ +0.6 AvrideUS 32.9 ▲ +1.1 MotionalUS 32.6 ▲ +0.7 WaabiCA 32.6 ▲ +0.6 Avride PodUS 30.9 ▲ +1.0 DoorDash DotUS 27.8 ▼ -8.4 WayveGB 27.7 ▲ +0.2 TorcUS 26.7 ▼ -3.4 MOIA AmericaDE 25.8 ▲ +0.4 VerneHR 22.9 ▼ -0.6 AutobrainsIL 21.7 ▼ -0.1 Stack AVUS 20.1 ▼ -2.3 NuroUS 19.1 ▼ -1.0 PlusAIUS 18.8 ▲ +0.9 Tensor AutoUS 17.8 ▲ +2.3 Helm.aiUS 17.5 ▼ -0.8 HUMAINSA 2.1 – 0.0 .RCI · Robotaxi Confidence Index 51.3 ▲ +0.5 .ADLCI · Autonomous Driving Licensing Confidence Index 37.5 ▲ +0.7 .ATCI · Autonomous Trucks Confidence Index 41.4 ▼ +0.2 .DCI · Delivery Bots Confidence Index 53.6 ▼ +0.2 Baidu Apollo GoCN 78.7 ▲ +0.2 WaymoUS 77.2 ▼ -0.7 Starship TechnologiesEE 66.8 ▼ -10.2 Pony.aiCN 66.6 ▲ +5.1 WeRideCN 63.9 ▲ +2.9 NeolixCN 61.0 ▼ -5.2 Serve RoboticsUS 60.5 ▲ +1.0 AuroraUS 59.8 ▲ +7.8 Applied IntuitionUS 55.8 ▲ +7.6 KodiakUS 53.3 ▼ -2.3 CocoUS 52.6 ▼ -5.3 TeslaUS 44.0 ▲ +0.5 Cao Cao MobilityCN 42.8 ▲ +2.2 Didi Autonomous DrivingCN 42.7 ▼ -1.4 XPengCN 42.3 ▲ +0.3 MomentaCN 41.3 ▲ +5.7 ZooxUS 40.1 ▲ +3.8 Bot AutoUS 40.1 ▲ +7.0 DeepRoute.aiCN 39.0 ▼ -5.1 Volvo Autonomous SolutionsSE 38.9 ▼ -0.7 MeituanCN 36.6 ▼ -4.9 MobileyeIL 34.5 ▼ -3.7 May MobilityUS 33.7 ▲ +0.6 AvrideUS 32.9 ▲ +1.1 MotionalUS 32.6 ▲ +0.7 WaabiCA 32.6 ▲ +0.6 Avride PodUS 30.9 ▲ +1.0 DoorDash DotUS 27.8 ▼ -8.4 WayveGB 27.7 ▲ +0.2 TorcUS 26.7 ▼ -3.4 MOIA AmericaDE 25.8 ▲ +0.4 VerneHR 22.9 ▼ -0.6 AutobrainsIL 21.7 ▼ -0.1 Stack AVUS 20.1 ▼ -2.3 NuroUS 19.1 ▼ -1.0 PlusAIUS 18.8 ▲ +0.9 Tensor AutoUS 17.8 ▲ +2.3 Helm.aiUS 17.5 ▼ -0.8 HUMAINSA 2.1 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Waymo Robotaxi on Uber - The Road to Autonomy

Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s launch in Austin, Alphabet’s strong commitment to Waymo and Hyundai’s robotaxi ambitions.

On March 5, Waymo launched exclusively on the Uber app in Austin. However, riders cannot guarantee a Waymo vehicle, as there is no dedicated Waymo tier in the app. This lack of certainty could dilute the premium Waymo experience, as users do not know what type of vehicle they will be paired with when ordering a ride.

As Waymo scales its operations globally, Hyundai is emerging as a major player in the robotaxi market. This week, Avride announced a partnership with Hyundai to develop a fully integrated robotaxi, with the first vehicles set to enter service this year in Dallas.

Texas is emerging hub for autonomy for both robotaxis and autonomous trucks. Next month, Aurora will begin commercial driver-out operations from Dallas, followed by Bot Auto in Houston later this year. Autonomy is now becoming a business.

Episode Chapters

  • 0:00 Waymo Experience on Uber
  • 7:01 Uber’s Autonomous Vehicle Fleet Management Strategy
  • 9:29 Lyft’s Flexdrive
  • 12:17 Waymo’s Jaguar I-PACE Fleet
  • 14:46 Waymo Zeekr Robotaxi
  • 16:51 Alphabet’s Commitment to Waymo
  • 20:26 Waymo’s Pending Silver Lake / Los Feliz LA Expansion
  • 22:02 Autonomy Markets Nicknames
  • 23:16 Waymo’s Mysterious San Francisco X Post
  • 24:24 Walt’s Waymo Analysis
  • 25:46 Avride / Hyundai Robotaxi Partnership
  • 29:43 Bot Auto‘s Driver-Out Plans
  • 33:54 Wayve Expands to Germany
  • 35:56 Unforced Error of The Week
  • 38:20 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 06:00 UTC
RankOperatorComposite Score
02
Waymo
$GOOGL (Parent)UberLyft
77.2/100
▼ -0.77-Day
▼ -0.330-Day
Composite Factors
Operations77
Scale94
Revenue85
Commercial74
Manufacturing20
Safety86
OMEGA's Take

Waymo ranks #2 in The Road to Autonomy Robotaxi Index with a composite score of 77.2, underpinned by 500,000 weekly rides and 11 commercial cities. On August 20, 2026, the operator launched its fully public commercial ride-hailing service in Houston without a waitlist following an initial rollout exceeding 100,000 riders.

Composite History
168 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:00 UTC · 2026-08-23Leaf c694dadcd88d303eCadence 12HEmbed

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