Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0 .RCI · Robotaxi Confidence Index 57.8 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 40.5 ▼ +0.2 .DCI · Delivery Bots Confidence Index 55.4 – 0.0 WaymoUS 85.6 ▲ +1.1 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▲ +1.8 Starship TechnologiesEE 67.0 ▲ +1.0 NeolixCN 66.4 – 0.0 Pony.aiCN 65.5 ▼ -1.7 Serve RoboticsUS 65.1 ▲ +2.0 XPengCN 59.2 ▼ -4.7 Applied IntuitionUS 55.4 ▼ -0.2 MobileyeIL 54.7 ▲ +14.5 KodiakUS 54.2 ▼ -3.6 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +0.7 MomentaCN 51.8 ▼ -0.6 Cao Cao MobilityCN 51.3 – 0.0 CocoUS 47.4 ▼ -3.7 DeepRoute.aiCN 46.6 ▼ -1.9 DoorDash DotUS 43.9 ▼ -10.2 ZooxUS 43.0 ▲ +1.8 MeituanCN 42.9 – 0.0 May MobilityUS 41.1 ▲ +1.0 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +1.5 Avride PodUS 37.0 ▲ +2.3 Bot AutoUS 36.5 – 0.0 MotionalUS 34.0 ▼ -2.5 MOIA AmericaDE 34.0 ▲ +2.9 WaabiCA 33.7 ▲ +1.1 WayveGB 32.8 – 0.0 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▲ +0.6 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -3.3 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
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Waymo Toyota Autonomous Vehicle Mockup - The Road to Autonomy

Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential new partnership with Toyota, the launch of Aurora’s driver-out commercial operations and Uber’s continued effort to challenge the autonomy duopoly.

On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla’s upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight.

As Uber became Aurora’s first commercial customer, the rideshare side of their business continued to double-down on autonomy, as they further fragmented the autonomy market when they announced a strategic partnership with May Mobility to deploy AVs on the platform.

Episode Chapters

  • 0:00 Every Week
  • 1:06 Waymo / Toyota Partnership
  • 13:14 Managing Personally-Owned Autonomous Vehicles
  • 15:20 Is Waymo Eyeing More Deals?
  • 17:09 GM Blinked
  • 18:55 Aurora Goes Driver-Out
  • 22:05 Uber Freight
  • 23:31 Autonomous Trucking Market
  • 25:37 Uber /May Mobility Partnership
  • 32:03 Uber/Lyft and Autonomy Competition
  • 32:58 The Great Freeway Unlock
  • 37:02 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
85.6/100
▲ +1.17-Day
▲ +6.030-Day
Composite Factors
Operations89▼
Scale95▲
Revenue85–
Commercial84▲
Manufacturing56▲
Safety88▲
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 85.6, backed by a scale sub-index of 94.8 and a safety sub-index of 87.7. The operator has surpassed 270 million fully autonomous miles on public roads and logged over 10 million rider-only trips.

Composite History
258 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-06Leaf 6c84baf6743184fbCadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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