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 ▲ +1.6 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▼ -0.1 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 ▲ +4.4 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +2.5 MomentaCN 51.8 ▲ +1.3 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 ▲ +2.2 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +2.9 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 ▼ -0.8 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▼ -1.4 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -4.6 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 ▲ +1.6 Baidu Apollo GoCN 81.8 ▲ +0.9 WeRideCN 77.1 ▼ -0.1 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 ▲ +4.4 Didi Autonomous DrivingCN 53.5 ▲ +3.2 TeslaUS 52.7 ▼ -5.1 AuroraUS 52.2 ▲ +2.5 MomentaCN 51.8 ▲ +1.3 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 ▲ +2.2 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 37.1 ▲ +2.9 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 ▼ -0.8 TorcUS 32.7 ▲ +3.5 Tensor AutoUS 27.8 ▲ +4.0 VerneHR 25.7 ▼ -1.4 AutobrainsIL 22.9 ▲ +0.4 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 NuroUS 19.2 ▼ -4.6 PlusAIUS 17.1 – 0.0 HUMAINSA 2.9 – 0.0
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Waymo Opens Door to Rivals, Uber Debate Heats Up Tariffs Winners Losers - The Road to Autonomy

Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s unforced error with the Zeekr RT robotaxi, Uber’s future with autonomous vehicles and the winners and losers from the latest round of tariffs.

Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?

Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber’s largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem.

Episode Chapters

  • 0:00 Tariffs
  • 1:05 Impact of Tariffs on Waymo
  • 6:26 Does Waymo Need to Slim Down?
  • 9:10 Tesla FSD Unsupervised Launch
  • 11:41 Tariffs and The Trucking Industry
  • 13:57 May Mobility
  • 14:27 LiDAR Market
  • 18:25 Energy
  • 22:46 Uber’s Global Ambitions
  • 25:15 Scaling Waymo
  • 31:00 Uber App
  • 37:23 Waymo Messaging
  • 40:17 Zoox
  • 41:23 Lyft
  • 46:37 Personally-Owned Autonomous Vehicles
  • 49:58 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 06:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
85.1/100
▲ +1.17-Day
▲ +5.530-Day
Composite Factors
Operations91▲
Scale95▲
Revenue85–
Commercial83▲
Manufacturing50▲
Safety87▲
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index, maintaining its leadership position across major metropolitan commercial markets with strong safety metrics. The company recently expanded its operational reach, achieving over 270 million cumulative autonomous miles and scaling its commercial footprint across multiple regions.

Composite History
257 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:01 UTC · 2026-10-06Leaf ee3c3701b226d139Cadence 12HEmbed

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