Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.5 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.2 ▲ +0.1 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.6 ▼ -1.2 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▲ +1.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 TeslaUS 55.1 ▼ -0.5 MomentaCN 54.1 ▲ +1.0 AuroraUS 53.2 ▲ +3.8 CocoUS 52.9 ▲ +4.4 Cao Cao MobilityCN 51.1 ▲ +2.2 Didi Autonomous DrivingCN 50.2 ▲ +5.4 DeepRoute.aiCN 50.0 ▲ +1.3 MobileyeIL 45.0 ▼ -3.0 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 Bot AutoUS 41.6 ▼ -1.0 May MobilityUS 40.4 ▼ -1.7 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.2 ▼ -0.4 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 30.1 ▲ +1.8 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.4 – 0.0 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2 .RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.5 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.2 ▲ +0.1 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.6 ▼ -1.2 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▲ +1.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 TeslaUS 55.1 ▼ -0.5 MomentaCN 54.1 ▲ +1.0 AuroraUS 53.2 ▲ +3.8 CocoUS 52.9 ▲ +4.4 Cao Cao MobilityCN 51.1 ▲ +2.2 Didi Autonomous DrivingCN 50.2 ▲ +5.4 DeepRoute.aiCN 50.0 ▲ +1.3 MobileyeIL 45.0 ▼ -3.0 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 Bot AutoUS 41.6 ▼ -1.0 May MobilityUS 40.4 ▼ -1.7 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.2 ▼ -0.4 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 30.1 ▲ +1.8 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.4 – 0.0 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices Confidence Indices
Waymo - Uber Relationship

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber’s partnership in Phoenix, Tesla’s Cybercab hitting the streets of Austin branded for America 250 and Waymo’s “Because they’re everything” World Cup campaign.

As Tesla gets closer and closer to putting the Cybercab into service, the U.S. Government is inching toward a national framework that would allow vehicles with no steering wheel and no pedals to deploy across all 50 states and charge for rides.

It is the regulatory environment that we believe Tesla is waiting to change before deploying Cybercab into the fleet, even if the rides are free. As Tesla waits for regulatory certainty, The Road to Autonomy broke the news that Waymo and Uber quietly ended their Phoenix partnership, noticing an update on the Uber autonomous vehicle site.

The Phoenix partnership, which lasted 948 days, consisted of a fleet of 12 vehicles that serviced a 180 square mile area. Important to note that this was a dedicated fleet for Uber and the vehicles were not part of the traditional Waymo fleet.

Now that Waymo and Uber have divorced in Phoenix, we believe it is only a matter of time until they divorce in Austin, where the service has been live for 482 days, and Atlanta, where the service has been live for 370 days. Both partnerships could unwind by the first quarter of 2027.

On the Foreign Autonomy Desk, Grayson and Walt discuss the global growth of FSD and Volkswagen and Bosch ending their automated driving partnership, the latest in a long line of stalled autonomy efforts at the German automaker.

Episode Chapters

  • 00:00 Happy 250th Birthday, America
  • 1:15 Waymo and Uber Phoenix Divorce
  • 5:47 Dara, Nuro and Wayve Signals
  • 8:24 Who Could Backfill Phoenix for Uber?
  • 13:52 The Fizzling Demand Narrative
  • 17:51 Cybercab, Branded for America 250
  • 21:53 Regulatory, Not Safety, Is Holding Cybercab Back
  • 24:50 Tesla Semi
  • 25:54 Waymo’s World Cup Because They’re Everything Campaign
  • 28:06 Robotaxis at Airports
  • 29:32 Chinese Made Vehicles
  • 31:11 Foreign Autonomy Desk
  • 34:15 Next Week
The Road to Autonomy
Robotaxi Index
Live · Updated 18:01 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
84.6/100
▼ -1.27-Day
▲ +0.530-Day
Composite Factors
Operations89▼
Scale95–
Revenue85–
Commercial79▼
Manufacturing54▲
Safety88▲
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index with a composite score of 84.6, anchored by a scale sub-index of 95.0 and capability of 88.8. The company operates across 14 commercial cities, delivering over 10 million cumulative rider-only trips.

Composite History
280 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:01 UTC · 2026-10-17Leaf 60e73aff4f05bc25Cadence 12HEmbed
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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