Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.2 – 0.0 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.1 ▼ -0.6 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 ▼ -3.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 MomentaCN 55.3 ▲ +1.5 TeslaUS 55.1 ▼ -0.5 CocoUS 54.2 ▲ +6.2 AuroraUS 53.2 ▲ +3.8 Cao Cao MobilityCN 51.1 ▲ +2.2 DeepRoute.aiCN 48.9 ▲ +0.4 MobileyeIL 48.4 ▲ +6.3 Didi Autonomous DrivingCN 46.9 ▼ -2.8 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 May MobilityUS 41.8 ▼ -0.2 Bot AutoUS 41.6 ▼ -1.0 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 AvrideUS 35.2 ▼ -0.5 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 28.2 ▲ +0.1 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.6 ▲ +0.2 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 57.5 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.8 ▲ +0.2 .ATCI · Autonomous Trucks Confidence Index 42.2 – 0.0 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.1 ▼ -0.6 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 ▼ -3.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 MomentaCN 55.3 ▲ +1.5 TeslaUS 55.1 ▼ -0.5 CocoUS 54.2 ▲ +6.2 AuroraUS 53.2 ▲ +3.8 Cao Cao MobilityCN 51.1 ▲ +2.2 DeepRoute.aiCN 48.9 ▲ +0.4 MobileyeIL 48.4 ▲ +6.3 Didi Autonomous DrivingCN 46.9 ▼ -2.8 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 May MobilityUS 41.8 ▼ -0.2 Bot AutoUS 41.6 ▼ -1.0 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 AvrideUS 35.2 ▼ -0.5 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 28.2 ▲ +0.1 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.6 ▲ +0.2 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2
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Waymo Lights Out in SF - The Road to Autonomy

Waymo’s PR Problem and Tesla’s Missed Deadlines

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city.

Waymo‘s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026.

Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES?

Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses.

Read the Full Episode Transcript

Episode Chapters

  • 0:00 Lights Out in San Francisco
  • 2:44 Why Did Waymo’s Freeze When the Power Went Out?
  • 8:34 Remote Drivers
  • 15:00 Robotaxi in Austin
  • 18:33 Scaling Robotaxi
  • 22:48 Autonomous Vehicle Policy
  • 24:47 Austin Incident Reports
  • 27:17 Uber’s Ever-Changing Narrative
  • 30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles
  • 32:38 Foreign Autonomy Desk
  • 40:26 CES
The Road to Autonomy
Robotaxi Index
Live · Updated 18:00 UTC
RankOperatorComposite Score
01
Waymo
$GOOGL (Parent)UberLyft
84.1/100
▼ -0.67-Day
▲ +0.230-Day
Composite Factors
Operations88▼
Scale95–
Revenue85▼
Commercial77▼
Manufacturing52▼
Safety87▼
OMEGA's Take

Waymo ranks #1 in The Road to Autonomy Robotaxi Index following the expansion of its fully autonomous ride-hailing service to the general public in San Antonio, San Diego, and Tampa. The operator continues to scale its commercial footprint across major metropolitan markets, building upon its multi-OEM vehicle supply strategy and growing operational fleet.

Composite History
282 Snapshots
View Waymo Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 18:00 UTC · 2026-10-18Leaf ee90ca15b9bce1aaCadence 12HEmbed

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