Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 57.5 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 41.9 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.2 .DCI · Delivery Bots Confidence Index 53.0 – 0.0 WaymoUS 83.9 ▼ -1.4 Baidu Apollo GoCN 80.9 ▲ +1.4 WeRideCN 77.8 ▲ +1.1 Pony.aiCN 66.6 ▲ +2.6 Starship TechnologiesEE 66.0 – 0.0 XPengCN 62.4 ▲ +16.8 Serve RoboticsUS 62.0 ▲ +3.4 TeslaUS 57.2 ▼ -3.3 KodiakUS 57.0 ▲ +6.5 NeolixCN 55.9 – 0.0 AuroraUS 54.1 ▼ -2.6 Didi Autonomous DrivingCN 53.1 ▲ +3.3 Applied IntuitionUS 52.6 ▲ +3.5 MomentaCN 51.3 ▼ -0.1 CocoUS 50.5 ▲ +0.2 MobileyeIL 47.6 ▲ +4.4 DeepRoute.aiCN 46.9 ▼ -1.6 Cao Cao MobilityCN 46.7 ▼ -0.1 DoorDash DotUS 45.7 ▲ +2.7 May MobilityUS 42.0 ▲ +7.1 MeituanCN 41.5 – 0.0 Bot AutoUS 39.6 ▲ +2.7 ZooxUS 38.8 ▼ -1.6 WaabiCA 38.7 ▲ +7.5 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 ▲ +2.5 AvrideUS 34.7 ▼ -5.9 Avride PodUS 34.7 ▲ +2.5 MOIA AmericaDE 31.9 ▲ +6.3 WayveGB 29.3 ▼ -0.3 TorcUS 29.2 ▲ +1.2 VerneHR 26.3 ▲ +0.7 Tensor AutoUS 25.1 ▼ -1.1 NuroUS 23.6 ▲ +3.4 AutobrainsIL 22.2 ▲ +0.2 Stack AVUS 21.7 ▲ +2.3 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.4 ▼ -0.3 HUMAINSA 2.7 – 0.0 .RCI · Robotaxi Confidence Index 57.5 ▲ +0.2 .ADLCI · Autonomous Driving Licensing Confidence Index 41.9 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.4 ▲ +0.2 .DCI · Delivery Bots Confidence Index 53.0 – 0.0 WaymoUS 83.9 ▼ -1.4 Baidu Apollo GoCN 80.9 ▲ +1.4 WeRideCN 77.8 ▲ +1.1 Pony.aiCN 66.6 ▲ +2.6 Starship TechnologiesEE 66.0 – 0.0 XPengCN 62.4 ▲ +16.8 Serve RoboticsUS 62.0 ▲ +3.4 TeslaUS 57.2 ▼ -3.3 KodiakUS 57.0 ▲ +6.5 NeolixCN 55.9 – 0.0 AuroraUS 54.1 ▼ -2.6 Didi Autonomous DrivingCN 53.1 ▲ +3.3 Applied IntuitionUS 52.6 ▲ +3.5 MomentaCN 51.3 ▼ -0.1 CocoUS 50.5 ▲ +0.2 MobileyeIL 47.6 ▲ +4.4 DeepRoute.aiCN 46.9 ▼ -1.6 Cao Cao MobilityCN 46.7 ▼ -0.1 DoorDash DotUS 45.7 ▲ +2.7 May MobilityUS 42.0 ▲ +7.1 MeituanCN 41.5 – 0.0 Bot AutoUS 39.6 ▲ +2.7 ZooxUS 38.8 ▼ -1.6 WaabiCA 38.7 ▲ +7.5 Volvo Autonomous SolutionsSE 38.4 – 0.0 MotionalUS 36.5 ▲ +2.5 AvrideUS 34.7 ▼ -5.9 Avride PodUS 34.7 ▲ +2.5 MOIA AmericaDE 31.9 ▲ +6.3 WayveGB 29.3 ▼ -0.3 TorcUS 29.2 ▲ +1.2 VerneHR 26.3 ▲ +0.7 Tensor AutoUS 25.1 ▼ -1.1 NuroUS 23.6 ▲ +3.4 AutobrainsIL 22.2 ▲ +0.2 Stack AVUS 21.7 ▲ +2.3 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.4 ▼ -0.3 HUMAINSA 2.7 – 0.0
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Tesla Cybercab - The Road to Autonomy

Will NHTSA Ground Cybercab?

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA ordering Tesla to answer 21 technical and legal questions under oath by September 30 on Cybercab self-certification, Waymo hitting local political friction in San Diego after CPUC approval, and GMO Air unveiling a robot EMS vehicle in Tokyo built to service humanoids in the field.

NHTSA’s Office of Vehicle Safety Compliance, by special order signed by the Chief Counsel, required Tesla to explain how a steering-wheel-free Cybercab meets FMVSS 101, 102, 108, 111, 126, and 135 standards written around human controls such as mirrors, brake pedals, turn-signal self-cancel, and shift displays, and why Tesla did not seek a Part 555 exemption as Zoox did.

The inquiry also asks whether some test results depended on temporary manual controls later removed. Public Cybercab service began September 3, 2026 in Austin. Nothing in the order grounds the fleet or caps production; September 30 is an evidentiary deadline, not a shutdown date.

While Tesla answers Washington, San Diego City Council voted 8–0 to request local regulatory authority over AI and autonomous vehicles, a follow-up to CPUC approval that gives the city no power to stop Waymo. California has preempted local autonomous vehicles rules for more than a decade.

The San Diego City Council resolution is toothless on paper, but it flags the real friction points: emergency-response incidents, airport access outside state preemption, stricter local ticketing after a July 1 law, and depot or charging permits that still sit with the city. Waymo called the move extraordinarily premature and cited a 100,000-person local waitlist; it already has a field-verified operational depot in San Diego.

In Tokyo, GMO Air unveiled a robot EMS vehicle equipped with diagnostic tools, spare parts, a backup humanoid, and a purple roof light distinct from red human-ambulance lighting. The demo still used human-in-the-loop controls because of latency. The signal is adjacent infrastructure, field maintenance and uptime for deployed humanoids, not a driverless medical ambulance for people.

Episode Chapters

  • 0:00 KPMG Sponsor Introduction
  • 01:41 Signal 1: Will NHTSA Ground Cybercab?
  • 26:59 Signal 2: San Diego City Council Wants Local Control
  • 48:39 Signal 3: Japan’s Ambulance for Humanoids
The Road to Autonomy
Robotaxi Index
Live · Updated 06:01 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
57.2/100
▼ -3.37-Day
▲ +14.230-Day
Composite Factors
Operations55
Scale55
Revenue36
Commercial72
Manufacturing95
Safety44
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 57.2. The National Highway Traffic Safety Administration escalated its safety probe into Tesla by issuing a formal Special Order on September 10, 2026, demanding the company answer 21 questions under oath regarding how its steering-wheel-and-pedal-free Cybercab complies with Federal Motor Vehicle Safety Standards.

Composite History
223 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:01 UTC · 2026-09-19Leaf e2ff6462b56c5d50Cadence 12HEmbed
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