Live · The Road to Autonomy Indices
.RCI · Robotaxi Confidence Index 62.6 ▼ -0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.1 ▲ +0.2 .DCI · Delivery Bots Confidence Index 59.0 – 0.0 Baidu Apollo GoCN 87.8 ▲ +0.1 WaymoUS 85.8 ▼ -2.3 Pony.aiCN 79.5 ▼ -1.0 WeRideCN 77.5 ▲ +0.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 66.8 ▲ +0.2 Didi Autonomous DrivingCN 63.6 ▼ -2.0 TeslaUS 63.0 ▼ -1.9 Serve RoboticsUS 61.5 ▲ +4.3 May MobilityUS 60.4 ▲ +3.3 KodiakUS 58.4 ▲ +3.1 MobileyeIL 56.5 ▲ +4.7 XPengCN 56.0 ▼ -7.1 MomentaCN 55.2 ▲ +2.6 CocoUS 54.8 ▲ +0.8 MeituanCN 53.6 – 0.0 Applied IntuitionUS 52.3 ▼ -1.0 ZooxUS 51.8 ▼ -0.3 AuroraUS 51.4 ▲ +3.4 DoorDash DotUS 49.1 ▲ +1.0 DeepRoute.aiCN 48.6 ▲ +3.0 Bot AutoUS 42.0 ▼ -2.4 Avride PodUS 41.1 ▲ +1.1 Cao Cao MobilityCN 40.7 ▼ -19.2 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 VerneHR 37.5 ▼ -8.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 33.6 ▲ +2.6 WayveGB 32.1 ▲ +1.1 AvrideUS 31.9 ▼ -0.4 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -0.5 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +1.9 AutobrainsIL 22.4 ▼ -0.2 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 – 0.0 HUMAINSA 3.9 ▲ +0.8 .RCI · Robotaxi Confidence Index 62.6 ▼ -0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 45.1 – 0.0 .ATCI · Autonomous Trucks Confidence Index 41.1 ▲ +0.2 .DCI · Delivery Bots Confidence Index 59.0 – 0.0 Baidu Apollo GoCN 87.8 ▲ +0.1 WaymoUS 85.8 ▼ -2.3 Pony.aiCN 79.5 ▼ -1.0 WeRideCN 77.5 ▲ +0.3 NeolixCN 73.6 – 0.0 Starship TechnologiesEE 66.8 ▲ +0.2 Didi Autonomous DrivingCN 63.6 ▼ -2.0 TeslaUS 63.0 ▼ -1.9 Serve RoboticsUS 61.5 ▲ +4.3 May MobilityUS 60.4 ▲ +3.3 KodiakUS 58.4 ▲ +3.1 MobileyeIL 56.5 ▲ +4.7 XPengCN 56.0 ▼ -7.1 MomentaCN 55.2 ▲ +2.6 CocoUS 54.8 ▲ +0.8 MeituanCN 53.6 – 0.0 Applied IntuitionUS 52.3 ▼ -1.0 ZooxUS 51.8 ▼ -0.3 AuroraUS 51.4 ▲ +3.4 DoorDash DotUS 49.1 ▲ +1.0 DeepRoute.aiCN 48.6 ▲ +3.0 Bot AutoUS 42.0 ▼ -2.4 Avride PodUS 41.1 ▲ +1.1 Cao Cao MobilityCN 40.7 ▼ -19.2 Volvo Autonomous SolutionsSE 39.0 ▲ +0.6 VerneHR 37.5 ▼ -8.6 WaabiCA 36.3 ▼ -2.5 MotionalUS 33.6 ▲ +2.6 WayveGB 32.1 ▲ +1.1 AvrideUS 31.9 ▼ -0.4 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -0.5 Tensor AutoUS 26.9 ▼ -1.9 NuroUS 23.8 ▲ +1.9 AutobrainsIL 22.4 ▼ -0.2 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 – 0.0 HUMAINSA 3.9 ▲ +0.8
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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 06:00 UTC
RankOperatorComposite Score
06
Tesla
$TSLA
63.0/100
▼ -1.97-Day
▲ +6.130-Day
Composite Factors
Operations94–
Scale52–
Revenue27–
Commercial62–
Manufacturing95–
Safety44–
OMEGA's Take

Tesla ranks #6 in The Road to Autonomy Robotaxi Index with a composite score of 63.0, backed by strong manufacturing and capability sub-index marks. Chief Executive Officer Elon Musk announced that Tesla will wind down production of the Cybertruck at Gigafactory Texas around the middle of 2027 to repurpose the manufacturing line for increased output of the autonomous Cybercab robotaxi.

Composite History
331 Snapshots
View Tesla Index Profile →
Operator AUTNMY AICalculated By OMEGAMethodology v1.3Sealed 06:00 UTC · 2026-11-12Leaf 5ce1afc8b1b282d5Cadence 12HEmbed
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