Institutional Intelligence for the Autonomy Economy
The Road to Autonomy provides institutional intelligence for the Autonomy Economy, powered by AUTNMY AI. We built the indices, set the benchmarks, and execute the fieldwork to put decision-ready physical AI intelligence directly into your workflows with OMEGA.
The Road to Autonomy Robotaxi Index
1
Waymo
85.2
▼ 1.2
2
Baidu Apollo Go
81.8
▲ 0.9
3
WeRide
75.3
▼ 0.8
16 constituents · View index →
The Road to Autonomy Autonomous Trucks Index
1
Kodiak
55.0
▲ 5.2
2
Aurora
55.0
▲ 5.3
3
Volvo Autonomous Solutions
38.4
–
8 constituents · View index →
Computed: October 3, 2026, 06:01:12 UTC · Seal 164d35eb9a9c · RFC 3161
We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up
Wayve just proved it can go toe to toe with Tesla FSD on San Francisco's hardest streets, and Grayson's zero intervention ride puts a real timeline on unsupervised driving. Between Atoms surfacing publicly, Waymo's uneven fleet condition, and Uber's expanding global bets, autonomy's competitive map is shifting faster than the headlines suggest.
02
Motional Autonomy Roulette on Uber in Las Vegas Field Report
Motional's rides are smooth and clean, but ten cancellations just to summon one proves the real bottleneck is Uber's dispatch, not the driving.
October 1, 2026
03
Who Becomes the Apple of Robotaxis?
The autonomy race just proved it isn't about who moves fastest or senses best, but about who the consumer trusts enough to pay for, and this week Texas showed exactly how fast that trust is scaling worldwide.
September 27, 2026
04
The Robotaxi Reality Check You Won't Get From an Investor Deck
Boots on the ground beat slides in a deck, from Cybercab converts to Zoox's empty lot, Texas is quietly ranking the robotaxi winners before Wall Street catches on.
September 26, 2026
05
May Mobility's SPAC and the $93 Million Question
May Mobility's $1.4 billion SPAC bet, Mercedes courting a third autonomous driving partner, and Figure AI's Helix 2.5 cleaning house in homes it had never seen, this week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant cut through the noise on the deals and demos shaping the future of mobility.
September 25, 2026
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The Autonomy Economy Confidence Indices
View Confidence Indices →
.RCI
Robotaxi Confidence Index
57.7
▲ +0.1 (+0.17%)
Constructive
View index →
.ADLCI
Autonomous Driving Licensing Confidence Index
42.9
▲ +0.3 (+0.70%)
Constructive
View index →
.ATCI
Autonomous Trucks Confidence Index
39.8
▲ +0.3 (+0.76%)
Cautious
View index →
.DCI
Delivery Bots Confidence Index
55.7
▪ 0.0 (0.00%)
Constructive
View index →
Computed: October 3, 2026, 06:31:50 UTC · Seal C12B6DEF81A8 · RFC 3161
This Week in The Autonomy Economy
View All Editions →
September 27, 2026
Who Becomes the Apple of Robotaxis?
From Texas depots to Dallas-Houston freight lanes, the message this week is unmistakable, autonomy's endgame won't be won by the flashiest sensor stack, but by whichever company earns the consumer's trust and wallet first.
Read The Newsletter →
September 20, 2026
The Headline Is Not the Story When It Comes to Autonomy
The headline is almost never the story, and in the autonomy economy, where public perception shapes policy and policy shapes billion-dollar deployment timelines, the gap between what a headline claims and what is actually happening on the ground can be the difference between progress and a regulatory backlash built on fiction.
Read The Newsletter →
September 13, 2026
Roulette is a Casino Game, Not a Robotaxi Experience
Europe is the opening act, and whoever controls it will write the script for how robotaxis scale across the rest of the world.
Read The Newsletter →
September 6, 2026
Cybercab Is Waiting on Batteries Before Scaling
The autonomy economy is accelerating on multiple fronts simultaneously, but the real story this week is the widening gap between markets moving boldly and those moving cautiously, with Austin and Tokyo emerging as the cities writing the future while London watches from the sidelines.
Read The Newsletter →
August 30, 2026
Zoox Is No Longer an Amazon Rounding Error
Zoox's sprawling assembly inventory and opaque supply chain suggest Amazon is quietly funding autonomous vehicle ambitions at a scale that investors have yet to fully reckon with, even as Waymo and Tesla methodically lock up the physical infrastructure needed to win the Bay Area robotaxi market.
Read The Newsletter →
August 23, 2026
100% of California's Paid Robotaxi Rides Belong to Waymo
As Waymo's regulatory footprint expands to 25 million Californians and Tesla targets September 3 for Cybercab commercial service in Austin, the autonomy industry's defining question shifts from who can operate to who can manufacture at scale.
Read The Newsletter →
The Road to Autonomy
View All Episodes →
September 23, 2026
Solving the Last 50 Feet of Package Delivery With Legged Robots
Lee Redden built LastFeet's four-legged, wheel-footed robot by studying real delivery drivers first, modeling the machine on the human runner who rides shotgun and sprints packages to the door while the driver keeps moving.
Watch Episode →
September 15, 2026
Building Plaid for the Autonomy Economy
The autonomy economy needs neutral infrastructure the same way financial services needed Plaid, and Autolane is building exactly that by connecting autonomous vehicles to businesses through an OEM-agnostic orchestration platform that no single automaker, marketplace, or retailer controls.
Watch Episode →
September 8, 2026
Building, Deploying and Scaling Autonomous Robotaxi Infrastructure
Aseon Labs is betting that the future of robotaxi scale isn't faster cars or better algorithms, it's shrinking the depot down to a single parking bay and putting it exactly where vehicles already operate, turning a two-hour service detour into a 30-minute autonomous reset that keeps demand on the road instead of in transit.
Watch Episode →
Autonomy Signals
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September 25, 2026
May Mobility's SPAC and the $93 Million Question
May Mobility's $1.4 billion SPAC valuation rests on a single committed $120 million PIPE against $93 million in annual cash burn, making the redemption rate of the remaining $217 million the defining variable between a viable company and a funding crisis.
Watch Episode →
September 18, 2026
Will NHTSA Ground Cybercab?
NHTSA's 21-question sworn inquiry into Cybercab's FMVSS compliance is a legal reckoning with the gap between standards written for human hands and a production vehicle that deleted those hands entirely.
Watch Episode →
September 11, 2026
NHTSA Audits Cybercab While Waymo Launches With Lyft in Nashville
The real story behind NHTSA's audit of the Cybercab isn't safety, it's whether Tesla bypassed the exemption process that every other autonomous vehicle manufacturer has followed, and that procedural question will define how regulators govern self-certification for bespoke autonomous vehicles for years to come.
Watch Episode →
Autonomy Markets
View All Episodes → October 3, 2026
We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up
From a Wayve ride that rivals FSD to an Atoms sighting near Golden Gate Park, this week's field work shows autonomy's competitive map is being redrawn faster than the industry can publish it.
Watch Episode →
September 26, 2026
The Robotaxi Reality Check You Won't Get From an Investor Deck
Ground truth beats investor decks every time, and this week's Texas field work across Cybercab, Waymo, Avride, Aurora, and Kodiak reveals a robotaxi and autonomous trucking race that is far closer, more complex, and more regionally fragmented than any slide deck will admit.
Watch Episode →
September 19, 2026
Waymo Takes the World While Tesla Takes the NHTSA Test
While Tesla awaits NHTSA's blessing to scale its 40 Austin Cybercabs nationwide, Waymo is already plotting European dominance through Tokyo test beds, Singapore partnerships, and an Allianz insurance deal that signals the global robotaxi era has quietly begun without waiting for anyone's permission.
Watch Episode →
Field Reports
View All Field Reports →
October 1, 2026
Motional Autonomy Roulette on Uber in Las Vegas Field Report
Motional's Las Vegas rides proved the smoothest of the city's three robotaxi services, but ten Uber cancellations just to catch one shows the dispatch experience still lags well behind the driving itself.
Read Field Report →
September 9, 2026
Tesla Cybercab Launch Day Field Report
Tesla's purpose-built Cybercab hardware is genuinely impressive, spacious, accessible, and thoughtfully engineered, but the software layer holding it back from true readiness is the real story of launch day.
Read Field Report →
July 8, 2026
Tesla Unsupervised Robotaxi Miami Field Report
Tesla's Miami robotaxi launch revealed a deliberately staged expansion playbook, with just two vehicles on day one quietly backed by a staging lot holding roughly two dozen Florida-plated Cybercabs near Miami International Airport, signaling that the constrained launch experience was a controlled rehearsal, not a ceiling.
Read Field Report →
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The Road to Autonomy Indices
OMEGA tracks the entire Autonomy Economy, operating fully autonomously and reasoning at scale to deliver continuous, institutional-grade diligence.
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Live indices
39
Operators tracked
12h
Recompute cycle
100%
Autonomous
Every score cryptographically sealed · RFC 3161 · independently verifiable
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The Future is Bright. The Future is Autonomous.The Future is The Autonomy Economy.