Waymo (Alphabet)
US robotaxi leader; multi-city scaling
Autonomous Mobility
The robotaxi and self-driving truck race reaches commercial reality — operators, foundation models, and the L4 supply chain.
24 companies · 5 segments
Robotaxi Operators
Zoox (Amazon)
Purpose-built robotaxi vehicle
Tesla Robotaxi
Vision-only FSD + Cybercab
Apollo Go (Baidu)
Largest robotaxi service in China
Pony.ai
Cross-border robotaxi + trucking (NASDAQ: PONY)
WeRide
Nasdaq-listed Chinese L4 operator
Autonomous Trucking
Aurora Innovation
First commercial driverless trucking (TX)
Kodiak Robotics
Pure-play autonomous trucking (going public)
Waabi
Generative-AI-first trucking
Plus
Driver-out hub-to-hub trucking
Gatik
Middle-mile autonomous box trucks
Bot Auto
Texas-launched driverless trucking
Foundation Models & L4 Software
Wayve
End-to-end embodied AI (Nissan OEM deal)
Applied Intuition
AV simulation & dev tooling
Helm.ai
Camera-first generative autonomy
Ghost Autonomy
Highway-first consumer AV stack
Delivery & Last-Mile
Nuro
Sidewalk + road delivery; $6B val.
Serve Robotics
Sidewalk-delivery robots (NASDAQ: SERV)
Cobalt / Coco Robotics
Urban food-delivery sidewalk bots
Starship Technologies
Campus & city delivery at scale
eVTOL & Advanced Air Mobility
Joby Aviation
eVTOL air taxi (NYSE: JOBY)
Archer Aviation
Midnight eVTOL (NYSE: ACHR)
Beta Technologies
All-electric ALIA aircraft
Wisk Aero (Boeing)
Autonomous 4-seat eVTOL