This week on Autonomy Signals, Grayson Brulte and Rob Grant discussed the launch of The Road to Autonomy Indices and break down Mobileye&#x27;s pivot from licensor to robotaxi operator. The Road to Autonomy Indices score 38 companies on commercialization, deployment, and operational maturity across robotaxi, autonomous driving licensing, autonomous trucks, and delivery bots. Built with OMEGA on public and licensed data only, every update is cryptographically sealed to the RFC 3161 standard with an open-source verification layer, making the benchmark a transparent market barometer rather than a capital catalyst. On June 16th, Mobileye announced plans to launch a direct-to-consumer robotaxi service in a major US city in 2027, starting with roughly 100 vehicles and scaling to approximately 17,000 over five years. The press release named no city, disclosed no permits, and left no SEC filing trail, which is why the indices did not move on the headline. The open question is not whether Mobileye can build the technology, but whether its investors have the cash and the conviction to fund billions in below-the-line cost while standing toe-to-toe with Waymo and Tesla. Episode Chapters 00:00 Signal 1: The Road to Autonomy Indices Launch 23:44 Signal 2: Mobileye Pivots from Licensor to Robotaxi Operator 56:42 AUTNMY AI Follow The Road to Autonomy Indices -------- About The Road to Autonomy The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™. Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what&#x27;s next. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Autonomy Signals: Why Is Mobileye Suddenly Building Its Own Robotaxi?

The Road to Autonomy

# Full Transcript

**Podcast:** The Road to Autonomy

## Participants

- **Grayson Brulte** (The Road to Autonomy)
- **Rob Grant** (The Road to Autonomy)

## Transcript

Right now, somewhere, a company is making a move in plain sight. The street reads the headline, Autonomy AI Sees the Signal. We deliver it before the market catches up. Autonomy AI. Your models. Our intelligence. Request a private strategic briefing at autnmy.ai.

Rob, it's a special day here at The Road to Autonomy. You and I collectively, along with our friend Omega, don't worry, she's not real, she's an AI algorithm, we launched the Road to Autonomy indices covering robo-taxis, autonomous driving licensing, autonomous trucks, and delivery bots. We're going to get into that because that's a very important signal because what do we do? We put everything through Omega to get Omega's opinion. And then Mobileye, lo and behold, they say, licensing's cool. No,

now guess what? We want to be the operator. They're getting into the robo-taxi business. And a huge thank you to KPMG for being a wonderful sponsor for Autonomy Signals. I'm always rocking the hat and if you used to watch golf, you know who wore this hat. Rob, let's get into the big news. We did it. We perfected it. We launched it and Joanne Mueller at Axios. Thanks for covering it. What a day.

What a day. That's really great. I'm so glad to be able to share this with everybody. The indices are, it's a project you and I talked about early on about how do we cut through the hype, the PR, the vision decks, the letters of intent that say we're going to build a billion vehicles 10 years from

now and really measure how this commercialization progress is between the companies involved in the space. We all want to know who's real, who's growing, who's advancing, and what does that mean for the adoption of this technology that you and I firmly believe is going to be transformational

for not only the mobility sector, but so many other sectors, right? Whether it's agricultural, commercial airlines, the way that the fence is working, national security, to what's in your home, to what's in your factories and how that's being built and delivered and sorted and all sorts of things, like we say, from armies to agriculture, from home to healthcare, and from military to mobility.

Here's our chance with the platform that we built to demonstrate what we think we know, along with Omega, about where people stand on the road to commercialization. I like that. You take our tagline, the road to autonomy to the road to commercialization. And you're right. When we were thinking about this idea, and you know, I've harped on this here

and on autonomy markets and in our newsletter, a press release is full of bold words with no real terms. And we wanted to build an algorithm focused on commercialization. Who is going to build a business in commercialized? Who is going to generate revenue? And then one of the biggest aspects of the algorithm

and the w...

Autonomy Signals: Why Is Mobileye Suddenly Building Its Own Robotaxi?

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Autonomy Signals: Why Is Mobileye Suddenly Building Its Own Robotaxi?

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.