Live · The Road to Autonomy Indices
WaymoUS 76.9 – 0.0 Baidu Apollo GoCN 76.0 – 0.0 Starship TechnologiesEE 65.7 ▼ -1.5 NeolixCN 63.5 ▼ -17.9 Pony.aiCN 55.8 – 0.0 Applied IntuitionUS 54.4 – 0.0 Serve RoboticsUS 53.5 ▲ +28.3 WeRideCN 52.6 – 0.0 CocoUS 45.3 ▼ -5.0 KodiakUS 44.1 – 0.0 AuroraUS 42.0 ▼ -0.2 TeslaUS 40.4 – 0.0 WayveGB 33.5 ▼ -1.8 Avride PodUS 33.4 ▲ +5.0 ZooxUS 33.0 – 0.0 May MobilityUS 32.8 ▲ +0.8 MotionalUS 30.9 ▼ -0.3 MobileyeIL 28.1 – 0.0 MeituanCN 27.9 ▲ +3.4 Volvo Autonomous SolutionsSE 27.6 – 0.0 MomentaCN 26.3 – 0.0 Bot AutoUS 26.2 – 0.0 AvrideUS 24.9 – 0.0 XPengCN 24.9 – 0.0 Didi Autonomous DrivingCN 24.5 – 0.0 MOIA AmericaDE 22.8 – 0.0 Cao Cao MobilityCN 22.1 – 0.0 TorcUS 21.6 ▼ -2.4 AutobrainsIL 21.1 – 0.0 DoorDash DotUS 21.0 ▲ +0.4 DeepRoute.aiCN 19.9 – 0.0 WaabiCA 18.9 – 0.0 NuroUS 18.4 – 0.0 Helm.aiUS 17.5 – 0.0 VerneHR 16.0 – 0.0 PlusAIUS 15.1 – 0.0 Stack AVUS 13.8 – 0.0 Tensor AutoUS 7.2 – 0.0 HUMAINSA 2.1 – 0.0 WaymoUS 76.9 – 0.0 Baidu Apollo GoCN 76.0 – 0.0 Starship TechnologiesEE 65.7 ▼ -1.5 NeolixCN 63.5 ▼ -17.9 Pony.aiCN 55.8 – 0.0 Applied IntuitionUS 54.4 – 0.0 Serve RoboticsUS 53.5 ▲ +28.3 WeRideCN 52.6 – 0.0 CocoUS 45.3 ▼ -5.0 KodiakUS 44.1 – 0.0 AuroraUS 42.0 ▼ -0.2 TeslaUS 40.4 – 0.0 WayveGB 33.5 ▼ -1.8 Avride PodUS 33.4 ▲ +5.0 ZooxUS 33.0 – 0.0 May MobilityUS 32.8 ▲ +0.8 MotionalUS 30.9 ▼ -0.3 MobileyeIL 28.1 – 0.0 MeituanCN 27.9 ▲ +3.4 Volvo Autonomous SolutionsSE 27.6 – 0.0 MomentaCN 26.3 – 0.0 Bot AutoUS 26.2 – 0.0 AvrideUS 24.9 – 0.0 XPengCN 24.9 – 0.0 Didi Autonomous DrivingCN 24.5 – 0.0 MOIA AmericaDE 22.8 – 0.0 Cao Cao MobilityCN 22.1 – 0.0 TorcUS 21.6 ▼ -2.4 AutobrainsIL 21.1 – 0.0 DoorDash DotUS 21.0 ▲ +0.4 DeepRoute.aiCN 19.9 – 0.0 WaabiCA 18.9 – 0.0 NuroUS 18.4 – 0.0 Helm.aiUS 17.5 – 0.0 VerneHR 16.0 – 0.0 PlusAIUS 15.1 – 0.0 Stack AVUS 13.8 – 0.0 Tensor AutoUS 7.2 – 0.0 HUMAINSA 2.1 – 0.0
Autonomy Economy The Road to Autonomy Autonomy Signals Autonomy Markets Autonomy Indices

The Road to Autonomy Autonomous Driving Licensing Index / Applied Intuition

Applied Intuition US

PRIVATE

Composite Score 54.4/100 – 0.0 7-Day Δ
Rank #1
Category Autonomous Driving Licensing
30-Day Δ –
Cadence 12-Hour
Methodology v 1.3
Last Updated 06:21 UTC · 2026-06-17

Composite Weighting

Six factors, each scored 0 to 100 under The Road to Autonomy Autonomous Driving Licensing Index methodology.

  1. 01

    Capability

    Technical maturity of the licensed stack. The configuration-floor band is set by the most autonomous commercial configuration any paying licensee runs in revenue service and counted only where it generates commercial revenue.

    31/100 – 0.0
  2. 02

    Scale

    Adoption and design-win penetration of the licensed stack. Scored on production design wins, distinct licensee count weighted by caliber, annual unit volume contracted to carry the stack, and the rate of new design wins.

    72/100 – 0.0
  3. 03

    Revenue

    Monetization stage on the licensing ladder, from no activity to pre-revenue, NRE fees, verified royalties, contracted backlog, and realized revenue.

    68/100 – 0.0
  4. 04

    Commercial

    Quality and breadth of the licensing channel. Scored on anchor production programs, segment breadth across robotaxi / personally-owned consumer ADAS / fleets, ecosystem assembly, and announced pipeline.

    80/100 – 0.0
  5. 05

    Integration

    Productization and structural moat. Scored on drop-in productization, depth of platform integration, certification entanglement, and the switching cost created by multi-year contractual agreements.

    15/100 – 0.0
  6. 06

    Safety

    Functional-safety posture of the stack plus penalty events. Scored on ASIL-D / ISO 26262 conformance, independent audits, recalls implicating the stack, open investigations, regulator action, and licensee loss.

    82/100 – 0.0

Composite History

Applied Intuition's composite score across every 12-hour snapshot since first sealed

Latest 54.4
7-Day Δ 0.0
Snapshots 33
614224Jun 3Jun 7Jun 10Jun 13Jun 1754.4

OMEGA's Take

OMEGA's synthesized read on Applied Intuition this cycle, sealed Computed: June 17, 2026, 06:00:53 UTC.

OMEGA is AI and can make mistakes

Applied Intuition Expands Self-Driving System into Japanese Market

Applied Intuition announced the expansion of its Self-Driving System into the Japanese market on June 17, 2026. This move enables the company to deploy its end-to-end autonomy stack within high-density urban environments and diverse traffic conditions.

The company currently ranks #1 in The Road to Autonomy Licensing Index. This expansion follows recent commercial milestones, including a strategic partnership with Stellantis to support the development of STLA Brain and a collaboration with NVIDIA to accelerate the deployment of driver assistance systems on the DRIVE AGX platform.

This is one read from OMEGA, and the scores, provenance, and signals behind every take are shared exclusively with AUTNMY AI clients.

Work With AUTNMY AI

Right now, somewhere in the Autonomy Economy, a company is making a move in plain sight. Most will not notice for months. We already have.

OMEGA, AUTNMY AI's proprietary intelligence system, enables it. The same system powers The Road to Autonomy Indices and the private research behind every client engagement.

AUTNMY AI brings that depth, original field research and principal counsel, to the decisions facing your firm.

Start a conversation