AUTONOMY RANKINGS AND ANALYSISBY EDUARDO ROJAS · LINKEDIN ↗

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What we’re watching.

Eduardo's latest posts and articles. Each opens where it was published.

Nov 10, 2026

Autonomous mobility · investment

I just made my first angel investment! ↗

LinkedIn

Nov 6, 2026

Autonomous mobility · fleet operations

Looking forward to talking to Seth, Oliver and Ming on Dec 3rd! ↗

LinkedIn

Nov 6, 2026

Autonomous delivery · robotics

Serve Robotics is now trading below book value. ↗

LinkedIn

Nov 4, 2026

Autonomous mobility · platform economics

AVs didn't dominate Uber's Q3 earnings call, but Dara may have made an interesting business case for them. ↗

LinkedIn

Nov 3, 2026

Autonomous delivery · fleet operations

A self-driving delivery van doesn't mean autonomous delivery. ↗

LinkedIn

Nov 2, 2026

Autonomous mobility · fleet operations

What happens when driving is free and nobody needs to be behind the wheel? ↗

LinkedIn

Oct 28, 2026

Drone delivery · infrastructure

Restaurants could be the biggest opportunity in drone delivery, but also the hardest to make work. ↗

LinkedIn

Oct 21, 2026

Mobility ADS · autonomous mobility

Bolt confirmed that its robotaxis will use NVIDIA's Alpamayo Stack. ↗

LinkedIn

Oct 20, 2026

Autonomous mobility · regulation

Europe's robotaxi race is picking up pace. ↗

LinkedIn

Oct 14, 2026

Autonomous mobility · fleet financing

We should also be talking about autonomous-vehicle depreciation. ↗

LinkedIn

Oct 7, 2026

Drone delivery · product-market fit

Drones seem to have found product-market fit at Walmart. ↗

LinkedIn

Oct 5, 2026

Drone delivery · demand

My thesis is that drones will unlock latent demand. ↗

LinkedIn

Oct 3, 2026

Drone delivery · deployment scale

Is 2026 the year of the drone? ↗

LinkedIn

Oct 1, 2026

Drone delivery · ranking

Who is winning the drone delivery race today? I think it is Wing. ↗

LinkedIn

Sep 30, 2026

Drone delivery · commercial scale

Drone Delivery Is Finally Starting To Scale. Who Is Best Positioned To Win? ↗

The Driverless Digest

Sep 28, 2026

Autonomous mobility · regulation

The UK robotaxi permitting process, explained. ↗

LinkedIn

Sep 18, 2026

Mobility ADS · autonomous mobility

Bolt announced at least 25,000 autonomous Lucids. Who is the ADS? ↗

LinkedIn

Sep 17, 2026

Autonomous mobility · public markets

May Mobility is going public through a $1.4 billion SPAC transaction. ↗

LinkedIn

Sep 9, 2026

Autonomous mobility · financing

Waymo is reportedly raising more than $3 billion of debt. ↗

LinkedIn

Sep 4, 2026

Autonomous mobility · manufacturing

420 registered autonomous vehicles. $4.20 rides. Cybercab is now in production. ↗

LinkedIn

Jul 22, 2026

Autonomous mobility · robotaxis

Waymo’s Lead Is Real. Its Biggest Test Is What Comes Next ↗

The Driverless Digest