Einride vs Waabi: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Waabi ranks 55 on the Robotics 100 with a score of 82; Einride ranks 63 with 81. Einride is ahead on production and commercials. Waabi is ahead on deployment and firepower. Level on progress, technology, positioning and leverage. Einride is based in Stockholm, Sweden, Waabi in Toronto, Canada. Einride is named in 28 signals and Waabi in 19.

Einride →

Stockholm, Stockholm County, Sweden · Robotics · Systems / Autonomous vehicles & driving · einride.tech

Einride develops and deploys autonomous electric heavy-duty trucks for freight, including driverless cab-less trucks operating on public roads and cross-border autonomous operations.

Robotics 100 · rank 63 · score 81

Scores, Robotics (of 10)

Deployment8
Production6
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Einride is not a pure autonomy company and should not be scored as one. It operates a digital, electric and autonomous freight network, selling Freight Capacity as a Service, and licenses both its operational planning AI and its autonomous driving system to third parties. The eBot is a cab-less heavy autonomous EV; Saga AI is the freight intelligence layer. Founded in Stockholm in 2016, it had more than 30 enterprise customers across seven countries at listing, with ARR in signed contracts of approximately USD 92 million as of February 2026 against run-rate operational revenue of USD 49 million, and joint business plans pointing to potential long-term ARR of roughly USD 800 million as of 2025-12-31. H1 2026 revenue was USD 27 million on a constant currency basis, up 26 percent. The listing is a mixed signal: shareholders approved on 2026-06-04 at a pre-money equity value of approximately USD 1.35 billion, down from USD 1.8 billion first proposed in November 2025, but the PIPE was oversubscribed at USD 113 million against a USD 100 million target and shares rose more than 100 percent on debut. Momentum scores 4 rather than 5 because the valuation markdown offsets the listing and partnership run.

Latest signals

  • NVIDIA is supporting autonomous-driving programs at Bolt, Lucid, Mercedes-Benz, Volvo Cars, Volkswagen Commercial Vehicles and Einride.36Kr newsflashes
  • Einride adopts NVIDIA Hyperion platform to advance autonomous truck operationsRobot News
  • Elergi Labs secures 37 million SEK in pre-seed funding led by Einride veteransBreakit

28 signals name Einride.

Facts, with sources

  • controlled_by: public float (Legato SPAC)tech.eu — 2026-09-15
  • Einride and Lidl deployed Germany's first driverless cab-less truck on public roadstech.eu — 2026-09-15
  • Add 75 electric heavy-duty trucks to Amazon's Relay network and install charging infrastructure at five U.S. locationsTechCrunch

39 facts on file.

Waabi →

Toronto, Ontario, Canada · Robotics · Systems / Autonomous vehicles & driving · waabi.ai

Waabi builds autonomous-driving systems through Waabi Driver and is developing and deploying Level 4 autonomous trucks and robotaxis with partners including Uber, Volvo and Aurora.

Robotics 100 · rank 55 · score 82AI Core · watchlist · score 61

Scores, Robotics (of 10)

Deployment10
Production2
Commercials4
Progress10
Technology8
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Waabi is the clearest AV2.0 bet in this batch. Its Physical AI Platform pairs a verifiable end-to-end AI model with an advanced neural simulator so a single model powers both autonomous trucks and robotaxis, the basis of its capital-efficiency argument. Raquel Urtasun founded it in 2021 after serving as chief scientist at Uber ATG, the unit Uber sold to Aurora in 2020, so the January 2026 Uber deal is a reunion. That deal is the defining event: a USD 750 million Series C co-led by Khosla Ventures and G2 Venture Partners, plus roughly USD 250 million in milestone-based capital from Uber to deploy 25,000 or more Waabi Driver-powered robotaxis exclusively on the Uber platform, for total available capital of USD 1 billion and the largest tech fundraise in Canadian history. On trucks, Waabi partners with Volvo Autonomous Solutions, which builds the VNL Autonomous at its Virginia facility with Waabi sensors, compute and driver. The weakness is deployment: commercial pilots in Texas still carry safety drivers, the first closed-course driverless run came in October 2025, and the planned end-2025 driverless public-highway launch slipped by several quarters, attributed to validating the trucks rather than the driver.

Latest signals

  • Volvo Autonomous Solutions and Waabi began autonomous customer operations for Warp in Texas.PR Newswire, all releases
  • Waabi declares its autonomous trucks ready for deploymentBetaKit
  • Waabi says its autonomous trucks are ready for deployment.BetaKit

19 signals name Waabi.

Facts, with sources

  • controlled_by: Raquel UrtasunNVIDIA blogs
  • Waabi and Uber deployment collaboration for Waabi Driver-powered robotaxis using NVIDIA DRIVE AGX ThorNVIDIA blogs
  • Waabi deployment collaboration with Uber to expand into the robotaxi market using Waabi Driver on NVIDIA DRIVE AGX ThorNVIDIA blogs

36 facts on file.

More comparisons

Questions this page answers

Einride or Waabi: which is ahead in robotics?

Waabi ranks 55 on the Robotics 100 with a score of 82; Einride ranks 63 with 81. Einride is ahead on production and commercials. Waabi is ahead on deployment and firepower. Level on progress, technology, positioning and leverage. Einride is based in Stockholm, Sweden, Waabi in Toronto, Canada. Einride is named in 28 signals and Waabi in 19.

How do Einride and Waabi compare?

Waabi ranks 55 on the Robotics 100 with a score of 82; Einride ranks 63 with 81. Einride is ahead on production and commercials. Waabi is ahead on deployment and firepower. Level on progress, technology, positioning and leverage. Einride is based in Stockholm, Sweden, Waabi in Toronto, Canada. Einride is named in 28 signals and Waabi in 19. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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