Podcasts about autonomous cars

Ali Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery. Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas. As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future.Episode Chapters0:00 Founding of Serve Robotics2:07 Deliveries4:26 Deploying Sidewalk Robots9:53 Deployment Markets15:11 A Robotics Company19:37 Wing Partnership21:20 Restaurant Deliveries & Packaging27:53 Comparing Gen 2 to Gen 3 Robots29:59 Testing Before Deploying32:37 New Markets33:49 Advertising Business37:33 Growing Delivery Volume39:37 The Evolution of Sidewalk Robots42:07 Key TakeawaysRecorded on Wednesday, May 14, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's recall, Tesla's most recent NHTSA letter and Sterling Anderson's surprise move to join GM as EVP & Chief Product Officer.For the first time ever, Waymo had a fleet-wide recall after a series of minor collisions involving stationary objects, a recall that was fixed with a simple over-the-air update. As Waymo updated their vehicles, Tesla was once again under regulatory scrutiny, this time about their upcoming FSD Unsupervised launch in Austin.Could NHTSA's request for more information, give Elon Musk and Tesla an off-ramp as they work to further develop FSD prior to deploying fully autonomous robotaxis. In an unexpected twist, former Aurora co-founder Sterling Anderson joined GM as EVP & Chief Product Officer. His move to GM signals a potential major strategic shift for GM, especially in the wake of its decision to shutdown Cruise.With Mr. Anderson's background in autonomy, software-defined vehicles, and hardware integration from his time at Tesla and Aurora, the hire suggests GM may be quietly rebuilding its autonomy strategy. Whether this positions him as a future CEO candidate or simply as the architect of GM's next-generation vehicle roadmap, it's a development that we will be following on Autonomy Markets.Episode Chapters0:00 Sterling Anderson Joins GM3:34 The Impact of Sterling's Departure on Aurora5:53 Uber's Autonomy Investments7:16 Aurora, a Company in Crisis13:04 Kodiak15:30 Bot Auto17:45 Wayve / Uber Partnership21:58 WeRide's Hong Kong IPO22:46 Waymo's Lingering Zeekr Problem25:27 Waymo's NHTSA Recall27:18 Waymo Road Trips28:47 Is Waymo Expanding Too Quickly?30:10 Could NHTSA Delay Tesla's June Robotaxi Launch?33:38 Market Perception of Tesla FSD36:29 Unforced Error of The Week38:40 Next WeekRecorded on Thursday, May 15, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Waymo's growing competitive advantage in the market, Uber's strategy and the many challenges facing Tesla.Waymo continues to strengthen its market share in the robotaxi sector, recently announcing a strategic partnership with Magna to significantly expand autonomous vehicle manufacturing capabilities. While Uber leverages its robust marketplace platform to drive substantial demand for autonomous rides through key partnerships, Waymo has diversified manufacturing to meet demand.Tesla, despite its ambitions with Full Self-Driving (FSD), faces ongoing technical challenges, including difficulties accurately identifying pedestrians, animals, and school zones, underscore the complexity in deploying fully autonomous vehicles at scale.Simultaneously, the autonomous vehicle industry's competitive landscape remains fluid, as traditional automakers struggle with limited autonomy programs and unclear strategies. With renewed investor interest, fresh funding rounds, and upcoming commercial deployments, the autonomous mobility market is entering a pivotal phase. Autonomy companies must now navigate strategic decisions concerning scale, partnerships, and profitability.Episode Chapters0:00 Scaling Waymo's Operations3:58 Tesla FSD5:17 Tesla's Upcoming Austin Robotaxi Launch7:47 Did GM Pull the Plus on Cruise Too Early?11:33 GM's Continued Investments in EVs14:48 Software16:35 Licensing Autonomy & OEM Partnerships20:41 Foxconn Contract Manufacturing AVs25:53 Uber's Autonomous Vehicle Fleet Strategy28:50 Uber / Waymo Relationship34:33 Zoox35:31 Alphabet's Commitment to Waymo37:28 Merge Waymo One into Uber?39:12 Car Rental Companies40:32 Autonomy as a Business44:52 Key TakeawaysRecorded on Thursday, May 8, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waymo needs more vehicles and the continued fragmentation of the robotaxi market. Mr. Anderson's sudden departure sent shockwaves through the industry, raising critical questions about his next move and the potential impact on Aurora's partnership with Volvo, along with Uber's reaction. Yet, curiously, none of these questions were raised by analysts on the company's earnings call, leaving investors and industry insiders to speculate.Meanwhile, Waymo appears to be scaling faster than its fleet can support. With 1,500 vehicles on the road today and another 2,000 expected by next year, the company has yet to activate highway operations, likely due to the increased wait times it would cause in already constrained markets.As Uber doubles down on global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potently leaving them at a competitive disadvantage. As Uber aggressively ramps up its global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potentially putting Lyft at a growing competitive disadvantage in the evolving autonomy economy.Episode Chapters0:00 On The Road2:03 Sterling Anderson Resigns from Aurora7:55 Autonomous Trucking Revenue Metrics of Success9:39 Waymo's New Factory12:38 How Many Cars Does Waymo Need in a Market?15:41 Autonomy Markets On The Road in D.C.20:30 Growth of Robotaxis on Uber & Lyft25:48 Is Uber Accelerating the Growth of Chineses AVs in Europe?30:13 What's Going on at Zoox?34:25 Rivian's Autonomy Ambitions37:42 Next WeekRecorded on Friday, May 9, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Earl Adams Jr., Vice President for Policy and Regulatory Affairs, Plus joined Grayson Brulte on The Road to Autonomy podcast to discuss how autonomous trucking is poised to transform local communities, economically, socially, and operationally. In Texas, Plus is actively working to deploy fully autonomous trucks in partnership with International by 2027. As part of the preparation for launch, Earl is meeting with community leaders, elected officials and community colleges in an effort to build transparency and trust with the local communities. When autonomous trucks are deployed, they will make our roads safer and they will have a positive economic benefit on society. The economic benefits of autonomous trucking will be felt in local communities as they will strengthening local businesses through increased spending in local communities.Autonomous trucking isn't just about moving freight, it's about creating opportunity without debt, while revitalizing communities, one route at a time.Episode Chapters0:00 Autonomous Trucking Policy4:20 Economic Impact of Autonomous Trucking5:58 Public Trust10:51 Community Colleges12:28 Impact on Society17:29 California DMV Autonomous Trucking Rulemaking 22:48 Hours of Service 27:57 Building & Maintaining Trust35:21 Autonomous Trucking Industry 40:35 Key Takeaways Recorded on Wednesday, April 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential new partnership with Toyota, the launch of Aurora's driver-out commercial operations and Uber's continued effort to challenge the autonomy duopoly. On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla's upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight.As Uber became Aurora's first commercial customer, the rideshare side of their business continued to double-down on autonomy, as they further fragmented the autonomy market when they announced a strategic partnership with May Mobility to deploy AVs on the platform.Recorded on Thursday, April 24, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sergey Litvinenko, Co-Founder & CEO, Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the emergence of autonomous vehicle fleets and why the fleet model is becoming the model for scaling autonomous vehicles globally. In the autonomous vehicle market there are new emerging business models for owning and operating the fleets from leasing to REIT-like structures to vertically integrated fleet mangers with each model posing it's own unique challenges. From insurance requirements to financing to operational complexities, making entering the sector difficult without the right partners. Yet despite these complexities, there are vast opportunities.Episode Chapters0:00 Autonomous Vehicle Fleets5:51 Autonomous Vehicle Fleet Franchises8:30 Individual Fleet Owners 14:42 Personally-Owned Autonomous Vehicles 18:41 Autonomous Driving Developers / OEM Partnerships 22:46 Insuring Autonomous Vehicle Fleets26:51 Bundling Autonomous Vehicle Insurance with Fleet Management 31:33 Rental Car Companies33:25 Autonomous Vehicle Fleet Model Challenges36:40 Future of Autonomous Vehicle FleetsRecorded on Friday, April 25, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi launch and Aurora's long-promised driver-out launch.In a post announcing the milestone on X, Waymo used the term "generalizable Waymo Driver”, potentially hinting that the company may move away from HD maps. Could Waymo be moving towards an end-to-end approach in similar fashion to Tesla?Tesla that is actively preparing to launch their robotaxis in Austin this June. Will they launch in June, or will they delay until July as Elon Musk hinted at on Tesla's Q1 2025 earnings call. When Tesla launches their robotaxi network, the market will change and the question becomes how does Waymo react?For the time being, all eyes are on Aurora, with just days left in April to meet their driver-out launch deadline, anxiety is building as the clock is ticking. The pressure is on to launch fully-autonomous, driver-out operations.Episode Chapters0:00 Waymo 250k Paid Rides a Week1:04 Generalizable Waymo Driver3:12 Highways Coming Soon for Waymo?4:33 Personally-Owned Waymo Vehicles?5:55 Personally-Owned Waymos Impact on Uber & Lyft9:39 Tesla Robotaxi Launch16:59 Tesla vs Waymo Robotaxi Costs18:07 Testing FSD Supervised in Europe19:02 Wayve Expands to Japan22:48 Uber / VW Robotaxi Partnership26:29 Toyota27:46 U.S. DOT Automated Vehicle Framework30:58 Aurora Driver-Out CountdownRecorded on Thursday, April 24, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Christian John, President, TIER IV North America joined Grayson Brulte on The Road to Autonomy podcast to discuss how TIER IV is scaling open-source autonomous driving platform software globally. Tier IV is using the foundational elements of Autoware, an open-source autonomous driving software stack to build scalable, modular reference platforms for everything from robotaxis to autonomous buses and industrial logistics. This open platform approach allows multiple companies to collaborate, innovate, and distribute development costs across the ecosystem, similar to Meta's open-source LLama model for AI.In Japan, TIER IV is experiencing particular success with autonomous buses in Japan, where they've secured approximately 50% of municipal contracts as part of Japan's Mobility DX initiative addressing the country's aging population and driver shortage.As autonomy scales globally, open-source autonomous driving software could play a vital role. It's a role that TIER IV wants to play in the global autonomy market.Episode Chapters0:00 TIER IV Platform6:27 Open-Source Software8:25 Autoware9:52 Building on the TIER IV Platform11:52 Japanese Autonomy Market17:32 Nippon Steel21:46 Vehicle Platforms 23:51 Developing Public Trust26:31 Robotaxis31:58 Scaling in North America 36:00 Future of TIER IVRecorded on Friday, April 18, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora's driver-out commercial launch and Lyft's expansion into Europe through the acquisition of FREENOW.Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by a $100 million PIPE and a 100-truck order from Atlas Energy that signals strong market confidence. Aurora's long-anticipated driver-out commercial launch is drawing closer, with industry watchers counting the days and parsing every signal for an indication of launch. On the platform side of autonomy, Lyft is expanding to the UK and Europe through a $197 million acquisition of FREENOW. Now that Lyft has European operations, there is a path for the company to scale robotaxis on two continents.It appears that Lyft is gearing up to compete with Uber more aggressively, while in the U.S., Waymo continues to grow their Waymo One service which overtime will capture marketshare from both Uber and Lyft. Meanwhile, Walt headed out to LA to get an on the ground understanding of how Waymo is scaling in the City of Angles and how Angelenos are currently thinking about autonomous vehicles. Episode Chapters0:00 Walt's LA Adventure2:08 Waymos in LA9:40 Kodiak Files to Go Public17:10 HD Maps20:41 Aurora's Driver-Out Moment24:22 Lyft Acquires FREENOW, Expands to Europe30:00 Nuro Expands to Japan31:10 Sidewalk Delivery Bots35:10 Tesla FSD38:27 Waymo's Upcoming Atlanta Launch on Uber41:04 Next WeekRecorded on Thursday, April 17, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tim interviews Nick Palumbo and Brian West at the Parade. Then Alex Poirot talks about his time working in Congress as a staffer and at the Federal DOT. Now he is with RideBeep.com

Jim Liefer, CEO, Ambi Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how physical AI is transforming warehouse automation and redefining global supply chain efficiency. Ambi Robotics systems have logged over 200,000 hours of real-world autonomous operations, equivalent to 22 years of experience. As the foundation models powering these systems continue to ingest more data, their performance and accuracy will only improve with time.While scaling its autonomous systems, Ambi Robotics remains focused on human-robot collaboration rather than full automation. The company is actively working to transform physically demanding warehouse roles into higher-paying robot operator positions that require minimal training.Despite all of the current economic uncertainties, large logistics companies are continuing to invest in automation, recognizing it as an essential tool for managing the ever-increasing volume of goods moving through global supply chains.Episode Chapters0:00 Future of Robotics 1:56 Training Data3:50 AmbiSort6:42 Unlocking Efficiencies7:58 Deploying an Ambi System10:06 Customer Data13:13 Fully Automated Warehouses and Jobs 18:33 Humans in the Loop22:46 Packaging 25:50 Warehouse Trends27:58 Investing in Automation & Autonomy29:54 Business of Ambi Robotics34:48 Future of Ambi RoboticsRecorded on Monday, April 7, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve's OEM partnership with Nissan, Nuro's Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. Wayve is going to power Nissan's next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve's business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. In Austin, Waymo is available exclusively through Uber. While early signs point to success, it's far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it's own with Waymo One.Episode Chapters0:00 Wayve Partners with Nissan 3:12 Autonomous Driving OEM Partnerships 5:24 Nuro Series E7:12 Autonomous Driving Partnerships Ecosystem 13:01 Could Tesla xAI Swap Assets?17:19 Zoox Expands Testing to LA18:27 Will Zoox Launch Commercial Service in 2025?20:25 Waymo Needs More OEM Partnerships 23:40 U.S. / China Policy 28:00 Europe / China Policy 31:19 Uber / Waymo Austin Data 36:49 Unforced Error of The Week38:52 Next WeekRecorded on Friday, April 11, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss how Detroit is handing tariffs, the slow adoption of electric vehicles and consumers increasing interest in autonomous vehicles. Detroit's automakers are grappling with a future that is no longer electric, it's autonomous. After racing full steam ahead towards electric vehicles, the momentum has stalled as consumers are opting for hybrids. Even as consumers opt for hybrids, they are increasingly interested in autonomy and the emergence of personally-owned autonomous vehicles. However, the question still remains whether traditional OEMs have the will or the ability to develop in-house and commercialize an autonomous driving system that is reelable and scaleable. If they can not develop it in-house, they will have to license the technology with the risk of becoming a contract manufacturer for the autonomy industry. Episode Chapters0:00 The Mood in Detroit4:17 Tariffs / Exporting Detroit 6:54 Electrification9:30 Will Economic Uncertainty Lead to the Rise of Personally-Owned Autonomous Vehicles?15:03 Jeep, an Autonomy Brand17:26 GM & Ford's Fully Autonomous Aspirations 19:55 Rising Road Fatalities 26:59 Tesla Will Drive Me Home Trend28:49 No Steering Wheel, No Pedals30:58 Waymo Hyundai Robotaxis are Made in America 31:45 Factories of The Future35:19 Scaling Waymo40:56 Tesla's June Robotaxi Launch43:20 Aurora Driver-Out in Texas48:51 What To Look for in The Markets Recorded on Monday, April 7, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future with autonomous vehicles and the winners and losers from the latest round of tariffs. Waymo's Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?Meanwhile, Uber's autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber's largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem.Episode Chapters0:00 Tariffs 1:05 Impact of Tariffs on Waymo6:26 Does Waymo Need to Slim Down?9:10 Tesla FSD Unsupervised Launch11:41 Tariffs and The Trucking Industry 13:57 May Mobility 14:27 LiDAR Market18:25 Energy22:46 Uber's Global Ambitions 25:15 Scaling Waymo31:00 Uber App37:23 Waymo Messaging 40:17 Zoox41:23 Lyft46:37 Personally-Owned Autonomous Vehicles 49:58 Next WeekRecorded on Thursday, April 3, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jeremy Bird, EVP, Driver Experience, Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss Lyft's approach to autonomous vehicles and why Lyft is embracing a hybrid network strategy. As part of their autonomous vehicle strategy, Lyft is developing partnerships with autonomous vehicle developers and vehicle manufacturers that will enable them to put their AVs on the Lyft network. Lyft envisions a hybrid network, one where autonomous vehicle fleets, individually owned autonomous vehicle, and human drivers are all utilizing the and profiting from the Lyft network. Episode Chapters0:00 Lyft's Current Thinking on Autonomy 1:42 ETAs2:46 Airports6:43 Personally-Owned Autonomous Vehicles9:31 Autonomous Vehicle Fleets11:16 Lyft Ready Autonomous Vehicles12:43 Hybrid Network Operations 18:12 May Mobility 23:31 Waymo24:32 J.P. Morgan Partnership 26:08 Lyft AV Tier27:18 Motoring Down the AV Superhighway 30:17 Tesla31:31 Insurance 35:53 Lyft Culture39:11 Future of LyftRecorded on Wednesday, March 5, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo's expansion to Washington, D.C. and the emerging opportunity in autonomous trucking.Texas is thriving capital of autonomous trucking with Aurora, Bot Auto, Kodiak, Torc and Waabi all having a presence in the state. Now autonomous vehicle companies are flocking to the state with Avride, May Mobility, Waymo and Zoox all having a presence in the state.While Texas emerges as the capital of autonomy, Waymo continues to solidify its lead as the world leader in robotaxis. With their lead in tact and the demand for their service growing, Waymo announced this week that they are expanding service to Washington, D.C. in 2026. As both Waymo continues to grow and expand, the economic impact of autonomy is only just beginning to be felt.Episode Chapters0:00 Waymo Subreddit01:17 Forward Fort Worth03:10 Insurance06:55 Investing in Autonomous Trucking11:56 May Mobility Arlington Deployment13:56 Autonomy Markets on the Road17:28 Waymo Announces Service is Coming to D.C. in 202621:41 Waymo / Uber Relationship26:50 Waymo Testing Zeekr Robotaxis on I-85 in Atlanta27:44 Waymo, The World Leader in Robotaxis30:46 London31:56 New York33:34 Autonomy Markets Confessions34:34 Waymo Scheduled Rides38:05 Waymo Pricing41:08 Tesla's June Robotaxi Launch48:03 Next WeekRecorded on Tuesday, March 25, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nat Beuse, Chief Safety Officer, Aurora joined Grayson Brulte on The Road to Autonomy podcast to discuss the development of Aurora's Safety Case Framework and how the company is preparing to safely launch fully autonomous commercial trucks.Aurora's rigorous safety case framework is built around trust, transparency and continuous improvement. From fostering a deeply ingrained safety culture to closely collaborating with OEM partners Volvo and PACCAR, as well as hardware partner Continental, Aurora is focused on deploying commercial autonomous trucks that operate safely and reliably without human intervention.Episode Chapters0:00 NHTSA Experience 2:38 Roadway Safety8:03 Aurora's Culture of Safety21:20 Developing the Safety Case Framework25:22 Closing the Safety Case26:41 Preparing for Commercial Launch 31:21 Driver-Out Operations39:38 OEM Partners42:19 Redundancy43:50 Remote Monitoring 49:37 Launch Day53:38 Key TakeawayRecorded on Friday, March 14, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla's ambitious plans for launching a FSD Unsupervised. As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo's permit application it in an effort to block the service. Despite this potential challenge, we expect commercial operations at the airport to begin by this summer, as there is a clear economic benefit to San Francisco's economy. Down at Giga in Austin, Elon Musk held an all-hands meeting where he outlined his bold plans for FSD Unsupervised and the company's upcoming robotaxi service. At some point, Tesla will “crack” full self-driving and when they do, Waymo will have their first true competitor.Episode Chapters0:00 Waymo Begins Mapping SFO9:14 Waymo Airport Predictions (SFO, SJC, LAX)11:13 Waymo Nashville Prediction13:16 Waymo / Hyundai Prediction14:38 Waymo's Continued Bay Area Expansion 19:13 Uber, Lyft and the Growth of Waymo21:04 Waymo Zeekr Robotaxis26:43 Waymo on Uber in Austin30:59 Could Waymo be Expanding to the UK?34:16 Tesla Unsupervised 35:43 Tesla All-Hands Meeting37:36 Tesla CPUC Permit38:47 NVIDIA GTC42:04 Truck OEMs46:57 Unforced Error of The Week48:51 Next WeekRecorded on Friday, March 21, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what's coming next. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Adrienne Gildea, Deputy Executive Director, Commercial Vehicle Safety Alliance joined Grayson Brulte on The Road to Autonomy podcast to discuss how CVSA developed enhanced inspections and the positive impact that they will have on roadway safety. CVSA is preparing for autonomous trucks to scale by working with the autonomous trucking industry, law enforcement and various stakeholders to develop enhanced inspections. Enhanced inspections will increase safety on the roadways as autonomous trucks will undergo rigorous “zero defect” inspections before being dispatched (or every 24 hours) and when they are on the road, the trucks will be able to communicate their inspection status to law enforcement officials in real-time.Episode Chapters0:00 Traditional Truck Inspections 3:32 Weigh Stations5:31 Enhanced Inspections for Autonomous Trucks11:14 Enhanced Inspections Training Program13:20 Autonomous Trucking Regulations 14:58 Law Enforcement 18:37 Evolution of Enhanced Inspections21:15 CVSA's Warm Embrace of Autonomous Trucks24:03 Public Trust26:22 Autonomous Trucks Compliment Traditional Trucks28:21 Human Trafficking 29:51 Truck Parking Shortage33:33 Preparing for Change35:19 Future of Autonomous Trucking--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The future of autonomous driving and robotics. We cover simulating physical environments, helping car makers leapfrog Tesla, real world AI models, the economics of self driving cars, autonomous mines, and the future of autonomy. Vlad Voroninski is CEO and co-founder of Helm.ai. An early pioneer in training AI for autonomous cars, robotics, and aviation, Vlad has been instrumental in shifting the industry toward advanced simulation and synthetic data—a radical alternative to the traditional reliance on large-scale, manually labeled training sets. Helm.ai has raised over $100M from top investors, including Freeman Group and Goodyear Ventures, and its AI software powers major automakers like Honda and Volkswagen, helping them build next-generation self-driving systems. Vlad Voroninski, Helm’s co-founder and CEO is a UC Berkeley PhD, former MIT instructor, and author of 20+ research papers on machine learning. He has been at the forefront of unsupervised learning—an approach he believes will define the future of AI. Before founding Helm, Vlad was Chief Scientist at Sift Security, a machine learning cybersecurity startup that was later acquired by Netskope in 2018. After that, he set out to build Helm.ai, rethinking how AI can be trained for autonomous systems. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's Bay Area expansion and what it means for the great highway and airport unlocks, our visit to May Mobility in Ann Arbor and Amazon's struggles with Zoox. Waymo has expanded its service area in the Bay Area by 50%, adding 27 square miles in Silicon Valley, for residents only at this time. Is this restriction due to a vehicle shortage? It very well could be, as Waymo continues to scale at a rapid pace in multiple markets. Is airport pick-up and drop-off at San Francisco International Airport (SFO) next? With Waymo's growing service area in the Bay Area, it seems to only be a matter of time. Demand for Waymo at SFO is there as in December 2024, there were approximately 13,366 searches for “SFO” on the Waymo app, and 718 people installed the app while physically at the airport.Once Waymo is allowed to operate at SFO, the economic impact is projected to be nearly $100 million. The positive economic impact is immense and California's economy needs Waymo to succeed. When Waymo succeeds, California's economy succeeds.Episode Chapters0:00 Autonomy Markets Visits May Mobility7:28 Waymo's Silicon Valley Expansion11:25 Waymo's Fleet Challenges14:52 Waymo's Eventual Expansion to SFO24:20 Waymo LAX Service29:20 Wayve‘s ChatGPT Moment34:41 What Does Amazon do with Zoox?37:22 Could Autonomy Reaccelerate Growth at Apple?40:36 Did Uber Make a Mistake Selling ATG?43:33 Unforced Error of The Week44:33 Next WeekRecorded on Friday, March 14, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jill and Tom open the show covering a few news stories. First, Toyota is claiming it will have a solid-state EV battery in a production vehicle around 2030. Could be big news in regard to EV price and range. Listen in for details. The hosts went on to discuss Mercedes-Benz's new turquoise marker- and tail lights. Why are they doing this? Listen in. Still in the first segment, Jill shared details of a story she wrote about how the similar-size Toyota 4Runner and Land Cruiser crossovers differ. Clue: One is more family friendly than the other. In the second segment, Jill and Tom welcome Sam Fiorani of AutoForecast Solutions to the show. Sam walked the hosts through the headwinds faced by the auto industry as a result of the current administration's tariff plans. Sam also discussed Tesla's plant capacity situation, which may be most acute in Europe, where the company recently opened a new manufacturing facility. In the last segment, Jill is tormented by Tom's “Pontiac or Oldsmobile?” quiz, and the hosts talk a little about Polestar, a new EV brand with Volvo roots. 

Peter Ludwig, CTO & Co-Founder and Jason Brown, General Manager-Government, Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's acquisition of EpiSci and how they are developing all-domain autonomy solutions for defense applications.In December 2024, Applied Intuition acquired EpiSci to accelerate the growth of its defense business. The acquisition expands Applied Intuition's offerings into maritime and aerial applications, creating strong synergies across the entire portfolio of products and tools. With a 90% overlap in advanced simulation and tooling technologies, Applied Intuition is accelerating the development of autonomy applications. By adding maritime and aerial capabilities, Applied Intuition is enabling the development of all-domain autonomy, spanning ground, aerial, and maritime systems that can be deployed in contested and peace time environments.Recorded on Wednesday, February 19, 2025Episode Chapters0:00 Applied Intuition's Defense Business 3:45 Encrypted Communications 6:31 Applied Intuition Tooling8:39 EpiSci Acquisition12:23 Maritime Autonomy18:42 Flight Autonomy 33:27 Threat Mitigation 34:53 Secure Data35:54 What's Next for Applied Intuition--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Craig Jeffery shares insights from his experience with driverless cars and connects it to the use of AI/ML in treasury. He highlights three key essentials for implementing AI/ML tools in financial decision-making. How can these new technologies boost efficiency, accuracy, and decision-making in treasury operations, and why is it crucial to understand and guide these tools? Listen in to learn more.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo's launch in Austin, Alphabet's strong commitment to Waymo and Hyundai's robotaxi ambitions. On March 5, Waymo launched exclusively on the Uber app in Austin. However, riders cannot guarantee a Waymo vehicle, as there is no dedicated Waymo tier in the app. This lack of certainty could dilute the premium Waymo experience, as users do not know what type of vehicle they will be paired with when ordering a ride.As Waymo scales its operations globally, Hyundai is emerging as a major player in the robotaxi market. This week, Avride announced a partnership with Hyundai to develop a fully integrated robotaxi, with the first vehicles set to enter service this year in Dallas.Texas is emerging hub for autonomy for both robotaxis and autonomous trucks. Next month, Aurora will begin commercial driver-out operations from Dallas, followed by Bot Auto in Houston later this year. Autonomy is now becoming a business.Episode Chapters0:00 Waymo Experience on Uber7:01 Uber's Autonomous Vehicle Fleet Management Strategy9:29 Lyft's Flexdrive12:17 Waymo's Jaguar I-PACE Fleet14:46 Waymo Zeekr Robotaxi16:51 Alphabet's Commitment to Waymo20:26 Waymo's Pending Silver Lake / Los Feliz LA Expansion22:02 Autonomy Markets Nicknames23:16 Waymo's Mysterious San Francisco X Post24:24 Walt's Waymo Analysis25:46 Avride / Hyundai Robotaxi Partnership29:43 Bot Auto‘s Driver-Out Plans33:54 Wayve Expands to Germany35:56 Unforced Error of The Week38:20 Next WeekRecorded on Friday, March 7, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Autonomy Economy podcast to discuss the current state the U.S. economy and the global oil and natural gas markets.Consumer debt in the U.S. is rising and that could have potential impacts on GDP. While the economic picture in the U.S. is uncertain at the moment, global oil demand is projected to reach 104.1 million barrels per day this year. Demand is partly being driven by emerging markets. Then there is Texas, which continues to export oil to the world, while having a $720 billion impact on GDP. Texas is not just an oil state anymore, even though 30% of the state's private sector is employed by the oil and natural gas industry, it is now becoming a high-tech state as it has begun to integrate AI, automation and autonomy into the sector's operations. Recorded on Monday, February 24, 2025Episode Chapters0:00 Health of the U.S. Consumer 5:57 Liquid Natural Gas Market 11:00 Data Centers15:32 European Gas18:51 U.S. Oil Imports 24:45 Heavy Crude26:53 Growing Global Oil Demand & Geopolitics 29:50 Permian Basin 33:34 Impact of the Oil & Natural Gas Industry on Texas' Economy35:29 Quarterly Outlook--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Gavin Jackson, CEO of Oxa joined Grayson Brulte on The Road to Autonomy podcast to discuss Oxa's approach to autonomy—universal autonomy. Oxa specializes in industrial mobility applications within repetitive environments such as airports, ports, and logistics hubs, where driving patterns are predictable. When Oxa deployed autonomous vehicles at Heathrow Airport in partnership with DHL, productivity increased by 33% when compared to traditional human drivers.By focusing on efficiency and scalability, Oxa is proving that autonomy drives productivity—reinforcing its mission to develop and commercialize universal autonomy.Recorded on Friday, February 7, 2025Episode Chapters0:00 Oxa's Approach to Autonomy5:05 AI Models18:52 Oxa's Path to Profitability21:56 Heathrow Airport / DHL Partnership27:13 Industrial Mobility Automation30:36 BP Partnership33:22 Autonomy for Security38:17 Oxa's Business Model43:31 Global Growth46:09 Autonomous Trucking48:23 Future of Oxa--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What is the best way to address privacy risks in the context of connected cars? Is data minimization compatible with assisted driving? What is the meaning of “Core Vehicle Data”? Mark Jaffe leads the Rivian ethics, compliance and privacy program. This includes ethical culture, compliance oversight, privacy, and investigations.  Prior to joining Rivian, Mark was Senior Vice President for Privacy at Teleperformance, a global business process outsourcer with over 400,000 employees operating in over 80 countries, spending almost two years in Singapore managing privacy issues in the Asia Pacific region. He has also dealt with data protection compliance in Europe, Middle East, and Africa.  Prior to that, Mark spent 17 years at AT&T in global privacy roles as well as global compliance and ethics roles. Our guest is a frequent speaker on a variety of topics related to privacy compliance and data ethics. Mark earned his B.A., cum laude, from Duke University and his J.D., cum laude, from Northwestern University.  References: Mark Jaffe on LinkedIn Rivian's Privacy Hub FTC bans General Motors from selling driving data without permission, adding to case for CarPlay 2 (9to5Mac, January 2025) 800,000 EV drivers' data exposed in Volkswagen breach (The Register, January 2025) Privacy Not Included, a Mozilla Report about connected cars and privacy (“It's Official: Cars Are the Worst Product Category We Have Ever Reviewed for Privacy”, September 2023) Investigation by Netherlands' DPA prompts changes to Tesla security cameras (IAPP, 2023) Tesla workers shared sensitive images recorded by customer cars (Reuters, 2022) Privacy4Cars  

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla's emerging plans for a robotaxi network in California.Waymo continues to scale, surpassing 200,000 paid weekly rides across Los Angeles, San Francisco, and Phoenix. As the service grows, a group of power riders has emerged, including one rider in San Francisco spending over $900 a month on Waymo rides.In California, Waymo now operates a fleet over 730 autonomous vehicles, while Tesla currently operates zero. That is about to change as Tesla has applied for a transportation charter-party carrier permit from the California Public Utilities Commission, the same permit Waymo currently operates under. If Tesla secures the permit, it will be able to launch a robotaxi service in California, but with two major caveats—fleets and safety drivers. At launch, Tesla owners won't be able to add their vehicles to the network.Episode Chapters0:00 Waymo's Growing Weekly Paid Rides3:23 Waymo's Fleet Efficiency 9:10 Waymo Power Users12:01 Waymo's Consistent Rider Experience 15:17 Tesla Launches Full Self-Driving (FSD) in China16:30 Tesla's Pending California Robotaxi Network 19:58 Tesla / Waymo Competition 22:24 Tesla Will Not License FSD26:00 Autonomous Vehicle Policy28:55 Wall Street's View on Autonomy32:04 Unforced Error of The Week36:30 Next WeekRecorded on Thursday, February 27, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Angus Pacala, Co-Founder & CEO, Ouster joined Grayson Brulte on The Road to Autonomy podcast to discuss how Ouster's digital LiDAR technology is “enabling autonomy for everything” across traffic control systems, security, robotics, and autonomous vehiclesFounded in 2015 with a vision of “autonomy for everything,” Ouster has emerged as the largest Western providers of LiDAR, differentiating itself through its digital LiDAR architecture. With a diversified approach across multiple markets, Ouster has positioned themselves strongly to befit from the growth of automation.Recorded on Tuesday, February 4, 2025Episode Chapters0:00 Current State of the LiDAR Market2:06 Autonomy for Everything 5:48 Ouster's LiDAR Technology 10:37 Full Stack Autonomy Integrator 12:29 Blue City / LiDAR for Infrastructure 21:51 Gemini / LiDAR for Security 27:14 LiDAR for Robotics 30:02 Safety Certified LiDAR35:25 Industrial Robotics 41:16 Autonomous Vehicle and Truck Market47:00 Defense Market49:20 Ouster's Largest Growth Market 51:54 Future of Ouster--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft's autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous vehicle fleet market, and Waabi's driver-out strategy.Lyft's manifesto highlights the potential for private car owners to integrate their personally-owned autonomous vehicles into the Lyft network, a concept similar to Elon Musk's vision for Tesla owners. For this to become a reality and for autonomous vehicles to scale effectively, a national regulatory framework is essential.During his Senate confirmation hearing for Deputy Secretary of Transportation this week, Steven Bradbury expressed enthusiasm for autonomous vehicles and advocated for a federal framework. Mr. Bradbury also emphasized a market-driven approach to technology adoption, rather than government-mandated solutions such as LiDAR.Currently, the LiDAR market is dominated by Hesai, but consolidation looms a majority of the publicly-traded pure-play LiDAR companies face dwindling cash reserves and limited revenues.In the autonomous trucking market, Waabi aims to go driver-out on public roads by the end of the year. But can they pull it off? And if Volvo isn't their OEM partner, who will be? Grayson and Walt debate the challenges ahead and the role of autonomous driving retrofit kits in the industry's future.Episode Chapters0:00 Lyft's Autonomous Vehicle Manifesto5:39 Personally-Owned Autonomous Vehicles11:22 Fleet Management16:11 Waymo / Lyft Relationship18:05 Credit Card and Telco Partnerships20:10 May Mobility, Mobileye / Lyft Partnership22:02 Autonomous Vehicle Policy24:41 LiDAR Market31:05 Waabi Driver-Out Plans39:52 Autonomous Driving Technology47:04 Unforced Error of The Week49:08 Next WeekRecorded on Thursday, February 20, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tesla risks being caught up in the China-US trade war, while US officials head to Saudi Arabia to start peace talks over Ukraine. Indonesia reaches “Opec status” as it dominates the global nickel trade. Plus, the US-India deal signals a bonanza for US gas imports. Mentioned in this podcast:Tesla braces for delay to China licence as Trump trade tensions mount The ‘Opec' of nickel: Indonesia's control of a critical metal European countries clash over sending troops to UkraineSubscription promo: ft.com/briefingsaleThis episode of the FT News Briefing was produced by Josh Gabert-Doyon, Fiona Symon, Lulu Smyth, Sonja Hutson, Kasia Broussalian, and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Finch Fulton, Government Affairs and Public Policy Advisor, K&L Gates joined Grayson Brulte on The Road to Autonomy podcast to discuss autonomous vehicle policy under the Trump administration, China's technological threat, and the path to establishing a national autonomous vehicle framework.A national framework is essential to provide regulatory certainty for investors, unlocking billions in new investments while accelerating job creation and driving economic growth in the U.S.As investors seek stability, China continues to expand its global technology exports. From ByteDance and TikTok to the recent launch of DeepSeek and the development of robotaxis, China's aggressive export strategy raises concerns about its broader objectives.To counter this, the U.S. must implement a national autonomous vehicle framework that enables the domestic scaling of autonomous vehicles and trucks. Without it, China will maintain its competitive edge and continue advancing its global export agenda.Recorded on Friday, January 31, 2025Episode Chapters0:00 Trump's Impact on Autonomy3:15 American Leadership on Autonomy5:58 Autonomy Czar7:13 China18:05 Tech Policy23:01 Autonomous Vehicle & Truck Policy37:40 Autonomous Vehicle & Truck Policy Outlook--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt's recent trip to San Francisco, where he observed more aggressive driving from Waymo vehicles and spotted a FasTrak transponder—hinting that the great highway unlock is imminent.In the markets, Aurora and Lyft reported earnings, with Aurora's market cap soaring to $17 billion—triple Lyft's $5 billion. On its earnings call, Aurora emphasized its driver-out readiness and their hardware kit approach, mirroring Kodiak's SensorPods. If hardware kits are the future of autonomy, power could shift from OEMs to autonomous driving developers, opening new market opportunities and validating Kodiak's OEM-agnostic strategy.And then there's NVIDIA. What if they acquired an autonomous driving developer and vertically integrated? How would the market respond? What would it mean for chip sales? As fragmentation grows in the autonomous vehicle market, so does Uber's advantage. Opportunity abounds.Episode Chapters0:00 Walt's San Francisco Trip1:54 Hesai LiDAR6:19 Waymo's More Assertive Driving7:37 Should we be Concerned about Zoox?13:08 Aurora Earnings16:43 Autonomous Driving Hardware Kits21:43 Should NVIDIA Vertically Integrate an Autonomous Driving Stack?26:24 Nuro's Licensing Opportunity30:29 Uber's Next Autonomy Partner—May Mobility?33:50 Autonomous Vehicle Fleet Management & Financing38:00 DoorDash's Autonomous Delivery Ambitions40:57 Next WeekRecorded on Saturday, February 15, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shahrukh Kazmi, Chief Product Officer, Volvo Autonomous Solutions joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's comprehensive approach to building an autonomous transport-as-a-service business. Volvo is leveraging its decades of trucking expertise to develop a new business model that is built around an autonomous truck. Instead of selling the truck, Volvo Autonomous Solutions is going to own the asset and operate the autonomous transport-as-a-service business. This approach will allow Volvo Autonomous Solutions to maintain control over the ecosystem, understand customer pain points directly, and ensure safety standards are met consistently. With control, Volvo Autonomous Solutions is poised to scale quickly. Recorded on Thursday, January 30, 2025Episode Chapters0:00 Volvo Autonomous Solutions Approach to Autonomous Trucking4:46 Volvo's VNL Platform7:27 Virtual Drivers11:04 Aurora Partnership13:57 Transport-as-a-Service19:24 VNL Autonomous Platform30:20 Mining and Quarries35:47 Competitive Advantages36:46 Building For The Future--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bridget Carey and Scott Stein go on a journey together as Bridget recalls her first time in a driverless vehicle with the Zoox.

Bridget Carey and Scott Stein go on a journey together as Bridget recalls her first time in a driverless vehicle with the Zoox.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber's Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo's continued expansion and Ford's willingness to license an SAE Level 4 autonomous system.With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber's network? Watch to gather Grayson and Walter's insights into the emerging world of autonomous vehicle licensing.Episode Chapters0:00 Traditional Automotive's Struggles with Software and Innovation 5:43 Uber Q4 2024 Earnings8:00 Autonomous Vehicle REIT13:20 Uber's Fleet Inventory 17:15 Uber's Five Keys for Autonomous Vehicle Success 32:36 Uber and Waymo's Historical Relationship 34:06 Waymo Fleet Expansion 37:33 Foxconn 41:09 Ford to License an Autonomous Driving System?43:14 Waabi49:27 Next WeekRecorded on Thursday, February 6, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Xiaodi Hou, Founder & CEO of Bot Auto joined Grayson Brulte on The Road to Autonomy podcast to discuss how DeepSeek is transforming AI development and its potential impact on autonomous driving.Dr. Hou views DeepSeek as an engineering breakthrough rather than a scientific one—challenging traditional approaches to AI model development. Unlike many companies in the field, DeepSeek has shown that powerful models can be created by optimizing systems and creatively managing resource constraints.There are strong parallels between DeepSeek's approach and Bot Auto's strategy of being scrappy and cost-effective. This “DeepSeek moment” could mark a turning point for autonomous driving, where commercialization and efficiency become the primary drivers of technological advancement.Recorded on Monday, February 3, 2025Episode Chapters0:00 DeepSeek9:35 Resources Needed to Build an Autonomous Driving Model (Pre-DeepSeek)15:44 Open-Source LLMs23:54 Prioritization 26:08 Building the Bot Auto Autonomous Driving Model33:37 Miles Driven and Autonomous Driving Models--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla's Q4 earnings, Waymo's road trip and Kodiak's historical announcement. It was Tesla this week that captured investors attention as Elon Musk spoke at length about Tesla's robotaxi plans, licensing FSD and their plans to launch an Airbnb like service for autonomy. Will Tesla really hit the June 2025 timeline for unsupervised autonomy in Austin, Texas? Anything is possible, but the precedent is that the launch will be delayed, along with a potential nationwide expansion in 2026. Then there is the potential to license FSD (Full Self-Driving), will Tesla really do it and what will the impact be on the global auto industry? As Tesla works towards full autonomy (unsupervised), Waymo continues to expand. This week Waymo announced that they are taking roadtrips to 10+ markets beginning with San Diego and Las Vegas this year, along with opening the Atlanta market to employees. Additionally, Waymo began offering highway service to employees in Los Angeles.Then there is Kodiak, which made history this week, becoming the first company to sell an autonomous truck to a third party—Atlas Energy. The episode concludes with discussion of Zoox's challenges in the competitive autonomous vehicle market, particularly in Las Vegas and San Francisco.Episode Chapters0:00 Secretary Sean Duffy2:59 Washington Post: If Self-Driving Cars are Safer than the Alternative, What's to Lose?7:02 Tesla Q4 2024 Earnings 9:28 FSD Unsupervised Launch13:58 Capital Markets & Analysts 16:48 LiDAR Narrative 21:30 Licensing Tesla FSD26:20 FSD is Coming to Semi28:51 Kodiak Makes History 31:28 Tesla Cortex Training Cluster32:32 Waymo Goes Fully Autonomous on LA Freeways (Employees Only)35:21 Waymo Opens Atlanta to Employees37:29 Waymo's 10 City Road Trip41:06 Zoox45:06 Super Bowl46:09 Next WeekRecorded on Thursday, January 30, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pete Bigelow, Senior Reporter, Automotive News and Sergey Litvinenko, Co-Founder & CEO of Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the insurance challenges surrounding SAE Level 3 vehicles and how the insurance requirements will change with higher levels of automation. In this in-depth discussion, Grayson, Pete and Sergey explore the complex landscape of Level 3 semi-autonomous vehicles and their associated liability challenges. The conversation delves into why major automakers such as GM and Ford have retreated from developing full self-driving systems to instead focus on driver assistance systems. In the long-term, this could prove to be a costly mistake.During the discussion they also spoke about the emerging complexities of insuring robotaxis in Las Vegas and how the “Vegas risk” could impact underwriting. Recorded on Wednesday, January 22, 2025Episode Chapters0:00 Scaling Level 36:10 Not All Level 3 Systems are Equal8:43 Underwriting Level 312:45 In-Cabin Monitoring / Driver Responsibility15:33 Who's Responsible in the Event of a Crash?17:11 Can Consumers Tell a Level 2 system from a Level 3 system?22:08 Why Would an OEM Invest in Level 3?26:55 Level 4 Licensing Liability30:09 Foldable Wheel33:30 Open Container in Robotaxis41:10 Robotaxi Liability44:33 National Autonomous Vehicle Framework47:44 Autonomy Market Outlook--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump's administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective.At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell.Episode Chapters0:00 Trump's Back2:38 Autonomous Vehicle Policy and Who Matters8:17 Elon vs O'Brien and The Teamsters12:38 U.S. vs China17:57 Inceptio Technology IPO22:55 Dara Khosrowshahi AV Comments at Davos28:25 Tesla FSD Two Lane Highway Exit31:21 Rising Insurance Costs for Uber in LA33:44 Waymo Growth Projections37:21 Next WeekRecorded on Saturday, January 23, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter Vaughan Schmidt, CEO, Torc joined Grayson Brulte on The Road to Autonomy podcast to discuss how Torc is preparing to launch commercial operations in Texas.Torc's strategic relocation from Albuquerque to Fort Worth, Texas was a move that aligned with changing market dynamics. The regulatory environment combined with a growing demand for freight movement, makes Texas the ideal market to launch s commercial autonomous trucking operations.Looking ahead to 2027, Torc plans to launch commercial autonomous trucking operations in Texas. When the service is launched, customers will purchase autonomous-ready Cascadias from Freightliner, own the asset and subscribe to Torc's virtual driver service.Recorded on Tuesday, January 14, 2025Episode Chapters0:00 Torc Moves from Albuquerque to Texas4:37 Autonomous-Ready Cascadias8:57 Preparing for Driver-Out Operations11:01 Torc's Perception System12:22 From a Robotics Stack to an AI Stack15:26 Autonomous Truck Policy17:08 AI's Is Accelerating Torc's Commercial Launch20:32 Scaling Commercial Operations22:39 Buying an Autonomous Truck Powered by Torc24:24 Torc Business Model30:07 Autonomous Truck Maintenance34:09 Capital Allocation Strategy37:21 Outside Capital39:44 Additional OEMs41:05 Waymo43:29 Autonomous Trucking Market45:17 Torc Outlook--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Economic Resilience that focused on the future of autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy. To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and the role that China could potentially play in accelerating that effort. Episode Chapters0:00 The Council for Economic Resilience DC Event2:05 Congressman Duffy's Transportation Secretary Confirmation Hearing 4:04 Optimism in DC 9:09 Rising Insurance Costs11:01 The NYC Unlock for Autonomous Vehicles 14:27 Autonomy Politics 22:10 TikTok / Trump Inauguration25:16 Chinese Autonomous Vehicles in the U.S. 30:03 Zeekr: Waymo's Unforced Error33:41 Does Waymo Need more OEM partners?35:49 Pony AI39:01 Next WeekRecorded on Saturday, January 19, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode #094 Amazon's new marketplace competes with Shein, Temu, and fast fashion, plus Espy House whiskey, Tesla's self-driving cars, and Severance Season 2. Don't forget to LIKE, COMMENT, and SUBSCRIBE for more whiskey reviews, pop culture discussions, and movie commentary! 0:00 Introduction 1:30 Esby House Bourbon Tasting 9:15 Surprising Stats: Bee and Wasp Stings 12:45 Fast Fashion Waste 17:30 Exploring Amazon's New Low-Cost Marketplace 22:20 Squeegee Boys 30:45 Tesla's New “Cyber Cab” and Autonomous Tech 35:10 Severance Season 2 40:00 Would You Work Without Knowing Your Job? 45:30 Rocket Launch 49:15 Tom Holland and Christopher Nolan Collab 53:00 Cynthia Erivo & The Wicked Poster Drama 57:15 Esby House Bourbon Final Thoughts Espy House Whiskey Lismore Single Malt https://espyhouse.com Follow us and submit show questions http://www.badguysandbourbon.com

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss how Waymo won the robotaxi race as Detroit walked away two times.There are major shifts happening in the autonomous vehicle industry as Waymo scales up operations and Tesla prepares to introduce the Cybercab. At CES last week, Jensen Huang, Co-founder & CEO of NVIDIA highlighted autonomous vehicles multi-trillion dollar potential.As Waymo and Tesla have accelerated, traditional automakers have largely abandoned their in-house autonomous vehicle development programs. Ford shutdown Argo AI and GM shutdown Cruise, potentially opening the door for companies such as Wayve and Nuro that are pursuing a licensing model. Then there is May Mobility which is emerging as an interesting player in the autonomous vehicle industry, with strong relationships Toyota and NTT, along a planned expansion with Lyft in Atlanta. By the end of 2025, the robotaxi market could look completely different.Recorded on Tuesday, January 7, 2025Episode Chapters0:00 2025 Autonomy Market Outlook2:53 Did GM Pull the Plug on Cruise Too Soon?9:23 Zoox IPO?10:52 Could Amazon Integrate Zoox into Prime?12:03 Waymo 2025 Outlook14:21 Does Uber Need a Fragmented Market to Win in Robotaxis?15:27 Rename Robotaxis, America Taxis17:30 Waymo in NYC?20:40 Will a National Autonomous Vehicle Framework Spur Investments?23:31 May Mobility28:55 Tesla Robotaxi33:30 Vision Only35:24 AI37:12 Detroit's Autonomy Strategy--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025. While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive? There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.Episode Chapters0:00 CES 20254:39 Autonomous Trucking Policy7:21 Waymo Zeekr Robotaxi 11:50 What is the Meaning of Launching in a Market?13:28 Autonomous Vehicle Components 18:12 Legacy OEMs and Ubers Role in Autonomy26:32 Aurora's Warning Triangle Petition 29:02 Viewer Question: Who Buys Uber and Lyft?33:04 Uber, the Everything App?34:49 CES 2025 Key Takeaways 37:50 CES 202640:07 Waymo as a Getaway Car42:03 Next WeekRecorded on Friday, January 10, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Michael Morris, Director of Transportation, North Central Texas Council of Governments (NCTCOG) and Nick Konen, Director of Strategic Development, Hillwood joined Grayson Brulte on The Road to Autonomy podcast to discuss how Texas is building the future of autonomous freight and supply chains. AllianceTexas Smart Port in North Texas represents a groundbreaking vision for the future of freight and logistics, combining advanced infrastructure with automation and autonomy. Located at one of America's largest inland ports, the development features 60 million square feet of existing warehouse space, with another 60 million planned over the next 30 years. The project leverages unique assets including the Alliance Airport handling 2.1 billion pounds of cargo annually, BNSF's intermodal facility moving a million containers yearly, and strategic placement along I-35. Through a $80 million federal grant and $96 million in private investment, the Smart Port is implementing dedicated truck lanes, advanced sensor networks, and infrastructure designed for autonomous trucks.Recorded on Thursday, December 19, 2024Episode Chapters0:00 AllianceTexas Smart Port3:11 Planning for Growth8:27 Texas Innovation15:40 Warehouse Automation18:58 Roadway Sensors24:04 Dedicated Autonomous Truck Lanes30:10 Automation Jobs34:31 Freight Tunnels36:57 Apprenticeships 41:12 Economic Impact of AllianceTexas Smart Port46:27 Future of Autonomy & Automation in North Texas--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo's technical advancements and steady expansion made the company the clear leader in robotaxis in 2024. While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber's robotaxi strategy only escalated.While investors fear Uber's robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week's edition of Autonomy Markets. Episode Chapters0:00 2025 Autonomy Markets Outlook7:21 Share Buybacks 9:07 Traditional Automotive OEMs 15:07 Leaning into The Future17:45 Tesla Q4 2024 Deliveries 18:35 Tesla FSD (Full Self-Driving) Take Rates22:25 Tesla Cybertruck/Trump Hotel Attack25:21 Elon Musk's Focus on Policy27:36 Beijing Gives Green Light to Autonomous Vehicles 30:46 Autonomy M&A34:11 MAG 735:56 Waymo37:32 Warning Triangles 42:19 CES 2025Recorded on Friday, January 3, 2025--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.