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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their Texas Field Work where they rode in Cybercab, Waymo, Avride, May Mobility robotaxis, Kodiak and Aurora autonomous trucks, and inspected depots across Austin and Dallas.Grayson's verdict on Tesla's Cybercab is simple. Once you go Cybercab, you don't go back. In Austin, wait times averaged two to five minutes across dozens of rides, and from a software perspective Grayson found no material difference between Cybercab and the Model Y Robotaxi in terms of performance.In Austin, Grayson counted roighly 200 to 300 vehicles at Avride's upfitting facility, a presence he believes the market is overlooking, and views Hyundai as a quiet winner of the robotaxi buildout with the IONIQ 5 powering Waymo, Avride and Motional. The Zoox depot in Dallas was under construction with no visible charging infrastructure, and Grayson estimates it is 12 to 18 months from being operational.Both Walt and Grayson rode in a Kodiak autonomous truck and Walt noted clear improvement ahead of Kodiak's driver-out target on the Dallas to Houston lane by year-end. Additionally, Walt rode in an unsupervised Aurora autonomous truck at their Investor Day.On the Foreign Autonomy Desk, Baidu is ramping supervised robotaxi testing in London with Lyft, Mercedes-Benz signed a licensing deal with Wayve, and Tensor Auto is preparing to deploy robotaxis with Volt Premium Taxi in Bulgaria.Episode Chapters0:00 Once You Go Cybercab, You Don't Go Back03:56 Robotaxi in Dallas09:01 Cybercab Wait Times, Pickups and Routing in Austin12:10 Austin Robotaxi Depots13:45 Avride's Austin Depot16:02 Zoox's Dallas Depot17:22 May Mobility in Arlington20:17 Kodiak Targets Driver-Out on Dallas to Houston by Year-End24:19 Avride in Dallas and the Uber Partner Math26:46 Hyundai Is the Quiet Winner in Robotaxis27:30 Walt Amends His View on Upfitting30:57 Tesla's Vertical Integration and Supercharger Advantage33:06 Aurora Investor Day and the 1,000 Truck Target40:22 President Xi's Visit and a Wake-Up Call for Detroit47:01 Foreign Autonomy Desk49:33 Next Week
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss May Mobility filing to go public through a SPAC merger with an estimated $93 million annual cash burn, Mercedes-Benz adding Wayve as its third automated driving software partner, and Figure AI's Helix 2.5 taking on household chores across 30 homes it had never seen before.May Mobility is merging with ACP Holdings Acquisition Corp at a $1.4 billion valuation and will trade under the ticker MAY upon completion of the transaction. Of the up to $337 million in proceeds, only the $120 million PIPE is committed.At the company's current burn rate, the PIPE covers about 1.3 years of operations against roughly $10 million in 2025 revenue. The remaining $217 million depends on the redemption rate.Mercedes-Benz signed with Wayve for point-to-point Level 2 driving assistance within two years. Wayve joins NVIDIA and Momenta as Mercedes retreats from L3 Drive Pilot and focuses on L2 driving assistance partnerships.Figure AI's Helix 2.5 raised zero-shot success from 9% to 56% by pre-training on human behavior data, using half the task-specific data. That still leaves a 44% failure rate in curated homes, with no independent replication and no commercial contracts. The result supports a learning strategy, not a dependable, unsupervised home humanoid.Episode Chapters0:00 KPMG Sponsor Introduction01:45 Signal 1: May Mobility's SPAC27:52 Signal 2: Mercedes Partners Wayve on Autonomous Driving47:07 Signal 3: Figure AI Introduces Helix 2.5Follow May Mobility on the Robotaxi IndexFollow Wayve on the Autonomous Driving Licensing Index --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A driverless car wanders through a Denver farmers market, and authorities admit there's no clear way to ticket an empty vehicle. Maybe a Geofence Notice Specification would help? Federal pedestrian-protection results look grim for U.S. automakers, with most qualifying models coming from Asian brands. Emergency hotlines for self-driving operators often fail, raising doubts about remote help and the need for passenger emergency controls. Concerns over reclined or rotated seating in future AVs plus recallsSupport the show!https://www.9news.com/article/news/community/transportation/waymo-drives-denver-farmers-market-no-law/73-a55cac7b-9c76-4003-896b-1dd5ad162deahttps://www.autopilotwatch.com/analysis/the-fsd-death-tollhttps://www.teslarati.com/why-automakers-keep-turning-down-elon-musks-tesla-full-self-driving-offer/https://autos.yahoo.com/safety-and-recalls/articles/nhtsa-says-102-cars-meet-182521601.htmlhttps://www.wired.com/story/meet-the-academics-trying-to-stop-you-from-having-sex-in-robotaxis/https://www.wired.com/story/how-self-driving-cars-might-change-crash-testing-forever/https://www.youtube.com/watch?v=_TZFcyzGEiYhttps://finance.yahoo.com/economy/policy/articles/ford-ceo-jim-farley-disputes-131135101.htmlhttps://www.transportation.gov/sites/dot.gov/files/2026-09/NHTSA-260820-001_Signed.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V590-6184.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V587-5272.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V588-5849.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V599-8186.pdf
Lee Redden, Founder of LastFeet joined Grayson Brulte on The Road to Autonomy podcast to discuss solving the last 50 feet of package delivery with a custom-built legged robot designed to ride in the jump seat of a delivery van and carry packages from the curb to the doorstep.After co-founding Blue River Technology and selling it to Deere, Lee returned to building because he believes this is one of the best times ever to build robots. LastFeet's robot walks on four legs with wheels on its feet, so it can climb the high step out of a box truck and then roll quickly and steadily to the door. It learns to walk entirely in simulation, a big change from the hand-calculated kinematics Lee learned in grad school.The inspiration came from delivery drivers. Lee interviewed dozens of drivers and shadowed their routes, then modeled his robot on the runner, the second person who rides in the passenger seat on busy days and carries packages to the door while the driver keeps driving.On day one, the robot sits in the jump seat with no change to how the back of the van is loaded. The driver loads a package, the robot bows at the door to set it on the step, and if it runs into something it can't handle, it asks a remote human for help.The first robot carries 15 pounds, which covers most packages, and runs on an NVIDIA Orin AGX with two-hour hot-swappable batteries. When it's unsure what to do, its safety response is to freeze in place and turn into a table.Episode Chapters0:00 Why Lee Redden Is Building Again02:41 How the LastFeet Robot Works04:56 How to Build a Robot in 202607:27 Testing in Snow and Ice10:00 How the Robot Delivers to Every Doorstep12:43 Riding in the Jump Seat of a Delivery Van15:00 Manufacturing at Scale18:46 Building for Rugged Delivery Vans22:54 LastFeet Business Model29:32 Battery Life and Charging in the Van32:11 What Lee Learned Shadowing 50 Delivery Drivers37:28 Safety and Building Trust With the Public40:18 The Future of LastFeet43:11 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the Nation's Blind Podcast, Anil Lewis and Danielle McCann are joined by Federation leaders, Jordan Moon and Cindy Scott-Huisman. They discuss their experiences with driverless cars.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Tokyo and Singapore, NHTSA's ongoing audit of Tesla's Cybercab in Austin and Bolt's plan to deploy up to 25,000 Lucid robotaxis in Europe.Today, Tesla has roughly 40 Cybercabs operating in Austin, and Grayson believes Tesla is respectfully holding at its home market while NHTSA completes a fact-finding audit. If Tesla passes, it is free to deploy in any state that permits fully autonomous operations. Walt expects the process to wrap by year-end, and Grayson reads Administrator Morrison's Pittsburgh speech on updating outdated federal motor vehicle safety standards (FMVSS) as a signal that a pathway is opening.As Waymo continues their global expansion, Grayson predicts Singapore will be an IONIQ 5 market and Tokyo a Toyota market, with the vehicle constraint that has defined Waymo now dissipating, and he reads the Allianz partnership as the insurance piece falling into place for Waymo's grand European expansion.In Las Vegas, riders can now go anywhere in the ODD, and in Nashville, The Road to Autonomy Special Field correspondent David Moss got banned from the Lyft app playing autonomy roulette.May Mobility announced a SPAC with $10 million of 2025 revenue and a $270,000 bill of materials, and Wayve hired Waymo's former CFO, which Grayson views as a signal Wayve may be eyeing the public markets.On the Foreign Autonomy Desk, Grayson and Walt analyzed Einride's deployment in Germany, Pony AI, Uber and Verne's driver-out launch in Zagreb on a 13.67-mile fixed loop. Spain issued its first SAE Level 4 permit to WeRide and Uber, with Grayson predicting a Waymo expansion to Madrid by Q2 of next year. In Singapore, Grab is expanding their WeRide fleet 5X to 50 robotaxis.Episode Chapters0:00 Reviewing the Jason Calacanis Episode03:17 Tesla Cybercab NHTSA Audit06:23 NHTSA Administrator Morrison's Pittsburgh Speech08:14 Waymo on Lyft in Nashville10:56 Waymo in Las Vegas13:17 Waymo in Tokyo and Singapore16:20 Waymo / Allianz Partnership17:25 Bolt's Grand Robotaxi Ambitions20:45 May Mobility SPAC23:42 Wayve's Hires Waymo's Fmr. CFO24:45 Hyundai IONIQ 5 Robotaxis28:11 Autonomous Trucking30:34 Foreign Autonomy Desk35:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA ordering Tesla to answer 21 technical and legal questions under oath by September 30 on Cybercab self-certification, Waymo hitting local political friction in San Diego after CPUC approval, and GMO Air unveiling a robot EMS vehicle in Tokyo built to service humanoids in the field.NHTSA's Office of Vehicle Safety Compliance, by special order signed by the Chief Counsel, required Tesla to explain how a steering-wheel-free Cybercab meets FMVSS 101, 102, 108, 111, 126, and 135 standards written around human controls such as mirrors, brake pedals, turn-signal self-cancel, and shift displays, and why Tesla did not seek a Part 555 exemption as Zoox did.The inquiry also asks whether some test results depended on temporary manual controls later removed. Public Cybercab service began September 3, 2026 in Austin. Nothing in the order grounds the fleet or caps production; September 30 is an evidentiary deadline, not a shutdown date.While Tesla answers Washington, San Diego City Council voted 8–0 to request local regulatory authority over AI and autonomous vehicles, a follow-up to CPUC approval that gives the city no power to stop Waymo. California has preempted local autonomous vehicles rules for more than a decade.The San Diego City Council resolution is toothless on paper, but it flags the real friction points: emergency-response incidents, airport access outside state preemption, stricter local ticketing after a July 1 law, and depot or charging permits that still sit with the city. Waymo called the move extraordinarily premature and cited a 100,000-person local waitlist; it already has a field-verified operational depot in San Diego.In Tokyo, GMO Air unveiled a robot EMS vehicle equipped with diagnostic tools, spare parts, a backup humanoid, and a purple roof light distinct from red human-ambulance lighting. The demo still used human-in-the-loop controls because of latency. The signal is adjacent infrastructure, field maintenance and uptime for deployed humanoids, not a driverless medical ambulance for people.Episode Chapters0:00 KPMG Sponsor Introduction01:41 Signal 1: Will NHTSA Ground Cybercab?26:59 Signal 2: San Diego City Council Wants Local Control48:39 Signal 3: Japan's Ambulance for HumanoidsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Transportation is changing fast. From sustainability concerns to climate resiliency to EVs, the systems we use today will look very different very soon. That's what Christy Mihyeon Jeon joins us to talk about.
Ben Seidl, Co-Founder and CEO of Autolane joined Grayson Brulte on The Road to Autonomy podcast to discuss building Plaid for the autonomy economy, an independent, OEM-agnostic orchestration platform that connects autonomous vehicles to businesses for tip-free delivery.The inspiration for Autolane was born in August 2024 when Ben turned on FSD in his Tesla for the first time and worked backwards from a simple question. When personally owned autonomous vehicles become a reality, what has to exist for a car to drive to a store, park in the right stall, pop its trunk, and complete a transaction without a human in the loop?The answer, a neutral platform that no OEM, marketplace, or retailer controls. Studying the Argo AI and Cruise OEM control of AV 1.0 convinced Ben that taking capital from a Ford or a Walmart limits the market and muddies decision making.Autolane entered the market through ride-hail orchestration, deploying first at Stanford Shopping Center with Simon Property Group in September 2025 to give landlords control over where Waymo and Tesla robotaxis arrive on private property.Over the summer, Autolane went live with So Chinese Takeout in Austin, operating a fleet of 13 Tesla Model Ys equipped with temperature-controlled smart lockers that batch two to three orders per trip as they expand the business beyond ride-hail orchestration.Episode Chapters0:00 Inspiration for Autolane4:34 Autolane's Quest to Remain Independent11:06 Deploying at Stanford Shopping Center13:02 Chapter One: Orchestration16:46 Autolane Zones26:41 Fleet Ownership28:36 Underwriting Autonomous Delivery33:53 Matching Supply and Demand37:29 French Fry Test39:38 QSR Delivery46:59 Sidewalk Dots, Drones, and Humanoids54:35 Plaid for the Autonomy Economy57:42 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi endgame and whether local governments will cap the deployment of autonomous vehicles.Jason earns the first clappy hat of the episode for saying what few in the market will, Tesla is obsessed with safety. The incidents Waymo has absorbed would be showstoppers under Tesla, and Tesla knows it. Jason, who drives FSD daily on Hardware 4, puts the system at 98 percent of the way to Level 4 and wants to buy a Cybercab fleet.The robotaxi endgame, in Jason's view, comes down to manufacturing. A shift from 2 percent of global miles on rideshare to 30 percent requires more than 100 million autonomous vehicles and a $5 trillion fleet build-out larger than the AI data center build-out.Tesla wins the gold because it owns the factory. In Jason's opinion Waymo will have to buy a car company, likely Rivian or Lucid, after it spins out of Google and IPOs. Uber owns the demand and will take the rest of the market with its 20 partners, several of which Jason predicts will pivot to building only robotaxis. His market share call is 40 percent Tesla, 35 percent Uber and 15 percent Waymo.Walt pushes back on whether there is enough at the table for Uber's twelfth partner and questions whether any of them are close to Tesla or Waymo today, with 300 Nuro powered Lucid Gravity vehicles by June being a win. Jason counters that Nuro and Avride will be driver-out within 24 months and that no one else can afford the $100 to $300 per customer required to build another Uber-scale network.The sharpest debate of the episode is regulatory capture. Jason argues local governments will cap and license autonomous vehicles the way they did Airbnb, that drivers will be the first mass unemployment from AI and that Uber is right to negotiate a soft landing with unions.Grayson argues federal preemption is coming and that caps will disappear when a national framework arrives. The two settle it with a steak dinner bet on whether local communities or the federal government win the fight in the United States.Jason closes with his theory on Uber and his dream scenario of Travis Kalanick returning as CEO of Uber.Episode Chapters0:00 Jason Calacanis joins Autonomy Markets02:19 Cybercab Fleets04:04 Tesla's obsession with Safety07:27 Everywhere-All-at-Once Fallacy09:33 Uber Shutting Down ATG Was a Mistake12:51 The Gap Between Engineers and the Market16:37 Jason Calacanis on Why Waymo has to Buy a Car Company18:15 Uber's Surge Pricing Strategy19:16 Jason Calacanis' 40/35/15 Robotaxi Prediction25:58 Are Any of Uber's Partners Technically Close to Tesla or Waymo?30:23 Uber Eats is Half of Uber's business32:18 100 Unsupervised Robotaxi Benchmark33:37 Robotaxis in China35:31 Regulatory Capture Debate begins41:31 Steak Dinner Bet49:02 Personally Owned Autonomous Vehicles Impact on Shared Rides52:27 Waymo and Toyota moment to Watch in Q1 2755:30 Puke in Uber, Get a Bonus56:28 Travis Kalanick, CloudKitchens and Atoms58:08 What Travis Kalanick Would do Differently59:09 PIF, Lucid, Nuro and a Full-Stack Uber with-in 36 months1:06:16 Atoms Robotaxi Depot Play1:12:32 If and When Waymo Goes Public1:17:36 Why Japan needs autonomy1:20:46 The Next 12 months1:22:20 The Next Tesla Robotaxi format1:27:42 Autonomous Regional Travel1:29:47 Amazon, Google or Tesla should buy Uber1:31:39 Consolidation, First Dominos, Zipline, Wayve and Nuro1:34:52 Framing the BetFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA opening an audit query into Tesla's Cybercab self-certification hours after commercial launch, Waymo launching in Nashville on both the Waymo and Lyft apps with Flexdrive managing fleet operations, and XPENG commissioning a dedicated humanoid production facility in Guangzhou, China.On September 3rd, NHTSA's Office of Vehicle Safety Compliance opened audit query AQ26002 covering an estimated 1,000 Cybercabs, triggered by Tesla deploying a bespoke vehicle with no manual controls on public roads with paying members of the public.The question is not whether the Cybercab is unsafe but whether Tesla unilaterally decided that steering wheel, pedal, and mirror provisions do not apply to a vehicle with no manual controls rather than seeking a Part 555 exemption as Zoox did. Nothing in NHTSA's query halts operations or caps Tesla's Cybercab production.While NHTSA probes Tesla, Waymo went live in Nashville as the first market where its vehicles are bookable through both the Waymo app and the Lyft app with Flexdrive managing the fleet.As robotaxis scale in America, over in China, XPENG commissioned its humanoid production facility in Guangzhou with an 80% automated build, backed by a $900 million raise at a $6.3 billion post-money valuation, the largest single-round private raise in China's embodied AI sector.The Iron humanoid has 76 degrees of freedom and three Turing chips delivering 2,250 TOPS running XPENG's physical AI model on device, with mass production beginning by the end of 2026. Episode Chapters0:00 KPMG Sponsor Introduction01:02 Signal 1: NHTSA Opens Audit Query into Tesla Cybercab32:00 Signal 2: Waymo Launches on Lyft in Nashville47:11 Signal 3: XPENG Commissions Humanoid Production FacilityFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
We've partnered with the Royal Institute of Navigation to explore driverless vehicles, also known as autonomous vehicles, or AVs. The Naked Scientists ride on a self-driving bus in Cambridge to see what makes them tick. We hear from 'driver' Nick Bailey, as well as Daniel Clarke from Greater Cambridge Partnership, Jamie Wilson from Alexander Dennis, Jim Hutchinson from Fusion Processing, Ramsey Faragher at the Royal Institute of Navigation, and Edward Cameron at Whippet Bus. Like this podcast? Please help us by supporting the Naked Scientists
George Kalligeros, Co-Founder and CEO of Aseon Labs joined Grayson Brulte on The Road to Autonomy podcast to discuss building, deploying and scaling autonomous robotaxi infrastructure.After visiting depots across the country, George noticed that the current large-scale depot model needs an update as he estimates that roughly 40% of the cost of a robotaxi depot visit is tied to relocating the vehicle, both in the cost of the trip and in lost demand.Today a vehicle can leave service for two hours at a time, three times a day, to travel to a centralized depot. Aseon's answer is to shrink the depot footprint and disperse it directly into the operating zones where vehicles already work.Each Aseon pod occupies a single parking bay, arrives on a flatbed truck, rolls off on its own wheels, and expands into position. Inside, a robotic system plugs in the charger, inspects the interior and exterior, removes lost items and trash, vacuums and wipes down the cabin, syncs data, and safely stores the vehicle. Aseon calls it the core reset, and it takes roughly 30 minutes, with a target of 95% fully autonomous uptime and 20 to 30 robotaxi charge/cleaning sessions per pod per day.Because the pods are classified as temporary infrastructure, Aseon can deploy on existing charge point operator sites or EV-permitted parking lots with a conditional use authorization in eight to 12 weeks and relocate a pod on a few days' notice.Fresh off a $10 million seed round, the company is targeting Dallas, Austin, and Phoenix for its first pilots with robotaxi operators, with a long-term view that infrastructure is the key to scaling robotaxis.Episode Chapters0:00 Why Robotaxis Need Autonomous Infrastructure00:47 The 40% Relocation Cost Insight04:28 Lost Utilization and Where Pods Get Placed05:55 The Core Reset Services07:23 Commercialization and Deployment Models10:14 Depots, Satellites, and Nodes13:54 Portability and Permitting15:22 Lessons from Pushme and Tier Mobility18:11 Inside the Robotic Reset18:54 Deploying the $10 Million Seed24:36 Vandalism and Security26:21 Infrastructure Over the Next Decade29:51 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Tesla's Cybercab commercial launch in Austin, Uber's continued regulatory capture campaign and Waymo's first ever debt raise.Tesla officially opened Cybercab to the public in Austin on September 3rd, with paid rides across the full operational design domain (ODD) in a vehicle with no steering wheel and no pedals. Grayson and Walt call it a major milestone for the Autonomy Economy, despite a coordinated effort to make the launch look unimportant.The bigger story surrounding the launch, in Grayson's view, is Tesla's new form inviting individuals and companies to purchase Cybercab fleets and build and own robotaxi infrastructure. Grayson sees this as a potential franchise model with Tesla's ability to finance the fleet as a structural advantage.The Financial Times is reporting on Uber's continued regulatory capture strategy, requiring human drivers to handle the majority of rides as part of a hybrid network strategy. Grayson concludes Uber is under siege from autonomy and reaching for regulatory capture, while Walt notes it also kneecaps Uber's own autonomy partners.Waymo opened public rides in Denver, San Diego and Tampa, reaching 14 U.S. cities, and is in the final stage of raising roughly $3 billion in debt, its first borrowing.Zoox earns its first clappy hat for curbside pickup and drop-off at Harry Reid International Airport and announced expanded testing to Houston and San Diego. Wayve and Uber launched supervised robotaxi service in London, with Wayve stating plainly that a safety driver is on board while Uber framed it as the first autonomous rides in the UK.On the foreign autonomy desk, Applied Intuition partnered with Humain to build an autonomous freight corridor in Saudi Arabia, DiDi began fully driverless trials of its purpose-built R2 robotaxi with the UAE next, Waymo will deploy in Munich next year against Momenta and Uber, and WeRide's robobus is operating in Singapore.Episode Chapters0:00 Tesla's Cybercab Launch in Austin08:38 NHTSA's Probe into Tesla's Self-Certification15:49 LiDAR Debate21:42 Tesla's Fleet Ownership Model Questions26:21 Tempering Expectations on Cybercab Rollout27:54 Uber's Regulatory Capture Campaign34:44 Waymo Expands to Denver, San Diego and Tampa36:33 Waymo's $3 Billion Debt Raise38:45 Robotaxi Depot Infrastructure41:08 Zoox Launches Service at Harry Reid International Airport (LAS)48:40 Wayve and Uber Launch Supervised Rides in London52:32 Autonomous Trucking55:22 Foreign Autonomy Desk1:00:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
P.M. Edition for Sept. 4. The U.S. added a whopping 162,000 jobs last month, far better than economists expected. We hear from Journal markets reporter Jack Pitcher about what investors are betting that means for the Fed. Plus, we talk to Siobhan Hughes, who covers Congress, about the reaction to her reporting on how John Fetterman has shown little interest in the duties of a U.S. senator. And federal regulators say they have opened a probe into Tesla's Cybercab, a day after it hit the streets of Austin. Reporters Ryan Felton and Becky Peterson weigh in on what the probe means for Elon Musk's company. Alex Ossola hosts. Behind Closed Doors, John Fetterman Shows Little Interest in the Work of a Senator Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Federal regulators are investigating Tesla's steering wheel-free robotaxi. And electric truck startup Windrose Technology is losing workers as it runs low on funds. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Waymo launching commercial robotaxi service in Denver, San Diego, and Tampa on the same day, UBTECH's humanoid revenue surging 1,445% on industrial demand, and Sandvik unveiling SAMI, a cabin-less autonomous surface drill that removes humans from the blast zone.On September 1st, Waymo opened service to the public in Denver, San Diego, and Tampa, bringing the service to 14 cities with a fleet exceeding 4,000 vehicles, roughly 500,000 paid weekly trips, and 220 million fully autonomous miles.Launching three major markets simultaneously confirms Waymo has moved from single-city validation into a repeatable multi-market playbook, timed on the eve of Tesla's Cybercab launch to keep the market focused on verified commercial metrics.Denver is the signal inside the signal as it's Waymo's first cold-weather market, and Tampa becomes the first true head-to-head market where Waymo and Tesla launched within five weeks of each other. Waymo's constraint is vehicle supply, Tesla's is regulatory.While Waymo expanded, UBTECH reported roughly $190 million in first-half revenue, with humanoid sales surging nearly 1,500% year over year to 46% of group sales on 921 full-size Walker S units delivered at a 66.8% gross margin to automotive and smart factory customers such as Foxconn. The caveat is that 96% of that revenue came from bespoke customization contracts rather than repeatable product sales, making UBTECH a high-margin systems integrator wearing a humanoid robotics label, while China's near monopoly on motors, actuators, sensors, and batteries raises the risk that the West is pushed into a software IP licensing role.As humanoids scale on Chinese factory floors, Sandvik introduced SAMI, a fully autonomous, battery-electric, cabin-less concept surface drill that self-replaces its own bits and hammers via an onboard robotic arm, coordinated by a mine-wide AI agent. Removing the operator from the blast zone is immediately quantifiable ROI, and while SAMI remains a concept with unconfirmed timelines, it confirms industrial autonomy is shifting from single-vehicle automation to multi-asset orchestration, where value accrues to whoever owns the digital twin layer rather than the hardware.Episode Chapters0:00 KPMG Sponsor Introduction02:07 Signal 1: Waymo Launches service in Denver, San Diego, and Tampa31:29 Signal 2: UBTECH Humanoid Revenue Surges 1,445%51:10 Signal 3: Sandvik SAMI Takes Humans Out of the Blast ZoneFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This is our daily Tech and Business Report. KCBS Radio News Anchor Margie Schafer spoke with Bloomberg's Natalie Lung about Uber's massive restructuring effort that includes cutting 10% of its global workforce.
In this episode, we discuss the UK's new legislative regime which governs the development and deployment of autonomous vehicles (AVs), and what Chinese OEMs and AV operators should know before bringing AV products or services to the UK. We unpack the key features of the Automated Vehicles Act 2024, covering authorisation, liability and insurance, marketing restrictions, safety requirements, and cybersecurity obligations. We also consider the UK's growing role as a destination for AV development, the importance of international regulatory alignment, and the opportunities and challenges for Chinese companies entering this rapidly evolving market. Speakers: Cathy Liu, Lauren Burke 在本集播客节目中,我们讨论英国有关自动驾驶汽车的新立法制度,以及中国整车制造商和自动驾驶汽车运营商在将自动驾驶汽车产品或服务引入英国市场前应了解的重点问题。我们深入解析《2024年自动驾驶汽车法》的主要内容,涵盖授权、责任承担与保险、营销限制、安全要求以及网络安全义务。我们还探讨英国作为自动驾驶汽车发展目的地的日益重要地位、国际监管协调的重要性,以及中国企业进入这一快速发展的市场所面临的机遇与挑战。 主讲人:刘倩, Lauren Burke
Thanks to our Partners, NAPA Auto Care and NAPA TRACS Watch Full Video Episode How quickly is the automotive repair industry changing, and are you ready for what's next? Tom Ham, shop owner and founder of the Automotive Management Network, joins Carm Capriotto for a fast-paced conversation covering 12 major trends shaping the future of auto repair. From autonomous vehicles and solid-state batteries to the changing value of trade careers, AI, government regulation, 3D printing, and vehicle reliability, Tom and Carm explore the technologies and economic shifts shop owners need to understand. What You'll Learn How autonomous vehicles could reshape vehicle safety and the repair industry.What advances in solid-state batteries could mean for EVs and vehicle range.Why trade careers are gaining momentum as technology changes traditional employment.How the technician shortage is creating new opportunities for shops to develop talent.How government regulation and emissions enforcement could affect vehicle owners and repair shops.What current vehicle reliability trends reveal about today's automotive brands.How 3D printing could help shops solve parts availability challenges.Why AI is becoming a powerful tool for reducing friction and improving efficiency.Why shop owners need to stay curious and adapt as automotive technology continues to accelerate. The automotive repair industry is changing faster than ever. The shops that thrive will be the ones willing to understand emerging technology, embrace new tools, develop their people, and continually rethink how they operate. The future isn't coming someday. It's already showing up in the service bay. Tom Ham, Automotive Management Network. Tom's previous episodes HERE. Learn more about the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care NAPA TRACS will move your shop into the SMS fast lane with on-site training and six days a week of support: http://napatracs.com/ Connect with the Podcast: Download Our Mobile App:https://automotiverepairpodcastnetwork.com/app/Website:https://remarkableresults.biz/YouTube:https://www.youtube.com/carmcapriottoFacebook:https://www.facebook.com/RemarkableResultsRadioPodcast/LinkedIn:https://www.linkedin.com/in/carmcapriotto/Instagram:https://www.instagram.com/remarkableresultsradiopodcast/Join Our Virtual Toastmasters Club:https://remarkableresults.biz/toastmastersJoin Our Private Facebook Community:https://www.facebook.com/groups/1734687266778976Join our Insider List:https://remarkableresults.biz/insiderBooks Page:https://remarkableresults.biz/booksOur Classroom Page:https://remarkableresults.biz/classroomEpisode Collections:https://remarkableresults.biz/collectionsBuy Me a Coffee:https://www.buymeacoffee.com/carm The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/ Remarkable Results Radio Podcastwith Carm Capriotto:https://remarkableresults.biz/Automotive Field TheorywithMatt Fanslow:https://mattfanslow.captivate.fm/Business by the NumberswithHunt Demarest: https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcastwith Brian and Kim Walker: https://autorepairmarketing.captivate.fm/The Weekly Blitzwith Chris Cotton: https://chriscotton.captivate.fm/Speak Up! Effective Communicationwith Craig O'Neill: https://craigoneill.captivate.fm
Frank Reig, CEO of Voltera joined Grayson Brulte on The Road to Autonomy podcast to discuss how Voltera is powering the growth of robotaxis and what goes into building a robotaxi depot.As the robotaxi market grows, infrastructure developers are racing to meet the demand for large-scale fleet depots. Following the strategic merger between Voltera and Revel, the newly combined Voltera has doubled its development and real estate capacity to build, own, and operate high-power charging depots tailored specifically for robotaxis.Voltera's robotaxi infrastructure strategy centers on a hub-and-spoke model, combining large-scale central facilities capable of heavy maintenance with strategically dispersed charging hubs designed for high utilization and quick vehicle turnaround.To support the rapid growth of robotaxis, Voltera standardizes site layouts while maintaining the flexibility to adapt to local constraints, future-proofing its locations with high-capacity underground conduits, fiber connectivity, and high-voltage power architectures to meet escalating power demands.Episode Chapters0:00 AUTNMY AI0:36 Growth of Robotaxis1:34 The Voltera and Revel merger3:31 Permitting and Powering Depots7:49 Airport Depots11:37 Standardizing Depot Design16:11 Single-Tenant vs Multi-Tenant Depots18:18 Automation Inside the Depot20:49 Future-Proofing for 800-Volt Architecture24:38 Will Voltera Expand Internationally?30:48 Hub-and-Spoke Depot Model35:39 The Future of VolteraFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Autonomous vehicles – robotaxis, automated shuttles, and self-driving cars – are a growing presence on our street networks. What is their function in the travel market? How do they affect mobility? How do they affect traffic congestion? Are they safe enough ? To explore automated vehicles on our streets, we are speaking with David
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's field work across the Bay Area, Tesla's September 3rd Cybercab launch and Nevada's authorization of 8,000 autonomous vehicles in Clark County.Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo's Zeekr-built Ojai, including a visit to Waymo's Toland depot in San Francisco. While the Ojai rides lighter and less luxurious than the Jaguar I-PACE, its elevated sensor placement meaningfully reduces repair costs and insurance payouts in the event of a rear-end collision.Grayson views the Ojai as a stopgap vehicle on the path to the Hyundai IONIQ 5, which he believes will be Waymo's massive production ramp vehicle. After riding in the Zoox, the Ojai and the Jaguar back-to-back, and observing Waymo's infrastructure buildout from San Francisco down to San Jose, Grayson makes a prediction. When Waymo adds roughly 1,000 to 1,200 additional vehicles in the Bay Area, the company will capture a significant portion of the rideshare market share.Grayson also rode with Wayve with his AUTNMY AI co-founder Rob Grant in a fully dynamic, no-fixed-route supervised ride, noting the technology has accelerated meaningfully since his last ride in London as Wayve gears up for unsupervised operations.Turning to Tesla, the Cybercab is scheduled to commercially launch in Austin on September 3rd, with Grayson expecting a measured rollout of sub-30 Cybercabs in week one, driven by an internal safety metric and infrastructure that is still being built out.Meanwhile, Nevada's Transportation Authority unanimously authorized 8,000 autonomous vehicles in Clark County over 12 months. But the growth comes with a catch, as autonomy drop-off fees and exclusive resort partnerships threaten to bring Vegas-style nickel and diming to robotaxis in Sin City.On the foreign autonomy desk, China's Autonomous Belt and Road Initiative continues to take hold in Europe.Episode Chapters0:00 Grayson's Latest Bay Area Field Report19:30 How Many Cars Will Actually Be on the Road when Cybercab Launches?24:25 Tesla's Self-Certification Strategy for Cybercab25:31 Tesla Semi30:40 Waymo's 10 AI Lessons36:36 The Robotaxi Infrastructure, Energy and Manufacturing Layers37:38 Nevada Authorizes 8,000 Autonomous Vehicles in Clark County39:55 Uber's Robotaxi Playbook Raises Doubts42:08 Waymo Expands to Munich, Germany45:06 NVIDIA Earnings. Where is Automotive?49:53 Autonomous Food Delivery52:33 Who is Cheaper? Uber or Lyft?56:39 SFO Robotaxi Access58:10 Foreign Autonomy Desk59:53 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 California regulatory moat, Cybercab's pending commercial launch and Uber's series of supervised launches in Europe and Dubai.In California, Waymo is completing 1.4 million fully autonomous rides per month, a 10X growth rate over two years. Additionally, the CPUC (California Public Utilities Commission) granted Waymo commercial driverless expansion authority across 40,000 square miles, covering roughly 25 million California residents and giving Waymo an estimated two-year regulatory moat over competitors.Waymo also opened service to all riders in Houston, its 10th market, with San Antonio likely to follow, and launched the Zeekr-built Ojai to all riders across San Francisco, Los Angeles and Phoenix while introducing its own custom silicon chip to boost compute performance and drive down vehicle costs.While Waymo continues to scale, Tesla is preparing for a Cybercab commercial launch in Austin following first-responder training sessions with local fire departments. Then there is Uber, which is focused on expanding globally.In Dubai, Baidu's Apollo Go went live on the Uber app, allowing riders to explicitly select an autonomous ride or be assigned one when booking Comfort or UberX.In London, Wayve and Uber launched early trip access using supervised Ford Mach-E vehicles, though debate remains over who will secure the critical Autonomous Passenger Service (APS) permit. Pony AI also touted its growing Uber partnership during earnings, though its planned European expansion faced scrutiny over ODD limitations and safety driver supervision.In sidewalk delivery, Avride is expanding its autonomous campus delivery fleet to 1,000 bots across 25 universities this fall. Following its split from Uber, Serve Robotics quickly pivoted by cutting deals with DoorDash and Grubhub, expanding into San Jose and Washington, D.C., while promoting its Beacon platform to potentially disintermediate traditional delivery platforms for local restaurants.Episode Chapters00:00 Waymo Racks Up the Miles in California07:02 Airports Matter, In California Permits Matter More09:50 Waymo Opens Houston to All Riders, San Antonio Likely Next13:34 Waymo Opens Ojai to All Riders16:21 Waymo's Declining Costs19:28 New York City Does Not Want Robotaxis21:28 The 100 Car Benchmark25:05 Pony AI's European Expansion 28:09 Baidu Apollo Go Goes Live in Dubai30:31 Wayve and Uber Launch Supervised in London. Who Gets the APS Permit?36:17 Avride Expands Campus Delivery Bots37:07 Serve Robotics Expands with DoorDash, Grubhub and Beacon41:27 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.As Tesla prepares for the commercial launch of Cybercab in Austin, the company will most likely self-certify the Cybercab to the Federal Motor Vehicle Safety Standards, a path that carries no caps on production volume and, if NHTSA does not intervene, clears the way for Gigafactory Texas to produce more than 125,000 Cybercabs a year, creating a manufacturing moat no competitor can currently match.While Tesla readies the Cybercab, the CPUC (California Public Utilities Commission) approved Waymo's Tier 2 advice letter authorizing paid driverless rides across 18 California counties from Sacramento to San Diego, covering roughly two-thirds of the state's population.With Waymo currently operating 100% of the 1.4 million monthly driverless rides in the state and no other operator holding a driverless deployment permit, Waymo's regulatory lead in California is measured in years, though the CPUC's phased rollout framework may open a door for Zoox or Tesla to apply for the entire state at once.As Waymo consolidates the Golden State, SoftBank led a $200 million Series A in ETH Zurich spin-out Gravis Robotics, the largest Series A in construction robotics history, valuing the company at approximately $1 billion. Gravis' retrofit system bolts onto legacy excavators from Caterpillar, Komatsu, Volvo and John Deere, and SoftBank is betting that monetizing the existing $1 trillion install base of heavy machinery through rental companies, rather than requiring fleet replacement, is a software-multiple opportunity and not an industrial hardware play.Episode Chapters 0:00 KPMG Sponsor Introduction 01:50 Signal 1: Cybercab Launch is on the Horizon 39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly1:11:11 Signal 3: SoftBank's $200M Bet on Gravis RoboticsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Zoox Las Vegas pricing, Waymo's post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats.Zoox launched paid rides in Las Vegas with a $12 base fare, $1.50 per mile, and 40 cents per minute, premium pricing paired with 15 to 30 minute wait times and select destinations. Walt calls it a Disney ride, not a premium product, and once Waymo and Tesla enter the market, that pricing gets hard to defend, especially if wait times continue to be high.Staying in Vegas, Waymo announced a dedicated pickup and drop-off zone with Allegiant Stadium while Zoox has a deal with the Sphere, which might cost riders a $40 drop-off fee, opening a new battleground in Vegas where every casino and venue deal becomes a potential competitive advantage.Weeks after Waymo and Uber divorced in Phoenix, Waymo added 55 square miles of service area, increasing the total to 350 square miles. On the WeRide earnings call, management said the quiet part our loud, regulatory permits are an asset.Over in Europe, OMEGA uncovered a Waymo incorporation in Zurich registered to Google's largest engineering office outside the United States, one week after the president of Switzerland rode in a Waymo in Mountain View.On the Foreign Autonomy Desk, Uber and Wayve are preparing a supervised Tokyo launch with Nissan LEAF vehicles, with the word supervised buried in the last paragraph of the press release.Episode Chapters00:00 Zoox Launches Paid Rides in Las Vegas07:19 Fleet Fragmentation and the Lyft Opportunity11:24 Waymo's Dedicated Zone at Allegiant Stadium19:16 Waymo Adds 55 Square Miles in Phoenix21:07 Waymo's Upcoming European Expansion24:06 WeRide Earnings28:06 Mercedes, NVIDIA, and the Compute Question31:44 Uber Serve Robotics Divorce40:47 7,200 Waymo Vehicles44:03 Foreign Autonomy Desk47:56 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.Uber recently liquidated its entire remaining stake in Serve Robotics, as Serve announced on their Q2 2026 earnings call that the company will not be renewing its delivery partnership when the contract expires in 2027, exposing the pitfalls of being reliant on a demand aggregation platform.While Uber and Serve prepare to part ways, CaoCao launched public road testing without a safety driver in Hangzhou's Binjiang District with a fleet of roughly 100 vehicles, backed by parent Geely's manufacturing might and a purpose-built EvaCab robotaxi with a sub $35,000 BOM cost targeting 100,000 units by 2030.As China's robotaxi industry grows, Boeing exited autonomy by selling Wisk, SkyGrid and Insitu to Archer Aviation for a 19.75% equity stake, immediately re-anchoring Archer's valuation on defense cash flow rather than eVTOL speculation while pushing autonomous certification down the line.Episode Chapters0:00 KPMG Sponsor Introduction01:32 Signal 1: Uber and Serve Robotics Get Divorced31:40 Signal 2: CaoCao Vertically Integrates Robotaxis1:00:10 Signal 3: Boeing Exits Autonomy with Archer Aviation DealFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Uber's Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVIDIA's Alpamayo 2 open model.Uber is nursing a Waymo hangover. Revenue came in light on take rate, management finally owned the $10 billion autonomy spending number first reported by The Financial Times, and the stock sold back into the sixties as the autonomy overhang weighs on the story.After 12 years, Zoox begins charging for rides in Las Vegas on August 10. An NHTSA filing surfaced by OMEGA reveals the catch, the vehicles cannot operate above 45 mph while average traffic out of Harry Reid International airport runs 55, complicating the airport unlock.With 105 vehicles as of June across seven approved cities, pricing 20% to 40% above rideshare, and wait times stretching past an hour, Walt calls it tourism pricing for a Disney World attraction. Meanwhile, Waymo returned to freeways after a two-month pause, and OMEGA is picking up new Waymo corporate filings around the world.Lucid burned over a billion dollars in the quarter but declared the Uber and Nuro robotaxi program a must-win project. The Teamsters sued the California DMV in Alameda Superior Court to repeal driverless trucking rules as autonomous trucking companies continue to rack up supervised miles in the state.On the Foreign Autonomy Desk, Wayve received a TfL license to carry paying passengers in London with safety drivers across 15 vehicles, but the APS permit is the asset that controls every relationship in the market.If Baidu secures one, it holds a clear off-ramp from Uber and FreeNow by Lyft to launch Apollo Go on its own. Meanwhile, Pony AI is targeting 500 to 1,000 Gen4 robotrucks in mainland China with CATL over the next two to three years, with a hint of foreign ports expansion.Episode Chapters0:00 Uber's Waymo Hangover4:52 Zoox Prepares to Go Paid in Vegas12:19 Waymo Returns to Freeways14:13 Uber, Nuro, Lucid Robotaxi Timeline20:30 DoorDash and the Market for Autonomous Food Delivery26:08 NVIDIA Alpamayo 232:22 The Teamsters sue the California DMV over Driverless Trucking Rules35:50 Tesla's China Business Question39:00 Foreign Autonomy Desk45:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tony sits down with Nick from Tackform (tackform.com) to dig into the world of rugged, vehicle-specific phone, tablet, radio, and device mounts built for Jeeps and serious off-road use.** Nick has been designing and producing phone and device mounts since 2012. The company started in the consumer space, expanded into motorcycles and commercial trucks, then pivoted hard into pickup trucks and SUVs—especially the Jeep community. They specialize in modular, all-metal systems using 20 mm (and larger 26-series) ball-and-socket arms, slim track and Assault Track (Picatinny-style) dash brackets, MagSafe/magnetic holders, spring cradles, and wireless charging options. ### Key topics covered - Why vent mounts and suction cups fail hard on Jeeps (and why solid, no-drill OEM-hole solutions matter) - Building custom dash kits for Gladiator, JL, JK, and working backward toward TJ/YJ/XJ - Wireless inductive charging cradles (including their new 25-watt version with Peltier cooling plate to fight heat) - Magnetic mounts for GMRS handhelds and Midland MXT series mics - Starlink mounting options (and why the 26-series ball is better for the heavier load) - Load ratings, vibration control, billet CNC aluminum vs. injection-molded parts, and why they constantly iterate - Funny customer requests and the realities of scanning new vehicles for perfect fitment - The modular "Lego" ecosystem that lets you mix phone holders, radios, switch panels, and cameras Nick walks through how Tackform approaches engineering for real-world abuse, why they prefer billet for many Jeep brackets (easier to iterate), and the challenges of getting hands on brand-new vehicles for scanning and prototyping. **Check out the full lineup and build your own kit at:** **https://www.tackform.com** Find them on Instagram (tackform.systems / @tackform), Facebook, and their YouTube channel for install videos. 00:00 Show Opening and Guest Introduction 01:17 Phone Mount Market and CarPlay Subscription Issues 03:03 Developing Wireless Charging Phone Mounts 04:29 Configurable Dash Kit Builder Overview 05:34 Custom Power Wiring and Hidden Installation 06:39 OEM Mounting Points and Integrated Power Ports 08:13 Jeep Modification Culture and Device Mounting Trends 09:13 Starlink Mount Solutions for Jeeps 11:01 Ball-and-Socket Mount Architecture and Load Limits 13:53 GMRS/CB Radio Mounts and Magnetic Attachments 15:43 Product Development Process and Continuous Innovation 17:17 Gathering and Evaluating Unusual Product Ideas 17:49 Creative and Quirky Mount Ideas 18:45 Safety Limits for Mount Extensions and Airbag Zones 19:19 Vehicle Acquisition, Scanning, and Prototype Timeline 21:51 Vibration Management and Material Rigidity in Mount Design 22:56 Testing Deflection and Vibration on Plastic Tray Mounts 24:04 Engineering Specificity and Design Optimization 24:44 Balancing Design Complexity and User Needs 25:22 Material Choice: Billet vs Injection Molding and Iterative Design 26:49 CNC Machining vs Tooling: Cost and Volume Trade‑offs 28:44 Aesthetic Design and Billet Manufacturing Appeal 29:40 Adapting to New Vehicle Models and Resource Constraints 32:10 Vehicle Scanning Process and Development Cycle 34:20 Community Involvement and Simplified Kit Options 35:09 Customer Commitment and Apology 35:57 Highlighting Best‑Selling Phone Holder Products 37:23 Wireless Charging Cradle with Peltier Cooling 39:08 Phone Overheating, Wireless Charging, and Shade Solutions 40:53 Inductive Charging in Autonomous Vehicles and Future Outlook 42:27 Future of Vehicle Mounts, Subscriptions, and Emerging Technologies 43:46 Tech Evolution and Subscription Model Critique 44:16 Overview of Best‑Selling Products and Product Range 44:55 Grab Handle Mounts and Product Variety 45:26 Manufacturing Capabilities and Equipment Flexibility 46:17 Managing Overseas Suppliers and Quality Control 47:05 Automation Costs and Custom Manufacturing in the US 49:14 US Manufacturing Facilities and Automation Examples 50:03 Plans for Behind‑the‑Scenes Video Content 54:54 Closing Remarks and Appreciation Tackform All Metal Dash Mount Phone Holder Compatible with 2024–2025 Jeep Wrangler JL, 4xe & Gladiator JT https://www.amazon.com/Tackform-Metal-Mount-Holder-Compatible/dp/B0DKB1MYWY Tackform TRAXX Slim Track / Assault Track Dash Mounts (MagSafe options) for JL & Gladiator https://www.amazon.com/s?k=Tackform+TRAXX+Jeep Tackform Link Grab Handle / A-Pillar Mount with Magnetic Phone Holder for JL & Gladiator https://www.amazon.com/Tackform-Handle-Pillar-Magnetic-Holder/dp/B0DY2LV7MG Tackform Magnetic CB / GMRS Microphone Holders and related Jeep dash kits https://www.amazon.com/s?k=Tackform+Jeep+mount Visit our website: https://jeeptalkshow.com/ Watch/Listen on Spotify https://jeeptalkshow.com/spotify Join our Discord Server: https://jeeptalkshow.com/discord Subscribe to our newsletter: https://jeeptalkshow.com/newsletter Help Support the show via Patreon: https://jeeptalkshow.com/patreon
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NVIDIA open sourcing its Alpamayo 2 foundation model to capture the entire autonomy stack, WeRide expanding into Denmark through a partnership with GreenMobility, and Aurora sidestepping PACCAR with a Roush retrofit pathway to hit its 200 truck year-end target.NVIDIA released Alpamayo 2 Super, an open source 34 billion parameter vision language action foundation model for Level 4 autonomy, giving away the model to sell the silicon and lock developers into Drive Thor hardware and NVIDIA compute, raising the question of whether a Foxconn and Taiwan Semi partnership to build a bespoke NVIDIA robotaxi is next.While NVIDIA powers the autonomy economy, WeRide announced a partnership with GreenMobility, Denmark's leading shared electric mobility provider, to deploy its EU-compliant GXR robotaxi with public service targeted for the first half of 2027. The strategy being deployed by WeRide in Europe is the Autonomous Belt and Road Initiative, using Chinese domestic cash flow to finance a foreign expansion.As WeRide expands across Europe, Aurora turned to Roush to retrofit International trucks as a way around PACCAR's refusal to allow driverless operations, targeting 20 trucks per week to reach 200 driverless trucks by year-end. With Kodiak moving towards Daimler Truck and Bot Auto already there, PACCAR is watching the entire autonomous trucking industry sidestep its factory line while Aurora burns roughly $200 million a quarter racing to scale before its $1.2 billion in liquidity runs out in a little over five quarters.Episode Chapters0:00 KPMG Sponsor Introduction01:11 Signal 1: NVIDIA Open Sources Alpamayo 2 as their Grand Robotaxi Ambitions Come into Focus40:16 Signal 2: WeRide Expands into Denmark with GreenMobility1:01:25 Signal 3: Aurora Sidesteps PACCAR with Roush and InternationalFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Garett Greco and producer David break down the latest fight over the Tampa Bay Rays stadium, Florida property taxes, Ybor City's transformation, AI data centers, Tampa transportation, Amtrak, housing affordability, and what Tampa needs to get right as the city continues to grow.They discuss:◼️Why Tampa should understand the impact of Florida's property tax changes before committing massive public dollars to a new Rays stadium◼️How restoring Castle Lala and moving the TBD Podcast headquarters to Ybor City fits into his vision for preserving Tampa's history while building its future◼️Why Tampa Union Station, expanded rail service, walkability, and better connectivity could transform the way people move around Tampa and Florida◼️Why AI data centers could create major questions around land, electricity, drinking water, infrastructure, and whether local communities actually benefit from them◼️What Florida's property tax amendment, rapid population growth, rising housing costs, and development pressure could mean for homeowners, renters, businesses, and local governments0:00:00 - Intro0:01:10 - Stadium & Development News0:07:41 - Casa Da Lala Building Purchase0:19:31 - Ybor Connectivity & Totem Grocery0:25:02 - Miami-Tampa Train Ride0:37:31 - Autonomous Vehicles & Robotaxis0:53:22 - 9/11, Covid & Surveillance1:05:10 - AI Data Centers Debate1:11:35 - Florida Governor Race1:25:37 - Property Taxes & Wrap-up
Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft's strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery's drop in revenue and the Paramount-WBD merger facing government scrutiny. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategyhttps://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competitionhttps://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings18:05 - Inside Dario Amodei's Rise & Anthropic's High-Stakes AI Race31:01 - Canva's Growth Slowdown & The AI Model Inference Cost Dilemma35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny38:13 - Editor's Cut: WBD-Paramount Merger Scrutiny & SoftBank's OpenAI Financing Risks
An impromptu Two Cops One Donut livestream covering three stories generating a lot of conversation.We break down the viral incident involving an Arkansas State Trooper and an 18-year-old woman, including use of force, what the video appears to show, and the difference between what looks bad and what may actually be lawful.Then we get into a Tesla driver reportedly blaming Autopilot for speeding. If the vehicle is using driver-assistance technology, who is ultimately responsible: Tesla or the person behind the wheel?We also discuss the Lindsay Clancy case and the difficult questions surrounding postpartum psychosis, mental illness, intent, and criminal responsibility.No prepared script. Just an open conversation about policing, accountability, technology, the law, and some of the biggest stories people are debating right now.Two Cops One Donut Bridging the gap between law enforcement and the communities they serve through honest conversation, education, and perspective.send us a message! twocopsonedonut@yahoo.comSupport the showPlease see our Youtube channel https://www.youtube.com/c/TwoCopsOneDonut Join our Discord!! https://discord.gg/BdjeTEAc *Send us a message! twocopsonedonut@yahoo.com
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
At Black Hat Las Vegas, the Security Now crew digs into how AI is not just finding hidden software bugs but also fueling both groundbreaking innovation and alarming new exploits. When open models can launch surprise Bitcoin heists, who draws the line between forbidden knowledge and genuine progress? • Black Hat and DEF CON: Hacking Stories and Conference Culture • Zoox Ride-Hailing Hack and Over-the-Air Vulnerabilities • Autonomous Vehicles, AI, and the Security Implications • Hosts Share Personal Adoption and Use of AI Tools • AI-Powered Coding: From Hobbyists to Advanced Agency Chains • Local Models vs. Cloud AI: Privacy, Cost, and Control • App Development Democratized: Listeners Build Custom Solutions With AI • Code Generation, Testing, and Managing AI-Driven Project Cycles • AI's Role in Security: Vulnerability Discovery, Exploitation, and Patch Challenges • Technical Debt and the Race to Patch Decades-Old Bugs • The Dual-Use Dilemma: AI Tools for Both Attack and Defense • Guardrails, Model Partitioning, and the Fight Over Forbidden Knowledge • Open vs. Restricted AI: Global Models, Distillation, and Free Speech • LLM Security Weaknesses: Prompt Injection and Role Confusion Exposed • The Reliability Problem: Probabilistic AI and Non-Deterministic Software • AI Progress: Public Perception, Skepticism, and "Hogwash" Rebuttals • Reflections on AI's Fast Evolution and the Sci-Fi Reality Gap • Closing Thoughts: Tech Community, Listener Feedback, and the Future of Security Now Hosts: Steve Gibson, Leo Laporte, Richard Campbell, and Paul Thurrott Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: material.security bitwarden.com/twit XBOW.com hoxhunt.com/securitynow threatlocker.com/twit
Intermodal is gaining ground, but the story looks very different depending on the type of freight and where it is moving.This week, Chris Caplice is joined by Andrew Sibold, Director of Economics for the Intermodal Association of North America (IANA), to discuss the forces reshaping the intermodal market.In this conversation, they cover:Why domestic intermodal volume is growing as international volume declinesHow higher truck rates, softer imports, and data center construction are influencing demandWhat IANA's new Intermodal Volume Index reveals about current conditionsHow machine learning and economic indicators support 12-month volume forecastsWhy tariff-driven shifts toward East Coast and Gulf ports may be here to stayHow intermodal security, autonomous trucks, and the trucking freight cycle fit into the bigger pictureIf you work in shipping, trucking, rail, or freight planning, this episode offers a clear look at the economics behind today's intermodal market.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineChapters00:00 Intro03:20 Andrew's Career Path to IANA04:32 The Rebound of Intermodal in 202607:25 Intermodal Volume Index 16:05 Intermodal Predictive Model25:52 Forecasting and Data Analysis29:07 Tariff Volatility and Intermodal34:02 Driver Capacity and Drayage36:36 Autonomous Vehicles and Intermodal42:11 Artificial Intelligence in Freight45:37 Intermodal Expo and Market Update
Plus: Uber issues weak guidance amid robotaxi investments. And Shopify says AI-search is fueling e-commerce growth. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Alex Roy, Ed and Kirsten discuss Mobileye founder Amnon Shashua's transition from CEO, Tesla's expanding robotaxi ambitions, Waymo's latest safety research, and the growing regulatory battle shaping autonomous vehicles. Also, Kirsten presses Alex on his uncharacteristic reticence.
- Nissan Turns Corner, Posts Net Profit - Mitsubishi Improves Finances - Yen Crisis Helps Japanese OEMs - CATL Now 3rd Largest Global Auto Supplier - American Rheinmetall Gets U.S. Army AV Contract - Jetta Brand Moves Away from VW's Styling - Hybrids Power Honda, Hyundai and Kia Sales - Mahle Turns to Sheep for Cabin Filters
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into autonomy.The Waymo/Uber relationship is unraveling in public, with The Financial Times confirming Waymo will launch its own app in Austin and Atlanta in January 2028 before the contract expires that May. Both sides are airing grievances, from dirty cars and bad routing to weather no-shows and unsustainable financial terms. Grayson goes on the record that the relationship terminates early, calling for a Waymo app in those markets by June 2027, while Walt takes the under.After 12 years and billions of dollars, Zoox can finally charge for a ride. NHTSA granted an exemption capped at 2,500 vehicles per year for two years, a ruling that also creates a potential viable deployment path for Tesla's Cybercab.In autonomous trucking, Aurora is targeting 1,000 trucks by the end of next year against 200 this year, a heavily back-end loaded ramp that depends on truck supply, Roush capacity, and unresolved questions about how the Volvo Autonomous Solutions margin split works. Meanwhile, Qualcomm's selection by BMW as lead compute for next-generation ADAS confirms the growth of the L2+ market and positions Snapdragon as the Trojan horse into autonomy compute.On the Foreign Autonomy Desk, Baidu began RT6 robotaxi testing in London with both Uber and Lyft on the outskirts of the city, received a full driverless permit in Hong Kong, and China resumed issuing robotaxi permits once again.Episode Chapters0:00 Waymo/Uber Divorce Goes Public5:45 Uber's Autonomous Vehicle Partner Problem10:28 Waymo's OEM Partner Signals12:25 Zoox Gets the Golden Ticket16:52 Advancing America's Safety and Competitiveness for the Evolution of National Deployments20:16 Aurora Q2 2026 Earnings27:43 How Big Is the OEM Risk?30:38 ADAS as the Trojan Horse Into Autonomy35:42 Ford BlueCruise Falls Short37:23 Foreign Autonomy Desk: Baidu RT6 Testing in London with Uber & Lyft41:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee 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 Signals presented by KPMG, Grayson Brulte and Rob Grant discuss the latest Tesla FSD Supervised Cannonball Run record, seniors adopting FSD as a mobility preservation tool, and Baidu beginning robotaxi testing in London on both the Uber and Lyft networks.David Moss, Spencer and Owen Sparks drove a Tesla Model 3 running FSD Supervised 14.3.6 from the Red Ball Garage in New York City to the Portofino Inn in Redondo Beach, California in a record-setting 47 hours, 15 minutes and 39 seconds without ever touching the wheel.While the young kids break Cannonball FSD Supervised records, older individuals are actively embracing FSD as a mobility preservation tool. With no AARP partnership and no marketing spend, word of mouth is pulling seniors into a $47 billion a year senior transportation market that remains underserved, creating a structurally high-retention customer for Tesla.As Tesla FSD adoption grows with seniors, Baidu launched supervised RT6 robotaxi trials in the London borough of Brent on both the Uber and Lyft networks, with Lyft utilizing FreeNow's existing Transport for London private hire operator license.Baidu's deployment in London is a regulatory choreography play, not a technology demonstration, with driverless commercial authorization targeted for 2027 remaining the single binary event that either validates or collapses Baidu's Western expansion thesis.Episode Chapters0:00 KPMG Sponsor Introduction01:30 Signal 1: Tesla FSD Supervised Cannonball Run Record26:23 Signal 2: Seniors are Embracing FSD51:47 Signal 3: Baidu Begins Robotaxi Testing in LondonFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Veronique de Rugy argues autonomous vehicles like Waymo could reduce road fatalities by 94%, yet their adoption is stalled by opposition from trial lawyers and unions. Unions fear job losses for taxi, truck, and delivery drivers, though de Rugy argues automation historically transitions workers into higher-paying, less tedious roles. She emphasizes that driverless cars would provide life-changing accessibility for rural and elderly populations who currently lack reliable transportation options. (16)LA FIESTA DE LOS ANGELES
Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots. In this conversation, Marc Andreessen and Erik Torenberg sit down with Applied Intuition cofounders Qasar Younis and Peter Ludwig to discuss the emergence of physical AI and the company's latest launch, Dana, a new platform designed to accelerate the development of autonomous systems. They explore autonomous vehicles, robotics, world models, simulation, AI infrastructure, and the engineering challenges of deploying intelligence safely in the physical world. Along the way, they discuss self-driving cars, humanoid robots, global competition, and why lowering the barrier to building physical AI could unlock an entirely new generation of products and companies. Resources: Follow Qasar Younis on X: https://x.com/qasar Follow Peter Ludwig on LinkedIn: linkedin.com/in/peterwludwig Follow Marc Andreessen on X: https://x.com/pmarca Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla appears to be planning a new autonomous vehicle specifically aimed at wheelchair accessibility. Plus: Cybercab rides for the public get one step closer to reality, Lucid waves off bankruptcy rumors, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at any Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code RTL250 to get $250 off your XCare Premium or Battery & Drive Unit Protection Plan using the one-time payment option! Offer expires July 31! Go to https://xcare.com to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). Enhance your car with cool carbon-fiber upgrades from RPMTesla.com. And make your garage door foolproof with the Infinity Shield – get yours at https://www.infinity-shield.com and use the promo code RTL at checkout for a $25 discount.