Podcasts about autonomous vehicles

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR.Wayve's strategy of working hand-in-hand with OEMs sets it apart from Tesla's vision-only approach, allowing flexibility depending on manufacturer demands. At the same time, institutional investors are beginning to pay more attention to the autonomous vehicles, particularly focusing not just on the technology, but on broader ecosystem of energy, fleet management, and vehicle depreciation that will define the autonomy economy.Meanwhile, the Middle East is rapidly positioning itself as an autonomy hub. Dubai has granted Baidu Apollo permits with an eye toward fully driverless operations by 2026, while at the same time Uber introduced an autonomous vehicle tier in Abu Dhabi.As the U.K., EU, and UAE push ahead on autonomy, the race to define the global robotaxi market is intensifying, reshaping not just mobility, but the economics underpinning the future of global autonomous vehicle fleets.Episode Chapters0:00 Live from London3:02 Wayve in London10:47 UK & EU Autonomous Vehicle Regulations 13:20 Moove & the Management of Autonomous Vehicles 17:44 UK AV Market18:47 Waymo in New York 21:29 D.C. Shutdown 22:48 D.C. Politics of Tesla FSD26:23 Kodiak28:21 Mobileye32:47 EV Sales34:32 AVs in the UAE38:11 Next WeekRecorded on Thursday, October 2, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textMatt Puchalski is a roboticist and entrepreneur shaping the future of automation in manufacturing. As the founder and CEO of Bucket Roboticshttps://www.bucket.bot/—part of Y Combinator's Summer 2024 batch—Matt is building next-generation 3D vision systems designed to supercharge flexible manufacturing environments. His company combines high-quality monocular cameras with edge computing to enable real-time 3D perception, simplify integration, and generate meaningful metrics across production workflows.Before founding Bucket Robotics, Matt spent over half a decade developing and deploying Level 4 autonomous vehicles at Argo AI, which was acquired by Ford to form Latitude AI. His journey in autonomy continued at Latitude and then Stack AV, where he served as a foundational engineer during the company's stealth phase. From leading test track operations to engineering vehicle reliability processes, Matt played key roles in launching multiple AV platforms on public roads.He's also an inventor, credited with patents ranging from indoor localization to dynamic data mining for autonomous systems. Alongside his startup leadership, Matt is a venture partner at Pioneer Fund, helping other early-stage founders navigate the startup ecosystem.Matt holds a B.S. in Electrical and Electronics Engineering from Georgia Tech and brings a unique blend of hardware expertise, startup grit, and large-scale system thinking. Whether deploying AVs in Munich or building user-friendly tools for manufacturers, Matt is passionate about making robotics practical, accessible, and powerful.LINKS:Guest LinkedIn: https://www.linkedin.com/in/matt-puchalski/Guest website: https://www.bucket.bot/ Aaron Moncur, hostClick here to learn more about simulation solutions from Simutech Group.

This week, the boys sling hot takes like baristas slinging lattes, diving into HR tech, AI, and corporate shenanigans with their signature wit. Kicking things off, they set the stage with a vibe check, chuckling over the wild ride of recruitment tech while side-eyeing the economic chaos of startups chasing venture capital like kids chasing ice cream trucks. No military leadership talk here, but they roast corporate missteps with the gusto of drill sergeants. The spotlight lands on JuiceBox, an AI-powered recruiting tool that snagged $36 million, including a $30 million Sequoia-led Series A. Chad's jazzed, calling it the “Capri Sun of HR tech” for its catchy name and $10 million revenue rocket. He wonders if they'll build a platform or get gobbled up in an acquisition faster than you can say “merger margarita.” Joel, the grumpy cat of the duo, sniffs history repeating, comparing JuiceBox to 2010s sourcing flops like Entelo. “Build fast, sell faster, or get squashed by LinkedIn,” he grumbles, predicting a big-tech beatdown. Next, they geek out over AI agents revolutionizing recruitment. Chad raves about Hackajob's agents that dig through applicant databases like treasure hunters, saving cash and recruiter sanity. Joel dreams of Chrome's new free Gemini AI turning browsers into job-search genies, scaring HR tech vendors like a horror flick. Chad warns, “Free? You're the product, kids!” as they lament job scams and hope AI security saves the day. LinkedIn's new Learning Career Hub gets a roasting—Chad calls it a “half-baked LinkedIn loaf” compared to slick competitors like Degreed. Joel likens it to Apple's VR headset: a panicked hedge against being left behind. They also torch Reid Hoffman's claim that work-life balance is a “red flag,” with Chad snapping, “Want me to work like a CEO? Pay me like one!” Joel laughs it off as Silicon Valley hot air, like a CEO dropping truth bombs after one too many kombuchas. Ford's CEO Jim Farley's $5 million pledge to train 15,000 workers by 2026 gets a collective eye-roll. Chad calls it “couch cushion change,” comparing it to Apple and Tesla's billion-dollar China training sprees. “Farley's begging for government handouts like a kid at a candy store,” he scoffs. Joel agrees, noting it's chump change next to a Super Bowl ad, and both warn U.S. companies are losing the EV race to China's manufacturing muscle. Finally, a Waymo self-driving car's illegal U-turn leaves cops stumped—no driver, no ticket! Chad, fresh off a Spanish speeding ticket by camera, wonders why the U.S. can't keep up with “Star Trek-level” tech. Joel predicts local governments will milk Google for fines to fund football fields. With automation on the rise, they're all in—just don't expect Robocop to sort it out anytime soon. Chapters 00:00 - Introduction 02:21 - Reflections on Current Events and Military Leadership 05:19 - Job Market Insights and Economic Concerns 09:13 - Cultural Commentary and Sports Events 16:11 - Tech Innovations in Recruitment 22:56 - Closing Thoughts and Future Outlook 25:06 - Evolving Market Strategies 27:13 - The Role of Agents in Recruitment 31:00 - Google's AI Integration and User Behavior 40:10 - LinkedIn's Challenges and Opportunities 46:32 - Ford's Workforce Development and EV Challenges 52:26 - Accountability in Autonomous Vehicles

Dr. Eliot explains how AI self-driving cars deal with jaywalking and jaywalkers. See his Forbes column for further info: https://www.forbes.com/sites/lanceeliot/

The Rich Zeoli Show- Hour 2: 4:05pm- During a Wednesday press briefing, Vice President JD Vance and White House Press Secretary Karoline Leavitt explained that Democrats have shut down the government as part of their fight to provide free healthcare to migrants residing in the United States illegally. 4:20pm- Did the government shutdown include audio on Capitol Hill? Chuck Schumer had some technical difficulties during an interview on Wednesday. 4:40pm- Will artificial intelligence kill us all (or at least take our jobs)? Rich and Justin are slightly concerned—Matt says he's a big believer in economist Joseph Schumpeter's theory of “creative destruction” and suggests we'll all be made better off in the long run. PLUS, Matt reviews 2001: A Space Odyssey and Alien—he didn't like either (infuriating everyone). And an autonomous Waymo vehicle gets pulled over for suspected drunk driving. Who gets the ticket?

Martyn Briggs, Director, Thematic Investing Strategy, Bank of America joined Grayson Brulte on The Road to Autonomy podcast to discuss why 2035 might be the year the car peaks and what that means for the market. Breakthroughs in AI, falling sensor costs, and favorable regulation have shifted autonomy from a “moonshot” to a fast-emerging industry and soon, a global economy that we call the autonomy economy. During the conversation Grayson and Martyn explore Bank of America's forecast of a $1.2 trillion total addressable market for autonomous vehicles by 2040, spanning not only passenger cars but also logistics, ports, mining, and agriculture.They discuss how generative AI, simulation, and neural networks are accelerating deployment and why autonomy is becoming a critical solution to labor shortages worldwide. The conversation also highlights regional adoption trends, the geopolitics shaping the autonomous vehicle race, and the more than $200 billion already invested since 2010, signaling a clear shift into commercialization and long-term opportunities for both technology developers and investors.Episode Chapters0:00 The Road to Autonomy Introduction0:23 Bank of America: The Future of Autonomous Vehicles Report10:26 UK Public Opinion on Autonomous Vehicles 16:24 Autonomous Vehicle Market Constraints 18:03 Autonomous Vehicles and Tourism20:20 Foxconn22:42 Personally-Owned Autonomous Vehicles and the Growth of Licensing 28:05 The Growing Autonomy Markets34:39 Autonomous Trucking38:57 Robotaxi Costs41:33 Peak Car and Increasing Autonomous Vehicle Investments 46:57 Institutional Investors 51:38 AI Data54:56 Chinese Autonomous Vehicle Market58:59 Autonomous Vehicles ChatGPT MomentRecorded on Thursday, September 25, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode Nick talks to David Keene MBEDavid Keene MBE, Founder & CEO of Aurrigo, is a leading figure in the automotive and autonomous vehicle industries. With nearly four decades of experience, David has been recognised as a driving force in the development of autonomous and electric vehicles, earning an MBE in June 2025 for his pioneering work to decarbonise airports through innovations such as the Auto-DollyTug, now in use at airports worldwide. A board member of the UK Automotive Council, Visiting Professor at Coventry University, and Fellow of the Institute of Engineering and Technology, David shares insights from his journey as an entrepreneur, innovator, and mentor nurturing the next generation of talent.Nick and David discuss how Aurrigo is partnering with major airlines, airports, and ground handlers—including Heathrow, Schiphol, Changi, and Swissport—to deploy autonomous technology that reduces emissions and addresses post-COVID staffing shortages by automating repetitive, low-value tasks. David highlights why airports are the ideal proving ground for autonomy—operating at low speeds, under strict regulations, and within confined domains—and explains how AI supports vision systems while safety-critical driving remains rules-based.The conversation also explores digital twins, airport electrification, and the next wave of autonomous applications, from cargo and baggage handling to security patrols, catering vehicles, and even remote-controlled passenger stairs. Offering insights into global scaling, competition with legacy ground support manufacturers, and the balance between innovation and safety, this discussion reveals how autonomous technology is reshaping airside operations and redefining the future of aviation logistics.David's Book choices where:The Warren Buffett Way  by Robert G. Hagstrom Rich Dad, Poor Dad by Robert T. Kiyosaki and Sharon Lechter David's music choice was:Mr Blue Sky by ELOThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo's potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla's vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners. Later the conversation then turns to Waymo's London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy? Is it time to acknowledge they won't be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren't yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.Episode Chapters0:00 FSD 146:44 Waymo Eyes London Expansion9:17 Does Uber Launch Robotaxis in Nashville without Waymo?11:35 Waymo Market Predictions15:13 Tesla Market Predictions17:53 Amazon's Continued Commitment to Zoox23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi28:43 Nissan ProPilot powered by Wayve31:08 Kodiak Goes Public32:22 Next WeekRecorded on Thursday, September 25, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Industrial Talk is onsite at Xcelerate 2025 and talking to Curt Chamberlain, Managing Consultant at Utility Performance Consultants about "Leveraging the EMaint solution for the Utility Market". Scott Mackenzie hosts an industrial podcast featuring Curt Chamberlain, a consultant with extensive experience in the energy and utility sectors. Chamberlain discusses his work with utilities like OG&E and a large Northeast utility, focusing on SAP implementations to cut OPEX by a billion dollars. He also details his projects with EMaint and Deep Blue, including a tight five-month implementation of EMaint for a pipeline company and a subsequent 18-month transition to EMaint's X5. Chamberlain highlights the challenges of regulatory compliance and the potential of AI in maintenance, emphasizing the need for substantial data to drive AI effectiveness. Action Items [ ] Connect with Curt Chamberlain on LinkedIn to continue the conversation. Outline Introduction and Welcome to the Podcast Speaker 1 introduces Scott Mackenzie as the host of the industrial talk podcast, highlighting his dedication to industry innovations and trends. Scott MacKenzie welcomes listeners to the podcast, emphasizing the importance of industry professionals and their contributions. Scott mentions the early morning conversation at the Accelerate conference, sponsored by Fluke Reliability. Scott promotes Fluke Reliability, encouraging listeners to visit their website for more information on asset management, maintenance, and reliability. Discussion on Autonomous Vehicles and Personal Experiences Scott and Curt discuss their experiences with autonomous vehicles, including taking one to a cigar shop and a short ride in another one. They share their thoughts on the comfort and safety of autonomous vehicles, with Speaker 2 expressing a desire to take one to the airport. Scott and Speaker 2 talk about the strange feeling of being in a car with no visible driver and the future of autonomous vehicles. Background on Curt Chamberlain Curt introduces himself as a consultant with extensive experience in the energy and utility business, particularly in maintenance and process improvement. He shares his background in the utility industry, starting in the mid-90s, and his work with various utilities, including OG and E. Curt describes his role in implementing SAP for OG and E, including payroll, maintenance, and other business systems. He mentions his recent work with a large utility in the Northeast, focusing on cutting a billion dollars in operating costs through SAP implementation. Implementation of E-Mate and Challenges Curt discusses his work with EMaint, a crude pipeline company, and the implementation of their asset management system. He describes the tight deadline and the challenges of transferring 389,000 historical work orders from the old system to E-Mate. Curt explains the regulatory requirements for maintaining historical data and the complexity of the implementation process. He shares the success of the implementation and the transition to E-Mate's new product, X5, which was pioneered by his team. Transition to Deep Blue and Current Projects Curt talks about his retirement and subsequent return to work with Deep Blue, a company in the water business. He describes the company's operations in Midland, Texas, and their role in treating and disposing of water used in hydraulic fracking. Curt explains...

Most crashes on New Zealand roads are caused by human error so could removing the driver from the equation make our roads safer? 

On the day of the company's public debut, Kodiak (KDK) CEO Don Burnette highlights how his company is using autonomous tech on the road today. He talks about how the company is already getting autonomous vehicles into the hands of customers and ways the tech ensures safety on the road.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss Bot Auto's successful 40-mile, fully autonomous run with no human in the cab or operating the vehicle remotely.In what Chuck Price calls a “watershed event,” Bot Auto successfully completed a driver-out run in under two years with less than $45 million in funding, compared to other competitors which are currently spending $600 million+ a year.Bot Auto's accomplishment could have broad implications for the autonomous trucking industry in terms of technological roadmaps and commercialization strategies. How they achieved this milestone with such limited resources will become a central question throughout the autonomy markets.Episode Chapters0:00 The Road to Autonomy Introduction0:23 Bot Auto Goes Driver-Out3:22 The Role of OEMs in an Autonomous Trucking World7:20 After Driver-Out, What's Next for Bot Auto?12:54 Building an Autonomous Trucking Business16:11 Rethinking the OEM Deal: When is the Right Time to Partner?19:43 Contract Manufacturing25:39 Ripple Effects of Bot Auto Going Driver-Out31:38 AI Unlock33:17 Proof Points37:50 Tesla Semi43:18 Current State of the Autonomous Trucking Industry45:51 Key TakeawayRecorded on Thursday, September 18, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft's dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%.Grayson and Walt examine the strategic implications of this non-exclusive deal, where a shared fleet will operate across both Lyft and Waymo networks, with Lyft leveraging its Flexdrive subsidiary for fleet management. This deal, marks Waymo's second partnership with Lyft, correcting widespread media reports that overlooked a small 2019 Phoenix pilot program that quietly disappeared from public view.The conversation expands into Waymo's incremental progress at San Francisco Airport (SFO) which is limited to the “kiss and fly” area rather than curbside access, and what this signals for Waymo's pending highway operations. Grayson predicts Waymo will begin operating on highways in the Bay Area by December 2025, while they debate sensor stack limitations that may be preventing current Jaguar fleets from highway deployment. Grayson and Walt also analyze Bot Auto‘s milestone achievement of a fully driverless 40-mile commercial run accomplished with just $45 million in funding, contrasting this efficiency against billion-dollar competitors still operating with safety drivers. The episode concludes with Tesla and Uber's freight partnership, which Walt characterizes as a potential “Trojan horse” for Tesla's autonomous trucking ambitions.Episode Chapters0:00 Lyft / Waymo Partnership7:01 Lyft / Waymo History 8:39 Nashville Market 12:17 Impact on the Uber / Waymo Relationship 15:31 Waymo's SFO Expansion 17:13 Waymo's “Great Highway Expansion” 20:39 Waymo's Emerging Zeekr Risk in Tennessee 23:00 Waymo's Airport Unlocks 25:25 Bot Auto Goes Driver-Out29:30 Going Driver-Out without an OEM Deal33:47 Tesla Semi / Uber Freight Partnership 37:24 Next WeekRecorded on Thursday, September 18, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss why Applied Intuition continues to be one of the most interesting companies in autonomy.The conversation explores Applied Intuition's growing portfolio of partnerships, including a major deal with Komatsu and the launch of their new SDS (self-driving system for automotive). Qasar and Peter share how first-principles thinking, diversification across verticals, and a relentless focus on engineering have allowed the company to expand while continually de-risking the business.As OEMs weigh the long-running build-versus-buy debate around autonomous driving systems, China's automakers are rapidly advancing their capabilities with a strong emphasis on in-vehicle software. From Tesla's software-driven model to legacy OEMs navigating the transition to software-defined vehicles, this episode of The Road to Autonomy highlights how Applied Intuition's Vehicle OS and SDS offerings are designed to meet automakers where they are today, while positioning them for what's next.In a future where software increasingly defines brand and customer experience, Applied Intuition is building the infrastructure that will power both vehicles and autonomy. Episode Chapters0:00 What's Next for Applied Intuition? 1:44 Self-Driving for Automotive (SDS)7:15 Managing Risks12:45 Komatsu Partnership16:32 Breakthrough Technology 21:38 Vehicle OS23:48 OpenAI Partnership25:05 L2/L2+ Demand32:42 Licensing Autonomous Driving Systems35:18 Maintaining SDS42:50 Cadillac44:09 Does Software Defines a Brand? 46:10 Planning for Automotive Software 49:29 What's NextRecorded on Friday, September 5, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join hosts Jon Bradshaw and Peter Harris in a deep dive into the evolving world of AI, autonomy, and the future of transportation with Gabe Klein, former leader of the U.S. Joint Office of Energy and Transportation, and Alexei Andreev, co-founder and managing director at AutoTech Ventures. Gabe brings a wealth of experience from public policy and urban mobility design, while Alexei offers a sharp lens on deep tech investments in autonomous vehicle technology and infrastructure.This episode untangles the complex challenges of achieving full vehicle autonomy, exploring why true self-driving cars remain an elusive goal over a decade after initial excitement. Gabe and Alexei discuss the intricacies of safety definitions, the need for technology that surpasses human driving, and the mathematical challenges posed by unpredictable real-world driving environments.Listeners will gain insights into the current state of autonomous vehicle deployment, including the technological debates over sensor suites like LiDAR versus vision-only systems, and the critical role of liability, insurance, and public perception in shaping adoption. The conversation also highlights promising investment opportunities beyond passenger vehicles—such as off-road agricultural autonomy, logistics automation, and critical supporting infrastructure like vehicle servicing, recharging, and fleet management.With a thoughtful look at cultural differences in safety expectations and the interplay of technology and public policy, this episode is essential for investors, policymakers, entrepreneurs, and anyone interested in the future landscape of mobility and the challenges and opportunities it presents.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI's Grok and Google's Gemini are shaping the future of in-vehicle experiences.Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable of controlling everything from “car wash mode” to trip planning and operating the traditional in-cabin functions of a vehicle. They draw parallels to historical tech battles, from Apple CarPlay's removal by GM to the politics within Alphabet that may slow Gemini's rollout inside Waymo vehicles. The discussion underscores how the integration of AI into vehicles could become one of the most valuable battlegrounds in autonomy. Beyond AI integration, the conversation expands into the latest market moves across autonomy. Tesla's upcoming expansion to Phoenix, Las Vegas, and California airports takes center stage, alongside SpaceX's $19 billion spectrum acquisition and its implications for connectivity in robotaxis.Episode Chapters0:00 Qualcomm on The Road to Autonomy2:51 Grok vs Gemini: Who Will Own the Future of AI In-Vehicle?12:33 Tensor Auto14:40 Tesla's Planned Robotaxi Expansions20:19 SpaceX / EchoStar Spectrum Deal 23:48 Zoox Las Vegas Launch27:17 May Mobility's Launch in Atlanta on Lyft31:41 Do May Mobility Cars go to Lyft or Uber First?34:12 Waymo's Emerging Hyundai Risk 36:30 Kodiak Delivers First Factory Upfitted Autonomous Truck38:35 Autonomous Trucking Industry40:43 Next WeekRecorded on Friday, September 12, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The Chad & Cheese Podcast, with Chad Sowash sipping ouzo on a Greek beach, Joel Cheesman and guest J.T. O'Donnell dish out spicy takes on the workforce with their trademark snark. They kick off with a riff on empathy—or lack thereof—in today's rage-fueled world, joking that community resilience is basically folks bonding over Wi-Fi outages. Corporate layoffs get a roasting, with job security shakier than a Jenga tower at a frat party, and fractional employment pitched as the future for those who love working three jobs to afford one coffee. OpenAI's shiny new job platform sparks eye-rolls, as they dunk on job boards so outdated they might as well be faxing resumes. AI's role in job matching gets a nod, though they quip it's less “perfect match” and more “swipe left on bad fits.” Labor market woes are dissected, with job seekers facing hurdles higher than a toddler's tantrum, and generational gripes about work sound like Boomers and Zoomers arguing over who gets the last slice of avocado toast. Economic data? They trust it about as much as a used car salesman's handshake. Indeed and LinkedIn's AI tools get a playful cage match comparison, while Shaker and Radancy's acquisition drama is served with a side of corporate soap opera. They wrap up cackling about autonomous vehicles, wondering if truck drivers will soon be replaced by robots who honk worse than your uncle at a tailgate.  Chapters 00:00 Introduction and Current Events 02:25 The State of Empathy and Rage 05:19 Shout Outs and Community Resilience 08:33 Corporate Layoffs and Job Security 11:22 The Future of Work and Fractional Employment 14:22 OpenAI's New Job Platform 17:06 Cynicism Towards Job Boards 20:11 OpenAI's Impact on Job Searching 27:16 AI in Job Matching and Job Seeker Education 29:06 Labor Market Insights and Economic Realities 30:50 Demographics of Job Seekers and Their Challenges 33:04 Generational Perspectives on Employment 35:19 Trust in Economic Data and Its Implications 36:29 AI Tools in Recruitment: Indeed vs. LinkedIn 46:52 Acquisitions in Recruitment Tech: Shaker vs. Radancy 53:57 The Future of Autonomous Vehicles and Job Displacement

How do you transform a 100-year-old trucking giant into a software-driven, zero-emission company? Karin Rådström, CEO of Daimler Truck, joins Nicolai Tangen to discuss the massive changes reshaping the trucking industry. They explore the shift from diesel to electric and hydrogen power, the development of autonomous vehicles, and the cultural transformation needed to accelerate innovation in a traditional German engineering company. Karin also opens up about her leadership philosophy of "tough love," her background as a Swedish national rowing champion, and what it's like being the first woman to lead a major truck manufacturer. With 105,000 employees worldwide, Daimler Truck is steering toward a sustainable future. Tune in for an inspiring conversation!In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæter. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas's energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics. With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs.The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally. Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery.Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity. As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement.Episode Chapters0:00 Weakening U.S. Dollar & Interest Rates2:21 Growing Household Debt4:20 Emerging Markets & Supply Chains5:27 Growing Natural Gas Demand12:49 Growing Global Oil Demand16:51 Potential Weakening U.S. Economy18:33 Global Oil Supply21:27 China24:49 Europe29:55 Permian Basin 32:58 ADS Business Conditions Index34:33 Tech's Impact on Oil & Natural Gas Industry36:03 Texas Oil & Natural Gas Industry's Economic Impact 37:52 Next QuarterRecorded on Thursday, September 4, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”. Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval to operate at the San Jose (SJC) airport, a move Grayson Brulte predicted five months ago on a previous episode.Meanwhile, Tesla opened the public waitlist for its Robotaxi app, which quickly surged up the Apple App Store charts, reaching #1 in the travel category and #8 overall among free apps.The discussion then broadens beyond the Waymo–Tesla rivalry, touching on the political headwinds Waymo faces in Seattle, NHTSA's recent regulatory changes designed to accelerate autonomous vehicle commercialization, and Torc's $660 million annual burn rate as Daimler Truck explores external funding options.Episode Chapters0:00 Waymo-Tesla Competition 5:48 Waymo's Denver Expansion 8:01 No Uber Partnership for Denver or Seattle?10:36 Waymo's Affection for Unwelcoming Cities, Including Seattle 15:24 Benefits of Autonomy 16:37 Updated NHTSA Rules19:23 Waymo Expands to San Jose Airport, Is SFO Next?24:22 Tesla Opens Robotaxi Waitlist 27:43 Highway Unlocks30:44 Avride Launching on Uber in Dallas33:16 Tensor Auto35:49 Daimler Truck is Seeking Outside Capital for Torc40:18 Next WeekRecorded on Friday, September 5, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. Eliot explains how AI self-driving cars cope with sudden lane changes. See his Forbes column for further info: https://www.forbes.com/sites/lanceeliot/

I hate to be the bearer of bad news, but it doesn't look like we're all going to have personal Waymos anytime soon. There are four major hurdles.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/george-jetson-would-be-disappointed-with-autonomous-vehicles

Send me a messageFleet sustainability isn't just about going electric, it's about smart planning, cultural buy-in, and tackling operational friction head-on. In this episode of the Sustainable Supply Chain podcast, I'm joined by Steve Saltzgiver, Director of Fleet Success at RTA Fleet, who brings over 40 years of public and private sector experience in managing and modernising fleets.We get into the real-world obstacles holding back fleet decarbonisation - politics, procurement cycles, and the ever-persistent myth that owning a car qualifies someone to manage a fleet. Steve talks about how electrification is progressing unevenly across the US, why right-sizing and right-typing fleets are essential first steps, and how even basic maintenance practices can yield massive emissions savings.We also touch on the growing role of data in fleet operations - how VMRS codes, utilisation metrics, and carbon baselining can turn strategy into action. Steve shares stories from his time working with governments, utilities, and large enterprises, and reflects on the cultural transformation needed to make sustainability stick.Whether you manage a municipal fleet or oversee logistics in a Fortune 500 company, this episode is packed with grounded, practical advice for making fleets leaner, cleaner, and smarter.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview. During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar is the “right solution,” noting that all of Uber's current partners use this combination. This statement prompted a response from Elon Musk, who argued via a post on X that LiDAR and radar actually reduce safety due to “sensor contention” and reaffirmed Tesla's commitment to a camera-only system. Beyond the technical debate, Grayson and Walt discussed Tesla's expanded Robotaxi service in Austin and the growing opposition to a potential Waymo deployment in New York City.Episode Chapters0:00 One-Year Anniversary of Autonomy Markets2:14 Dara Khosrowshahi Reignites LiDAR vs Vision-Only Debate9:24 Elon Musk's LiDAR Rebuttal 11:49 What if Tesla Embraced LiDAR?14:29 Robotaxi Expands in Austin, Once Again18:14 Traffic Fatalities 20:32 Waymo Begins Testing in New York City26:06 Boring Company is Testing FSD Supervised in Las Vegas29:07 Stellantis Shuts Down Internal ADAS Development Program31:28 Next WeekRecorded on Thursday, August 28, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Anshuman Saxena, Vice President and Head of ADAS/Autonomous Driving Products, Qualcomm joined Grayson Brulte on The Road to Autonomy podcast to discuss Qualcomm's Snapdragon autonomy strategy.Qualcomm's automotive division is rapidly expanding, with revenue up 59% year-over-year to $959 million. At the center of this growth is the company's Snapdragon Digital Chassis, a comprehensive automotive platform and the cornerstone of Qualcomm's autonomy strategy.As part of this approach, Qualcomm is redefining the digital cockpit by integrating AI-powered natural language interactions, advanced graphics through Adreno GPUs, and vision-based systems that enhance both safety and user experience.Looking ahead, Qualcomm's Snapdragon architecture is not only powering vehicles today but also laying the foundation for robotics and future intelligent systems.Episode Chapters0:00 Qualcomm's Approach to Autonomy6:10 ADAS Growth Opportunity 10:09 Consumer Adoption of ADAS12:10 In-Vehicle Experience 16:37 Snapdragon Digital Chassis17:44 Adreno GPU24:15 Developing Technology with Partners28:05 Robotaxi Platform29:36 Vision Systems 33:07 Personally Owned Autonomous Vehicles 35:46 Reasoning 40:54 Chip Design 45:16 Future of Qualcomm's Automotive Division Recorded on Tuesday, August 26, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.Episode Chapters0:00 Robots2:42 Nuro Series E4:54 Delivery Robots Part 16:11 Fleet Management 9:24 Delivery Robots Part 214:26 Waymo on Uber in Atlanta 21:15 Status of Waymo and Uber's Relationship 26:58 Helm.ai Honda Expand Partnership 32:21 Alibaba's Autonomous Driving IPO34:16 Baidu Apollo Go36:35 Tesla FSD in Japan38:46 Cybercab39:32 Next WeekRecorded on Thursday, August 21, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

- VW Number 1 In EU EV Sales, Tesla Slips To Number 7 - Model Y No Longer Best-Selling Model in Europe - Audi Boosts Prices in The U.S. - Amazon Considering Expanding Used Car Business? - Singapore and Middle East Aim to Become AV Hubs - AVs Could Be Goldmine for Insurance Companies - BMW To Supply Mercedes With Engines - Jeep Reveals All-New Cherokee - Chrysler Unveils Off-Road Pacifica - Nissan Updates Roox Kei Car - NYC Fleet Operator Snaps Up Unsold Fisker Ocean's

- VW Number 1 In EU EV Sales, Tesla Slips To Number 7 - Model Y No Longer Best-Selling Model in Europe - Audi Boosts Prices in The U.S. - Amazon Considering Expanding Used Car Business? - Singapore and Middle East Aim to Become AV Hubs - AVs Could Be Goldmine for Insurance Companies - BMW To Supply Mercedes With Engines - Jeep Reveals All-New Cherokee - Chrysler Unveils Off-Road Pacifica - Nissan Updates Roox Kei Car - NYC Fleet Operator Snaps Up Unsold Fisker Ocean's

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM's renewed interest in autonomous vehicles.From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles. Despite the shift in strategy, GM faces significant hurdles. The company must rebuild trust with the tech community to attract top talent after Cruise's high-profile failures. At the same time, the company continues to face intense competition from Tesla, whose rapidly advancing Full Self-Driving (FSD) system raises questions about whether GM can develop a competitive system in-house or if it will need to license technology from Waymo, Wayve, or Nuro.GM's return to autonomy opens the door to many questions. Questions that will only be answered in the years ahead.Episode Chapters0:00 GM Once Again Enters the Autonomy Market4:07 Can Sterling Anderson Revive GM's Autonomy Ambitions? 6:36 GM's “New” Autonomy System9:16 Super Cruise Subscription Revenue 10:37 Tesla13:48 Does GM Have to License?14:49 Rebuilding Trust18:26 Would GM ever do a Waymo Deal?20:04 Licensing + Data23:51 Timeline26:43 Pricing Autonomy32:41 Ford34:22 Where Does GM Ultimately Go?Recorded on Monday, August 10, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Scientific Sense ® by Gill Eapen: Prof. Missy Cummings is Professor of Engineering and Computer Science at George Mason University. She is also the director of Mason's Autonomy and Robotics Center (MARC).Please subscribe to this channel:https://www.youtube.com/c/ScientificSense?sub_confirmation=1

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM's sudden return to autonomous vehicles, Waymo's growing supply constraints, and the launch of Tensor Auto.A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will be focusing on developing personally-owned autonomous vehicles instead of robotaxis. This is GM's third attempt at autonomy, raising questions about whether the company can regain the trust of engineers and the broader industry after repeatedly abandoning past efforts. While GM prepares for another autonomy reboot, Waymo continues to grapple with supply constraints. And then there is a new entrant to the autonomy markets, Tensor Auto (formerly Auto X) which is planning to launch a personally owned autonomous vehicle featuring 37 cameras, manufactured by VinFast. In corporate moves, Uber Freight CEO Lior Ron has left the company to become COO of Waabi in a surprising move that has drawn significant industry attention.Episode Chapters0:00 GM's Revised Autonomy Plans11:31 Ford's Continued Autonomy Disdain14:37 Where is Toyota?16:06 Waymo's Supply Constraints 20:37 Waymo in Atlanta 24:27 Is Waymo Expanding too Fast?25:25 Tesla FSD29:43 Robotaxi's Upcoming Public Launch 33:19 Tesla Eyes NYC Robotaxi Expansion 35:02 Tensor Auto43:20 Uber Freight / Waabi 52:47 Next WeekRecorded on Friday, August 15, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's growing autonomous vehicle investments and why they won't be modest. While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company's Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon. At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company's growing free cash flow can support both increased buybacks and significant investments in the autonomy ecosystem? Is this simply a bid to reassure Wall Street while simultaneously preparing for an autonomous future?Anything is possible and we broke it all down on this week's edition of Autonomy Markets along with Lyft's renewed interest in autonomy and their willingness to invest and own assets. As Lyft prepares to spend (with a smaller balance sheet), Uber's autonomy investments will be anything but modest.Episode Chapters0:00 Uber's Autonomy Investments Narrative 3:49 Who Finances Robotaxi Fleets?6:16 What is Holding Back Growth of AVs?8:26 Autonomous Driving Systems10:20 Uber's AV Exclusive Deals 12:05 Uber Recycling Investments 16:09 Uber's Relationship with Waymo 18:49 Lyft is Leaning into Autonomy21:52 Lyft Partners with Baidu for Europe and UK Markets 2428 Managing AV Fleets 28:24 Aurora LIVE31:24 Zoox NHTSA Exemption 32:47 Autonomy Expands the Rideshare Market 37:33 Next WeekRecorded on Thursday, August 7, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing how middle market EBITDA has declined 20-25% since 2019, creating what he calls the "K-shaped economy." His investment stories are legendary, particularly his $600+ million bet on NYC taxi medallions, which we go into in great detail. We discuss Marblegate's approach to negotiation, sourcing deals directly from hundreds of regional banks, and understanding the human element in distressed situations. Please enjoy this conversation with Andrew Milgram. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:58) Understanding the K-Shaped Economy (00:07:08) Middle Market Challenges and Data Insights (00:16:56) Distressed Investing Explained (00:25:06) The Taxi Medallion Investment Story (00:46:46) Navigating New York's Taxi Medallion System (00:47:17) Building Relationships with Regulators and Unions (00:50:22) Taking the Taxi Operation Public (00:51:26) The Future of Autonomous Vehicles and Medallions (00:54:30) Investment Strategies and Risk Management (00:58:41) Negotiation Principles and Human Drama (01:11:55) Personal Reflections and Formative Experiences (01:17:22) The State of the American Economy (01:23:29) Insights on Private Credit and Equity Markets (01:30:39) Future of Asset Management (01:33:16) The Kindest Thing Anyone Has Done For Andrew

Andrew Chapin, Chief Operating Officer, Nuro joined Grayson Brulte on The Road to Autonomy podcast to discuss Nuro's three-way partnership with Uber and Lucid Motors, which will see Uber exclusively deploy the Lucid Gravity robotaxi powered by Nuro on their platform.In a deal that clearly validates their bold pivot to licensing, Uber has committed to deploying 20,000 Nuro powered robotaxis globally on the Uber network over the next six years, with the potential for significantly greater scale as the partnership matures.This isn't just another robotaxi announcement, this could be the blueprint for the future of robotaxi deployment. An autonomous driving software developer licenses its technology to an OEM, which integrates the software and hardware at the factory, while a third party owns and operates the vehicles on a commercial network.Episode Chapters0:00 Nuro x Lucid x Uber Deal4:55 Going Global6:39 Building the Lucid Gravity Robotaxi13:15 Maintaining the Robotaxi16:07 Nuro Hardware19:41 What's Next?23:10 Nuro's Business Discipline 26:58 Preparing for Market Launches31:31 Highways33:08 Operations 35:13 Looking ForwardRecorded on Tuesday, July 29, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and the emerging Tesla double standard. Waymo's multi-year partnership with Avis signals the company's desire to maintain flexibility, rather than locking into exclusive partnerships. With Avis once again joining the autonomous vehicle industry as a service provider, could Hertz and Enterprise be next to jump back in to the industry? As Waymo continues to expand to new markets, Tesla ha recently launched a ride-hailing service in the San Francisco Bay Area, covering a vast service area from San Jose to Berkeley, albeit with safety drivers due to California's regulatory constraints.Staying in the policy theme, Waymo is facing fierce resistance in Boston, where several City Council members are attempting to ban autonomous vehicles unless a safety driver is present. The opposition underscores the uphill battle autonomous vehicles companies still face in when expanding to new markets. Then there is the Tesla double standard. No matter what the company does, someone seemingly will find something wrong, something to nitpick and something to complain about. From social media to regulatory hearings, the double standard is real, and unfortunately it is shaping some aspect of the public autonomous vehicle narrative.Episode Chapters0:00 Waymo Expands to Dallas2:07 Waymo Partners with Avis Once Again6:19 Dallas Robotaxi Market8:24 Rental Car Companies11:31 Waymo Highway Testing13:30 Waymo's Unfriendly Boston Welcome 19:28 Tesla's Bay Area Ride-Hail Expansion 22:04 Tesla and Waymo's Rabid Fans 25:39 Tesla Robotaxi27:48 Tesla & Waymo's Impact on Uber29:03 Autonomous Trucking31:45 Aurora 34:52 Investor Interest in Autonomous Trucking36:04 Next WeekRecorded on Thursday, July 31, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. Eliot explains how AI self-driving cars are exposed to backdoor security holes. See his Forbes column for further info: https://www.forbes.com/sites/lanceeliot/

THE conversation (episode 5) w/Levi Spires (YouTube @TipYouInTheApp) July 31st, 2025 .:: TOPiCS COVERED ::. 1. Ai will do more damage to 'white collar' work before Rideshare 2. Tesla drivers are responsible for FSD (Full Self Driving) vs. Waymo driverless and no responsiblity 3. Are passengers insured while riding in a Waymo (WITHOUT using YOUR insurance) 4. Lawyers will NOT take cases against autonomous AND WHY 5. Breakdown of the cost of autonomous rideshare will BLOW YOUR mind 6. Arizona law prevents driver-less Waymo's from being ticketed 7. Waymo won their case in California allowing them to not publicly disclose vital information 8. and more throughout the live Rideshare Rodeo Brand & Podcast: https://linktr.ee/RideshareRodeo 

Interview with Ian Krietzberg Leo's shows off his new AI toys Paris unveils her new desk setup Personal Superintelligence You might want to delve into this paper. I want to underscore, that's a joke you'll comprehend only with meticulous reading of it. Source: Yann LeCun will continue to work at Meta as chief scientist of the AI research group FAIR and will report to Alexandr Wang Last Week on My Mac:

Interview with Ian Krietzberg Leo's shows off his new AI toys Paris unveils her new desk setup Personal Superintelligence You might want to delve into this paper. I want to underscore, that's a joke you'll comprehend only with meticulous reading of it. Source: Yann LeCun will continue to work at Meta as chief scientist of the AI research group FAIR and will report to Alexandr Wang Last Week on My Mac:

Interview with Ian Krietzberg Leo's shows off his new AI toys Paris unveils her new desk setup Personal Superintelligence You might want to delve into this paper. I want to underscore, that's a joke you'll comprehend only with meticulous reading of it. Source: Yann LeCun will continue to work at Meta as chief scientist of the AI research group FAIR and will report to Alexandr Wang Last Week on My Mac:

Interview with Ian Krietzberg Leo's shows off his new AI toys Paris unveils her new desk setup Personal Superintelligence You might want to delve into this paper. I want to underscore, that's a joke you'll comprehend only with meticulous reading of it. Source: Yann LeCun will continue to work at Meta as chief scientist of the AI research group FAIR and will report to Alexandr Wang Last Week on My Mac:

Interview with Ian Krietzberg Leo's shows off his new AI toys Paris unveils her new desk setup Personal Superintelligence You might want to delve into this paper. I want to underscore, that's a joke you'll comprehend only with meticulous reading of it. Source: Yann LeCun will continue to work at Meta as chief scientist of the AI research group FAIR and will report to Alexandr Wang Last Week on My Mac:

Kevin Peterson, Co-Founder & CTO, Bedrock Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss the growing labor shortage in the construction industry and how Bedrock is developing autonomous construction equipment to help builders keep building.America's construction industry is facing a crisis with a shortage of 500,000 workers delaying projects by an average of two months and costing $2.7 billion annually. Bedrock is looking to solve that problem as they are building autonomous construction equipment using machine learning techniques such as imitation learning and reinforcement learning to teach machines how to dig, move, and adapt in real-world job sites.Throughout the conversation, Grayson and Kevin explore the economic, technical, and operational challenges facing the construction sector, from power constraints slowing down data center builds to safety risks on chaotic job sites and how autonomy can solve these growing issues. Episode Chapters0:00 From Cars and Trucks to Construction 3:16 Automating Construction Equipment 9:51 OEM Partnerships 10:49 Construction Partners 12:55 Data16:56 Deploying Autonomous Construction Equipment 24:00 Challenges 26:15 Job Creation 28:09 Human to Machine Ratio30:28 Bedrock OS33:40 Maps34:29 Construction TAMRecorded on Thursday, July 24, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet's Q2 2025 earnings calls, Tesla's growing robotaxi ambitions and the launch of Zoox's limited fixed-route service in Las Vegas.Tesla's Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as soon as this weekend. Two key factors behind Tesla's ability to scale quickly are its expansive Supercharger network and its streamlined sensor suite, which is much simpler than those used by Waymo.In Las Vegas, Zoox which requires a robust sensor-suite opened service to members of the public through what the company calls an “Explorers Program”. The operation is highly restricted running only between Resorts World and Luxor, with every ride requiring concierge assistance, giving it the feel of a Disneyland ride rather than an robotaxi service.While robotaxis are scaling, the autonomous trucking industry continues to work through its business model. Multiple models are emerging, with some companies focused on licensing their technology and others building vertically integrated operations.This week, Walt joined the PACCAR earnings call to ask a question about their partnership with Aurora.Episode Chapters0:00 Tesla Q2 2025 Earnings / Robotaxi4:26 FSD Take Rate6:53 Safety9:38 Robotaxi Expansion to Las Vegas?11:15 Zoox Las Vegas Service17:55 Who Launches Commercial Service First in Vegas? Zoox or Tesla?18:46 Amazon's Commitment to Zoox21:24 Scaling Robotaxi26:31 Robotaxi Bay Area Launch28:21 VW's Continued Autonomous Driving Struggles 32:36 Alphabet's Commitment to Waymo34:14 Bot Auto Steves & Sons Partnership 37:24 Autonomous Trucking40:02 PACCAR Q2 2205 Earnings Call45:19 Next WeekRecorded on Friday, July 25, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 “What everyday technology will seem barbaric in 50 years—and are we already halfway there?”That's the question JB, Sandy, and Tricia tackle in this hilariously candid episode of The JB and Sandy Show, where no topic is too weird, too personal, or too futuristic. 

Tim Bucher, Co-Founder & CEO, Agtonomy joined Grayson Brulte on The Road to Autonomy podcast to discuss how a 47-year-old California regulation is stalling the adoption of autonomous tractors and threatening the future of farming in the Golden State.Since his last appearance, Agtonomy has entered into a partnership with Kubota to develop autonomous tractors aimed at easing the growing labor shortages in agriculture. Despite this progress, regulatory hurdles remain a significant barrier to scaling these technologies in California. A 47-year-old CAL/OSHA regulation technically prohibits the use of autonomous tractors on private farmland, a law originally implemented to prevent the dangerous practice of “driverless tractors,” where operators would jump off moving machines to complete manual tasks.Today, that outdated regulation is being applied to modern autonomous tractors, creating a de facto ban. As a CAL/OSHA's autonomous ag vehicles committee member, Tim offers a behind-the-scenes look at the slow but promising progress toward updating the law and unlocking the future of farming in California.Episode Chapters0:00 Agtonomy x Kubota6:25 CAL/OSHA Regulations10:36 Historical Context of CAL/OSHA “Driverless” Regulations17:57 CAL/OSHA Advisory Committee23:49 Defining Regulatory Language25:50 Engaging with the Autonomous Ag Community32:15 Labor Issues37:13 Regulations39:58 Regulations & Economics43:35 Preparing for GrowthRecorded on Thursday, July 17, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While in Austin last week, Grayson and Walt met with AVride, experienced a fully autonomous ride in their Hyundai IONIQ 5, and spent time with the company's management team. AVride's engineering and OEM partnership strategy stood out as key strengths and later this year, the company will launch commercial service on the Uber network in Dallas.Scaling robotaxi services requires real-world logistics, and companies such as AVOMO are leaning into the opportunity by building businesses to manage fleets of robotaxis. In Austin, AVOMO is managing a Costco-sized depot with 36 charging ports and on-site maintenance for Uber's Austin Waymo fleet.Another day, another autonomy deal for Uber. This week, Nuro announced a six-year deal with Lucid Motors and Uber to bring fully integrated autonomous Lucid Gravity vehicles powered by the Nuro driver to the Uber platform starting next year. As part of the deal, Uber is going to own the asset as they are entering the asset-ownership game, as we correctly called on Autonomy Markets.Episode Chapters0:00 Avomo, Waymo, Uber Austin Depot7:51 Depot Real Estate10:16 Vehicle Ownership13:13 Waymo / Uber Relationship 15:13 Avride23:30 Nuro, Lucid, Uber Deal 32:42 Uber's Autonomous Vehicle Asset + Logistics Strategy36:32 Tesla Robotaxi's Expanded Austin Service Area40:41 Next WeekRecorded on Thursday, July 17, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss the future of autonomy.Is Waymo preparing to pivot away from owning and operating robotaxi fleets towards licensing the Waymo Driver to companies such as Toyota, and perhaps even Ford and GM? If Waymo were to fully pivot to a licensing model, it could establish a new model in which legacy OEMs become contract manufacturers for autonomous driving developers. With legacy OEMs acting as contract manufacturers, a new ecosystem would emerge in which OEMs build the vehicles, finance companies carry them on their balance sheets, service providers manage operations, and autonomous driving developers supply the autonomous driving systems under licensing agreements.Meanwhile, Foxconn has ambitions to become the contract manufacturer of choice for robotaxi developers. If Foxconn were to enter the sector at scale, who would become the fleet operator? Who would finance the vehicles and own them on their balance sheet?Today, there are still more questions than answers when it comes to the future of autonomy. Yet despite this current uncertainty, the outlines of the industry's next era are beginning to take shape.Episode Chapters0:00 Ford's LiDAR Demands4:16 Financing Autonomous Driving Platforms 5:44 Would GM Sell The Origin Platform to Cruise?13:24 GM & Politics 15:38 Foxconn21:34 Licensing Autonomous Driving Systems 23:15 Fully-Electric Pick-up Trucks30:21 Tesla32:35 Breaking out Robotaxi Revenue 36:11 Waymo41:41 May Mobility on Lyft43:16 Toyota44:53 Waymo OEM Partnerships 46:02 What To Look For in the MarketsRecorded on Monday, July 7, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At the start of the year, I made seven predictions about how 2025 would unfold. Six months in, it's time to mark my own work. From AI capability breakthroughs to autonomous vehicles, climate extremes to workforce transformation, I examine what I got right, what I missed, and why the 2027-2028 period will be when vertical AI hits the real economy in force.In this episode you'll hear:The AI wall that never came: Ten-million-token models exist, O3 scores 25% on Frontier Math vs GPT-4's 2%, but some models are inconsistent and overthink problemsWhen bots officially out-talk humans: My modeling shows LLMs crossed the threshold of producing more text than humans sometime this summerThe Waymo vs Uber SF battle: They've beaten Lyft and expanded to New York, but Tesla's Austin robo-taxi fleet changes the competitive landscapeClimate and energy predictions that were "too easy": Record climate extremes, 30% solar growth, and Indonesia's stunning EV jump from 20% to 80% in two yearsWhat I completely missed: The AI capex boom, humanoid robots at Figure/BMW/Amazon, and workforce impact with CEOs reporting 20-50% AI assistanceWhy getting too many predictions right is a problem: I reflect on whether scoring too well means I didn't push boundaries enough in my forecastingThe 2027-2028 turbulence ahead: Why four-year-old AI startups challenging incumbents while early adopters reap deep organizational benefits will create economic turbulenceOur new showThis was originally recorded for “Friday with Azeem Azhar”, a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below.The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar?originalSubdomain=ukTwitter/X: https://x.com/azeemTimestamps:(00:00) Grading my predictions from January 2025(01:23) #1: No AI Wall(03:59) #2: Warp-speed deployment(05:16) #3: Bots out-talk humans(06:24) #4: Waymo overtakes Uber in SF(08:31) #5: Climate extremes intensify(09:09) #6: Solar keeps breaking records(10:06) #7: EVs shift up a gear(11:12) The problem with predicting too accurately(12:01) What I missed(12:14) The CapEx boom around AI(13:56) The rise of humanoid robots(14:36) AI's impact on the workforce(18:40) Looking ahead(18:48) Infrastructure first, apps next(19:52) 2027/2028 will be a "period of fireworks"(21:39) When we'll find out if AI is a bubble(23:02) A question for the futureProduction:Production by supermix.io and EPIIPLUS1 Ltd