Podcasts about driverless cars

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul's bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber's changing Waymopartnership language and Waymo's upcoming expansion to Sydney. In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from “exclusively available on Uber” to simply “available on Uber” when promoting Waymo rides.On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform.Episode Chapters0:00 Verizon Outage 1:45 New York's Unkind Welcome to Autonomous Vehicles 9:19 Robotaxi and Waymo Face-off in Austin12:47 Autonomy Markets Merch14:15 FSD Goes Subscription Only on Valentine's Day 17:18 Waymo Eyes Australian Expansion 21:03 Tensor Auto24:06 Stack AV26:14 Plus AI Expands to Japan28:33 Foreign Autonomy Desk 30:33 Next WeekRecorded on Thursday, January 15, 2026--------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.

Don Burnette, Founder & CEO, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss taking Kodiak public and why the company's strategy has always been about de-risking autonomy with optionality. As part of their de-risking strategy, Kodiak has deployed an asset-light business model where partners including Atlas Energy Solutions own and operate the trucks, allowing Kodiak to focus on the AI software.During the episode, Grayson and Don discuss the strategic importance of Kodiak's partnership with Bosch to develop a redundant, OEM-agnostic platform that unlocks scale across multiple OEMs. With their partnerships and business model intact, Kodiak is preparing to launch driver-out commercial over-the-road operations in the second half of the year, setting the stage for a broader expansion into physical AI.Episode Chapters0:00 Taking Kodiak Public3:36 Asset-Light Autonomous Trucking Business 12:10 Unstructured Driving 14:31 Kodiak's Platform Agnostic Strategy 21:45 Bosch Partnership 27:47 Preparing for Driver-Out Over-The-Road Operations 34:10 Over-The-Road Business Model25:38 Future of KodiakRecorded on Monday, January 12, 2026--------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 CES 2026, Zoox's performance on the Las Vegas Strip and Uber's potential long-term autonomy plans. Zoox's performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox? Do they overhaul management, make an acquisition, or simply shut it down and move on? While Zoox struggled, NVIDIA introduced their open-source Alpamayo AI models under an Apache 2.0 license to accelerate the development of autonomous vehicles and sell more GPUs. Closing out the show, the discussion shifts to hardware and global expansion, contrasting Waymo's bulky new Ojai vehicle with the well-designed Lucid-Nuro robotaxi.Episode Chapters0:00 CES 20262:13 Zoox CES Experience 8:41 NVIDIA's CES Announcements 12:45 SAE Level 216:59 Waymo Ojai19:31 Lucid / Nuro Robotaxi21:29 Does Uber Need to Vertically Integrate Autonomy in the Future?25:05 Waymo / Uber Relationship27:37 Tensor Auto 32:49 Foreign Autonomy Desk34:35 Disgrace of The Week38:24 Next WeekRecorded on Friday, January 9, 2026--------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.

Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. Andrew Percoco: And I'm Andrew Percoco, Head of North America Autos and Shared Mobility Research. Brian Nowak: Today we're going to talk about why we think 2026 could be a game changer and a point of inflection for autonomous vehicles and autonomous driving. It's Thursday, January 8th at 10am in New York. So, Andrew, let's get started. Have you ridden an autonomous car before? Andrew Percoco: Yeah, absolutely. Took a few in L.A., took one in San Francisco not too long ago. Pretty seamless and interesting experience to say the least. Brian Nowak: Any accidents or awkward left turns? Or did you feel pretty comfortable the whole time? Andrew Percoco: No, I felt pretty comfortable the whole time. No edge cases, no issues. So, all five star reviews for me. Brian Nowak: Andrew, we think your answer is going to be a lot more common as we go throughout 2026. As autonomous availability scales throughout more and more cities. Things are changing quickly. And we kind of look at our model on a city-by-city basis. We think that overall availability for autonomous driving in the U.S. is going to go from about 15 percent of the urban population at the end of 2025 to over 30 percent of the urban population by year end 2026. Andrew Percoco: Yeah, totally agree. Brian, I'm just curious. Like maybe layout for us, you know, what you're expecting for 2026 in more detail in terms of city rollouts, players involved and what we should be watching for throughout the next, you know, nine to 12 months. Brian Nowak: We have multiple new cities across the United States where we expect Waymo, Tesla, Zoox, and others to expand their fleet, expand autonomous driving availability, and ultimately make the product a lot more available and commonplace for people. There are also new potential edge cases that we think we're going to see. We're going to have our first snow cities with Waymo expected to launch in Washington, D.C.; potentially in Colorado, potentially in Michigan. So, we could have proof of concept that autonomous driving can also work in snow throughout [20]26 and into 2027 as well. So, in all, we think as we sit here at the start of [20]26, one year from now, there's going to be a lot more people who are going to say: I'm using an autonomous car to drive me around in my everyday practice. Andrew Percoco: Yeah, that makes a lot of sense. And I guess, what do you think the drivers are to get us there, right? There's also some concerns about safety, adoption, you know, cost structure. What are the main drivers that really make this growth algorithm work and really scales the robotaxi business for some of the key players? Brian Nowak: Part of it is regulatory. You know, we are still in a situation where we are dealing with state-by-state regulatory approvals needed for these autonomous vehicles and autonomous fleets to be built. We'll see if that changes, but for now, it's state by state regulation. After that, it comes down to technology, and each of the platforms needs to prove that their autonomous offerings are significantly safer than human driving. That is also linked to regulatory approval. And so, when we think about fleets becoming safer, proving that they can drive people more miles without having an accident than even a human can – we think about the autonomous players then scaling up their fleets. To make the cars and fleets available to more people. That is sort of the flywheel that we think is going to play out throughout 2026. The other part that we're very focused on across all the players from Waymo to Tesla to Zoox and others is the cost of the cars. And there is a big difference between the cost of a Waymo per mile versus the cost of a Tesla per mile. And we think one of the tension points, Andrew, that you can, you can talk about a little bit here, is the difference in the safety data and what we see on Tesla as of now versus Waymo – versus the cost advantage that Tesla has. So, talk about the cost advantage that Tesla has through all this as of right now. Andrew Percoco: Yeah, definitely. So, you know, as you mentioned, Tesla today has a very clear cost advantage over many of the robotaxi peers that they're competing with. A lot of that's driven by their vertical integration, and their sensor suite, right? So, their vehicle, the cost of their vehicle is – call it $35,000. You've got the camera only sensor approach. So, you don't have lidar, expensive lidar, and radar in the vehicle. And that's just really driven a meaningful cost improvement and cost advantage. On our math about a 40 percent cost advantage relative to Waymo today. Now going forward, you know, as you mentioned, I think the key hurdle here or bottleneck, that Tesla still needs to prove is their safety. And can they reach the same safety standards as a human driver? And, you know, the improvement that you've seen from Waymo. You know, to put some numbers around this. Based on publicly available data in Austin, Tesla's getting in a crash, you know, every about, call it every 50,000 miles; Waymo is closer to every 400,000 miles per crash. So today, Waymo is the leader on safety.I think the one important caveat that I want to mention here is that's on a relatively small number of miles driven for Tesla. They've only driven about 250,000 miles in Austin, whereas Waymo's driven close to, I think, a hundred million miles cumulatively. So, when you look back, I think this is going to be the kind of key catalyst and key data point for investors to watch is – how that data improves over the course of 2026. If you track Waymo – Waymo's data improved substantially as their miles driven improved, and as they launched into new cities.We'd expect Tesla to follow a similar trend. But that's going to be a huge catalyst in validating this camera only approach. If that happens, Tesla's not limited in scale, they're not limited in manufacturing capacity. You can meaningfully see them expand… Or you can see them expand quite quickly once they prove out that safety requirement. Brian Nowak: I think it's a great point because, you know, one of the other big debates that we are all going to have to monitor in the AV space throughout 2026 is: How quickly does Tesla completely pull the safety drivers, and how quickly do they scale up production of the vehicles? Because one of the bank shots around autonomous driving is actually the rideshare industry. You know, we have partnerships; some partnerships between Waymo and Uber and Waymo and Lyft. But Tesla is not partnering with anyone. And so, I think the extent to which we see a faster than expected ramp up in deployment from Tesla can have a lot of impact. Not only on autonomous adoption, competition with Waymo, but also the rideshare industry.So how do you think about the puts and takes on Tesla and sort of removing the drivers and scaling up the fleet this year? What should we be watching? Andrew Percoco: Yeah, so they've already made some strides there in Austin. They've pulled the safety monitor. They haven't opened that up to the public yet without the safety monitor. They're still testing, presumably in that geography. They need to be extremely careful in terms of, you know, the regulatory compliance and making sure they're doing this in a safe way. Ultimately that's what matters most to them. We do expect them to roll it out to the public without the safety monitor in 2026. Whether or not, that's the first quarter or the third quarter – is a little bit tougher to predict. But I think it's reasonable to assume whatever the timeline is, they're going to make sure it's the safest way possible to ensure that there's, you know, no unintended consequences as it relates to regulation, et cetera. I think one, also; one important data point or interesting data point here. You know, we model, I think, a 100 percent CAGR in miles driven, autonomous miles driven through 2032. You can talk a little bit about, you know, what the implications for rideshare, but I think important. It's important to contextualize that would still only represent less than 1 percent of total U.S. miles driven in the U.S. So substantial growth over the next, call it six or seven years. But still a massive TAM to be tapped into beyond 2032. And I think the key there is – what's the cost reduction roadmap look like? And can we get robotaxis to a point where they are cheaper than personal car ownership? And could robotaxis at some point disrupt the car ownership process? Brian Nowak: Yeah. And the other more important point around rideshare will be how much do these autonomous offerings expand the addressable market for rideshare and prove to be incremental? As opposed to being cannibalistic on existing ride share rides. Because you're right that, you know, even our out year autonomous projections still have it less than 1 percent of the total trips. But the question is how much does that add to ride share? Because in some scenarios, those autonomous trips could end up being 20 to 30 percent of the rideshare industry. This matters for Uber and Lyft because while they are partnering Waymo and other autonomous players across a handful of markets, they're not partnered in all the markets. And in some markets, Waymo is going alone. Tesla is going at it alone. And so when we look at our model and we say as of 2024, Uber and Lyft make up 100 percent of the ride share industry based on the current partnerships, which includes Waymo and Tesla and all; and Zoox and all the players, we think that Uber and Lyft will only make up 30 percent of the autonomous driving market. And so it's really important for the rideshare industry that when, number one, we see AV's being incremental to the TAM; and two, that Uber and Lyft are able to continue to add more partnerships over time to drive more of that overall long-term AV opportunity and participate in all this rideshare industry over the next five years. Andrew Percoco: I think it's really clear that the future of autonomous vehicles is here and we've reached an inflection point; and there's a lot of interesting catalysts and data points for us and for investors to watch for throughout 2026.So Brian, thanks again for taking the time to talk. Brian Nowak: Andrew, great speaking with you. And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Autonomous vehicle technology and safety has changed drastically recently. Once thought of as a far off goal, we're now at a point where self-driving cars have begun operating at quite a sophisticated and high level. But there's still a lot of work to be done before these vehicles become more mainstream. Tim Lee is a journalist and the founder of UnderstandingAI. He joins WITHpod to discuss advancements in autonomous tech, the impact on jobs, safety concerns and more. Sign up for MS NOW Premium on Apple Podcasts to listen to this show and other MS podcasts without ads. You'll also get exclusive bonus content from this and other shows. 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 Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo's crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city. Waymo's prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026.Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES?Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses.Episode Chapters0:00 Lights Out in San Francisco2:44 Why Did Waymo's Freeze When the Power Went Out?8:34 Remote Drivers15:00 Robotaxi in Austin18:33 Scaling Robotaxi 22:48 Autonomous Vehicle Policy24:47 Austin Incident Reports 27:17 Uber's Ever-Changing Narrative 30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles 32:38 Foreign Autonomy Desk40:26 CESRecorded on Sunday, January 4, 2026 --------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.

Uber helicopters?! Robot cars?! Bad tattoos?! Hosts Tahir Moore and Patrick Cloud sit down with special guests from the Unhinged & Immoral Podcast to break down: Uber's plan to add helicopters and seaplanes Waymo driverless cars and whether they're actually safer A wild LA night that ended in tattoos The pettiest reasons people unfollow each other Insane internet crime stories you won't believe This episode is funny, chaotic, and exactly why the internet cannot be trusted.

Pete Bigelow, Public Relations Manager, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss his firsthand experience in the Permian Basin and how the region acts as a "literal and figurative sandbox" for autonomous trucking.During the episode Grayson and Pete discuss Kodiak's operational partnership with Atlas Energy Solutions, the hardening of technology against extreme weather and road conditions, and how these industrial learnings are accelerating Kodiak's timeline for driverless highway operations in the second half of 2026.Episode Chapters0:00 Permian Pete3:50 Permian Basin8:02 Automation in the Permian Basin11:10 Learnings from the Permian Basin16:01 Permian Basin Operations18:49 SensorPods23:50 Kodiak's Diversified Business Model27:34 Autonomous Trucking Regulations30:15 Permian Basin Road and Traffic Conditions35:49 Permian Pete's Ride Experience41:31 Autonomy Markets OutlookRecorded on Friday, December 19, 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.

Darin Brannan, CEO & co-founder of Terminal Industries joined Grayson Brulte on The Road to Autonomy podcast to discuss transforming the logistics yard into a fully automated environment using computer vision and agentic AI. Unlike legacy approaches that rely on RFID tags or manual "clipboard and radio" processes, Terminal Industries utilizes a proprietary computer vision platform trained on real world data, including weather occlusions, dirt, and glare to achieve high-accuracy tracking without requiring perfect conditions. By digitizing the yard through an agentic workflow approach, the company is moving beyond simple point solutions to building a unified operating system that connects the warehouse to transportation, effectively enabling the transition from manual oversight to autonomous execution.Episode Chapters0:00 Playing Chess2:35 Yard Operating Systems7:15 Yard Bottlenecks 9:33 Traditional Yard and Warehouse Operations15:15 Computer Vision 19:05 Building LLM Models24:37 Data Control Centers27:43 Automating Yards36:34 Changing Consumer Habits39:03 Autonomous Trucks and Yards40:07 Future of Terminal IndustriesRecorded on Monday, December 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, Grayson hit the road and met with Tim Kentley-Klay of HYPRLABS in San Francisco, Tesla started removing the safety attendees in Austin and Waymo is reportedly raising another round at a $110 billion valuation.Grayson shares details from his exclusive first ride in the HYPRDRIVE vehicle in San Francisco and insights from his The Road to Autonomy podcast interview with Tim Kentley Klay. They discuss HYPR's emergence from stealth and the company's unique vision-only, self-reinforcement learning approach to autonomy.As the vision-only modality gains market validation, the conversation shifts to Waymo. Despite generating significant momentum with a sensor suite heavily reliant on LiDAR and radar, the company is reportedly seeking to raise $15 billion in external capital at a $110 billion valuation. Grayson and Walt debate the strategic logic behind the raise and offer predictions on when Waymo will surpass one million paid rides per week.Closing out the show, they analyze the implications of a recent Bloomberg report suggesting that Sterling Anderson is being groomed to become the next CEO of GM.Episode Chapters0:00 Brighter with Herbert1:32 HYPRDRIVE Ride and Meeting with Tim Kentley Klay6:50 Waymo From SFO to the City with No Highway12:28 Tesla Starts Removing Safety Attendants in Austin18:03 Luminar Files for Chapter 1122:26 California's Pending Tesla Ban25:30 Sterling Anderson's Growing Role at GM31:24 Waymo's Capital Raise 37:43 Kodiak's Partnership with Verizon39:58 Next WeekRecorded on Friday, December 19, 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.

Cars that drive themselves are no longer just something you'd see in a sci-fi movie… they're on roads and highways right around the world. But what should happen if something goes wrong? Whose fault would it be – the passenger? The manufacturer? The... car itself?!

Tim Kentley Klay, CEO & co-founder of HYPRLABS, joined Grayson Brulte on The Road to Autonomy podcast to discuss how the company is achieving autonomous driving in downtown San Francisco using just 33 watts of compute and zero simulation or HD maps. By prioritizing "learning velocity," HYPR utilizes an end-to-end neural network that learns continuously from real-world driving data, avoiding the structural noise injected by classical simulation and hand-coded heuristics.While the industry often relies on massive engineering teams and brute-force compute, HYPRLABS is executing a high-efficiency strategy with a team of just four engineers and a foundational model trained for only $850. Drawing inspiration from DeepMind's AlphaZero, the company allows the AI to model the environment without predefined rules, using their autonomous vehicle fleet as a validation platform for a new category of robots launching next year.Episode Chapters0:00 Introduction to HYPRDRIVE1:30 HYPRDRIVE5:40 Learning Velocity 8:10 Building HYPR12:23 Training the System 18:55 The Origins of the HYPR Approach 21:36 Building Trust23:35 Simulation 27:07 $850 to Train the Model30:44 HYPR Robots33:22 Cameras35:16 What's Next Recorded on Sunday, December 14, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/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 Rivian's bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively moving away from NVIDIA.Is the introduction of “Autonomy+”, a new software subscription priced to undercut competitors a risky distraction or a necessary move as the company works toward profitability? As Rivian looks inward, Wayve signed a major win, signing a definitive agreement to scale with Nissan in North America and Japan beginning in 2027.Then there is Uber. Who does Uber want to be when autonomy grows up, and who will their partners ultimately be and what those relationships will look like in the long term? Currently, Uber's autonomy narrative faces challenges, as the company appears to be playing defense while getting front-run by partners Waymo in the U.S. and Momenta in Abu Dhabi. Closing out the show, Grayson and Walt discuss the growing world of international autonomy on the weekly Foreign Autonomy Desk segment, covering updates from Bolt, Stellantis, and Caterpillar.Episode Chapters0:00 Rivian's Autonomy Ambitions 13:11 Licensing Autonomous Driving Stacks17:29 Wayve's Approach to Autonomy 21:07 Tesla's Safety Attendant Out in Austin Plans23:35 Waymo's Blitz Scaling 27:37 Waymo's Growing OOH Ad Business 32:32 Uber's Autonomy Narrative 37:57 Serve Robotics 2,000 Robot Delivery Milestone39:30 Tensor Auto / Zero Partnership 42:13 Aurora's Permian Basin Expansion 44:47 Foreign Autonomy Desk 52:16 Next Week Recorded on Friday, December 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.

We start today with a look at the potential megamergers in Hollywood as the battle to take over Warner Brothers Discovery (US:WBD) comes to a head. Both Netflix and Paramount Skydance have made big bids for Warner Bros this month. Who will prevail? Will politics have the final say? Will competition regulators? Julian Hofmann is here to discuss.Then our cover feature this week is all about the driverless car revolution. Long-promised, long-awaited in some quarters, is the big sea change in transportation finally here? As self-driving vehicles prepare to take to the streets of the UK, Michael Fahy will examine the prospects for the sector and for traditional automakers.Last but not least we look at housebuilder Berkeley (BKG). The housebuilder reported half-year figures earlier this week, Hugh Moorhead is here to talk through the implications of the Budget and the outlook for higher-end London housing.Timestamps:0:56 Warner Bros bidding war15:33 Self-driving cars29:30 Berkeley resultsBidding war breaks out for Warner BrosHow to profit from self-driving carsResilient Berkeley Group looks undervalued Hosted on Acast. See acast.com/privacy for more information.

Ed Olson, Founder & CEO of May Mobility joined Grayson Brulte on The Road to Autonomy podcast to discuss how autonomous vehicles can eliminate the "rideshare lottery", the inconsistent, variable experience of traditional rideshare by deploying fleet-managed robotaxis that offer a predictable, premium service.While the industry often focuses on vertical integration, May Mobility is executing an asset-light strategy focused on partnerships with Toyota, Uber, Lyft, and Grab to augment, rather than replace, existing networks. To help these networks scale efficiently, May Mobility is prioritizing hybrid vehicles to maximize asset utilization, effectively bypassing the downtime and infrastructure costs associated with EV charging.Episode Chapters0:00 May Mobility Expands to Asia with Grab 1:54 May Mobility's Partner & Deployment Strategy 4:43 Weather & Culture 12:48 Service Areas & Vehicles 19:12 The Hybrid Decision 22:15 Vehicle Platforms 25:15 On-Board Compute29:07 Deploying Robotaxis at Scale32:23 May Mobility Playbook38:26 Autonomy is Growing45:22 Next Year Recorded on Tuesday, November 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.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss “Thriller in the Big D” as Waymo upstages Uber's party in Dallas. The day before Uber was set to announce its commercial launch with Avride in Dallas, Waymo stole the spotlight by announcing they went driver-out in the same city. During the episode Grayson and Walt analyzed the fallout from this timing, including Uber's “marketing fail” where a safety driver was spotted in promotional footage, and debate whether Avride's limited 9-square-mile launch is a legitimate business move or just another “science project”.Beyond the drama in Texas, they dove into the broader race to scale, questioning if adding a few hundred cars in new markets Houston, Baltimore, and St. Louis truly counts as commercial scaling. As Waymo announces new markets, Sterling Anderson is aggressively hiring at GM and the autonomous trucking market is beginning to heat up.Episode Chapters0:00 The Thriller in Big D featuring Waymo, Avride and Uber5:17 Autonomous Vehicle Messaging 7:01 Avride / Uber's Dallas Service Area 10:14 No New Waymo/Uber Markets, So Far13:50 Waymo's Rapid Expansion 18:56 Waymo's Six Stages of Autonomy20:26 No Waymo Commercial Launch for Art Basel 21:49 Will Tesla Robotaxis Ever Be Available on Uber?23:06 FSD Updates25:00 Sterling Anderson's Growing Role at GM29:04 Wayve Acquires Quality Match 29:41 Foreign Autonomy Desk30:13 Waymo's Continuing Zeekr Issue 32:21 Autonomous Trucking33:50 Next WeekRecorded on Friday, December 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.

John Hancock and Chris welcome Scott Jagow to the studio for a wide-ranging segment on thank-you cards, a Bills Hallmark movie, & more; plus, what does KMOX's auto expert think about driver-less cars?

Jerod Breit, Regional Executive Director of Mothers Against Drunk Driving Heartland, joins Chris Rongey as the driverless vehicle company, Waymo, debuts soon in St Louis.

Chris chats with Joe Blanner regarding changes to who would own and operate the Dome; and Mothers Against Drunk Driving calls driver-less cars a 'tool' to fight impaired driving.

In this episode, Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy's role in supporting AGI. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:44 - How Tesla's FSD 14.2 dramatically improved its autonomous driving performance 00:13:42 - The ethical dilemmas and liability concerns around AI decision-making 00:20:27 - Tesla's sensor-only approach versus LiDAR-heavy systems like Waymo 00:27:31- The potential of biologically-inspired artificial neurons 00:30:32 - How brain-computer interfaces could revolutionize AI and prosthetics 00:32:28 - The societal risks of tech-enhanced human capabilities 00:36:26 - How AI image generation tools like Google's Nano Banana Pro are evolving 00:49:37 - Why AI's energy demands are influencing nuclear power policy 01:00:06 - The risks of AI-induced content homogenization and “AI slop” 01:07:22 - Why some are turning to manual trades to escape AI disruption Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related book: ⁠Lifespan: Why We Age―and Why We Don't Have To⁠. Seb's website: ⁠Seb Bunney - The Qi of Self Sovereignty. ⁠ Seb's book: ⁠⁠The Hidden Cost of Money⁠⁠. X Account: ⁠Seb Bunney⁠. Related⁠⁠⁠⁠⁠⁠⁠⁠ books⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠: ⁠Simple Mining⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠HardBlock⁠ ⁠Linkedin Talent Solutions⁠ ⁠Kubera⁠ ⁠Vanta⁠ ⁠reMarkable⁠ ⁠Onramp⁠ ⁠Public.com⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Abundant Mines⁠ ⁠Horizon⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

A winter storm continues to barrel through the Northeast. Also, Pete Hegseth further distances himself from the second strike on an alleged drug boat. Plus, a driverless Waymo goes through an LAPD stop, adding to the growing discussion over the safety of self-driving cars. And, a look at the ongoing debate between real and fake Christmas trees. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes.Episode Chapters0:00 Humanoid Robot Market6:44 Humanoid Due Diligence 9:40 Humanoid Value Chain12:08 Humanoids Size and Hands16:52 Building Humanoids18:52 Humanoid Personalities 20:24 Managing Humanoid Risk22:24 Humanoid Fleets25:36 Humanoid Use Cases 29:58 China33:20 Humanoid Policy38:42 Chips45:44 Deploying Humanoids in the Workplace 49:28 Future of HumanoidsRecorded on Thursday, November 6, 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.

Bill rambles about diabolical behavior, holiday bums, and driverless cars. Quo: From solo operators to growing teams, Quo helps businesses stay connected and look professional. Try it for free when you go to www.Quo.com/burr. ZipRecruiter: Try for free at www.ZipRecruiter.com/burr

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber's first robotaxi deployment without a safety driver outside the United States.On WeRide's earnings, the company announced a fleet of 1,600 autonomous vehicles with 750 robotaxis, while Pony.ai announced plans to triple its fleet to 3,000 by end of next year through its Bolt partnership. As Chinese robotaxi companies expand globally, the scaling question emerges: who grows the fastest?It was another big week for Waymo as the California DMV approved a massive service area expansion that will come with infrastructure challenges and a need for thousands of additional vehicles if Waymo decides to ultimately operate in the approved area.Later the conversation shifts to Tesla, where Walt shares his firsthand experience with FSD 14.2 in Mad Max mode in New York City. Both Grayson and Walt make predictions on Tesla removing the safety attendant in Austin and expanding to new markets including Arizona, Florida, and potentially Las Vegas by end of next year.Episode Chapters0:00 WeRide and Uber Go Fully Autonomous in Abu Dhabi3:08 WeRide Earnings6:33 Robotaxi Volumes and Business Models 10:13 Waymo's California DMV Expansion Approval 14:01 Waymo's Santa Monica Depot Noise Issues 20:20 Tesla Robotaxi Scale Plans24:31 Tesla FSD 14.2 Update27:52 Do We Want to Drive Anymore?31:25 Next Week Recorded on Wednesday, November 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.

Mark Seeger, Founder & Co-CEO, Glydways joined Grayson Brulte on The Road to Autonomy podcast to discuss how a mesh network of private, on-demand autonomous pods can solve global urban congestion at a fraction of the cost of traditional transit.While today's narrative currently centers around robotaxis, the real breakthrough may come from rethinking the physics and economics of mass transit through disaggregation. Instead of relying on infrastructure-steered legacy rail systems that lose money on every ride, Glydways has developed an autonomous pod system that utilizes lightweight, pedestrian-grade infrastructure at roughly 10% of the cost of light rail. In other words, replacing a $2 billion-per-mile problem with a $20 million-per-mile solution.Episode Chapters0:00 Founding Glydways7:10 Economic Impact of Glydways12:24 Incumbent Lobbyists 15:30 Foreign Markets 18:54 Glydways Infrastructure 26:43 Trust & Safety 35:14 Glydways Network46:09 Glydways Cost Comparison 49:38 Future of GlydwaysRecorded on Tuesday, November 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 Waymo's accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coin Waymo's Six Stages of Autonomy.As Waymo expands, competition is brewing in Dallas where Avride in partnership with Uber and Lyft in partnership with Mobileye will begin to operate commercial robotaxi services later this year and into next year, as Dallas begins to emerge as a major robotaxi market.Beyond Waymo, the episode explores broader industry signals, from sidewalk delivery robots that are scaling, to Zoox's extremely limited San Francisco deployment despite Amazon resources, and the accelerating Chinese robotaxi expansion into Europe.Episode Chapters0:00 Waymo's On-Going Expansion 2:21 Waymo's Disney World Opportunity 8:04 Waymo's Six Stages of Autonomy 14:45 Waymo's Upcoming Dallas Launch 18:08 Dallas Robotaxi Competition 20:36 Waymo's Current Political Issues 25:09 Scaling Delivery Robots 28:41 Zoox Has Scale Ambitions 32:34 Foreign Autonomy Desk 33:21 Next WeekRecorded on Thursday, November 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.

This hour Henry says he's not comfortable with being a part of the driverless car revolution, and he also feels that the political violence in this country is not being adequately addressed.

Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG joined Grayson Brulte on The Road to Autonomy podcast to discuss the emerging wave of autonomous vehicle partnerships, the hidden value in fleet operations, and the coming M&A consolidation that will reshape the industry.As the autonomous vehicle ecosystem accelerates through a phase of rapid partnership formation, the real value lies “below the line” with fleet operations, depot management, safety protocols, and operational expertise that rarely makes headlines. While the market fixates on vehicle counts and technology partnerships, the proprietary knowledge of how to actually deploy and scale robotaxi operations at profitable unit economics represents the true competitive moat. Hugh predicts the next 18-24 months will see continued partnership proliferation across global markets, followed by strategic consolidation driven not by headline M&A deals, but by precision talent acquisition and operational capability roll-ups. The winners will be those who control fleet operations, understand regulatory navigation, and can scale profitably. Capabilities that are increasingly attracting investor interest as the industry matures beyond the cult of the founder and towards operational excellence.Episode Chapters0:00 KPMG's Thoughts on Autonomous Vehicles 6:04 Autonomous Vehicle Partnerships 15:31 Emerging M&A Activity 23:48 What Happens When a Partnership Doesn't Work?25:47 Autonomous Vehicle Fleet Management 31:45 Autonomous Vehicle Asset Rollup 40:10 The "Passport" Model 47:17 Cult of The Founder48:54 M&A OutlookRecorded on Thursday, November 6, 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 great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles spread across all markets.In the autonomous trucking market, Kodiak continues to demonstrate that the economics work. With 10 fully driverless trucks generating revenue in the Permian Basin, the company logged 5,200 paid hours last quarter, up 166% from Q2, a meaningful validation of the model.Wrapping up the conversation, Grayson and Walt examine why technology leadership means nothing without scalable manufacturing partnerships and now how autonomous trucking is pulling ahead of robotaxis on business model execution, and what global expansion in Abu Dhabi and Singapore signals about the global competitive landscape.Episode Chapters0:00 Waymo Expands to Highways3:58 Vehicle Supply16:56 California Airports19:28 Tesla FSD Update21:42 Uber Ski25:21 Kodiak29:40 Foreign Autonomy Desk30:40 Next WeekRecorded on Thursday, November 13, 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.

Waymo is the first to offer humans a ride without other humans that use the expressway. Plus, Even Realities makes a smart glass that works with a smart ring. Starring Tom Merritt and Sarah Lane.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

The new capability will gradually roll out to riders in San Francisco, Phoenix and Los Angeles.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion into three new markets, Uber's role in autonomy and Lyft's growing infrastructure ambitions. Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what's next, Uber is sending mixed messages to the market while engineers across Silicon Valley begin exploring alternatives to Nvidia's GPUs. Wrapping up the conversation, Grayson and Walt discuss what happens when the world's largest autonomy players diverge on strategy and long-standing partnerships begin to falter.Episode Chapters0:00 Waymo's Three City Expansion 2:11 Waymo & Uber's Relationship 4:21 Managing Robotaxi Fleets14:56 Robotaxis at Airports 16:40 Uber's Autonomy Messaging Strategy 23:12 NVIDIA and the Growing Demand for new Chips25:45 Applied Intuition 28:19 Tesla37:14 Foreign Autonomy Desk40:02 Next WeekRecorded on Friday, November 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.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA's ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry's most-watched partnerships. Jensen Huang's latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA's automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber's partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber's platform. The episode closes with updates on Aurora's strategic pivot and the Foreign Autonomy Desk, covering Baidu's expansion in Hong Kong, Uber's European ambitions, and continued progress in Tesla's FSD rollout.Episode Chapters0:00 NVIDIA's Autonomy Ambitions 7:13 Waymo & Uber's Fracturing Relationship9:35 Nuro's Upcoming Launch on Uber in San Francisco 11:51 Gemini is Coming to Waymo14:05 Boston's Autonomous Vehicle Blunder15:43 Seattle's Challenging Political Environment 17:34 Political Coalitions 19:36 Aurora's Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next WeekRecorded on Thursday, October 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/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 GM's return to autonomy and the company's long-term strategy for personally owned autonomous vehicles.As GM once again re-enters the autonomous vehicle market, the company is signaling a new chapter, one centered on developing a hands-free, eyes-free driving system under the leadership of Chief Product Officer Sterling Anderson, beginning with the 2028 Cadillac Escalade IQ.GM's evolution from Super Cruise to a fully realized personal autonomy platform represents more than a technological shift; it marks a strategic transformation in how the company approaches safety, profitability, and consumer trust. The automaker is rebuilding its autonomy strategy through a sharp focus on profitability, disciplined execution, and a renewed commitment to integrating autonomy into vehicles that consumers can own and enjoy.Episode Chapters0:00 The Road to Autonomy Introduction0:23 GM's Renewed Autonomy Strategy 7:00 Super Cruise 11:35 Hands-Off, Eyes-Off16:04 Policy19:14 China23:10 Hyundai IONIQ 5 Platform 25:30 Contract Manufacturing and Licensing 32:03 GM's New Computing Platform 40:46 GM in 2030Recorded on Friday, October 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's Q3 earnings call, NVIDIA's strategic partnership with Uber, and GM's surprising return to autonomy under Sterling Anderson's leadership.The conversation opens with Walt's firsthand insights from Tesla's Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts” of Austin by year-end after accumulating 250,000 robotaxi miles.Tesla also announced 8–10 additional markets coming online by year-end, including Florida, Arizona, and Nevada, following the company's phased rollout playbook: safety-attended operations first, followed by fully autonomous service. Grayson projects more than 300 Model Y Robotaxis operating in Austin by mid-2026, potentially joined by 25–50 Cybercabs pending NHTSA exemptions.The discussion then turns to NVIDIA's newly announced partnership with Uber, which Grayson sees as signaling something much bigger than data sharing. He suggests NVIDIA could be positioning to acquire a leading autonomous driving developer such as Wayve, mirroring its CUDA strategy where software dominance separated it from competitors.His thesis: NVIDIA will ultimately own and license an autonomy stack across the industry, creating existential risk for startups dependent on its compute. Walt explores the market dynamics and potential conflicts that arise when your chip vendor becomes your competitor, while noting that NVIDIA's brand power could simultaneously validate the entire autonomy market.The week also brought news from GM, which re-entered the autonomy race by announcing a 2028 “hands-off, eyes-off” system debuting in the Cadillac Escalade IQ. Sterling Anderson confirmed GM's staged rollout plan: highways first, urban next, then full urban autonomy.Closing out the episode, Grayson and Walt debut the Foreign Autonomy Desk, covering Baidu Apollo's partnership with Swiss PostBus, WeRide and Uber's shuttle launch in Saudi Arabia, May Mobility's strategic investment from Grab for Southeast Asia expansion, and Waymo's effort to bring UK safety advocates to California for test rides ahead of its potential London launch.Episode Chapters0:00 Tesla Q3 2025 Earnings14:58 NVIDIA's Autonomy Ambitions20:59 Avride & Uber's Autonomy Investment Strategy23:09 GM is Back in Autonomy28:46 Waymo Begins Manually Testing at EWR (Newark Airport)32:14 Foreign Autonomy DeskRecorded on Friday October 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.

We're talking about the fate of the White House east wing, whether there's ever going to be Waymo in DC, and a very funny slapfight over the restaurant Millie's and one of its imitators. Plus, in a members-only fourth segment: Remember the shutdown? It's still ongoing. We have updates. If you're a City Cast DC Neighbor, you're invited to a private tour of one of the DMV's true hidden wonders, Fort DeRussy! It will be hosted by our CEO and lifelong Washingtonian, David Plotz. Interested? Email us here for more details.  Not a City Cast DC Neighbor but would love to be there? Join today! Want some more DC news? Then make sure to sign up for our morning newsletter Hey DC. You can text us or leave a voicemail at: (202) 642-2654. You can also become a member, with ad-free listening, for as little as $10 a month. Learn more about the sponsors of this October 24th episode: National Center for Victims of Crime Nace Law Group Interested in advertising with City Cast? Find more info HERE

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's continued FSD 14 updates, Waymo's expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth.Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes, higher driving speeds, and improved autonomous parking. As Tesla refines FSD 14 in preparation for a wider release, Waymo continues to expand globally.This week, Waymo announced plans to launch in London in 2026, marking its second international market and the first where it will compete head-to-head with Uber for robotaxi rides. If an expansion to London was not enough, Waymo also announced a partnership with DoorDash for the Phoenix market, signaling continued momentum in delivery automation.Every robotaxi market presents unique challenges, and New York City is no exception. Political, regulatory, business, and energy constraints could slow Waymo's path to launching a commercial service in the Big Apple as Grayson and Walt discuss NYC's lack of energy infrastructure.Closing out the conversation, they turn their attention to Europe where Stellantis has partnered with Pony.ai to deploy autonomous Peugeot vans in Luxembourg, a potential sign that Stellantis could perhaps be looking to re-enter the autonomous vehicle market.Episode Chapters0:00 FSD 14 Update6:47 Robotaxi Mode8:56 Rolling Stops10:12 Waymo's London Expansion 13:10 Wayve18:13 Waymo/DoorDash Partnership21:50 NYC's Energy Infrastructure 27:08 Stellantis/Pony.ai Partnership30:06 Waymo Driver32:11 Next WeekRecorded on Friday October 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.

October 16, 2025- Driverless cars may be the future, but when will that future arrive in New York and what will it look like? We discuss the campaign to promote and regulate autonomous vehicles with Brianna January, director of state and local government relations in the northeast for the Chamber of Progress.

David Doria, Director of Engineering – Automated Driving, Magna joined Grayson Brulte on The Road to Autonomy podcast to discuss Magna's approach to developing autonomous driving systems.As the automotive industry transitions toward software-defined vehicles that will eventually become fully autonomous, the core technologies driving this transformation are being built today.On the road to autonomy, the evolution from Level 2 ADAS to more advanced autonomous systems is redefining not only how cars drive but also how they are designed, validated, and trusted. David underscores that autonomy will not arrive overnight and that it will scale through innovation, safety, and collaboration, beginning with advanced Level 2+ systems that are already on the roads today.Episode Chapters0:00 The Road to Autonomy Introduction0:23 Changing Automotive Market4:04 Maps8:47 Sensors14:13 Compute17:07 End-To-End22:02 Partnerships & Licensing Autonomous Driving Software 25:16 Software27:26 Automotive Standards 32:12 Public Trust36:28 Scaling AutonomyRecorded on Friday, October 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.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's FSD 14 release and Waymo's potential market expansions. The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway precision and occasional cautious, jerky driving behavior that sets this version apart from previous releases.As Tesla rolls out FSD 14, NHTSA has launched a preliminary investigation into FSD. Meanwhile, Waymo is looking to potentially expand to Minnesota, after the company hired four lobbyists as part of an effort to changes to state laws that still require human drivers in autonomous vehicles.Across the Atlantic, Sweden has approved Tesla to test FSD on public roads, a clear signal that countries are beginning to embrace autonomy. Yet, in the U.S., significant opportunities remain untapped. From Chicago to Minneapolis, Charlotte to Tampa, major metro markets still await large-scale robotaxi deployments.Episode Chapters0:00 FSD 147:30 Preliminary NHTSA Tesla Investigation 12:50 FSD Approval in Sweden 14:56 Waymo Eyes Minnesota Expansion 17:07 Potential Waymo Expansion Markets22:18 Wayve Correction 22:47 DoorDash27:05 Lyft / Tensor Auto Partnership 31:35 Aurora's Warning Triangle Waiver36:12 Next WeekRecorded on Friday October 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.

Varun Jain, Of Counsel, K&L Gates joined Grayson Brulte on The Road to Autonomy podcast to discuss why the next 15 months will define autonomous vehicle policy in America. With new leadership at NHTSA and growing interest in Congress, Varun outlines why the next 15 months will be pivotal for establishing a national autonomous vehicle framework. From updating outdated FMVSS standards to expanding autonomous vehicle testing authority, and with proposed legislation such as the Self-Drive Act, America Drives Act, and Autonomous Vehicle Acceleration Act, a comprehensive federal framework may finally be within reach.Throughout the conversation, Varun emphasizes that the momentum for autonomy is shifting from concept to mainstream adoption. He and Grayson explore how public acceptance, economic opportunity, and clear messaging can drive the next wave of policy action, comparing the potential trajectory of autonomous vehicles to the rapid regulatory turnaround that benefited crypto. The discussion underscores that safety, job creation, and U.S. competitiveness all hinge on one thing; passing a national autonomous vehicle framework that includes trucks over 10,001 pounds.Episode Chapters0:00 The Road to Autonomy Introduction0:23 Autonomous Vehicle Policy Outlook12:37 Why is Now the Time for a National Autonomous Vehicle Framework?17:31 Activating Public Engagement 23:04 Job Creation 24:45 Learning from the Crypto Industry 28:51 Messaging 31:40 What Will it take to get a National Autonomous Vehicle Framework?35:56 Managing Regulations 41:25 When go we get a National Autonomous Vehicle Framework?Recorded on Friday, September 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 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.

Ivey Gruber, President of the Michigan Talk Network, joins Steve to talk about some wild headlines, starting with the rise of driverless Waymo cars. A police officer recently tried to pull one over, only to find there was no driver inside. While the tech is impressive, some of these cars are making sketchy maneuvers that raise serious safety questions. They also break down the government shutdown, the blame game in Washington, and the narrative liberals are pushing. Plus, Steve and Ivey revisit a memorable flashback to the presidential debates, when every Democrat on stage pledged to give taxpayer-funded healthcare to illegal aliens.

Stupid News 10-1-2025 6am …How can the Police issue a Driverless Car a Ticket? …He is a Reincarnated Monkey-God …The Benefits of Marrying Your First Cousin

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.

Both Governor Jared Polis and Mayor Mike Johnston are very excited that Waymo is bringing self-driving cars to the Mile High. But what will these autonomous vehicles mean for our already congested streets? And where will they park??? Probably not along Colfax, as BRT construction is eating up spaces and business owners are stressed about it. Host Bree Davies is joined by Jill Locantore, executive director of Denver Streets Partnership, to talk about Waymo's relationship to pedestrian safety and share her big idea that could change Denver's parking scarcity mindset.  Bree and Jill talked about the Denver Streets Partnership's East Colfax parking management study and what a parking benefits district could look like.  What do you think about Jill's big idea? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 For even more news from around the city, subscribe to our morning newsletter Hey Denver at denver.citycast.fm. Follow us on Instagram: @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm Learn more about the sponsors of this September 4th episode: Colfax Ave BID Multipass Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

President Trump announced this week that the U.S. government, in a highly unusual deal, had agreed to take a 10 percent stake in the chip maker Intel, and that he was considering similar investments in other companies. We discuss why Trump cares so much about Intel, what the government is trying to accomplish with this deal, and how people in Silicon Valley and elsewhere are reacting. Then Waymo's co-chief executive Tekedra Mawakana joins us in the studio to discuss the company's strategy for expanding its driverless car service to Miami, D.C. and the snowy Northeast. And finally, we introduce a new segment where we run through the most surprising technology projects the Trump family is getting involved in.Guests:Tekedra Mawakana, co-chief executive of Waymo.Additional Reading: Intel Agrees to Sell U.S. a 10% Stake in Its BusinessFirst Lady Melania Trump Launches Nationwide Presidential AI Challenge We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Stephen Nessen, transportation reporter for the WNYC and Gothamist newsroom, talks about the news that the NYC DOT approved a pilot program to test Waymo's driverless cars in the city.

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