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Danny Bernstein, Founder & CEO, Reservoir joined Grayson Brulte on The Road to Autonomy podcast to discuss Physical AI and the growing role it is playing in agriculture.Currently, less than 2% of this high-value agricultural sector is automated, creating a significant growth opportunity that Reservoir is positioned to capture through a startup incubator specifically designed for Physical AI and specialty crops.By utilizing a 40-acre farm in Salinas paired with an adjacent 6,000-square-foot prototyping studio, Reservoir offers startups immediate access to a commercial testing ground. This infrastructure eliminates the traditional six-to-nine-month delay between raising venture capital and deploying on a real farm, allowing founders to roll their machines directly into the field.Reservoir's methodology emphasizes deep rural integration to solve complex labor and economic challenges. By encouraging founders to immerse themselves in local farming communities, Reservoir helps startups build trust and fit their solutions into existing agricultural cost structures. This approach has enabled successful innovations ranging from AI-powered drones for bird mitigation to specialized disease detection for vineyards.Reservoir's Physical AI ecosystem functions as the Olympic Village of Ag Tech, hosting dense cohorts of international and domestic startups working side by side. This collaborative environment enables companies to share foundational technologies while gaining direct access to major agricultural incumbents and corporate partners.To further fuel this ecosystem, Reservoir operates a $50 million early-stage venture fund dedicated to ag tech and Physical AI applications.Looking ahead, Danny envisions Reservoir expanding to five or six locations across the American West, with active and planned sites in Sonoma County, the Central Valley, Washington State, and Arizona.By elevating ag tech's position within the global autonomy economy, Reservoir aims to drive double-digit automation adoption within five years, fundamentally transforming rural workforce development and securing the global food supply.Episode Chapters00:00 Less than 2% of Specialty Crop Agriculture is Automated07:32 Physical AI on Farms13:35 The Six to Nine Month Farm Access Problem18:49 Inside Reservoir Farms26:01 The Olympic Village of Ag Tech32:29 Building Trust with Farmers43:19 The Growth of Automation and Autonomy on Farms47:50 The Future of Automation and Autonomy on Farms--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Subscribe today for free: 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 field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at Giga Texas.Together they experienced Tesla's unsupervised roboataxi operations in Austin, specifically the moment they hailed and rode in a fully unsupervised Tesla Robotaxi with no safety attendant and no chase car. Grayson and Walt noted the vehicle's smooth performance, its routing differences versus supervised rides, and the absence of Mad Max or Hurry driving modes in unsupervised operation.his led to a broader discussion on Tesla's Cybercab production readiness, with both noting that Tesla appears prepared to scale. The conversation then shifts to the competitive landscape, examining Uber's big week of autonomous vehicle partnership announcements and the company's positioning relative to Tesla, Waymo, and the broader autonomy economy.Closing out the conversation, Grayson and Walt discuss Waymo's expanding footprint, the structural advantages Tesla holds through its charging infrastructure and factory integration, and what the Cybercab ramp means for the autonomy economy.Episode Chapters00:00 Riding in a Tesla Unsupervised Robotaxi5:45 Robotaxi Ride Experiences (Both Supervised and Unsupervised)11:25 Tesla's Austin Depot19:58 Walking the Cybercab Production Line at Giga Texas26:43 Waymo in Austin29:24 Uber Needs an Autonomous Vehicle Tier31:07 Uber's Big Week of Partnership Announcements42:52 Zoox's Sudden Change in Narrative51:53 Wayve Partners with Qualcomm53:34 U.S. DOT is Embracing Autonomy56:44 Autonomous Trucking1:02:00 Foreign Autonomy Desk1:02:43 Next week Recorded on Friday, March 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.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.
NBC's Chief Consumer correspondent Vicky Nguyen has an inside look at driverless freight trucks that haul products from warehouses to stores, how they may result in savings for consumers. Also, Kristin Chenoweth stops by to discuss her role in the new comedy “Stumble” which follows a group of misfits training to compete in a national cheer competition. Plus, Erin Florio, global features director at “Condé Nast Traveler” breaks down the hottest travel trends this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On average, Americans outlive their decision to stop driving by ten years. With limited access to public transportation, what tech and community-based solutions are there to ensure that older adults have access to affordable and reliable transportation? We hear three different perspectives in this season premiere. Guests include Katherine Freund, President & CEO of ITNAmerica (itnamerica.org); Cheryl Stewart, a founding member of the all-women's Sirens Motorcycle Club (sirensnyc.org); and Alain Kornhauser, a professor at Princeton.Senior Planet from AARP is a community of older adults who are learning to thrive in the digital world. Senior Planet programs are offered free of charge online and in-person to help older adults build technology skills to allow them to improve their health, make new friendships, save money, and advocate in their communities. To learn more, visit www.seniorplanet.org or follow @SeniorPlanet on social media.
In this episode of Matters.com Presents, Barton Williams interviews Cathy Nesbitt. Cathy is a health and wellness advocate, entrepreneur, and laughter yoga teacher from Canada who has built two remarkable missions: a 24-year-old worm composting business focused on environmental wellness, and an online laughter club helping people escape stress and find joy. Cathy explains how laughter yoga works as an intentional exercise — not jokes or comedy — and how the body releases happy hormones like dopamine, serotonin, and endorphins when we laugh, whether the laughter is real or simulated. She also opens up about her personal journey from worm entrepreneur to laughter advocate, and why she believes we can't care for the planet unless we first take care of our mental health. [00:00:26] Why laughter matters: the global mental health crisis and the power of intentional laughter [00:01:00] What laughter yoga actually is — and why it's more fun than a bicep curl [00:01:44] How simulated laughter triggers real happy hormones in the body [00:02:43] From worm composting to laughter yoga: cathy's entrepreneurial journey [00:03:27] How a tough moment in 2012 led cathy to discover laughter yoga [00:04:27] How the COVID-19 pandemic turned laughter into a serious full-time mission [00:05:36] How a good laughter yoga professional helps shy or resistant participants open up [00:06:00] Why we must laugh especially when the world feels heavy [00:07:00] The healing connection between laughter and nature [07:24] Matters.com Speed Round: AI, Dogs, America, Storytelling, Laughter, Sadness, Mental Health, Driverless Cars, Travel, Hard Copy Books You can find Cathy at: https://www.cathysclub.com/ https://www.linkedin.com/in/cathynesbitt/This podcast is brought to you by Matters.com. A new social media and collaboration platform - launching soon. Join thousands getting the Matters.com newsletter — world news, fresh perspectives, and early beta access.
Matthew Carey, Co-Founder & CEO, Teradar, joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's emergence from stealth with $150 million in funding and the creation of a brand-new category of terahertz (THz) sensors.The operational backbone of Teradar's strategy is a Terahertz Detection and Ranging (Rad-AR) approach that fills the gap between LiDAR and radar on the electromagnetic spectrum. By utilizing a modular architecture of Lego-like transmitter and receiver chips, the system provides the high-resolution point cloud typically associated with lidar while maintaining the all-weather robustness and velocity-sensing Doppler capabilities of radar. This solid-state design allows the sensor to be hidden behind vehicle bumpers or polymers, eliminating the need for bulky roof-mounted hardware.In the field, Teradar is rigorously applying its technology to solve the weather casino problem, proving the system's robustness in the heavy rain, snow, and dense fog of Boston. Unlike traditional vision or LiDAR systems that struggle with atmospheric particulates, Teradar's longer wavelengths can bend around rain and dust, ensuring consistent performance in environments where humans or other sensors might fail.Teradar's Physical AI ecosystem also includes a defense-grade application that provides situational awareness in combat environments without being easily detected. The atmosphere effectively blocks the sensor's signal beyond its intended range, allowing it to operate in dense traffic or military zones without jamming other sensors or revealing a vehicle's position to hostile actors.Looking ahead, Matt envisions a future where high-performance sensing reaches a mass-market inflection point by becoming affordable enough for every vehicle, from a Mercedes S-Class to a Ford Focus. By partnering with Tier 1 suppliers rather than vertically integrating, Teradar aims to scale to millions of units, fundamentally transforming the industry by delivering a sensor stack that costs hundreds, not thousands of dollars.Episode Chapters00:00 Teradar Emerges from Stealth03:01 Limitations of Existing Sensor Technologies05:54 Introducing Terahertz Sensing08:00 Defense and Battlefield Applications11:11 Modular Sensor Architecture17:00 Early Development and Startup Challenges26:54 Why Teradar Chose Boston36:11 Autonomous Vehicles and Weather46:06 Scaling Teradar--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next. Subscribe today for free: 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 Walt Piecyk discuss Grayson's recent field work in Silicon Valley and Walt's observations in London.Together they examine Waymo's technical milestones, specifically Grayson's first-hand experience on the highway and at SFO. During Grayson's ride from SFO to Mountain View, he noted the vehicle's smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off.This leads to a broader discussion on Waymo's rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson's attempt to use the Tesla's robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes.Over in London, Walt reported on the skepticism of London's black taxi drivers regarding Waymo's efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark.Episode Chapters00:00 Silicon Valley and London Field Work18:40 Google Gemini20:59 Waymo in London25:27 Waymo's Miami Beach Expansion29:16 Waymo's Fleet Management Strategy 31:55 Autonomous Vehicles in Virginia, Not This Year34:56 Waabi's Robotaxi Messaging 39:06 Glydways Expansion 42:47 Foreign Autonomy Desk43:26 Next WeekRecorded on Friday, March 6, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.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.
Once the stuff of science fiction, self-driving cars are now a common sight in some American cities.Robyn Williams rode in a robot taxi around Phoenix, Arizona.GuestKylie AhernScience publisher at STEM Matters and The BrilliantPresenterRobyn Williams
Igal Raichelgauz, Founder & CEO, Autobrains joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's strategic partnership with VinFast and the development of an affordable, scalable robo-car.The operational backbone of Autobrains' strategy is a Thinking AI approach that utilizes an agentic architecture rather than traditional monolithic models. By using a library of specific skills that can be added incrementally, the system scales from basic safety features to full autonomy without requiring massive data retraining or excessive computational power.In the field, Autobrains is rigorously applying its technology to the VinFast VF 8 and VF 9 models, proving the system's robustness in some of the world's most complex driving environments, such as the congested streets of Hanoi, Vietnam. Autobrains utilizes a vision-only approach that mimics human perception to navigate urban traffic, heavy rain, and high-speed highways.Autobrains' Physical AI ecosystem also includes an air to road localization system, which uses compressed satellite imagery signatures to provide 10-centimeter positioning accuracy. Allowing the vehicle to localize itself globally and understand lane boundaries or construction sites without relying on expensive, high-maintenance HD maps.Looking ahead, Igal envisions a future where autonomous driving reaches a mass-market inflection point within the next five years. This evolution aims to fundamentally transform the industry by delivering a fully autonomous robo-car at a $30,000 price point, enabling every vehicle to become a revenue-generating asset that increases safety and gives time back to the consumer.Episode Chapters00:00 How the VinFast Deal Came Together03:16 Skills-Based Agentic AI Architecture 07:16 Six Cameras, 360° Coverage, Low Compute 09:37 Air-to-Road: Satellite Imagery Replaces HD Maps12:40 Robo-car Vision 15:10 The $30K Fully Autonomous Car 20:20 The Thinking Layer24:22 20 Teraflops, Sub-20ms Latency, Edge Computing 27:58 No Lidar: The Vision-Only Thesis 28:59 The Future of Autobrains--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next. Subscribe today for free: 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 new Autonomous Vehicle Solutions initiative, Waymo's growing markets, and the growth of Physical AI powered by NVIDIA.As Uber's stock languishes in the low seventies due to investor overhang about the future of autonomy, the company announced Uber Autonomous Solutions, a new initiative to support the growth of autonomous vehicles on the Uber platform.Grayson and Walt break down the initiative point by point, examining Uber's strategy of providing training data, enriched mapping, venue management, and autonomous vehicle insurance. While Grayson views much of the in-car experience pitch as buzzword Alley, Walt argues that AV mission control and fleet management are the true meat of Uber's strategy, aiming to provide the critical API for a fragmented market. This sparks a spirited debate on whether Uber is maintaining its asset-light identity or quietly creeping into asset-heavy operations by owning and operating robotaxi assets.The conversation then shifts to the geopolitical risks of Uber's international partnerships, as the company recently hosted analysts in Abu Dhabi to meet with Chinese autonomous partners WeRide and Baidu. Grayson warns of the tremendous blowback and political risk this carries back home, especially given the current US administration's active stance on social media regarding foreign technology.Walt and Grayson also discuss a recent broker report, shared by Uber CFO Balaji Krishnamurthy on X, that analyzed just 34 trips in Austin and claimed there is no cost advantage to autonomy. They call the sample size too small and the conclusions baffling given the obvious long-term benefits of removing human drivers.Contrasting Uber's narrative tour, Waymo is aggressively scaling and growing revenue. This week, Waymo announced they have crossed 1 million fully autonomous freeway miles, expanded into Chicago and Charlotte, and opened up Dallas, Houston, San Antonio, and Orlando to early riders.Notably, Uber was absent from these new market announcements, leading Grayson to point out the potentially waning relationship between the two companies. Furthermore, he put on his inspector hat to uncover signs of Waymo's grand ambitions in the EU, citing meetings with the European Commission and job postings for EU regulatory counsel.As Waymo scales, the capital markets are flowing for autonomy investments, highlighted by Wayve securing a $1.2 billion check at an $8.6 billion valuation. The round includes investments from SoftBank, NVIDIA, Stellantis, and Nissan, with Uber committing to own and operate the Wayve fleet in 10 upcoming markets, starting with London.Then there is the growth of physical AI, which NVIDIA announced contributed $6 billion in earnings last quarter, with CFO Colette Kress signaling that robotaxis and humanoids are poised to be major growth markets over the next decade.Episode Chapters00:00 Uber's Identity Crisis 1:33 Breaking Down Uber Autonomous Solutions20:43 Uber's Abu Dhabi Analyst Day & Chinese Tech Risks 35:37 Waymo Announces Chicago & Charlotte as New Markets 40:55 Uber and Waymo's Waning Relationship 42:03 Waymo Surpasses 1 Million Fully Autonomous Freeway Miles43:56 Waymo Eyes the EU Expansion 46:32 Wayve's $1.2B Funding Round50:39 NVIDIA, Physical AI, & Humanoids 53:04 Next WeekRecorded on Friday, February 27, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.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.
Newly-designed Czech beer glasses, Czechs prepare for driverless cars, architect Jan Bureš on 1990s Prague architecture
M&M debate the merits and pitfalls of Waymo and other driverless cars.See omnystudio.com/listener for privacy information.
Newly-designed Czech beer glasses, Czechs prepare for driverless cars, architect Jan Bureš on 1990s Prague architecture
Columnist and film critic Richard Roeper joins Bob Sirott to talk about what could happen to Soldier Field if the Bears decided to move and the other kinds of events that are hosted there throughout the season. He also shares details about driverless cars making their way to Chicago and what he thought about “Paul […]
Jay Iyengar, EVP, Chief Technology and Strategic Sourcing Officer, Oshkosh joined Grayson Brulte on The Road to Autonomy podcast to discuss Oshkosh's approach to autonomy and the development of physical AI across their diverse industrial technology portfolio.The operational backbone of Oshkosh's strategy is a hybrid approach targeted towards moments of autonomy where autonomy adds the most immediate value. By addressing repetitive, hazardous tasks and mitigating driver fatigue, Oshkosh is building purpose-built solutions to increase safety and productivity for the everyday heroes who build, serve, and protect communities.In the field, Oshkosh is rigorously applying Physical AI across a diverse array of use cases, from automating airport jet bridges that align precisely with aircraft doors to developing automated cargo loaders for complex tarmac operations.Oshkosh's Physical AI ecosystem also includes the HARR-E robot for on-demand refuse collection in planned communities, as well as advancing autonomous capabilities for military leader-follower programs and next-generation delivery vehicles.Looking ahead, Jay envisions a future where Physical AI has its own transformative ChatGPT moment, becoming a ubiquitous and intuitive part of the industrial landscape. This evolution aims to fundamentally transform markets, ensuring that autonomous technology operates so seamlessly that operators can focus entirely on their work, ultimately saving lives, increasing productivity, and unlocking new economic activity.Episode Chapters00:00 Moments of Autonomy Philosophy 04:45 The Jet Bridge Bottleneck 07:20 Deploying Physical AI at the Gate 10:45 Navigating Tarmac Chaos and Regulations 14:15 Blueprint for the Airport of the Future 16:05 The Data Moat & Oshkosh's AI Stack 19:30 Weighing Trash with AI Side-Loaders 21:30 Meet HARR-E: The On-Demand Trash Robot 26:30 Revolutionizing the Postal Delivery Fleet 28:15 Why You Shouldn't Over-Engineer Sensors 30:30 The Hidden Power of Strategic Sourcing 32:20 Level 5 Military Learnings 35:10 Waiting for Physical AI's ChatGPT Moment36:30 The Next 100 Years of Oshkosh --------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next. Subscribe today for free: 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 unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing reveals that Waymo currently operates 3,000 autonomous vehicles supported by only 70 remote assistance agents worldwide.Grayson calls the ratio definitive proof of Waymo's technology lead, while Walt raises a pointed concern that roughly half of those remote roles are outsourced to the Philippines, creating a political vulnerability that could draw scrutiny as the industry scales.From there, the conversation turns to infrastructure. Uber is reportedly investing $100 million to build autonomous vehicle fast-charging stations across San Francisco, Los Angeles, and Dallas. The move sparks a spirited debate about Uber. Is the company that built its brand on being asset-light now quietly pivoting to an asset-heavy model to stay competitive in the autonomy era?On the regulatory front, Governor Kathy Hochul shelved a proposal that would have permitted robotaxis outside New York City, reportedly bowing to special interest pressure, a setback Grayson and Walt call deeply disappointing.Meanwhile, Iowa lawmakers are advancing bills requiring a human driver behind the wheel, creating a strange-bedfellows alliance between pro-autonomy hybrid network advocates and traditional opponents of autonomous driving technology.Shifting to hardware, Tesla's Cybercab secured an FCC order authorizing ultra-wideband radio technology for wireless charging. Grayson cautions, however, that FCC approval is only one piece of the puzzle, as Tesla still needs NHTSA exemptions to operate vehicles without steering wheels or pedals before any real-world scaling can begin.Closing out the episode, Aurora opened a new autonomous trucking lane stretching over 1,000 miles from Texas to Arizona, pushing the boundaries of long-haul autonomy. And in a notable signal from the OEM side, Paccar highlighted its partnership with Kodiak in its latest earnings release, underscoring how seriously legacy manufacturers are now starting to take the autonomous freight opportunity.Episode Chapters00:00 Waymo: 70 Remote Agents for 3,000 Cars04:00 The "Unforced Error" of Outsourcing Remote Assistance to the Philippines08:00 SFO Rideshare Volume and Waymo's Impact on Traditional TNCs15:00 New York Governor Hochul Pulls Robotaxi Proposal20:00 Iowa Lawmakers Push a Driver-In Bill23:00 Will the Real Uber Please Stand Up? The $100M Charging Pivot29:00 "Take or Pay" Contracts: Is Uber Blocking Competitors?32:00 Tesla Cybercab Gets FCC Wireless Charging Approval36:00 Tesla NHTSA Exemption38:00 Aurora Opens 1,000-Mile Autonomous Trucking LaneRecorded on Thursday, February 19, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.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.
Grayson Brulte went on location to Miami to inspect Waymo's infrastructure buildout across the city, uncovering two depots that reveal the company's ambitious plans to scale to thousands of vehicles in South Florida.The first depot, located adjacent to Miami International Airport, has not yet broken ground but sits on a large parcel with significant room for expansion. A service road connects the site directly to the airport, without the need to use the highway, positioning Waymo for a seamless airport-to-destination corridor that could be operational within 12 to 18 months.The second depot, already operational in the Wynwood area near the Design District, is running what we estimate to be 20-plus vehicles with roughly 30-plus chargers situated next to a Florida Power & Light substation. The facility currently operates out of PODS with no covered garage, but vacant parcels on both sides and an adjacent warehouse present a clear path to scale. While we were there on the ground, FPL was on-site micro trenching, a potential signal that additional electrical capacity is being routed to the depot.Looking ahead, Waymo's ability to service a thousand vehicles between these two depots appears well within reach. The next frontier is the beaches, Surfside, North Beach, South Beach, where a third depot will likely be necessary to navigate Miami's notoriously heavy traffic. With Hard Rock Stadium hosting Dolphins games, F1, and the Super Bowl returning to Miami, the demand signal for robotaxis in this market is unmistakable.Episode Chapters0:00 Waymo's "Rat Pack" Ambitions in Miami1:00 The Airport Depot: Bypassing the Highway2:00 The Wynwood Depot: 35 Chargers & A Substation3:00 Miami Depots Compared to the Santa Monica Depot4:00 From PODS to Warehouses: The Expansion Plan5:00 The FPL Signal: Micro-Trenching 6:00 Expanding Depots to Surfside & South Beach7:00 The Super Bowl & Hard Rock Stadium Demand8:00 The Future Is Bright. The Future Is Autonomous. Watch the video version of this podcast on YouTube: https://youtu.be/VB2kFhkSDkE--------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.
Stuart Young, Program Manager, Tactical Technology Office, DARPA joined Grayson Brulte on The Road to Autonomy podcast to discuss DARPA's RACER (Robotic Autonomy in Complex Environments with Resiliency) Program and the development of high-speed autonomous vehicles capable of navigating unstructured off-road terrain without maps or GPS.The operational backbone of this program is a departure from the breadcrumb approach of the Grand Challenge, challenging robots to navigate complex, unstructured environments at speeds faster than manned formations. By removing the dependency on pre-existing maps and GPS, DARPA is forcing the autonomous systems to generalize across environments.In the field, RACER has rigorously tested platforms ranging from modified Polaris RZRs to Textron M5 tracked vehicles across diverse landscapes, including the Mojave Desert, Camp Roberts, and Fort Hood. This ecosystem has not only spurred the creation of companies such as Overland AI and Field AI but also demonstrated tactical relevance, as seen when the 11th Armored Cavalry Regiment utilized RACER technology as an opposition force at the National Training Center.Looking ahead, Stuart envisions a future where autonomy shifts from simple movement to strategic maneuver, enabling a single operator to command platoons of vehicles. This evolution aims to fundamentally change the risk calculus for soldiers while opening new opportunities for dual-use applications in mining, agriculture and search and rescue.Episode Chapters0:00 The History of Autonomy at DARPA: From the Grand Challenge to Today6:54 How RACER Differs from The Grand Challenge11:59 Operating Without Maps or GPS14:00 Managing Heat, Acoustic, and Visual Signatures in Autonomy19:43 Testing in the Mojave, Central California, and Texas25:11 Building the RACER Brain and Spawning New Companies (Overland AI, Field AI)27:12 The Rules of RACER: Speed Metrics and “No Maps” Constraints33:36 The Hardware: Modifying Polaris RZRs and Textron M5 Tanks37:37 Requirements vs. Possibilities40:01 Field Testing with the 11th Armored Cavalry Regiment at the National Training Center44:43 Deploying RACER in the Field46:12 The Legacy of RACER: Dual-Use Applications and Saving Lives--------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 whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo's latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck's new Freightliner Cascadia redundant chassis platform. They also analyze Waymo's 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla's approach.On the Foreign Autonomy Desk, they discuss Lyft's plan to launch Baidu RT6 robotaxis in London and Uber's deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays.Looking at the broader ecosystem, Grayson and Walt analyze Aurora's pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak's new defense partnership with the United States Marine Corps.Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA's Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles.Episode Chapters0:00 Waymo's Reported 50,000 Robotaxi Hyundai Deal03:26 The $50,000 Robotaxi Economics06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant10:11 Scaling to 750,000 Autonomous Vehicles17:09 Waymo Gen 6: Custom Silicon & Improved Cameras23:21 Uber's Narrative vs. Waymo's Reality28:09 Lyft's Flexdrive Advantage31:52 Inspector Walt: Waymo's Autonomous Truck Tease33:41 Aurora's Pivot & Kodiak's Marine Corps Deal41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai45:09 The Regulatory Tide Turns48:38 Hyundai: The Arms Dealer of AutonomyRecorded on Friday, February 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. 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.
The race for the first viable driverless taxi fleet is still moving forward at a rapid pace, with players like Tesla and Waymo generating regular headlines highlighting the good and the bad.And though the vision is there, the technology that's being tested now in a handful of American cities is not perfect just yet.Recent reports point to comments made by Waymo's chief safety officer, Mauricio Peña, regarding the degree of independence his company's autonomous vehicles really offer.In an early February Congressional hearing, lawmakers grilled Waymo and Tesla executives on the future of autonomous vehicles.During the meeting, Waymo's Peña was pressed on the firm's use of foreign workers and technology, and the extent to which Waymo was using foreign assistance came as a bit of a surprise: the company is apparently using workers in the Philippines to remotely “fix” stumped autonomous vehicles on their routes.Peña stressed that the humans in question do not remotely operate the vehicles fully, rather they “provide guidance” – a clarification that didn't quell the concerns of some lawmakers, including Massachusetts senator Ed Markey, who said “having people overseas influencing American vehicles is a safety issue.” Additional concerns raised in the hearing were those of cybersecurity and, of course, the offshoring of jobs.Markey added, “It's one thing when a taxi is replaced by an Uber or a Lyft. It's another thing when the jobs just go completely overseas.”#AutonomousVehicles, #DriverlessCars, #Robotaxi, #Waymo, #Tesla, #SelfDriving, #AI, #ArtificialIntelligence, #TechNews, #TransportationTech, #FutureOfTransportation, #Mobility, #AVSafety, #Cybersecurity, #RemoteWork, #Offshoring, #USCongress, #TechPolicy, #Regulation, #StartupNews, #VentureCapital, #SmartCities
Jeremy Bird, Executive Vice President, Global Growth at Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's strategic partnership with Waymo in Nashville and the deployment of a hybrid network that integrates human drivers with autonomous vehicles. The operational backbone of this strategy is FlexDrive. A best-in-class operation that manages depots, charging, and maintenance for robotaxis. FlexDrive gives Lyft the operational rigor needed to scale robotaxis globally. In Nashville, FlexDrive is supporting the Waymo partnership, while in Europe, Lyft is utilizing FlexDrive to power expansion, including a key partnership with Baidu in the UK and Europe.Looking ahead, Jeremy envisions a marketplace defined by customer obsession where luxury experiences and robotaxis coexist, utilizing operational excellence to fuel future growth.Episode Chapters0:00 Lyft's Partnership with Waymo in Nashville4:44 Robotaxi Fleets & Depots8:50 Freenow11:15 Deploying Robotaxis in the UK and Europe14:41 Autonomous Vehicle Policy in Europe17:35 Expanding Robotaxi Deployments in Europe19:05 Baidu Partnership23:09 Global Robotaxi Partnerships & Lyft's Marketplace 26:04 Luxury Market27:53 Future of LyftRecorded on Wednesday, January 28, 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 Waymo's repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber's defensive Myths and Realities earnings supplement, and the launch of a new segment, The Pit Stop.The conversation heats up as Walt and Grayson debate Uber's claim that autonomous vehicle growth is not a zero-sum game, with Grayson arguing that personal ownership and dedicated autonomous vehicle networks will eat into Uber's market share while, Walt defends the narrative of total market expansion.While Uber attempts to debunk autonomous vehicle myths, Grayson puts on his inspector hat for the inaugural Pit Stop segment, revealing exclusive details about Waymo's Miami depot infrastructure, including a depot under construction near the airport and the strategic placement of fleet operations near the Design District.Looking at the broader regulatory landscape, Grayson and Walt analyze recent Senate testimony where Waymo disclosed their use of remote assistance based in the Philippines, a move Walt classifies as an unforced error during a push for a National Autonomous Vehicle Framework.On the Foreign Autonomy Desk, they highlight the Middle East becoming a beachhead for scale with Baidu going driver-out in Dubai and WeRide partnering with Uber, noting the region is likely the only place where US and Chinese robotaxis will coexist for the time being.Episode Chapters0:00 Waymo Raises $16 Billion at a $126bn Valuation2:35 Waymo World Powered by DeepMind6:43 Uber's Myths and Realities29:03 The Pit Stop: The Inspector Goes to Miami39:02 The Pit Stop: Tesla's San Francisco Robotaxi Depot Gets Blocked41:38 AVs Need Clear Rules of the Road U.S. Senate Hearing48:01 Bedrock Robotics Raises $270 million50:28 Foreign Autonomy Desk55:04 Next WeekRecorded on Friday, February 6, 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 are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, the reality of the Unsupervised Robotaxi rollout in Austin, and the commercial viability of LiDAR sensors in consumer vehicles.The conversation heats up as Walt questions David, a LiDAR LiDAR Salesman on whether the massive data processing requirements of LiDAR could introduce latency, potentially citing a recent Waymo incident involving a child as a case study. David argues that while LiDAR offers theoretical range advantages, the compute wall and cost constraints make it a one-trick pony compared to the scalability of a vision-only stack.While the group debates sensor suites, David shares his on-the-ground experience in Austin, revealing it took 58 attempts to finally secure a ride in a Unsupervised Tesla Robotaxi, and confirmed the fleet is being retrofitted with new cleaning jets for the camera sensors to handle weather occlusion.Looking at the broader robotaxi market, the trio analyzes their Zoox experiences at CES, with David noting the vehicle's braking was significantly harsher than Waymo or Tesla FSD, while Walt highlights the motion sickness challenges inherent in the vehicle's carriage-style seating configuration.In Prediction Corner, the group debates the timeline for Tesla removing the safety driver on highways, with David offering a bullish forecast for Memorial Day, while Walt and Grayson take a more conservative stance, predicting a rollout closer to late 2026.Episode Chapters0:00 Coast to Coast Fully Autonomous in a Tesla Model 310:49 The Next Record12:16 FSD Unsupervised in Austin16:16 Waymo Experience on Uber in Austin17:17 Robotaxi Safety Attendants19:44 Unsupervised Robotaxi Service Area21:43 Sensor Cleaning26:05 Robotaxi, No Highways in Austin, Yet32:11 Zoox Las Vegas Experiences37:13 LiDAR48:07 Why AutonomyRecorded on Tuesday, February 3, 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.
WBBM political editor Geoff Buchholz reports on a proposal that could lead to the legalization of autonomous vehicles on Illinois roads.
Waymo plans to roll out its driverless taxi service in London by the end of this year. But there are still obstacles the company needs to overcome to put autonomous vehicles on the road. Writer: Jonathan LewisProducer: Amalie SortlandHost: Casey MagloireEpisode photography: Joe MeeExecutive Producer: Jasper Corbett Hosted on Acast. See acast.com/privacy for more information.
WBBM political editor Geoff Buchholz reports on a proposal that could lead to the legalization of autonomous vehicles on Illinois roads.
WBBM political editor Geoff Buchholz reports on a proposal that could lead to the legalization of autonomous vehicles on Illinois roads.
Dean Foreman, Chief Economist at the Texas Oil and Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss the evolving landscape of global oil markets and the critical intersection of natural gas and artificial intelligence.With sanctions lifted on Venezuela, the conversation analyzes the flow of heavy crude to the US Gulf Coast, noting the potential need for over $200 billion in investment to restore Venezuela's production capacity. Dean explains how US refiners are capitalizing on this heavy feedstock while simultaneously navigating a global market where the US has surpassed Russia and Saudi Arabia as a leading energy producer.Looking toward the future of energy demand, the discussion identifies natural gas as a stabilizing force for the power grid, essential for supporting the exponential growth of data centers and generative AI. By co-locating power generation with data infrastructure in West Texas, the industry is leveraging record efficiencies to fuel The Road to Autonomy and ensure long-term economic resilience.Episode Chapters0:00 Venezuela7:25 Increasing Global Demand for Oil9:08 Petroleum Byproducts11:39 Oil and Natural Gas Exports13:40 Permian Basin16:11 Infrastructure Buildout22:11 Oil and Natural Gas Impact on Texas' Economy25:01 Automation & AI27:52 U.S. Consumer34:00 Next QuarterRecorded on Tuesday, January 20, 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.
Autonomous taxis are already part of everyday life in some cities. What will it be like when self-driving car tech gets up to full speed ? And we find out how scientists are using quantum sensing technology to peer inside soldiers' brains on the firing range.Presenter: Chris Vallance Producer: Tom Quinn(Image: A Zoox robotaxi containing passengers is stationary on a road. The skyscrapers of San Francisco are in the background. Credit: Zoox, Inc.)
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and xAI, and Waabi's $750 million capital raise to pivot into robotaxis.The conversation heats up as Walt and Grayson debate the efficacy of LiDAR versus camera-only approaches, questioning if sensor fusion latency contributed to the Waymo incident where a child ran out from behind a vehicle.While Waymo handles the incident in Santa Monica, Tesla is further accelerating their shift to an autonomy/robotics company by shutting down Model S and Model X lines for Optimus Gen 3 humanoids.Looking at the broader market, Grayson and Walt analyze Waabi's strategic expansion from trucking into robotaxis, with Walt drawing parallels to early industry pivots and Grayson questioning the viability of managing two distinct autonomy programs.On the Foreign Autonomy Desk, they highlight Waymo's recent launch party in London, noting the imported vehicles still feature American driving configurations, and discuss Pony.ai's partnership to deploy 3,000 robotaxis in mainland China.Episode Chapters0:00 Waymo Opens SFO Airport Access5:45 Waymo's Santa Monica Incident16:27 Tesla Earnings and New Robotaxi Markets22:04 David Moss' Austin Robotaxi Adventures24:12 Robotaxi's Enhanced Camera Cleaning System26:38 Inspector Uncovers, Walt Warns27:43 The Potential Great Elon Merger30:35 Waabi Raises $750m, Pivots to Robotaxis39:27 Does Uber Reboot ATG?42:55 Plus AI Analyst Day50:01 Foreign Autonomy Desk53:18 Next WeekRecorded on Friday, January 30, 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.
Some people are out to stop the progress of self driving cars. My guest today has a message for them, back off. This episode I speak to Ed Tarnowski about his opinion piece in Reason.com titled, “The new Luddites want to pump the brakes on driverless cars.” All that and more on the Driving You Crazy Podcast. Contact: https://www.denver7.com/traffic/driving-you-crazy 303-832-0217 or DrivingYouCrazyPodcast@Gmail.com Jayson: twitter.com/Denver7Traffic or www.facebook.com/JaysonLuberTrafficGuy WhatsApp: https://wa.me/17204028248 Instagram: https://www.instagram.com/denver7traffic Ed Tarnowski opinion article: https://reason.com/2025/11/13/the-new-luddites-want-to-pump-the-brakes-on-driverless-cars/ Young Voices: https://www.joinyv.org/talent/edward-tarnowski Production Notes: Open music: jazzyfrenchy by Bensound Close music: Latché Swing by Hungaria
David Liu, CEO of PlusAI joined Grayson Brulte on The Road to Autonomy podcast to discus taking the company public and their strategic roadmap for commercializing autonomous trucking.As Plus AI prepares to complete their merger with Churchill Capital Corp IX in early February, the conversation explores the shift from fleet trials to an asset-light software model that empowers Traton to build factory-integrated autonomous trucks powered by the Plus virtual driver. By training a single AI driver on a vast, globally diverse dataset, encompassing conditions from snowy Sweden to the Texas Triangle, Plus AI is developing a scalable technology stack designed to safely automate the global freight industry, as the company targets a 2027 commercial launch. Episode Chapters0:00 Going Public1:33 Fleet Trials6:01 Driver-Out Decision7:56 Traton Partnership11:27 Redundant Chassis14:01 Public Milestones16:43 Asset Ownership18:14 Expanding in Spain and Japan23:00 Real-world Driving Data26:16 Simulation27:43 Alpha Data29:02 Traton R&D Investment33:01 What to Watch For as PlusAI Goes PublicRecorded on Friday, January 23, 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.
Driverless and autonomous vehicles are moving steadily from concept to reality, raising important questions for cities, streets and planning systems. While the technology is often framed as a transport or engineering issue, its impacts are likely to be felt far more broadly — shaping travel behaviour, land use, and the way urban space is organised. In this episode of PlanningxChange, hosts Cam Alderson and Jess Noonan are joined by Cern Basher to explore what autonomous vehicles could mean in practice. The discussion focuses on the economic and systemic forces behind driverless cars, rather than technological hype, and considers how cost, scale and incentives may influence how — and where — autonomy is adopted. The conversation examines potential implications for parking, congestion, public transport and equity, as well as the risk of unintended consequences such as increased travel demand. Rather than assuming a single future outcome, the episode highlights the uncertainty planners must work within as new technologies emerge. This episode also marks PlanningxChange's first video release, alongside the regular audio format, and introduces a new hosting arrangement — continuing the podcast's tradition of practical, practitioner-focused discussion about the forces shaping planning and cities. Podcast released 26 January 2026.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo's commercial launch in Miami, and Serve Robotics' strategic acquisition of Diligent Robotics.It finally happened. Tesla has removed safety attendants from a select group of vehicles in Austin. While this initial fleet is limited and operating in a specific geofence and utilizing chase cars, Grayson and Walt view this as a critical validation of the technology. Looking ahead, Grayson predicts the operational domain will expand significantly in Austin over the next 60 days, with the Phoenix metro region slated as the next target market for deployment. As Tesla went safety attendant-out, Waymoopened the Miami market for limited commercial service within a 60-square-mile area, with one major caveat, no Miami Beach. On the Foreign Autonomy Desk, Grayson and Walt discuss Geely's plan to deploy 100,000 methanol-powered robotaxis in China and the South Korean government's selection of Gwangju as the nation's first dedicated autonomous vehicle testing zone.Episode Chapters0:00 Tesla Removes Safety Attendant in Austin 9:19 Operational Efficiency 10:33 Alex Roy Goes Coast-to-Coast with Zero FSD Interventions 14:15 Drive on FSD, Get a Discount 18:25 FSD is Expanding as Prices are Increasing 23:31 New Robotaxi Markets 24:53 Waymo Launches Miami Markets28:33 Vandalizing Waymo's32:20 Serve Robotics Acquires Diligent Robotics36:41 Foreign Autonomy Desk 39:21 Next WeekRecorded on Friday, January 23, 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.
Sergey Litvinenko, Co-Founder & CEO of Koop, joined Grayson Brulte on The Road to Autonomy podcast to discuss the financial and operational structures required to insure fleets of personally owned autonomous vehicles.As Tesla prepares to scale the Cybercab in 2026, the conversation explores the shift from personal ownership to personally owned fleets, where individuals form companies to own and operate commercial robotaxi businesses.During the episode, Sergey explains how the insurance P&L for a fleet owner is transformed by real-world behavior data, which serves as a more accurate risk predictor than traditional human-centric metrics. By leveraging high-fidelity data and specialized subrogation models, Koop is developing a framework that manages liability between the fleet owner and the vehicle manufacturer, clearing the path for the Autonomy Economy to scale through third-party ownership.Episode Chapters0:00 The Emergence of the Tesla Network 3:07 Insuring Cybercab and Personally-Owned Teslas8:59 Insuring and Deploying Personally-Owned Autonomous Vehicle Fleets22:50 Insurance Underwriting Capacity 25:22 Insurance Products 27:50 Changing Driving Habits31:14 Reinsurance32:30 Liability with No Pedals and Steering Wheel 38:38 Fleet Management 41:55 Future of Insuring Autonomous Vehicle Fleet OperationsRecorded on Friday, January 16, 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 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.
The U.S. considers using the military to acquire Greenland, Venezuela appoints three prosecutors to probe “dozens” of deaths during the U.S. capture of Maduro, Iran's supreme leader allegedly prepares a contingency plan to flee to Moscow, Israel's foreign minister visits Somaliland, Somalia's U.N. envoy is linked to a Medicaid fraud scheme, 147 nations agree to exempt U.S. firms from a global 15% minimum tax, the Corporation for Public Broadcasting votes to dissolve, Australia faces extreme heatwave warnings in several areas, Senate Democrats seek to stop taxpayer-funded payouts to convicted Jan . 6 rioters pardoned by Trump, and NVIDIA launches its Alpamayo AI platform for self-driving cars. Sources: Verity.News
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?!
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
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
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.