Podcasts about driverless cars

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Tokyo and Singapore, NHTSA's ongoing audit of Tesla's Cybercab in Austin and Bolt's plan to deploy up to 25,000 Lucid robotaxis in Europe.Today, Tesla has roughly 40 Cybercabs operating in Austin, and Grayson believes Tesla is respectfully holding at its home market while NHTSA completes a fact-finding audit. If Tesla passes, it is free to deploy in any state that permits fully autonomous operations. Walt expects the process to wrap by year-end, and Grayson reads Administrator Morrison's Pittsburgh speech on updating outdated federal motor vehicle safety standards (FMVSS) as a signal that a pathway is opening.As Waymo continues their global expansion, Grayson predicts Singapore will be an IONIQ 5 market and Tokyo a Toyota market, with the vehicle constraint that has defined Waymo now dissipating, and he reads the Allianz partnership as the insurance piece falling into place for Waymo's grand European expansion.In Las Vegas, riders can now go anywhere in the ODD, and in Nashville, The Road to Autonomy Special Field correspondent David Moss got banned from the Lyft app playing autonomy roulette.May Mobility announced a SPAC with $10 million of 2025 revenue and a $270,000 bill of materials, and Wayve hired Waymo's former CFO, which Grayson views as a signal Wayve may be eyeing the public markets.On the Foreign Autonomy Desk, Grayson and Walt analyzed Einride's deployment in Germany, Pony AI, Uber and Verne's driver-out launch in Zagreb on a 13.67-mile fixed loop. Spain issued its first SAE Level 4 permit to WeRide and Uber, with Grayson predicting a Waymo expansion to Madrid by Q2 of next year. In Singapore, Grab is expanding their WeRide fleet 5X to 50 robotaxis.Episode Chapters0:00 Reviewing the Jason Calacanis Episode03:17 Tesla Cybercab NHTSA Audit06:23 NHTSA Administrator Morrison's Pittsburgh Speech08:14 Waymo on Lyft in Nashville10:56 Waymo in Las Vegas13:17 Waymo in Tokyo and Singapore16:20 Waymo / Allianz Partnership17:25 Bolt's Grand Robotaxi Ambitions20:45 May Mobility SPAC23:42 Wayve's Hires Waymo's Fmr. CFO24:45 Hyundai IONIQ 5 Robotaxis28:11 Autonomous Trucking30:34 Foreign Autonomy Desk35:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We shouldn't fear A.I. if a driverless car can't even get out of the parking lot. No Atlantic hurricanes. We guess that's just luck. Johnny Heidt with guitar news. Patrick Reusse with his weekly sports report. Heard On The Show:Investigation into St. Paul Mayor Kaohly Her finds inappropriate behavior; sexual harassment unsubstantiatedOak Park Heights City Council candidate suspected of driving under the influenceSaudis tell European refiners they'll get no crude next monthSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA ordering Tesla to answer 21 technical and legal questions under oath by September 30 on Cybercab self-certification, Waymo hitting local political friction in San Diego after CPUC approval, and GMO Air unveiling a robot EMS vehicle in Tokyo built to service humanoids in the field.NHTSA's Office of Vehicle Safety Compliance, by special order signed by the Chief Counsel, required Tesla to explain how a steering-wheel-free Cybercab meets FMVSS 101, 102, 108, 111, 126, and 135 standards written around human controls such as mirrors, brake pedals, turn-signal self-cancel, and shift displays, and why Tesla did not seek a Part 555 exemption as Zoox did.The inquiry also asks whether some test results depended on temporary manual controls later removed. Public Cybercab service began September 3, 2026 in Austin. Nothing in the order grounds the fleet or caps production; September 30 is an evidentiary deadline, not a shutdown date.While Tesla answers Washington, San Diego City Council voted 8–0 to request local regulatory authority over AI and autonomous vehicles, a follow-up to CPUC approval that gives the city no power to stop Waymo. California has preempted local autonomous vehicles rules for more than a decade.The San Diego City Council resolution is toothless on paper, but it flags the real friction points: emergency-response incidents, airport access outside state preemption, stricter local ticketing after a July 1 law, and depot or charging permits that still sit with the city. Waymo called the move extraordinarily premature and cited a 100,000-person local waitlist; it already has a field-verified operational depot in San Diego.In Tokyo, GMO Air unveiled a robot EMS vehicle equipped with diagnostic tools, spare parts, a backup humanoid, and a purple roof light distinct from red human-ambulance lighting. The demo still used human-in-the-loop controls because of latency. The signal is adjacent infrastructure, field maintenance and uptime for deployed humanoids, not a driverless medical ambulance for people.Episode Chapters0:00 KPMG Sponsor Introduction01:41 Signal 1: Will NHTSA Ground Cybercab?26:59 Signal 2: San Diego City Council Wants Local Control48:39 Signal 3: Japan's Ambulance for HumanoidsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Fully-self driving cars are legal in New Zealand, so long as they're supervised by a driver, who is still responsible for ensuring they obey the rules of the road. But with the vehicles linked to multiple fatal crashes overseas, and reports here of the technology making some strange driving decisions, are we ready? Matthew Theunissen took a ride with a Tesla owner, Mike Jones, to find out what it's like.

Ben & Woods start the 8am hour by getting into a discussion on Waymo cars, and if any of us are comfortable yet getting into a driverless vehicle? Then we play today's game of Take On Woods before the guys head out to Denver where we are joined by Padres broadcaster Jesse Agler calls in for his weekly segment and we talk about the team's 8 straight victories, give him his incorporator word for tonight, and MUCH more! Listen here!

Ben Seidl, Co-Founder and CEO of Autolane joined Grayson Brulte on The Road to Autonomy podcast to discuss building Plaid for the autonomy economy, an independent, OEM-agnostic orchestration platform that connects autonomous vehicles to businesses for tip-free delivery.The inspiration for Autolane was born in August 2024 when Ben turned on FSD in his Tesla for the first time and worked backwards from a simple question. When personally owned autonomous vehicles become a reality, what has to exist for a car to drive to a store, park in the right stall, pop its trunk, and complete a transaction without a human in the loop?The answer, a neutral platform that no OEM, marketplace, or retailer controls. Studying the Argo AI and Cruise OEM control of AV 1.0 convinced Ben that taking capital from a Ford or a Walmart limits the market and muddies decision making.Autolane entered the market through ride-hail orchestration, deploying first at Stanford Shopping Center with Simon Property Group in September 2025 to give landlords control over where Waymo and Tesla robotaxis arrive on private property.Over the summer, Autolane went live with So Chinese Takeout in Austin, operating a fleet of 13 Tesla Model Ys equipped with temperature-controlled smart lockers that batch two to three orders per trip as they expand the business beyond ride-hail orchestration.Episode Chapters0:00 Inspiration for Autolane4:34 Autolane's Quest to Remain Independent11:06 Deploying at Stanford Shopping Center13:02 Chapter One: Orchestration16:46 Autolane Zones26:41 Fleet Ownership28:36 Underwriting Autonomous Delivery33:53 Matching Supply and Demand37:29 French Fry Test39:38 QSR Delivery46:59 Sidewalk Dots, Drones, and Humanoids54:35 Plaid for the Autonomy Economy57:42 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi endgame and whether local governments will cap the deployment of autonomous vehicles.Jason earns the first clappy hat of the episode for saying what few in the market will, Tesla is obsessed with safety. The incidents Waymo has absorbed would be showstoppers under Tesla, and Tesla knows it. Jason, who drives FSD daily on Hardware 4, puts the system at 98 percent of the way to Level 4 and wants to buy a Cybercab fleet.The robotaxi endgame, in Jason's view, comes down to manufacturing. A shift from 2 percent of global miles on rideshare to 30 percent requires more than 100 million autonomous vehicles and a $5 trillion fleet build-out larger than the AI data center build-out.Tesla wins the gold because it owns the factory. In Jason's opinion Waymo will have to buy a car company, likely Rivian or Lucid, after it spins out of Google and IPOs. Uber owns the demand and will take the rest of the market with its 20 partners, several of which Jason predicts will pivot to building only robotaxis. His market share call is 40 percent Tesla, 35 percent Uber and 15 percent Waymo.Walt pushes back on whether there is enough at the table for Uber's twelfth partner and questions whether any of them are close to Tesla or Waymo today, with 300 Nuro powered Lucid Gravity vehicles by June being a win. Jason counters that Nuro and Avride will be driver-out within 24 months and that no one else can afford the $100 to $300 per customer required to build another Uber-scale network.The sharpest debate of the episode is regulatory capture. Jason argues local governments will cap and license autonomous vehicles the way they did Airbnb, that drivers will be the first mass unemployment from AI and that Uber is right to negotiate a soft landing with unions.Grayson argues federal preemption is coming and that caps will disappear when a national framework arrives. The two settle it with a steak dinner bet on whether local communities or the federal government win the fight in the United States.Jason closes with his theory on Uber and his dream scenario of Travis Kalanick returning as CEO of Uber.Episode Chapters0:00 Jason Calacanis joins Autonomy Markets02:19 Cybercab Fleets04:04 Tesla's obsession with Safety07:27 Everywhere-All-at-Once Fallacy09:33 Uber Shutting Down ATG Was a Mistake12:51 The Gap Between Engineers and the Market16:37 Jason Calacanis on Why Waymo has to Buy a Car Company18:15 Uber's Surge Pricing Strategy19:16 Jason Calacanis' 40/35/15 Robotaxi Prediction25:58 Are Any of Uber's Partners Technically Close to Tesla or Waymo?30:23 Uber Eats is Half of Uber's business32:18 100 Unsupervised Robotaxi Benchmark33:37 Robotaxis in China35:31 Regulatory Capture Debate begins41:31 Steak Dinner Bet49:02 Personally Owned Autonomous Vehicles Impact on Shared Rides52:27 Waymo and Toyota moment to Watch in Q1 2755:30 Puke in Uber, Get a Bonus56:28 Travis Kalanick, CloudKitchens and Atoms58:08 What Travis Kalanick Would do Differently59:09 PIF, Lucid, Nuro and a Full-Stack Uber with-in 36 months1:06:16 Atoms Robotaxi Depot Play1:12:32 If and When Waymo Goes Public1:17:36 Why Japan needs autonomy1:20:46 The Next 12 months1:22:20 The Next Tesla Robotaxi format1:27:42 Autonomous Regional Travel1:29:47 Amazon, Google or Tesla should buy Uber1:31:39 Consolidation, First Dominos, Zipline, Wayve and Nuro1:34:52 Framing the BetFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA opening an audit query into Tesla's Cybercab self-certification hours after commercial launch, Waymo launching in Nashville on both the Waymo and Lyft apps with Flexdrive managing fleet operations, and XPENG commissioning a dedicated humanoid production facility in Guangzhou, China.On September 3rd, NHTSA's Office of Vehicle Safety Compliance opened audit query AQ26002 covering an estimated 1,000 Cybercabs, triggered by Tesla deploying a bespoke vehicle with no manual controls on public roads with paying members of the public.The question is not whether the Cybercab is unsafe but whether Tesla unilaterally decided that steering wheel, pedal, and mirror provisions do not apply to a vehicle with no manual controls rather than seeking a Part 555 exemption as Zoox did. Nothing in NHTSA's query halts operations or caps Tesla's Cybercab production.While NHTSA probes Tesla, Waymo went live in Nashville as the first market where its vehicles are bookable through both the Waymo app and the Lyft app with Flexdrive managing the fleet.As robotaxis scale in America, over in China, XPENG commissioned its humanoid production facility in Guangzhou with an 80% automated build, backed by a $900 million raise at a $6.3 billion post-money valuation, the largest single-round private raise in China's embodied AI sector.The Iron humanoid has 76 degrees of freedom and three Turing chips delivering 2,250 TOPS running XPENG's physical AI model on device, with mass production beginning by the end of 2026. Episode Chapters0:00 KPMG Sponsor Introduction01:02 Signal 1: NHTSA Opens Audit Query into Tesla Cybercab32:00 Signal 2: Waymo Launches on Lyft in Nashville47:11 Signal 3: XPENG Commissions Humanoid Production FacilityFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

George Kalligeros, Co-Founder and CEO of Aseon Labs joined Grayson Brulte on The Road to Autonomy podcast to discuss building, deploying and scaling autonomous robotaxi infrastructure.After visiting depots across the country, George noticed that the current large-scale depot model needs an update as he estimates that roughly 40% of the cost of a robotaxi depot visit is tied to relocating the vehicle, both in the cost of the trip and in lost demand.Today a vehicle can leave service for two hours at a time, three times a day, to travel to a centralized depot. Aseon's answer is to shrink the depot footprint and disperse it directly into the operating zones where vehicles already work.Each Aseon pod occupies a single parking bay, arrives on a flatbed truck, rolls off on its own wheels, and expands into position. Inside, a robotic system plugs in the charger, inspects the interior and exterior, removes lost items and trash, vacuums and wipes down the cabin, syncs data, and safely stores the vehicle. Aseon calls it the core reset, and it takes roughly 30 minutes, with a target of 95% fully autonomous uptime and 20 to 30 robotaxi charge/cleaning sessions per pod per day.Because the pods are classified as temporary infrastructure, Aseon can deploy on existing charge point operator sites or EV-permitted parking lots with a conditional use authorization in eight to 12 weeks and relocate a pod on a few days' notice.Fresh off a $10 million seed round, the company is targeting Dallas, Austin, and Phoenix for its first pilots with robotaxi operators, with a long-term view that infrastructure is the key to scaling robotaxis.Episode Chapters0:00 Why Robotaxis Need Autonomous Infrastructure00:47 The 40% Relocation Cost Insight04:28 Lost Utilization and Where Pods Get Placed05:55 The Core Reset Services07:23 Commercialization and Deployment Models10:14 Depots, Satellites, and Nodes13:54 Portability and Permitting15:22 Lessons from Pushme and Tier Mobility18:11 Inside the Robotic Reset18:54 Deploying the $10 Million Seed24:36 Vandalism and Security26:21 Infrastructure Over the Next Decade29:51 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Have you seen those gold Teslas tooling around? WWJ auto analyst John McElroy says the automaker is testing a new, driverless car. (WWJ Photo)

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab commercial launch in Austin, Uber's continued regulatory capture campaign and Waymo's first ever debt raise.Tesla officially opened Cybercab to the public in Austin on September 3rd, with paid rides across the full operational design domain (ODD) in a vehicle with no steering wheel and no pedals. Grayson and Walt call it a major milestone for the Autonomy Economy, despite a coordinated effort to make the launch look unimportant.The bigger story surrounding the launch, in Grayson's view, is Tesla's new form inviting individuals and companies to purchase Cybercab fleets and build and own robotaxi infrastructure. Grayson sees this as a potential franchise model with Tesla's ability to finance the fleet as a structural advantage.The Financial Times is reporting on Uber's continued regulatory capture strategy, requiring human drivers to handle the majority of rides as part of a hybrid network strategy. Grayson concludes Uber is under siege from autonomy and reaching for regulatory capture, while Walt notes it also kneecaps Uber's own autonomy partners.Waymo opened public rides in Denver, San Diego and Tampa, reaching 14 U.S. cities, and is in the final stage of raising roughly $3 billion in debt, its first borrowing.Zoox earns its first clappy hat for curbside pickup and drop-off at Harry Reid International Airport and announced expanded testing to Houston and San Diego. Wayve and Uber launched supervised robotaxi service in London, with Wayve stating plainly that a safety driver is on board while Uber framed it as the first autonomous rides in the UK.On the foreign autonomy desk, Applied Intuition partnered with Humain to build an autonomous freight corridor in Saudi Arabia, DiDi began fully driverless trials of its purpose-built R2 robotaxi with the UAE next, Waymo will deploy in Munich next year against Momenta and Uber, and WeRide's robobus is operating in Singapore.Episode Chapters0:00 Tesla's Cybercab Launch in Austin08:38 NHTSA's Probe into Tesla's Self-Certification15:49 LiDAR Debate21:42 Tesla's Fleet Ownership Model Questions26:21 Tempering Expectations on Cybercab Rollout27:54 Uber's Regulatory Capture Campaign34:44 Waymo Expands to Denver, San Diego and Tampa36:33 Waymo's $3 Billion Debt Raise38:45 Robotaxi Depot Infrastructure41:08 Zoox Launches Service at Harry Reid International Airport (LAS)48:40 Wayve and Uber Launch Supervised Rides in London52:32 Autonomous Trucking55:22 Foreign Autonomy Desk1:00:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

P.M. Edition for Sept. 4. The U.S. added a whopping 162,000 jobs last month, far better than economists expected. We hear from Journal markets reporter Jack Pitcher about what investors are betting that means for the Fed. Plus, we talk to Siobhan Hughes, who covers Congress, about the reaction to her reporting on how John Fetterman has shown little interest in the duties of a U.S. senator. And federal regulators say they have opened a probe into Tesla's Cybercab, a day after it hit the streets of Austin. Reporters Ryan Felton and Becky Peterson weigh in on what the probe means for Elon Musk's company. Alex Ossola hosts. Behind Closed Doors, John Fetterman Shows Little Interest in the Work of a Senator Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Waymo launching commercial robotaxi service in Denver, San Diego, and Tampa on the same day, UBTECH's humanoid revenue surging 1,445% on industrial demand, and Sandvik unveiling SAMI, a cabin-less autonomous surface drill that removes humans from the blast zone.On September 1st, Waymo opened service to the public in Denver, San Diego, and Tampa, bringing the service to 14 cities with a fleet exceeding 4,000 vehicles, roughly 500,000 paid weekly trips, and 220 million fully autonomous miles.Launching three major markets simultaneously confirms Waymo has moved from single-city validation into a repeatable multi-market playbook, timed on the eve of Tesla's Cybercab launch to keep the market focused on verified commercial metrics.Denver is the signal inside the signal as it's Waymo's first cold-weather market, and Tampa becomes the first true head-to-head market where Waymo and Tesla launched within five weeks of each other. Waymo's constraint is vehicle supply, Tesla's is regulatory.While Waymo expanded, UBTECH reported roughly $190 million in first-half revenue, with humanoid sales surging nearly 1,500% year over year to 46% of group sales on 921 full-size Walker S units delivered at a 66.8% gross margin to automotive and smart factory customers such as Foxconn. The caveat is that 96% of that revenue came from bespoke customization contracts rather than repeatable product sales, making UBTECH a high-margin systems integrator wearing a humanoid robotics label, while China's near monopoly on motors, actuators, sensors, and batteries raises the risk that the West is pushed into a software IP licensing role.As humanoids scale on Chinese factory floors, Sandvik introduced SAMI, a fully autonomous, battery-electric, cabin-less concept surface drill that self-replaces its own bits and hammers via an onboard robotic arm, coordinated by a mine-wide AI agent. Removing the operator from the blast zone is immediately quantifiable ROI, and while SAMI remains a concept with unconfirmed timelines, it confirms industrial autonomy is shifting from single-vehicle automation to multi-asset orchestration, where value accrues to whoever owns the digital twin layer rather than the hardware.Episode Chapters0:00 KPMG Sponsor Introduction02:07 Signal 1: Waymo Launches service in Denver, San Diego, and Tampa31:29 Signal 2: UBTECH Humanoid Revenue Surges 1,445%51:10 Signal 3: Sandvik SAMI Takes Humans Out of the Blast ZoneFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Frank Reig, CEO of Voltera joined Grayson Brulte on The Road to Autonomy podcast to discuss how Voltera is powering the growth of robotaxis and what goes into building a robotaxi depot.As the robotaxi market grows, infrastructure developers are racing to meet the demand for large-scale fleet depots. Following the strategic merger between Voltera and Revel, the newly combined Voltera has doubled its development and real estate capacity to build, own, and operate high-power charging depots tailored specifically for robotaxis.Voltera's robotaxi infrastructure strategy centers on a hub-and-spoke model, combining large-scale central facilities capable of heavy maintenance with strategically dispersed charging hubs designed for high utilization and quick vehicle turnaround.To support the rapid growth of robotaxis, Voltera standardizes site layouts while maintaining the flexibility to adapt to local constraints, future-proofing its locations with high-capacity underground conduits, fiber connectivity, and high-voltage power architectures to meet escalating power demands.Episode Chapters0:00 AUTNMY AI0:36 Growth of Robotaxis1:34 The Voltera and Revel merger3:31 Permitting and Powering Depots7:49 Airport Depots11:37 Standardizing Depot Design16:11 Single-Tenant vs Multi-Tenant Depots18:18 Automation Inside the Depot20:49 Future-Proofing for 800-Volt Architecture24:38 Will Voltera Expand Internationally?30:48 Hub-and-Spoke Depot Model35:39 The Future of VolteraFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's field work across the Bay Area, Tesla's September 3rd Cybercab launch and Nevada's authorization of 8,000 autonomous vehicles in Clark County.Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo's Zeekr-built Ojai, including a visit to Waymo's Toland depot in San Francisco. While the Ojai rides lighter and less luxurious than the Jaguar I-PACE, its elevated sensor placement meaningfully reduces repair costs and insurance payouts in the event of a rear-end collision.Grayson views the Ojai as a stopgap vehicle on the path to the Hyundai IONIQ 5, which he believes will be Waymo's massive production ramp vehicle. After riding in the Zoox, the Ojai and the Jaguar back-to-back, and observing Waymo's infrastructure buildout from San Francisco down to San Jose, Grayson makes a prediction. When Waymo adds roughly 1,000 to 1,200 additional vehicles in the Bay Area, the company will capture a significant portion of the rideshare market share.Grayson also rode with Wayve with his AUTNMY AI co-founder Rob Grant in a fully dynamic, no-fixed-route supervised ride, noting the technology has accelerated meaningfully since his last ride in London as Wayve gears up for unsupervised operations.Turning to Tesla, the Cybercab is scheduled to commercially launch in Austin on September 3rd, with Grayson expecting a measured rollout of sub-30 Cybercabs in week one, driven by an internal safety metric and infrastructure that is still being built out.Meanwhile, Nevada's Transportation Authority unanimously authorized 8,000 autonomous vehicles in Clark County over 12 months. But the growth comes with a catch, as autonomy drop-off fees and exclusive resort partnerships threaten to bring Vegas-style nickel and diming to robotaxis in Sin City.On the foreign autonomy desk, China's Autonomous Belt and Road Initiative continues to take hold in Europe.Episode Chapters0:00 Grayson's Latest Bay Area Field Report19:30 How Many Cars Will Actually Be on the Road when Cybercab Launches?24:25 Tesla's Self-Certification Strategy for Cybercab25:31 Tesla Semi30:40 Waymo's 10 AI Lessons36:36 The Robotaxi Infrastructure, Energy and Manufacturing Layers37:38 Nevada Authorizes 8,000 Autonomous Vehicles in Clark County39:55 Uber's Robotaxi Playbook Raises Doubts42:08 Waymo Expands to Munich, Germany45:06 NVIDIA Earnings. Where is Automotive?49:53 Autonomous Food Delivery52:33 Who is Cheaper? Uber or Lyft?56:39 SFO Robotaxi Access58:10 Foreign Autonomy Desk59:53 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

BlackBerry may be best known for its QWERTY-keyboard smartphones, but the company today is building its next chapter around software for cars, robots and secure communications. BlackBerry CEO John Giamatteo joins CNBC's Arjun Kharpal to explain how the company has reinvented itself around QNX, BlackBerry's operating system used in software-defined vehicles. He discusses why BlackBerry sees physical AI as a major growth opportunity, from autonomous vehicles and warehouse robots to surgical systems and industrial automation. As more machines become connected, Giamatteo argues that safety-certified software will become increasingly important. The conversation also covers how AI is changing the cybersecurity threat landscape, why Giamatteo sees governments' use of consumer messaging apps as a security risk, and how BlackBerry is adapting its encryption technology as threats from AI and quantum computing evolve. 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 California regulatory moat, Cybercab's pending commercial launch and Uber's series of supervised launches in Europe and Dubai.In California, Waymo is completing 1.4 million fully autonomous rides per month, a 10X growth rate over two years. Additionally, the CPUC (California Public Utilities Commission) granted Waymo commercial driverless expansion authority across 40,000 square miles, covering roughly 25 million California residents and giving Waymo an estimated two-year regulatory moat over competitors.Waymo also opened service to all riders in Houston, its 10th market, with San Antonio likely to follow, and launched the Zeekr-built Ojai to all riders across San Francisco, Los Angeles and Phoenix while introducing its own custom silicon chip to boost compute performance and drive down vehicle costs.While Waymo continues to scale, Tesla is preparing for a Cybercab commercial launch in Austin following first-responder training sessions with local fire departments. Then there is Uber, which is focused on expanding globally.In Dubai, Baidu's Apollo Go went live on the Uber app, allowing riders to explicitly select an autonomous ride or be assigned one when booking Comfort or UberX.In London, Wayve and Uber launched early trip access using supervised Ford Mach-E vehicles, though debate remains over who will secure the critical Autonomous Passenger Service (APS) permit. Pony AI also touted its growing Uber partnership during earnings, though its planned European expansion faced scrutiny over ODD limitations and safety driver supervision.In sidewalk delivery, Avride is expanding its autonomous campus delivery fleet to 1,000 bots across 25 universities this fall. Following its split from Uber, Serve Robotics quickly pivoted by cutting deals with DoorDash and Grubhub, expanding into San Jose and Washington, D.C., while promoting its Beacon platform to potentially disintermediate traditional delivery platforms for local restaurants.Episode Chapters00:00 Waymo Racks Up the Miles in California07:02 Airports Matter, In California Permits Matter More09:50 Waymo Opens Houston to All Riders, San Antonio Likely Next13:34 Waymo Opens Ojai to All Riders16:21 Waymo's Declining Costs19:28 New York City Does Not Want Robotaxis21:28 The 100 Car Benchmark25:05 Pony AI's European Expansion 28:09 Baidu Apollo Go Goes Live in Dubai30:31 Wayve and Uber Launch Supervised in London. Who Gets the APS Permit?36:17 Avride Expands Campus Delivery Bots37:07 Serve Robotics Expands with DoorDash, Grubhub and Beacon41:27 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.As Tesla prepares for the commercial launch of Cybercab in Austin, the company will most likely self-certify the Cybercab to the Federal Motor Vehicle Safety Standards, a path that carries no caps on production volume and, if NHTSA does not intervene, clears the way for Gigafactory Texas to produce more than 125,000 Cybercabs a year, creating a manufacturing moat no competitor can currently match.While Tesla readies the Cybercab, the CPUC (California Public Utilities Commission) approved Waymo's Tier 2 advice letter authorizing paid driverless rides across 18 California counties from Sacramento to San Diego, covering roughly two-thirds of the state's population.With Waymo currently operating 100% of the 1.4 million monthly driverless rides in the state and no other operator holding a driverless deployment permit, Waymo's regulatory lead in California is measured in years, though the CPUC's phased rollout framework may open a door for Zoox or Tesla to apply for the entire state at once.As Waymo consolidates the Golden State, SoftBank led a $200 million Series A in ETH Zurich spin-out Gravis Robotics, the largest Series A in construction robotics history, valuing the company at approximately $1 billion. Gravis' retrofit system bolts onto legacy excavators from Caterpillar, Komatsu, Volvo and John Deere, and SoftBank is betting that monetizing the existing $1 trillion install base of heavy machinery through rental companies, rather than requiring fleet replacement, is a software-multiple opportunity and not an industrial hardware play.Episode Chapters 0:00 KPMG Sponsor Introduction 01:50 Signal 1: Cybercab Launch is on the Horizon 39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly1:11:11 Signal 3: SoftBank's $200M Bet on Gravis RoboticsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imagine crossing a road and turning to see a car heading towards you... without a driver! While this might seem scary, driverless cars are already operating safely in many cities around the world. These autonomous cars contain huge amounts of technology to help them drive alongside other road users carefully. But will humans behave as carefully around them? Can we communicate clearly with these 'robotaxis', or are we simply incompatible? Phil and Pippa discuss this and teach you some new vocabulary.Learn English from authentic BBC programme clips. Get a free worksheet, quiz and transcript for this episode: https://www.bbc.co.uk/learningenglish/english/features/6-minute-english_2026/ep-260820Practise your listening with The Listening Room here: https://www.bbc.co.uk/learningenglish/english/features/the_listening_room Subscribe to our newsletters here: https://www.bbc.co.uk/send/u178220599

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo's post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats.Zoox launched paid rides in Las Vegas with a $12 base fare, $1.50 per mile, and 40 cents per minute, premium pricing paired with 15 to 30 minute wait times and select destinations. Walt calls it a Disney ride, not a premium product, and once Waymo and Tesla enter the market, that pricing gets hard to defend, especially if wait times continue to be high.Staying in Vegas, Waymo announced a dedicated pickup and drop-off zone with Allegiant Stadium while Zoox has a deal with the Sphere, which might cost riders a $40 drop-off fee, opening a new battleground in Vegas where every casino and venue deal becomes a potential competitive advantage.Weeks after Waymo and Uber divorced in Phoenix, Waymo added 55 square miles of service area, increasing the total to 350 square miles. On the WeRide earnings call, management said the quiet part our loud, regulatory permits are an asset.Over in Europe, OMEGA uncovered a Waymo incorporation in Zurich registered to Google's largest engineering office outside the United States, one week after the president of Switzerland rode in a Waymo in Mountain View.On the Foreign Autonomy Desk, Uber and Wayve are preparing a supervised Tokyo launch with Nissan LEAF vehicles, with the word supervised buried in the last paragraph of the press release.Episode Chapters00:00 Zoox Launches Paid Rides in Las Vegas07:19 Fleet Fragmentation and the Lyft Opportunity11:24 Waymo's Dedicated Zone at Allegiant Stadium19:16 Waymo Adds 55 Square Miles in Phoenix21:07 Waymo's Upcoming European Expansion24:06 WeRide Earnings28:06 Mercedes, NVIDIA, and the Compute Question31:44 Uber Serve Robotics Divorce40:47 7,200 Waymo Vehicles44:03 Foreign Autonomy Desk47:56 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.Uber recently liquidated its entire remaining stake in Serve Robotics, as Serve announced on their Q2 2026 earnings call that the company will not be renewing its delivery partnership when the contract expires in 2027, exposing the pitfalls of being reliant on a demand aggregation platform.While Uber and Serve prepare to part ways, CaoCao launched public road testing without a safety driver in Hangzhou's Binjiang District with a fleet of roughly 100 vehicles, backed by parent Geely's manufacturing might and a purpose-built EvaCab robotaxi with a sub $35,000 BOM cost targeting 100,000 units by 2030.As China's robotaxi industry grows, Boeing exited autonomy by selling Wisk, SkyGrid and Insitu to Archer Aviation for a 19.75% equity stake, immediately re-anchoring Archer's valuation on defense cash flow rather than eVTOL speculation while pushing autonomous certification down the line.Episode Chapters0:00 KPMG Sponsor Introduction01:32 Signal 1: Uber and Serve Robotics Get Divorced31:40 Signal 2: CaoCao Vertically Integrates Robotaxis1:00:10 Signal 3: Boeing Exits Autonomy with Archer Aviation DealFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What is Lyft building in Nashville to support Waymo's car fleet?The rollout of autonomous cabs in Nashville now involves a partnership between competitors. Plus, the local news for Aug. 13, 2026, and the impact of data centers on our power bills.Credits: This is a production of Nashville Public Radio.Host/producer: Nina CardonaEditor: Tony Gonzalez

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVIDIA's Alpamayo 2 open model.Uber is nursing a Waymo hangover. Revenue came in light on take rate, management finally owned the $10 billion autonomy spending number first reported by The Financial Times, and the stock sold back into the sixties as the autonomy overhang weighs on the story.After 12 years, Zoox begins charging for rides in Las Vegas on August 10. An NHTSA filing surfaced by OMEGA reveals the catch, the vehicles cannot operate above 45 mph while average traffic out of Harry Reid International airport runs 55, complicating the airport unlock.With 105 vehicles as of June across seven approved cities, pricing 20% to 40% above rideshare, and wait times stretching past an hour, Walt calls it tourism pricing for a Disney World attraction. Meanwhile, Waymo returned to freeways after a two-month pause, and OMEGA is picking up new Waymo corporate filings around the world.Lucid burned over a billion dollars in the quarter but declared the Uber and Nuro robotaxi program a must-win project. The Teamsters sued the California DMV in Alameda Superior Court to repeal driverless trucking rules as autonomous trucking companies continue to rack up supervised miles in the state.On the Foreign Autonomy Desk, Wayve received a TfL license to carry paying passengers in London with safety drivers across 15 vehicles, but the APS permit is the asset that controls every relationship in the market.If Baidu secures one, it holds a clear off-ramp from Uber and FreeNow by Lyft to launch Apollo Go on its own. Meanwhile, Pony AI is targeting 500 to 1,000 Gen4 robotrucks in mainland China with CATL over the next two to three years, with a hint of foreign ports expansion.Episode Chapters0:00 Uber's Waymo Hangover4:52 Zoox Prepares to Go Paid in Vegas12:19 Waymo Returns to Freeways14:13 Uber, Nuro, Lucid Robotaxi Timeline20:30 DoorDash and the Market for Autonomous Food Delivery26:08 NVIDIA Alpamayo 232:22 The Teamsters sue the California DMV over Driverless Trucking Rules35:50 Tesla's China Business Question39:00 Foreign Autonomy Desk45:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NVIDIA open sourcing its Alpamayo 2 foundation model to capture the entire autonomy stack, WeRide expanding into Denmark through a partnership with GreenMobility, and Aurora sidestepping PACCAR with a Roush retrofit pathway to hit its 200 truck year-end target.NVIDIA released Alpamayo 2 Super, an open source 34 billion parameter vision language action foundation model for Level 4 autonomy, giving away the model to sell the silicon and lock developers into Drive Thor hardware and NVIDIA compute, raising the question of whether a Foxconn and Taiwan Semi partnership to build a bespoke NVIDIA robotaxi is next.While NVIDIA powers the autonomy economy, WeRide announced a partnership with GreenMobility, Denmark's leading shared electric mobility provider, to deploy its EU-compliant GXR robotaxi with public service targeted for the first half of 2027. The strategy being deployed by WeRide in Europe is the Autonomous Belt and Road Initiative, using Chinese domestic cash flow to finance a foreign expansion.As WeRide expands across Europe, Aurora turned to Roush to retrofit International trucks as a way around PACCAR's refusal to allow driverless operations, targeting 20 trucks per week to reach 200 driverless trucks by year-end. With Kodiak moving towards Daimler Truck and Bot Auto already there, PACCAR is watching the entire autonomous trucking industry sidestep its factory line while Aurora burns roughly $200 million a quarter racing to scale before its $1.2 billion in liquidity runs out in a little over five quarters.Episode Chapters0:00 KPMG Sponsor Introduction01:11 Signal 1: NVIDIA Open Sources Alpamayo 2 as their Grand Robotaxi Ambitions Come into Focus40:16 Signal 2: WeRide Expands into Denmark with GreenMobility1:01:25 Signal 3: Aurora Sidesteps PACCAR with Roush and InternationalFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into autonomy.The Waymo/Uber relationship is unraveling in public, with The Financial Times confirming Waymo will launch its own app in Austin and Atlanta in January 2028 before the contract expires that May. Both sides are airing grievances, from dirty cars and bad routing to weather no-shows and unsustainable financial terms. Grayson goes on the record that the relationship terminates early, calling for a Waymo app in those markets by June 2027, while Walt takes the under.After 12 years and billions of dollars, Zoox can finally charge for a ride. NHTSA granted an exemption capped at 2,500 vehicles per year for two years, a ruling that also creates a potential viable deployment path for Tesla's Cybercab.In autonomous trucking, Aurora is targeting 1,000 trucks by the end of next year against 200 this year, a heavily back-end loaded ramp that depends on truck supply, Roush capacity, and unresolved questions about how the Volvo Autonomous Solutions margin split works. Meanwhile, Qualcomm's selection by BMW as lead compute for next-generation ADAS confirms the growth of the L2+ market and positions Snapdragon as the Trojan horse into autonomy compute.On the Foreign Autonomy Desk, Baidu began RT6 robotaxi testing in London with both Uber and Lyft on the outskirts of the city, received a full driverless permit in Hong Kong, and China resumed issuing robotaxi permits once again.Episode Chapters0:00 Waymo/Uber Divorce Goes Public5:45 Uber's Autonomous Vehicle Partner Problem10:28 Waymo's OEM Partner Signals12:25 Zoox Gets the Golden Ticket16:52 Advancing America's Safety and Competitiveness for the Evolution of National Deployments20:16 Aurora Q2 2026 Earnings27:43 How Big Is the OEM Risk?30:38 ADAS as the Trojan Horse Into Autonomy35:42 Ford BlueCruise Falls Short37:23 Foreign Autonomy Desk: Baidu RT6 Testing in London with Uber & Lyft41:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss the latest Tesla FSD Supervised Cannonball Run record, seniors adopting FSD as a mobility preservation tool, and Baidu beginning robotaxi testing in London on both the Uber and Lyft networks.David Moss, Spencer and Owen Sparks drove a Tesla Model 3 running FSD Supervised 14.3.6 from the Red Ball Garage in New York City to the Portofino Inn in Redondo Beach, California in a record-setting 47 hours, 15 minutes and 39 seconds without ever touching the wheel.While the young kids break Cannonball FSD Supervised records, older individuals are actively embracing FSD as a mobility preservation tool. With no AARP partnership and no marketing spend, word of mouth is pulling seniors into a $47 billion a year senior transportation market that remains underserved, creating a structurally high-retention customer for Tesla.As Tesla FSD adoption grows with seniors, Baidu launched supervised RT6 robotaxi trials in the London borough of Brent on both the Uber and Lyft networks, with Lyft utilizing FreeNow's existing Transport for London private hire operator license.Baidu's deployment in London is a regulatory choreography play, not a technology demonstration, with driverless commercial authorization targeted for 2027 remaining the single binary event that either validates or collapses Baidu's Western expansion thesis.Episode Chapters0:00 KPMG Sponsor Introduction01:30 Signal 1: Tesla FSD Supervised Cannonball Run Record26:23 Signal 2: Seniors are Embracing FSD51:47 Signal 3: Baidu Begins Robotaxi Testing in LondonFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab validation timeline, Tesla Semi FSD Supervised, Alphabet's quiet quarter on Waymo, and the Mobileye CEO stepping down after 27 years.Tesla disclosed 380,000 unsupervised miles, but those miles were logged on Model Y and do not transfer to Cybercab. The new chassis has to earn its own validation miles before commercial service begins, and Tesla is pacing production to that validation rather than building a fleet ahead of it. The ramp is slower than the market expects.Best case, that puts Tesla at 100 cars in Austin or a Florida market by year end. Elon Musk also offered an aggressive timeline for autonomy on the Semi, where Tesla is the OEM and removes the largest structural risk in autonomous trucking, creating an overhang for Aurora and every capital dependent competitor.Alphabet reported Other Bets revenue of $380 million against a loss of $1.8 billion, with the smallest amount of Waymo commentary from Sundar Pichai in roughly six quarters and no milestone announced. Mobileye is abandoning its asset light model for full vertical integration, putting it in direct competition with the OEMs it needs as customers.On the Foreign Autonomy Desk, Momenta secured approval for driverless commercial operations in Shenzhen as China resumes issuing robotaxi permits.Episode Chapters0:00 380,000 Unsupervised Miles and What That Number Leaves Out03:13 The 250,000 Validation Miles Cybercab Still Has to Earn05:22 Cybercab Production Is Pacing to Validation Miles10:20 Tesla Semi FSD Coming Soon (Maybe Year End?)14:29 The Case for Vertical Integration16:24 Reading the Fine Print on Aurora's Driverless Announcement22:22 Alphabet's Other Bets and the Waymo Spin Non Answer25:50 How Tesla Runs Airport Curbside Pickups in California27:44 Zoox Recalls Software That Could Not Handle Smoke30:15 Mobileye Abandons Asset Light for Vertical Integration36:14 Foreign Autonomy Desk: China Resumes Robotaxi PermitsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla expanding robotaxi to Tampa and Orlando, Zoox recalling its entire 105 vehicle fleet after driving into an active fire scene in Las Vegas, and China embedding autonomous truck manufacturing in Kazakhstan.Tesla continues their robotaxi expansion launching service in Tampa and Orlando, establishing their third Florida market alongside Miami. All three Florida service areas are next to the airport, signaling Tesla's ambition to secure airport service, while Tampa marks the first market where Tesla launched commercially ahead of Waymo.With Tesla moving from ground validation vehicles to driverless operations in roughly three weeks compared to Waymo's 30 week timeline in Charlotte, Tesla's deployment velocity is running approximately 10X faster than its main competitor.A company that has struggled to scale, Zoox voluntarily recalled its entire US fleet of 105 autonomous vehicles after an unoccupied robotaxi drove into a smoke-obscured fire scene in Las Vegas, requiring a remote teleoperator to reverse the vehicle after its sensor suite was blinded.The recall arrives as NHTSA escalates enforcement around autonomous vehicles interfering with first responders and as Zoox's FMVSS exemption petition for 2,500 driverless vehicles remains pending. With nine vehicles operating in Miami and no Amazon branding anywhere on the vehicles, rider lounges, or website, questions are mounting about Zoox's commercial direction and Amazon's willingness to stand behind its bet.Closing out the show, Grayson and Rob discuss China and Kazakhstan formalizing an agreement to establish domestic assembly lines for autonomous SITRAK heavy trucks, turning Kazakhstan into a regional production and deployment hub for driverless freight across Eurasian trade corridors and accelerating China's Autonomous Belt and Road Initiative.Episode Chapters0:00 KPMG Sponsor Introduction01:34 Signal 1: Tesla Expands Robotaxi to Tampa and Orlando27:15 Signal 2: Zoox Recalls Its Entire 105 Vehicle Fleet57:15 Signal 3: China Embeds Autonomous Truck Manufacturing in KazakhstanFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Prime Minister Mark Carney gets face time with Canada's premiers in Charlottetown amid another tariff threat from US President Donald Trump.Also: Ontario police carry out a major sting, seizing cocaine, methamphetamines, and opium, in one of the province's biggest-ever drug busts that even included an anti-tank rifle.And: Robot bragging rights. The new study that suggests driverless cars are involved in fewer crashes than their human-controlled counterparts.Plus: Washington's controversial Saudi nuclear energy deal, fires and evacuations in France, Haitian workers who may have to leave the U.S., and more.

Nathan Michael, Chief Technology Officer, Shield AI joined Grayson Brulte on The Road to Autonomy podcast to discuss why the future of warfare is autonomous.The conflicts in Ukraine and Iran have made the case for autonomy abundantly clear. Drones create asymmetric advantage by driving down the cost per effect, delivering outcomes at reach without putting pilots and service members into harm's way. As trust in these systems grows through engineered performance and assurance, autonomous systems will increasingly engage in combat and change the face of modern warfare.Shield AI's solution to the future of warfare is Hivemind, an AI pilot designed from the beginning to be platform agnostic, mission agnostic, and domain agnostic. This architecture aligns with the Air Force's autonomy government reference architecture for the Collaborative Combat Aircraft program, which mandates modularity and no vendor lock-in.No vendor lock-in is becoming a global standard, with nations demanding sovereign autonomy, ownership of data, and the flexibility to swap in the most performant AI pilot as the technology rapidly improves. Hivemind is now expanding beyond the air and maritime domains into space through a series of defense partnerships.Episode Chapters0:00 How Shield AI is Thinking About Autonomy in a World Full of Conflict1:56 Are Drones the Modern Equivalent of the Abrams Tank?4:09 Is Society Ready for Autonomous Warfare5:58 Developing Hivemind and the Aha Moments Along the Way10:50 Deploying V-BAT in Ukraine and Integrating Hivemind on One-Way Attack Drones13:59 The Autonomy Factory and Adapting Hivemind Across Platforms17:41 Going from Air to Sea with Huntington Ingalls22:39 Deploying Hivemind on the Airbus Lakota Helicopter for Contested Logistics25:52 Winning the U.S. Air Force CCA Mission Autonomy Production Contract29:37 Autonomy Government Reference Architecture and No Vendor Lock-In35:34 Expanding Hivemind into Space38:17 X-Bat, the World's First AI-Powered VTOL Fighter Jet40:34 AUTNMY AI--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, Indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterFollow The Road to Autonomy IndicesSee 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 increasing their robotaxi inventory in Texas, a controversial autonomous vehicle bill in Washington DC, Uber's acquisition of Delivery Hero, and WeRide‘s global expansion strategies.Data from the Texas DMV shows that Tesla has 175 robotaxis registered in Texas, a quadrupling in just six weeks from 42 on June 1st. This is a trend that is not isolated to Texas, as Grayson has noted in his Robotaxi Miami Field Report that Tesla is also ramping up operations in that market as well.In Washington DC, a new district bill introduced by Councilmember Charles Allen aims to update the 2012 AV Act to allow commercial autonomous operations. However, the bill introduces highly restrictive mandates, including a requirement for autonomous vehicle operators to log over 250,000 testing miles within the district before receiving a commercial permit that could lead to regulatory capture for incumbents.Shifting to the delivery sector, Uber made a major move by earmarking approximately €2 billion through 2031 for European expansion, explicitly including autonomous vehicle initiatives alongside its acquisition of Delivery Hero. Meanwhile, Uber's autonomous delivery partner, Avride, launched sidewalk street robot operations in Miami via Uber Eats, having already completed 60,000 trips.On the Foreign Autonomy Desk, Grayson and Walt discuss WeRide's global Level 2++ on-road validation testing alongside Bosch in Germany, France, and Japan. Additionally, government data from Hong Kong reveals that 63 autonomous driving licenses have been issued across seven companies, with Baidu logging 149,129 miles with safety drivers on pre-approved roads.Closing out the show Grayson and Walt analyze Baidu‘s expansion into Kazakhstan and predict local robotaxi manufacturing could begin there within the next 12 to 18 months.Episode Chapters0:00 Tesla's Growing Robotaxi Fleet4:52 Washington DC's Autonomous Vehicle Bill12:03 Uber Acquires Delivery Hero and Bets on Autonomous Delivery18:07 Lucid's Selloff and the Nuro Partner Risk23:19 WeRide's Level 2++ Expansion24:57 Foreign Autonomy Desk27:10 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Baidu's Apollo Go robotaxi expansion in Hong Kong, the first combat strike using Saronic autonomous vessels on an Iranian naval base, and autonomous drones mapping volcanic gas clouds off the coast of Sicily.Hong Kong issued Baidu three pilot licenses covering 50 vehicles and cleared cross-district driverless trials using its sixth-generation RT6 robotaxis. The city-state's right-hand drive, left-side traffic system turns it into a proving ground for Japan, the UK, Singapore, and Australia, advancing China's Autonomous Belt and Road Initiative and setting up Baidu to export validated autonomy into left-side traffic markets.On July 12, 2026, US Central Command (CENTCOM) executed the first ever combat strike using unmanned surface vessels, deploying three Saronic-built Corsair vessels against Iran's Bandar Abbas Naval Base. The strike marks a doctrinal shift in naval warfare, altering the cost-exchange calculus of maritime conflict as tier one primes reposition themselves as mission integrators and treat autonomous hulls as expendable peripherals to their combat systems.Closing out the show, Grayson and Rob discuss researchers at the Technical University of Munich deploying an autonomous drone on the Italian island of Vulcano to map volcanic gas concentrations at a 5% margin of error, eliminating the need to fly into corrosive plumes.Episode Chapters0:00 KPMG Sponsor Introduction01:34 Signal 1: Baidu's Apollo Go Expansion in Hong Kong18:55 Signal 2: First Autonomous Maritime Combat Strike37:16: Signal 3: Autonomous Drones Mapping Volcanic Gas CloudsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us Fan MailPublic defender Carlos shares his experience conducting a criminal trial, focusing on a DUI case. The discussion included the defense strategy, preparation for trial, and the importance of due process in the legal system. The case ultimately resulted in a not guilty verdict, highlighting the value of challenging evidence and giving clients their day in court.Join and be a member of our community at: https://membersofthejurypod.com/CONNECT WITH US ON SOCIAL MEDIA FOR ADDITIONAL CONTENT!RATE and REVIEW: https://www.podchaser.com/MembersOfTheJuryTIKTOK: https://www.tiktok.com/@membersofthejury?lang=enINSTAGRAM: https://www.instagram.com/membersofthejury/FACEBOOK:  https://www.facebook.com/MembersoftheJurypodYOUTUBE:  https://www.youtube.com/channel/UCaN3uRTq_zmH_3FKaVbTreATWITTER: https://www.twitter.com/MOTJpodcastWebsite: https://membersofthejury.buzzsprout.com/Music: https://youtu.be/ip-QZ-9JIzIProvided by YouTube by Routenote. “We March Together” – HaxhigeaszySupport the showhttps://membersofthejurypod.com/ https://www.facebook.com/MembersoftheJurypod https://www.tiktok.com/@membersofthejury?lang=en https://www.twitter.com/MOTJpodcast Instagram: @Membersofthejury 

Todd Deaville, VP, Advanced Manufacturing Innovation, Magna, joined Grayson Brulte on The Road to Autonomy podcast to discuss how artificial intelligence and advanced robotics are transforming global manufacturing.To Deaville, AI is a highly powerful tool set optimized for recognizing complex patterns, making quality-control decisions, and analyzing massive data flows. Applying AI to robotics introduces unprecedented flexibility to the physical world, moving beyond historically rigid, defined programming to enable machines that can adapt and make operational changes in real time.With manufacturing facilities spanning 28 countries, Magna's primary challenge is deploying these advanced technologies at scale. To achieve this, the company clusters its solutions around specific product and process archetypes, relying on a playbook approach with practical guides to help local plants succeed.This shift toward more complex digital workflows is being further accelerated by a new generation of workers whose gaming backgrounds have trained them to navigate highly interactive, realistic three-dimensional simulations.. By continuously feeding operational data back into its systems, Magna is elevating the skills of its workforce, streamlining its design-for-manufacturing processes, and building a highly efficient, autonomous future.Episode Chapters0:00 Defining AI in Manufacturing2:40 Robotics4:42 Open Source Models & Data Sovereignty8:34 Deploying Tech Globally11:07 Labs vs. Active Factory Floors13:06 Scale Is the Real Bottleneck16:56 Humanoid Robots21:13 Gaming and the Evolving Workforce28:57 Magna Data Flywheel31:06 The Future of Robotaxi Manufacturing32:32 Future of Magna33:56 AUTNMY AI--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, Indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterFollow The Road to Autonomy IndicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There's a lot of talk about driverless cars, they improve traffic, they impede traffic, they're safe, they aren't safe at all. I sat down with Daniel Greene Senior Director of consumer protection and product safety for the National Consumers League. We talked about driverless cars, their future and what's going on with them now. Make no mistake, they are coming. Brought to you by The Good Government Institute, bringing together proven ideas, principled leaders, and real-world solutions to strengthen how we govern—not by reinventing the system, but by advancing what already works. GoodGovernmentShow.com Thanks to our sponsors: HelloNation Ourco Good News For Lefties (and America!) - Daily News for Democracy (Apple Podcasts | Spotify) How to Really Run a City Leading Iowa: Good Government in Iowa's Cities (Apple Podcasts | Spotify) The Context: A Podcast by the Charles F. Kettering Foundation The Good Government Show is part of The Democracy Group, a network of podcasts that examines what's broken in our democracy and how we can work together to fix it. The Royal Cousins: How Three Cousins Could Have Stopped A World War by Jim Ludlow Executive Producers: David Martin, David Snyder, Jim Ludlow Host/Reporter: David Martin Producers: David Martin, Jason Stershic Editor: Jason Stershic

Kevin Nash and Sean Oliver return for another highly anticipated episode of Kliq This, but this week kicks off with some unexpectedly serious news. Kevin opens up about a recent health scare involving a diagnosis on his face and shares his unfiltered experience navigating doctor visits with his signature dark humor. The tone soon shifts as the duo marks a massive milestone in professional wrestling history. It is the 30th anniversary of the New World Order, and Kevin reflects on the group's incredible legacy, the behind the scenes formation of the legendary faction, and the surprising emotions that caught him off guard while driving past a local tribute. Beyond the nostalgic trip down memory lane, Kevin and Sean dive headfirst into the current state of the wrestling business. They share their candid thoughts on recent booking decisions, surprising title changes, and the upcoming SummerSlam card. The conversation does not stop at the squared circle, as the guys pivot into a wide ranging discussion that tackles a variety of pop culture topics. Expect to hear their unique perspectives on everything from Dwayne "The Rock" Johnson's latest box office projections to the startling realities of modern global conflicts and the rapidly vanishing attention spans of the newest generation. To wrap things up, the episode delivers a classic installment of the highly requested fan Q&A segment. Listeners get a peek into Kevin's ultimate sports starting lineups, his childhood Halloween memories, and his brutally honest thoughts on dealing with overzealous fan requests. Plus, Sean brings the laughs with a fresh batch of bizarre headlines featuring the latest antics of Florida Man and a highly intense standoff at a local Chinese buffet. Tune in to find out why protecting the coconut shrimp might just be the most dangerous game in town. CarGurus-It's no wonder CarGurus is the number 1 most visited car shopping site, according to Similarweb's estimated traffic data. Buy or sell your next car today with CarGurus at cargurus.com HomeServe-Join the millions of customers who trust HomeServe. For 50% less your first year, go to HomeServe.com/kliq 00:00 Kliq This #210: NWO's Birthday-a 01:01 Cancerous Nose 07:35 Shaving Scott Hall's Back 09:11 NWO BIRTHDAY 13:11 CM Punk beating Sami Zayn 18:09 What could Modern wrestling learn from the nWo? 23:15 Who thought they were dicks? 24:14 Were you expecting a hostile locker room? 27:12 The First time the NWO cut a promo together? 37:00 HH's in ring style 38:34 Dungeon of Doom 39:12 NWO theme song 40:35 MT Nashmore of Starting lineup 46:22 BREAK CAR GURUS 50:24 Projected weekend box office 59:04 Halloween 01:04:34 Wrestling talk creeping into real life 01:06:35 First meeting Nash 01:14:51  01:14:52 KTTV 01:15:24 TEEN Takeovers 01:18:22 Driverless Cars 01:20:27 OIL THING? 01:22:07 8s attention span 01:26:22 Xanax 01:29:55 FL vs NJ 01:32:55 ASKNASH 01:33:19 Thomas Massie 01:34:01 Samu 01:34:43 4 LIFE 01:35:13 Milestone Birthdays 01:39:53 Losing people very young 01:44:55 Robin Williams films 01:45:58 Sting nervous about the Harness? 01:47:26 OUTRO

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla‘s unsupervised robotaxi launch in Miami, Waymo preparing to bring four new markets online, and NHTSA Administrator Jonathan Morrison's letter to autonomous vehicle operators.On July 3rd, Tesla launched unsupervised robotaxi in Miami, their first market outside of Texas and California. We were there on the ground conducting field research with no safety monitor and no chase vehicle in sight, riding through torrential downpours and flooded streets. The fleet grew from two vehicles on day one to three vehicles by day three, and it was the best unsupervised robotaxi experience we have ever had.While conducting field research, we counted over two dozen Cybercabs staged in Miami, every single one with a steering wheel and a Florida license plate. We believe these are validation vehicles and that Cybercab will be Tesla's major robotaxi launch vehicle. Notably, Tesla's operating domain extends further west than Waymo's, wrapping around the back side of Miami International Airport.As Tesla scales in Miami, NHTSA Administrator Jonathan Morrison sent a letter to autonomous vehicle operators on July 8th citing a pattern of driverless vehicles interfering with police, fire, and EMS. The timing was notable, as our Tesla robotaxi flawlessly pulled over for an ambulance during our Miami rides. Mr. Morrison's approach of loosening hardware rules while tightening behavioral scrutiny is the regulatory framework we believe the industry needs to scale.Waymo opened employee rides in Las Vegas, San Diego, Tampa, and Denver, the final gate before public service. Tampa confirms the call The Road to Autonomy made three weeks ago when we uncovered Waymo's 100,000 square foot warehouse lease near Tampa International Airport.Beyond the four new cities, OMEGA uncovered corporate filings pointing to potential Waymo deployments in France, Spain, and the Netherlands, along with an Alphabet entity in Singapore holding $21 billion that we verified as a wholly owned Waymo subsidiary through the Delaware Chancery Court.On the Foreign Autonomy Desk, Grayson and Walt discuss Baidu publicly disclosing 143,000 autonomous driving miles in Hong Kong and Zelos securing Malaysia's first L4 public road permit for driverless delivery.Episode Chapters0:00 Tesla Launches Robotaxi in Miami8:50 Tesla's Miami Service Area Compared to Waymo's14:35 NHTSA Administrator Jonathan Morrison's Letter to Autonomous Vehicle Operators19:13 Waymo's New Markets: Las Vegas, San Diego, Tampa, and Denver23:02 Denver: Waymo's First Snow and Ice Market26:41 OMEGA uncovers Waymo's European Grand Ambitions29:32 Waymo's Playbook32:01 Uber's Autonomy Partners Struggles34:27 Foreign Autonomy Desk35:21 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG Grayson Brulte and Rob Grant discuss Tesla's Unsupervised Robotaxi launch in Miami, Waymo's July 4th stumble in San Francisco, and Momenta's oversubscribed IPO on the Hong Kong Stock Exchange.On July 5, 2026, Tesla launched Unsupervised Robotaxi service in Miami, its first unsupervised market outside of Texas, with retrofitted Model Ys operating through heavy rain and flooded roadways during the heart of hurricane season.Grayson was on the ground for launch day, riding through South Florida's mini lakes without a single hesitation from the vehicle, and uncovered a Cybercab staging lot near Miami International Airport with dozens of vehicles ready to deploy. The Miami launch is a deliberate stress test of Tesla's camera-only system against the exact adverse weather conditions currently under NHTSA engineering analysis, and the receipts reveal a premium pricing experiment running 3X to 4X the base fare of Tesla's Texas markets.Then there is Waymo, whose vehicles bricked across San Francisco on the 4th of July as fireworks, road closures, dense crowds, and connectivity failures overwhelmed the fleet. Vehicles idled until their batteries depleted and had to be towed, one Waymo burned, and San Francisco officials have launched inquiries into the incident.The July 4th stumble potentially exposed a remote assistance bottleneck that makes Waymo's lean human supervision model the critical scaling constraint in burst demand emergencies, threatening the path to one million weekly rides as regulators eye special event requirements and remote operator staffing ratios.Closing out the show, Grayson and Rob discuss Momenta's listing on the Hong Kong Stock Exchange as the market's first physical AI stock, with the retail tranche oversubscribed 414 times and 14 cornerstone investors including BlackRock, Fidelity International, GIC, Mercedes-Benz, and BYD.With its software running in over 900,000 vehicles and licensing revenue growing 42-fold over three years, Momenta's IPO signals that institutional investors are shifting their preference away from speculative capital-intensive deployments towards proven physical AI providers.Episode Chapters00:00 KPMG Sponsor Introduction01:16 Signal 1: Tesla Launches Unsupervised Robotaxi in Miami38:38 Signal 2: Waymo's July 4th Stumble in San Francisco1:11:27 Signal 3: Momenta IPOs on the Hong Kong Stock ExchangeFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A billion-dollar lawsuit over a failed satellite city northeast of Las Vegas, which is led by a Lombardo campaign advisor, is headed to trial, and if developers win, it could fundamentally change the way the state regulates water rights. Then, a data center developer near Boulder City found a way around the city's public approval process by pivoting to federal land, which could open the door for more data center projects to follow suit. Plus, driverless cars are getting closer to Las Vegas streets as Waymo announces fully autonomous testing in the valley. Host Jesse Merrick breaks it all down with reporters Tabitha Mueller of the Nevada Independent and Michael "MJ" Lyle of the Nevada Current. And in a members-only bonus segment, Gov. Joe Lombardo has outspent his opponent, Attorney General Aaron Ford 174 to 1 on campaign ads in a race everyone says is a toss-up. So what impact will that actually have on the governor's race? Want to get in touch? Follow us @CityCastVegas on Instagram, or email us at lasvegas@citycast.fm. You can also call or text us at 702-514-0719. For more Las Vegas news, make sure to sign up for our morning newsletter. Learn more about becoming a City Cast Las Vegas Neighbor at membership.citycast.fm. Looking to advertise on City Cast Las Vegas? Check out our options for podcast and newsletter ads at citycast.fm/advertise.

Brett Suma, President and COO of Bot Auto, joined Grayson Brulte on The Road to Autonomy podcast to discuss Bot Auto's playbook for autonomously driving one billion autonomous miles in four years.On April 29th by completing its first humanless run from Houston to Dallas. To achieve long-term growth and commercial success, Bot Auto is rejecting the standard driver-as-a-service intermediary model used by its competitors. Instead, the company is building direct relationships with shippers and designing a utility grid of capacity focused on solving network sequencing, lane selection, and utilization.As the company focuses on capital-efficient deployment, Bot Auto plans to sidestep raising large funding rounds to purchase depreciating operations assets. Instead, the company will rely on traditional financing methods, established banking relationships, and an experienced sales force to scale its tractor and trailer counts. With a comprehensive five-year financial roadmap in place, Bot Auto is positioning itself to scale organically based on market demand, setting a disciplined target of one billion autonomous miles within the next four years.Episode Chapters0:00 Why Bot Auto4:56 April 29th Humanless Houston to Dallas Run9:52 Economics of Humanless Miles14:36 Building a Trucking Business17:17 Capacity as a Utility Grid, Not Truck Counts24:19 Bot Auto's Business Model29:34 CapEx and Financing Trucks32:15 Hidden Risk of Operating a Mixed Fleet41:49 Staying Disciplined as Bot Auto Grows44:24 One Billion Autonomous Miles in Four Years47:36 AUTNMY AI--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, Indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterFollow The Road to Autonomy IndicesSee 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 end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded for America 250 and Waymo's "Because they're everything" World Cup campaign.As Tesla gets closer and closer to putting the Cybercab into service, the U.S. Government is inching toward a national framework that would allow vehicles with no steering wheel and no pedals to deploy across all 50 states and charge for rides.It is the regulatory environment that we believe Tesla is waiting to change before deploying Cybercab into the fleet, even if the rides are free. As Tesla waits for regulatory certainty, The Road to Autonomy broke the news that Waymo and Uber quietly ended their Phoenix partnership, noticing an update on the Uber autonomous vehicle site.The Phoenix partnership, which lasted 948 days, consisted of a fleet of 12 vehicles that serviced a 180 square mile area. Important to note that this was a dedicated fleet for Uber and the vehicles were not part of the traditional Waymo fleet.Now that Waymo and Uber have divorced in Phoenix, we believe it is only a matter of time until they divorce in Austin, where the service has been live for 482 days, and Atlanta, where the service has been live for 370 days. Both partnerships could unwind by the first quarter of 2027.On the Foreign Autonomy Desk, Grayson and Walt discuss the global growth of FSD and Volkswagen and Bosch ending their automated driving partnership, the latest in a long line of stalled autonomy efforts at the German automaker.Episode Chapters00:00 Happy 250th Birthday, America1:15 Waymo and Uber Phoenix Divorce5:47 Dara, Nuro and Wayve Signals8:24 Who Could Backfill Phoenix for Uber?13:52 The Fizzling Demand Narrative17:51 Cybercab, Branded for America 25021:53 Regulatory, Not Safety, Is Holding Cybercab Back24:50 Tesla Semi25:54 Waymo's World Cup Because They're Everything Campaign28:06 Robotaxis at Airports29:32 Chinese Made Vehicles31:11 Foreign Autonomy Desk34:15 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Abrar Al-Heeti of CNET joins Mikah Sargent on the show this week! Do Americans trust driverless vehicles? Safety tools for Social Media are failing kids. Sony is ceasing the production of physical games in January 2028. And a Supreme Court ruling guts the government's use of geofence warrants. A new Pew Research survey finds only 5% of U.S. adults have ridden in a driverless car, and 71% say they wouldn't feel comfortable riding in one in the first place. An audit conducted by the Cybersafety Research Center showcases that, within Instagram, Snapchat, TikTok, and YouTube, the research center found 51 of 86 advertised child-safety features were either broken, buried, or missing. Sony announced it will stop making physical discs for new PlayStation games starting in January 2028. And in Chatrie v. United States, which reached the Supreme Court, the Court ruled 6-3 that police need a warrant to obtain Google location-history data, further extending Fourth Amendment protections for Americans. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT framer.com/tnw hipebl.ai threatlocker.com/twit rippling.ai/tnw

Abrar Al-Heeti of CNET joins Mikah Sargent on the show this week! Do Americans trust driverless vehicles? Safety tools for Social Media are failing kids. Sony is ceasing the production of physical games in January 2028. And a Supreme Court ruling guts the government's use of geofence warrants. A new Pew Research survey finds only 5% of U.S. adults have ridden in a driverless car, and 71% say they wouldn't feel comfortable riding in one in the first place. An audit conducted by the Cybersafety Research Center showcases that, within Instagram, Snapchat, TikTok, and YouTube, the research center found 51 of 86 advertised child-safety features were either broken, buried, or missing. Sony announced it will stop making physical discs for new PlayStation games starting in January 2028. And in Chatrie v. United States, which reached the Supreme Court, the Court ruled 6-3 that police need a warrant to obtain Google location-history data, further extending Fourth Amendment protections for Americans. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT framer.com/tnw hipebl.ai threatlocker.com/twit rippling.ai/tnw

Abrar Al-Heeti of CNET joins Mikah Sargent on the show this week! Do Americans trust driverless vehicles? Safety tools for Social Media are failing kids. Sony is ceasing the production of physical games in January 2028. And a Supreme Court ruling guts the government's use of geofence warrants. A new Pew Research survey finds only 5% of U.S. adults have ridden in a driverless car, and 71% say they wouldn't feel comfortable riding in one in the first place. An audit conducted by the Cybersafety Research Center showcases that, within Instagram, Snapchat, TikTok, and YouTube, the research center found 51 of 86 advertised child-safety features were either broken, buried, or missing. Sony announced it will stop making physical discs for new PlayStation games starting in January 2028. And in Chatrie v. United States, which reached the Supreme Court, the Court ruled 6-3 that police need a warrant to obtain Google location-history data, further extending Fourth Amendment protections for Americans. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT framer.com/tnw hipebl.ai threatlocker.com/twit rippling.ai/tnw

Abrar Al-Heeti of CNET joins Mikah Sargent on the show this week! Do Americans trust driverless vehicles? Safety tools for Social Media are failing kids. Sony is ceasing the production of physical games in January 2028. And a Supreme Court ruling guts the government's use of geofence warrants. A new Pew Research survey finds only 5% of U.S. adults have ridden in a driverless car, and 71% say they wouldn't feel comfortable riding in one in the first place. An audit conducted by the Cybersafety Research Center showcases that, within Instagram, Snapchat, TikTok, and YouTube, the research center found 51 of 86 advertised child-safety features were either broken, buried, or missing. Sony announced it will stop making physical discs for new PlayStation games starting in January 2028. And in Chatrie v. United States, which reached the Supreme Court, the Court ruled 6-3 that police need a warrant to obtain Google location-history data, further extending Fourth Amendment protections for Americans. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT framer.com/tnw hipebl.ai threatlocker.com/twit rippling.ai/tnw

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss the pending Uber-Waymo divorce, Agility Robotics' $2.5 billion SPAC merger with Churchill Capital XI, and the launch of The Road to Autonomy Confidence Indices.As of May, Waymo and Uber concluded their robotaxi partnership in Phoenix after roughly 948 days, with Waymo going exclusively direct-to-consumer in that market and Uber seeking a replacement partner, with a Nuro / Lucid partnership as the leading candidate.Uber's value to select autonomous vehicle operators is highest during market entry, and once an operator builds density and consumer trust, Uber's value diminishes as the robotaxi provider's brand grows in that market.Then there is Agility Robotics, whose $2.5 billion SPAC merger with Churchill Capital XI targets over $620 million in gross proceeds to become the first pure-play humanoid robotics entity in the public markets. The listing could be perceived as a forced transparency event, as SEC disclosures will stress-test the contested 98% task success rate, the $300 million contingent backlog, and a warehouse data moat that risks becoming a depreciating asset as the industry pivots to foundation model generalization.Closing out the show, Grayson and Rob discuss the launch of The Road to Autonomy Confidence Indices, a first-of-its-kind benchmark tracking the market's confidence in the global commercial adoption of robotaxis, autonomous driving licensing, autonomous trucks, and delivery bots.Each index is a single zero-to-100 reading, cryptographically sealed and independently verifiable, and the early divergence is telling, as robotaxi confidence is rising while the market continues to be unsure about autonomous trucking.Episode Chapters00:00 Signal 1: Waymo/Uber Divorce: Predictable and Repeatable34:29 Signal 2: Agility Robotics' $2.5B merger with Churchill Capital XI55:06 Signal 3: The Road to Autonomy Confidence Indices Launch1:04:19 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy 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.

Abrar Al-Heeti of CNET joins Mikah Sargent on the show this week! Do Americans trust driverless vehicles? Safety tools for Social Media are failing kids. Sony is ceasing the production of physical games in January 2028. And a Supreme Court ruling guts the government's use of geofence warrants. A new Pew Research survey finds only 5% of U.S. adults have ridden in a driverless car, and 71% say they wouldn't feel comfortable riding in one in the first place. An audit conducted by the Cybersafety Research Center showcases that, within Instagram, Snapchat, TikTok, and YouTube, the research center found 51 of 86 advertised child-safety features were either broken, buried, or missing. Sony announced it will stop making physical discs for new PlayStation games starting in January 2028. And in Chatrie v. United States, which reached the Supreme Court, the Court ruled 6-3 that police need a warrant to obtain Google location-history data, further extending Fourth Amendment protections for Americans. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT framer.com/tnw hipebl.ai threatlocker.com/twit rippling.ai/tnw

Ali Kashani, Co-Founder and CEO of Serve Robotics, joined Grayson Brulte on The Road to Autonomy podcast to discuss how Serve Robotics scaled its delivery fleet into an operating layer for physical AI.Over the past year, Serve Robotics has grown from roughly 50 robots to 2,000, and in Q1 2026 the company reported $3 million in revenue with 45% coming from recurring software licenses.To achieve that growth, Serve is now selling their stack as modular layers, letting other companies license the connectivity, data infrastructure, or hardware piece by piece rather than build everything from scratch. This includes a freemium version of Autonomy Assist, its version of remote assistance.As the company continues to grow Serve is ramping production of their Gen 3 vehicle, which runs at one-third the cost of Gen 2 while delivering five times the compute, a 48-mile range, four-wheel steering and suspension, and the ability to operate in heavy rain.The vehicles are sub-assembled in Asia with the completed final assembly occurring in with Magna International in Michigan. This give the company the flexibility to manufacture end to end in Asia for markets where US tariffs make domestic production uneconomical. With international expansion underway in Tokyo and Sydney this year and a larger push planned for 2027, Serve is positioning to follow demand across the APAC region and beyond.Episode Chapters0:00 Growing and Scaling Revenue8:51 Licensing the Platform11:17 World Models14:59 The Laundry Vertical16:52 Expanding Internationally22:39 Gen 3 Vehicle26:17 Edge Cases28:43 Future Form Factors30:09 Diligent Robotics Acquisition34:06 The Operating Layer of Physical AI36:21 Future of Serve Robotics36:54 AUTNMY AI--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, Indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterFollow The Road to Autonomy IndicesSee 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 Qualcomm and Mobileye‘s differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and the New York State Legislature failing to advance an autonomous driving bill.As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts.On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm's automotive business climbs toward $10 billion by fiscal 2029.Before segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla's robotaxi turning one year old still short of 100 cars in Austin, Uber's week of deals and Waymo pausing service around a World Cup stadium, on highways and in some cases heavy rain, leading the hosts to wonder if there is a sensor issue.On the Foreign Autonomy Desk, China's Autonomous Belt and Road Initiative continues to accelerate across the globe with Pony.ai launching commercial service in Singapore, Baidu partnering with Swiss Post and WeRide and Uber preparing to launch commercial service in Switzerland.Episode Chapters0:00 Back from Hiatus01:46 New York Continues to Be Hostile to Autonomous Vehicles 05:07 Uber Continues Global Robotaxi Expansion 06:56 The Rise of Non-Binding MOUs10:28 Waymo Opens Nashville Market12:16 Waymo's On-Going Sensor Issues 14:53 Tesla Robotaxi One-Year Launch Anniversary16:12 Mobileye's Robotaxi Fleet Ambitions21:04 Qualcomm's Growing Automotive Business28:50 May Mobility's European Expansion35:36 China's Autonomous Belt and Road Initiative Continues 36:47 Zoox Design Update38:27 Nvidia's Neibus Investment41:20 The Road to Autonomy Indices Launch43:58 Next WeekFollow The Road to Autonomy Indices --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals, Grayson Brulte and Rob Grant are joined by David Moss, Devin Olsen, and Spencer to break down the first-ever FSD coast-to-coast drive across Canada with no interventions and what 3,782 miles exposed the limits of the Tesla's current consumer hardware.For their journey across The Great White North, the team used a Tesla Model 3 running FSD 14.3 on a journey that took them from British Columbia to Halifax, Nova Scotia with zero driving disengagements, across driving environment that the team has never experienced before.The route threw everything at the car. Two lane roads through the middle of nowhere, fifty mile stretches with no markings, construction flaggers holding stop signs, and Supercharger lots with no lines and no visual reference. The trip became a public stress test of the AI4 hardware suite.Over the six day journey, rain and road grime blinded the cameras and triggered occlusion warnings, throwing a red hands takeover as they pulled into a Supercharger. Across the full run, not a single inch was driven by hand. When the weather turned, the team stopped to clean cameras every fifteen minutes, the exact failure mode the Cybercab teardown answers with onboard air and liquid washers.Tesla FSD Supervised is the best Level 2+ system in the market today. As Tesla's robotaxi ambitions grow, the question now is whether camera only hardware can clear weather, occlusion, and the absence of self-cleaning to truly unlock FSD Unsupervised, or whether that threshold rests on AI5 and a washer equipped sensor stack as Tesla scales toward FSD version 15.Episode Chapters00:00 Signal 1: 3,782 miles Across Canada11:11 Camera Occlusion17:04 What FSD Unsupervised Actually Requires32:44 OMEGA's Take45:09 Where's Next?56:45 AUTNMY AIFollow The Road to Autonomy Indices --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy 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.