American robotics company based in Mountain View, California
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Uber is going all-in on autonomous vehicles, committing roughly $10 billion across more than 30 AV partnerships. But how many of those bets will actually produce commercially viable robotaxis—and does Uber ultimately become the Expedia of autonomous transportation?In this episode of The Autonocast, Alex Roy, Ed Niedermeyer, and Kirsten Korosec break down Uber's sprawling autonomy strategy and debate which partners have the best chance of reaching meaningful scale. The discussion covers Waymo's relationship with Uber, Wayve's prospects in London, the Lucid-Nuro robotaxi program, Rivian's autonomy ambitions, and whether consumers will ultimately book directly with robotaxi brands or through aggregators like Uber.The crew also examines Lucid's operational reset, including major cost reductions, leadership changes, its delayed midsize EV, Saudi manufacturing plans, and why the Uber-Nuro robotaxi partnership could become critical to Lucid's future.Then it's on to Ford's proposed $30,000 electric pickup, what it could mean for affordable EV adoption, and whether Ford's scale and manufacturing experience threaten EV startup Slate. The hosts debate Ford's opportunity to finally build a profitable mass-market EV platform, the importance of quality and reliability, and whether consumers really want the stripped-down, analog experience Slate is promising.Plus: Joby vs. Archer in the eVTOL race, the Porsche Cayenne EV, Tesla FSD and ADAS as a purchasing decision, Alex's increasingly eccentric car collection—and what he should buy next.Topics include: Uber robotaxis, autonomous vehicles, Waymo, Wayve, Nuro, Lucid Motors, Rivian, Tesla FSD, Ford EVs, Slate Auto, affordable electric vehicles, Joby Aviation, Archer Aviation, eVTOL, robotaxi economics, AV regulation, self-driving cars, EV manufacturing, ADAS, and the future of mobility.
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.
ソニーネットワークコミュニケーションズは、高速光回線サービス「NURO 光」とマネーフォワードホームが連携して提供する「マネーフォワード光 powered by NURO」について、8月1日より「最大2か月間無料体験キャンペーン」を開始した
Chapter 84 - Tales From the Middle RingThe Runaways resolve their unfinished buissness in Ba Sing Se before sitting down to plan their heists in the Upper Ring and under Lake Lao Gai. Nuro and Kiyomi goe spirit hunting while Minh and Banji go to dinner with Hae and Yakima. Banji finally calls the last meeting with all the players involved.Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
John Lilly has had a front row seat to almost every major shift in technology over the last thirty years, and he has sat in almost every chair while it happened.He was a Senior Scientist at Apple in 1997, when the market cap was two billion dollars and most people assumed the company was finished. He co-founded Reactivity, later acquired by Cisco. He became CEO of Mozilla and led Firefox past 450 million users, running an open source nonprofit at a time when nobody else in Silicon Valley was doing anything like it. Then he spent over a decade as a General Partner at Greylock, where he led investments in Instagram, Dropbox, Figma, Tumblr and Quip. He sits on the boards of Figma, Duolingo and Nuro, and recently joined Gigascale Capital as an Advising Partner, backing companies rebuilding the physical economy.In this conversation with Jessica Neal and co-host Jeff Markowitz, John walks through what he actually saw in the founders everyone else missed.He tells the story of chasing Kevin Systrom for six months, wiring the money on a Thursday, and getting the call three days later that Instagram was selling to Facebook. He explains the moment a friend showed him Instagram and what clicked was not the filters, it was the distribution. And he describes meeting a 19 year old Dylan Field at a Starbucks in Palo Alto, telling him his product did not matter, and then spending the next decade watching him prove it wrong.He is also honest about the parts that are harder to hear. Why some partners at Greylock wanted Dylan replaced. Why he thinks micromanaging the right things is a feature of good leadership, not a flaw. Why he does not tell CEOs anything, and what he does instead. And why, at a moment when OpenAI and Anthropic are pulling talent out of every company on earth, the answer is not matching the money.He closes with something a colleague at Mozilla told him years ago that he still carries: we had a chance to make the world we wanted, and we did it.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━WHAT WE COVER━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━THE FOUNDER QUESTION→ How John spotted Dylan Field at 19→ Why recruiting senior people is the strongest early signal→ The trait every great founder shares: relentless about getting help→ Why non-defensiveness beats raw intelligence→ The lunch where they told Dylan he had to build a go to marketTHE INVESTMENTS→ Chasing Kevin Systrom for six months→ The underwater photographer who explained Instagram to him→ Why the network mattered and the filters did not→ The four day flip to Facebook and what he told his LPs→ The Adobe Killers that came before Figma and why this one was differentLEADERSHIP AND SCALE→ Going from 12 people to a quarter of the internet at Mozilla→ Why he never learned the delegation lesson everyone teaches→ Larry and Sergey reviewing every resume and what that signals→ Learning to be simpler in your message as you grow→ Deciding you would rather be successful than comfortableTHE TALENT WAR→ Why every great person is now a free agent→ The spreadsheet exercise he gives every CEO→ Tour of duty and the bilateral deal between company and employee→ Never making an offer until you know it will be accepted→ Why money is rarely the only reason people leaveTHE CURRENT MOMENT→ Why leadership now means stability without pretending anything is stable→ The collision of faster scaling and total vulnerability→ Why org size no longer scales with impact→ Alpha nerds, Tim O'Reilly, and following the most technical people around→ Investing in transformers, copper recycling and rare earth supply chains→ Why none of the AI future is settled and it is all still to play for━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━CONNECT WITH JOHN LILLYLinkedIn: linkedin.com/in/johnlilly━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Truth Works is hosted by Jessica Neal, former Chief Talent Officer at Netflix, with co-host Jeff Markowitz.
Chapter 83 - Three Ring City CircusThe Runaways force their way into a circus and reunite with some old friends and aquaintences. Banji eats out of the trash, Minh regresses, Nuro meets another "Kota the Mountain-Slayer" fan and Kiyomi come face to face with an unrelated polar opposite.Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
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.
Chapter 82 - A Mirror to the SoulThe Runaways make their way to Lady Dao's Ba-Sing Se estate in the Inner Ring at the dead of night. Desperate to find some hints on the books they finally make some progress. Minh gets a combo move done, Kiyomi ruins a fountain, Nuro has a midnight snack and Banji makes a bold move and discovers something vital to a friend.Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
In this episode we speak with Andrew Clare, CEO of Elroy Air, which builds the Chaparral, an autonomous hybrid-electric VTOL that hauls cargo in detachable pods for middle-mile commercial and defense logistics. Elroy is a 10-year-old company built on three then-unpopular bets: cargo over passengers, hybrid-electric over pure battery, and autonomous over piloted. Andrew, formerly CTO of Nuro, joined to turn that foundation into a scaled business, and the company has since demonstrated its transition flight, signed a US manufacturing deal with Kratos and a $200 million JV with Barq in the UAE, won a slot in the White House eVTOL Integration Pilot Program, and announced plans to go public near a billion-dollar valuation.Most of the conversation was about what it takes to get from a working aircraft to a deployed logistics system, and why Andrew believes autonomous cargo scales well before passenger aviation. He argues one pod-based platform can serve a FedEx milk run, an Army resupply, and an ISR mission, that hybrid-electric is the only way to get useful payload and range without field charging infrastructure, and that defense demand is surging because contested logistics has become a requirement. We pushed on why a clean-sheet VTOL beats autonomy bolted onto a proven Caravan, how the automotive data-flywheel intuition transfers to a domain with far fewer cycles, and where the moat sits once hybrid-electric and autonomy are no longer contrarian. Andrew was most candid about the road ahead, from scaling production to hardening the aircraft for contested, GPS-denied operations alongside the Army.
Chapter 81 - Raining Rats and DogsThe Runaways take an "Onion Busting" job for an "L. Feng" in the Inner Ring, which covers for getting into Lady Dao's Estate. Nuro uses their new stick, Kiyomi airs a grievance, Banji struggles against some pests and Minh tries desperately to find the right tone. Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
SUMMARY DEL SHOW Futuros mixtos este miércoles mientras el mercado espera la decisión de tasas de la Fed, la primera bajo Kevin Warsh, con el petróleo todavía presionado a la baja por el acuerdo entre EE.UU. e Irán. $ASTS sube 6% tras el lanzamiento exitoso de tres nuevos satélites BlueBird, los arreglos comerciales más grandes puestos en órbita baja hasta ahora. $AMZN enfrenta una posible demanda de la FTC por publicidad, mientras $UBER, $LCID y Nuro elevan la apuesta de los robotaxis llevando su segundo mercado a Houston.
Gil West, CEO of Hertz, joined Grayson Brulte on The Road to Autonomy podcast to discuss the launch of Oro Mobility and how a century of fleet operations is helping robotaxis to scale.A robotaxi parked is a depreciating asset, and the attention goes to the driving while the margin hides everywhere else. Cleaning, charging, maintaining, and positioning the vehicle is the part nobody wants and the part that decides the economics.Oro Mobility was built to own that work. It is an asset-heavy operating company sitting on Hertz infrastructure, 2,700 chargers, more than 11,000 service locations, and a footprint across roughly 160 countries. Oro owns and operates fleets, human-driven and autonomous, and supplies them turnkey to B2B partners including Uber and Nuro in a manner that Gil frames as the connective tissue between the demand aggregators, the technology companies, and the OEMs, the supply layer for the future of mobility.That positioning reshapes how the autonomy economy scales. A robotaxi company no longer has to build depots, charging, and a service network from scratch, something Mr. West says could take decades and billions of dollars to replicate.Over time, Hertz plans to hold robotaxis on its balance sheet as both owner and operator, sweat each asset through the peaks, service it through the valleys, and run the same footprint across rideshare, delivery, and autonomy.Episode Chapters00:00 Hertz's Turnaround1:18 Oro Mobility4:43 Hertz's Infrastructure Advantage13:29 Robotaxi Technicians15:36 Robotaxis and Rideshare are Complementary19:27 Infrastructure Permitting22:26 Peaks and Valleys of Assets Ownership25:47 Inspiration for Oro Mobility28:28 Hertz as a Platform Business30:28 Managing the Turnaround34:21 Defining Success for Oro Mobility35:22 Hertz Over the Next Century37:03 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, 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.
Chapter 80 - Cat-Gator Got Your TongueThe Runaways start scouring the middle ring library for information on Lady Dao's estate and Banji's Sword. The go and thank a mysterious stranger for the help in the Hunu's Finest swap. Nuro does, their first batch of paperwork, Minh become a medical expert, Banji finds a missing piece and Kaito brings some heat for the runaways. Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
- Sleepy Auto Industry Gets AI Boost - UAW Attack on Axle Supplier Seems Misleading - WeRide and Uber Announce 1st EU Service - Uber Places Big Robotaxi Bets - Chery Could Fill Nissan's UK Plant - Nissan Launching China-Made Vehicles Outside of China - Ford Has Rough May - Social Media Will Decide New BYD Car Name - BYD Getting Into Humanoids
- Sleepy Auto Industry Gets AI Boost - UAW Attack on Axle Supplier Seems Misleading - WeRide and Uber Announce 1st EU Service - Uber Places Big Robotaxi Bets - Chery Could Fill Nissan's UK Plant - Nissan Launching China-Made Vehicles Outside of China - Ford Has Rough May - Social Media Will Decide New BYD Car Name - BYD Getting Into Humanoids
《雑談のおしながき》0:00〜NURO光10ギガ開通の効果は以下ほどのもの?17:00〜マリーン『Left Alone』聴いてみ、飛ぶぞ27:00〜ロッキード事件『記憶にございません』が忘れられない42:00〜フェラーリで初のEV車のデザインが凄すぎた50:00〜バカでもチョンでものチョンとは53:00〜男三兄弟の方程式58:00〜幸せとは、欲が無くなっていくからなんだと気づいた日─────────────私のお誕生日お祝いしてください!やお便りや感想お待ちしております。お便りはこちらのフォームからhttps://forms.gle/yFUKeMsEFqmZGH257インスタやNoteは「邦楽ぬ。の色々」からhttps://linktr.ee/hogaku_nu─────────────
Chapter 79 - Jewellers Passing in the NightNuro and Minh put their plans into action to get their friends out of dodge, with the help of Jojo and some talented actors. Banji gets lost, Kiyomi asks a searing question, Nuro gets upset at destiny, and Minh clarifies a particular word choice. Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS You can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's newly announced expansion ahead of the World Cup, the suddenly accelerating deterioration of the Uber/Waymo relationship, and the partnerships that actually matter for Uber's autonomous future.As Waymo expanded their U.S. service area by 1,400 square miles across 11 cities, Uber continued to amplify both their direct and indirect attacks against Waymo in the media and in a self-published report about deploying autonomous vehicles.Even as the deterioration of the relationship spreads into the news, Walt notes that the divorce narrative is already largely priced into Uber's stock, but the more interesting question is what happens next with Uber's remaining partners.Nuro recently opened an engineering and partnerships office in Munich, home to BMW, with Lucid notably absent from the press release and personally-owned autonomous vehicles mentioned directly. On the WeRide earnings call, the company outlined European expansion plans including Slovakia and made the case for a unified Level 2 to Level 4 platform.Wrapping up the conversation, Grayson and Walt discussed Volvo Autonomous Solutions' new Dallas-to-Houston lane and what the true definition of autonomous and what defines supervised.Episode Chapters00:00 Waymo's World Cup Expansion03:59 Waymo's Unforced Error05:08 The Waymo/Uber Divorce Narrative Goes Mainstream14:51 Nuro Opens Munich Office20:26 WeRide Eyes a Unified L2-to-L4 Platform22:47 Volvo Autonomous Solutions Dallas-to-Houston Lane23:49 What Defines Driverless31:39 Foreign Autonomy Desk32:04 Next Week--------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.
Did Kirsten enjoy her Lucid Gravity? What's the Citroen CX of EVs? How's Waymo Ops doing? Do the CA AV reporting rules make sense? Did Alex enjoy his friend's use of FSD on a HW 2.5 Model S? Ed & Alex keep it feisty, and Kirsten tries to keep them under control.
This episode dives into the details of Lucid Group's first quarter 2026 earnings call, featuring the debut of incoming CEO Silvio Napoli. Napoli outlines his core priorities for the company: a relentless focus on the customer, enhanced accountability, and strict cost and capital discipline. A major highlight of the call is the expansion of Lucid's partnership with Uber, alongside a review of the company's strengthened liquidity position following new capital raises. Listeners will also get the latest updates on the mid-size platform, which remains on track for a 2027 production ramp with a target price point below $50,000. Additionally, the company provides progress reports on its autonomy program with Uber and Nuro, aiming for a commercial launch by the end of the year. Despite acknowledging execution risks, Lucid maintains that its primary growth targets and international expansions remain on schedule. Support the Show https://www.supportkilowatt.com/ Other Podcasts: Beyond the Post YouTube (https://www.youtube.com/@beyondthepostfm) Beyond the Post Podcast (https://www.beyondthepost.fm/) Shuffle Playlist (https://shows.acast.com/shuffle-playlist) 918Digital Website (https://www.918digital.com/) News Links: Lucid Group First Quarter 2026 Financial Results *Show Art Created By Gemini Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- GM Pays $12.7 Million To Settle Driver Privacy Case - Cadillac Hits 100,000 EV Sales Milestone in U.S. - Toyota To Open New Manufacturing Plant in India - Europe Invests $235 Billion Into Electric Vehicle Sector - China Car Sales Fall While Export Numbers Surge - Lucid, Uber And Nuro Secure California Robotaxi Testing Permits - GM Study Shows Safety Tech Reduces Vehicle Crashes - Ford Reorganizes to Speed Up Product Development Cycles
- GM Pays $12.7 Million To Settle Driver Privacy Case - Cadillac Hits 100,000 EV Sales Milestone in U.S. - Toyota To Open New Manufacturing Plant in India - Europe Invests $235 Billion Into Electric Vehicle Sector - China Car Sales Fall While Export Numbers Surge - Lucid, Uber And Nuro Secure California Robotaxi Testing Permits - GM Study Shows Safety Tech Reduces Vehicle Crashes - Ford Reorganizes to Speed Up Product Development Cycles
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's Las Vegas field work riding in Zoox and Motional robotaxis, Uber's earnings and the path to driver-out, and autonomous trucking earnings.The first thing Grayson did when he landed in Vegas was try to order a Zoox, but the service was not available until 11 AM and when it finally came online shortly after 11 AM, the wait time for the vehicle to arrive was 67 minutes.So he opened the Uber app and tried to order a Motional robotaxi, where he was paired with a Motional in under five minutes. During the one hour and seven minute Zoox wait time, he was able to ride down and back in two different Motional vehicles between Resorts World and the Luxor, arriving back with 21 minutes to spare.While he was in town, Grayson conducted field work at the Zoox depot where he counted more Toyota Highlander test vehicles than purpose-built Zoox robotaxis coming out of the depot. He also visited with the Nuro team at their test track at the Las Vegas Motor Speedway.While Grayson was busy conducting field work, Tesla crossed 10 billion FSD Supervised miles, while Uber's autonomy overhang continues as the benchmark for deploying robotaxis is driver-out, not with safety attendants.Wrapping up the conversation, Grayson and Walt discussed the latest earnings from Aurora and Kodiak and what Grayson learned at the ACT Expo in Las Vegas.Episode Chapters00:00 Field Work: Motional, Zoox and Las Vegas20:57 Uber's Autonomy Overhang23:50 Discounting Uber's Partnership with Waymo26:44 Nuro and Lucid Prepare to Scale32:52 Autonomous Trucking's Presence at the ACT Expo34:41 Aurora, Kodiak Updates from Earnings37:13 Politics and Autonomous Trucking in California39:01 The No Safety Attendant Bar for Autonomous Trucking44:10 Next Week--------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.
Chapter 78 - An Elephant Koi Never ForgetsNuro and Minh Fang now having found the location of their lost friends come up with a plan with the help of another White Lotus Member. Banji finds a small window of opportunity, Kiyomi struggles dealing with an old face, Nuro makes a dragon's bargin, and Minh meets Jojo: a man whos name he has stolen on multiple occasions. Georgie Hazel as "The Icon" NURO Ted Darling as "The Idealist" BANJI Tilia Quinn as "The Adamant"/"The Successor" KIYOMI/KAITOJesse Thomas as "The Bold" MINH FANG Ash Cooper as the GRAND MASTER OF THE WHITE LOTUS A massive thank you to Michaela Jill Murphy AKA Jessie Flowers, the voice of Toph Beifong for our intro, check her out HEREYou can find Tilia on twitch at - https://www.twitch.tv/tiliaquinnn Theme song and outro "The Book of War Remains" as well as the "Dai Li Theme" are by Matt Harrison. Additional music and Sound effects from Soundstripe.com Website // Facebook // Instagram // Twitter // Tik Tok//Patreon Use our affiliate code 'thebookofwar' at Arkenforge to receive $5 off! The Book of War - An Avatar Legends Real Play The Story of four runaways seeking the Book of War in a world without the Avatar
welcome to wall-e's tech briefing for wednesday, may 6! dive into today's top tech stories: nuro's driverless permit: nuro receives a permit for driverless testing of its lucid gravity suvs in california, potentially bolstering uber's future robotaxi fleet. with support from nvidia and uber, this marks progress in their autonomous technology collaboration. volkswagen & rivian partnership: volkswagen surpasses amazon as rivian's largest shareholder with a 15.9% stake, enhancing cooperation in electric vehicle technology and providing financial backing for rivian's r2 suv production. apple's ai focus: apple prepares for ios 27, emphasizing ai integration with personalized generative models across its devices under the leadership of new ceo john ternus. a16z crypto fund: a16z crypto announces a $2.2 billion fund for the crypto sector, highlighting its belief in long-term potential and possible intersections with the ai sector. sap's ai investment: sap acquires german startup prior labs to strengthen its ai capabilities for enterprise data, ensuring competitive resilience and innovation amid industry shifts. stay tuned for tomorrow's tech updates!
join wall-e for today's tech briefing, tuesday, april 14. explore key updates: openai acquires hiro finance: openai expands with the acquisition of ai-driven personal finance startup hiro finance. the startup will cease operations on april 20, with this deal primarily seen as an acquihire. uber & nuro's premium robotaxi service: uber teams up with nuro to test premium robotaxi services in san francisco using lucid gravity suvs. public launch is anticipated by late 2026. global phishing ring dismantled: collaboration between the fbi and indonesian police leads to the dismantling of the w3ll phishing scheme, protecting over 17,000 victims from potential $20 million fraud. booking.com data breach: booking.com confirms a data breach involving unauthorized access to customer information. while financial data remains secure, security enhancements are underway. amazon warehouse safety concerns: in troutdale, oregon, the death of an amazon employee raises questions about working conditions. federal investigations into warehouse safety continue. we'll see you tomorrow for more updates.
Uber employees can now hail a Lucid robotaxi as part of the testing. Also, Chicago-based music superfan Aadam Jacobs has been recording the concerts he goes to since the 1980s, amassing an archive of over 10,000 tapes. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market.It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as yhey are actively preparing to deploy NVIDIA-powered robotaxis in 28 cities by 2028 across North America, Europe, Australia, and Asia.Then there is the surprise Uber/Rivian deal, which will see Uber invest up to $1.25 billion into Rivian with $300 million upfront and four milestone payments based on undisclosed achievements of certain autonomous milestones by specific dates.Closing out the show, Grayson and Walt discuss Waymo's milestone of surpassing 170 million fully autonomous miles with no safety drivers, Nuro's growing robotaxi test fleet, and the Foreign Autonomy Desk.Episode Chapters00:00 NVIDIA GTC04:06 Jensen Huang; NVIDIA is Not a Solutions Provider11:23 Uber/NVIDIA Partnership25:52 Uber/Rivian Robotaxi Deal32:02 Waymo: 170m+ Autonomous Miles and Counting33:01 Foreign Autonomy Desk34:44 Next Week Recorded on Friday, March 20, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Quantum threats to cryptography has been fueled by Shor's and Grover's quantum algorithms and their derivatives. That has led a decade-long development of post-quantum cryptography algorithms and standards. While there are question lies about when Cryptanalytically Relevant Quantum Computers (CRQC) will be realized practically, they're imminent threats. In the meantime, Quantum computers and networks are evolving faster to take us closer to their realization in a practical and scalable manner, which will also help advance the development of CRQCs. In this talk, I will present how evolution of cryptography is shaping up, how to achieve quantum resistant security in a holistic manner and the development of quantum secure networks. About the speaker: Ashish Kundu is currently Head of Cybersecurity Research at Cisco Research. Ashish is an IEEE Fellow. He has also worked as: Head of Cybersecurity at Nuro.ai. During 2011- 2019, he worked as Research Staff Member, and Master Inventor and at the IBM T J Watson Research Center, Yorktown Heights, New York. He has led the Research and Development efforts for Security and Compliance for IBM Watson Health Cloud, IBM Watson Education, and IBM Watson Genomic Analytics. Dr. Kundu served on the IBM Research AI Ethics committee during 2015 - 2016. Dr. Kundu received Ph.D. from Computer Science at Purdue University and then he joined IBM T J Watson Research Center after that. He has been affiliated with CERIAS. Ashish is an ACM Distinguished Member, an ex-ACM Distinguished Speaker, and a Master Inventor (at IBM Research).
Lucid Motors Q4 2025 Earnings Call Description In this episode, we break down Lucid Motors' Q4 2025 earnings call, featuring insights from interim CEO Mark Winterhoff and CFO Tawfiq Boussaid. The discussion highlights how Lucid navigated a challenging EV market while nearly doubling production and increasing deliveries throughout the year. A major focus is the launch and ramp-up of the Lucid Gravity SUV, which quickly became a significant contributor to deliveries and revenue. We also explore Lucid's manufacturing improvements and operational efficiency gains that helped the company scale production. Another major topic is Lucid's strategic partnerships with Uber and Nuro, which aim to position the company in the emerging robotaxi market and autonomous mobility sector. Financial performance, including improved margins and operational efficiencies, is also reviewed alongside the company's cautious approach to cost management. Finally, we look ahead to Lucid's plans for 2026, including global market expansion, increased brand awareness, and the development of a midsize platform designed to reach a broader EV audience. Overall, the call paints a picture of a company focused on scaling production, expanding technology partnerships, and strengthening its position in an increasingly competitive EV landscape. Support the Show Support Kilowatt Other Podcasts Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links Lucid Motors Q4 2025 Earnings Call Show Art Created By DALL·E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
EPISODE 154 | Forgotten Languages (FL): The Most Interesting Site on the Web? While researching a previous episode about internet rabbit holes, I came across one that was some big, so complicated, that the entry soon grew into its very own episode. It's called Forgotten Languages, and at first it seems like it's all about ancient languages. But these turn out to be ciphers which, when decoded, reveal a series of interlocking narratives involving transdimensional beings, UAPs, aliens, secretive cabals working at cross purposes, the odd revelation that all humans are gone by the year 3100, and more. Like what we do? Then buy us a beer or three via our page on Buy Me a Coffee. Review us here or on IMDb. And seriously, subscribe, will ya? Like, just do it. SECTIONS 02:00 - Speaking in Tongues - The Forgotten Languages website at first glance, using clues to start to understand, language as a system to modify biology 13:36 - Aliens Ate My Buick - Giselians, the Cassini Diskus, Paradigm Shifter Vehicles (PSVs) 18:55 - Nature of Threat - The Phoenix Lights, MilOrbs, USOs, SV17q, SV09n's agendas, SV06n seems nicer, the default mode network (DMN), geminoviruses in the year 2100 33:55 - Jigsaw Falling into Place - DRACO, Congressional UAP hearings, Matthew Brown blows the whistle on Immaculate Constellation and a secretive group (SV17q?), DOLYN; Michael Shellenberger specifically mentions NURO, Immaculate Constellation and SV17q to Congress; Denebian probes, LyAV, XVIS 44:46 - Hoist That Rag - Alternative Reality games, Dispatches from Elsewhere, "The Beast", the SCP Foundation, other theories about FL 48:36 - Language Is a Virus - Various theories about what FL is really all about, the Cybernetic Culture Research Unit (CCRU), hyperstitions Music by Fanette Ronjat More Info Forgotten Languages website ForgottenLanguages.org — another linguistic rabbit hole on Reddit The Deepest Internet Mystery You've Never Heard Of (and Why It's Now in the Congressional Record) video on the smoothjazz YouTube channel My emails with Ayndryl by Saša Milić Forgotten Languages entire subreddit The Pattern Everyone's Missing While Debating "Dee's Nuts" on the r/UFOs subreddit Dispatches from Elsewhere on IMDb SCP Foundation website Cybernetic culture research unit website Cybernetic Culture Research Unit (CCRU) on Philosophyball WIki Forward? A Short History of the Cybernetic Culture Research Unit by Samuel McIlhagga Follow us on social: Facebook X (Twitter) Other Podcasts by Derek DeWitt DIGITAL SIGNAGE DONE RIGHT - Winner of a Gold Quill Award, Gold MarCom Award, AVA Digital Award Gold, Silver Davey Award, and Communicator Award of Excellence, and on numerous top 10 podcast lists. PRAGUE TIMES - A city is more than just a location - it's a kaleidoscope of history, places, people and trends. This podcast looks at Prague, in the center of Europe, from a number of perspectives, including what it is now, what is has been and where it's going. It's Prague THEN, Prague NOW, Prague LATER
Plus: Dell Technologies plans to expand its personal computer portfolio to include a wider range of price points. And Uber, Lucid and Nuro begin on-road testing for their planned robotaxi service. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
- Hyundai Will Deploy Robots At Its Plants - Mercedes Competes with Tesla FSD - Honda and Sony Reveal New SUV - EV Growth Expected to Slow - Lucid, Uber and Nuro Show Production Robotaxi - Ram Brings Back Powerful Truck - Ram Gives Customers Diesel Power Wagon - Geely to Enter U.S. Market
- Hyundai Will Deploy Robots At Its Plants - Mercedes Competes with Tesla FSD - Honda and Sony Reveal New SUV - EV Growth Expected to Slow - Lucid, Uber and Nuro Show Production Robotaxi - Ram Brings Back Powerful Truck - Ram Gives Customers Diesel Power Wagon - Geely to Enter U.S. Market
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA's ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry's most-watched partnerships. Jensen Huang's latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA's automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber's partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber's platform. The episode closes with updates on Aurora's strategic pivot and the Foreign Autonomy Desk, covering Baidu's expansion in Hong Kong, Uber's European ambitions, and continued progress in Tesla's FSD rollout.Episode Chapters0:00 NVIDIA's Autonomy Ambitions 7:13 Waymo & Uber's Fracturing Relationship9:35 Nuro's Upcoming Launch on Uber in San Francisco 11:51 Gemini is Coming to Waymo14:05 Boston's Autonomous Vehicle Blunder15:43 Seattle's Challenging Political Environment 17:34 Political Coalitions 19:36 Aurora's Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next WeekRecorded on Thursday, October 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo's potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla's vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners. Later the conversation then turns to Waymo's London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy? Is it time to acknowledge they won't be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren't yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.Episode Chapters0:00 FSD 146:44 Waymo Eyes London Expansion9:17 Does Uber Launch Robotaxis in Nashville without Waymo?11:35 Waymo Market Predictions15:13 Tesla Market Predictions17:53 Amazon's Continued Commitment to Zoox23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi28:43 Nissan ProPilot powered by Wayve31:08 Kodiak Goes Public32:22 Next WeekRecorded on Thursday, September 25, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chevy is charging into the off-road EV space with the 2026 Chevrolet Silverado EV Trail Boss, and Chris Teague got behind the wheel to see if this electric truck delivers on its bold promises. Built on GM's Ultium platform, the Trail Boss version stands apart with a 2-inch lift, 35-inch all-terrain tires, and 24% more ground clearance than its base sibling. The off-road upgrades are more than cosmetic. The unique suspension tuning, hydraulic rebound control, and dedicated driving modes like Terrain and Sidewinder make this EV surprisingly capable when the pavement ends. Power? There's plenty. With the Max Range battery pack, the Trail Boss pumps out up to 725 horsepower and 775 lb-ft of torque, offering towing up to 12,500 pounds and a 2,100-pound payload. It's not just brawn, though. The Silverado EV Trail Boss is loaded with tech, from its 17.7-inch touchscreen and Super Cruise hands-free towing to a Multi-Flex Midgate that opens up interior cargo flexibility. Does it live up to the hype? Chris will offer his view in this episode. 2026 Honda Passport TrailSport Elite Review While Chris put the Silverado EV Trail Boss through its paces in Maine, Jack Nerad took the 2026 Honda Passport TrailSport Elite on a week-long test at the other end of the country. And while the Passport TrailSport doesn't pretend to be a full-on rock-crawler, it delivers an interesting balance of off-road capabilitiesand suburban charm. Powered by a 3.5-liter V6 offering 280 horsepower and 262 lb-ft of torque paired with a nine-speed automatic, the TrailSport features Honda's i-VTM4 torque-vectoring AWD, intelligent traction management, and retuned suspension for better trail performance. Visually, the TrailSport Elite offers some blacked-out trim, 18-inch machined alloy wheels wrapped in all-terrain rubber, and subtle badging. Inside, it's all about comfort with leather-trimmed heated seats, a moonroof, acoustic glass, tri-zone climate, and an 8-inch touchscreen with Apple CarPlay and Android Auto. Comfortable? Yes, but is this a vehicle to conquer the Rubicon? Jack and Chris will have the answer. Special Guest: Sam Fiorani, AutoForecast Solutions This week's guest, industry insider Sam Fiorani, Vice President of Global Vehicle Forecasting at AutoForecast Solutions, will have the answer on what will happen with the end of federal EV tax credits, which expire in a little over a week. We'll discuss what it all means for consumers, automakers, and the overall electric vehicle adoption rate. In Auto Industry News this Week Ram Drops Full-EV Plans, Bets on Range-Extended REV Stellantis has canceled its battery-electric Ram pickup project, instead refocusing on a range-extended Ram 1500 REV that blends electric drive with a gas engine for longer range and better towing. The move reflects weakening demand for full-size EV trucks and a pivot toward flexibility in powertrains. Toyota Recalls Nearly 700,000 Vehicles, Including All BEVs Toyota issued two major recalls. One involves nearly 600,000 vehicles with potentially faulty 12.3-inch displays and the other covers 95,000 electric vehicles like the Toyota bZ4X and Lexus RZ with malfunctioning defrosters. Congress Pushes Catalytic Converter Theft Legislation The U.S. House has reintroduced the PART Act, aiming to reduce catalytic converter theft by requiring VIN stamping on new catalytic converters. Lawmakers hope it will deter thieves and aid police recovery efforts as the black-market value of stolen converters continues to rise. Lucid and Uber Team Up on Robotaxis Lucid Motors and Uber have signed a $300 million deal to develop a robotaxi using Lucid's EV tech and Nuro's Level 4 autonomous system. The goal? A 20,000-vehicle fleet based on Lucid's Gravity SUV, set for limited deployment next year. Listener Question of the Week Carson from Erie, Pennsylvania asks, “What's your favorite sleeper car that no one talks about? Do you think now is the time to buy a car like...
Today's show:Jason and Alex are joined by Nuro's Dave Ferguson to unpack the Lucid–Uber–Nuro deal aiming to launch fully driverless Gravity SUVs on Uber by 2026. They dig into why off-the-shelf sensors and Nvidia's Thor chip drive costs down, how mapping 150 cities improves safety, and why lidar still matters for night and edge cases. Plus: lessons from Cruise's collapse, how regulators think about safety multiples, and why autonomy could finally make rides cheaper than owning a car.Timestamps:(00:00) Show intro…(06:23) Uber x Lucid x Nuro: why this 2026 robotaxi deal matters(09:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(11:13) What the self-driving “cost stack” really looks like in 2025(14:08) Road-mapping at scale: Nuro's 150-city data collection push(15:38) Can AVs handle snow & rain? Weather rollout and Uber Black positioning(20:05) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(21:07) Show Continues…(24:24) Probabilistic vs. deterministic driving models — and the DARPA roots(30:08) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.(31:08) Show Continues…(35:38) Post-Cruise reality check: transparency, regulators & trustSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:57) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(20:05) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(30:08) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.Episode Chapters0:00 Robots2:42 Nuro Series E4:54 Delivery Robots Part 16:11 Fleet Management 9:24 Delivery Robots Part 214:26 Waymo on Uber in Atlanta 21:15 Status of Waymo and Uber's Relationship 26:58 Helm.ai Honda Expand Partnership 32:21 Alibaba's Autonomous Driving IPO34:16 Baidu Apollo Go36:35 Tesla FSD in Japan38:46 Cybercab39:32 Next WeekRecorded on Thursday, August 21, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today's show:Terra's collapse, Powell's pivot, and OpenAI's explosive growth all collide in this TWiST deep dive.Do Kwon has pled guilty after Terra/Luna's $60B implosion, Fed Chair Powell hints at a September rate cut, and OpenAI has officially crossed $1B in monthly revenue (on a $12B run rate). Jason and Alex unpack what this means for founders, LPs, and the next wave of AI + crypto.They also cover Canva's $42B comeback, Anthropic's doubled $10B fundraise, and the brewing battle between Figma & Canva.Plus: Uber, Nuro & Lucid's $6B robotaxi push — and why drivers are already protesting in Wuhan & Boston.#Startups #Crypto #AI #VentureCapital #OpenAI #Anthropic #Canva #Figma #ThisWeekInStartupsTimestamps:(0:00) INTRO(01:15) Fed rate cut signals & market reaction(05:36) Jason's $400K in new fund bets(10:25) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(11:30) Show Continues…(16:22) Do Kwon & the Terra/Luna collapse(20:22) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(21:23) Show Continues…(29:43) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(30:55) Show Continues…(36:14) OpenAI's $1B/month revenue run rate(42:13) Anthropic's $10B round & AI market sizing(51:31) Canva's $42B valuation & Figma comparisonSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:25) Miro - Help your teams get great done with Miro. Check out miro.com to find out how!(20:22) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https://www.bolt.new/twist.(29:43) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM's renewed interest in autonomous vehicles.From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles. Despite the shift in strategy, GM faces significant hurdles. The company must rebuild trust with the tech community to attract top talent after Cruise's high-profile failures. At the same time, the company continues to face intense competition from Tesla, whose rapidly advancing Full Self-Driving (FSD) system raises questions about whether GM can develop a competitive system in-house or if it will need to license technology from Waymo, Wayve, or Nuro.GM's return to autonomy opens the door to many questions. Questions that will only be answered in the years ahead.Episode Chapters0:00 GM Once Again Enters the Autonomy Market4:07 Can Sterling Anderson Revive GM's Autonomy Ambitions? 6:36 GM's “New” Autonomy System9:16 Super Cruise Subscription Revenue 10:37 Tesla13:48 Does GM Have to License?14:49 Rebuilding Trust18:26 Would GM ever do a Waymo Deal?20:04 Licensing + Data23:51 Timeline26:43 Pricing Autonomy32:41 Ford34:22 Where Does GM Ultimately Go?Recorded on Monday, August 10, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we dive into the details of the Uber-Lucid-Nuro robotaxi deal, which could be the largest deal of its kind to date.
Andrew Chapin, Chief Operating Officer, Nuro joined Grayson Brulte on The Road to Autonomy podcast to discuss Nuro's three-way partnership with Uber and Lucid Motors, which will see Uber exclusively deploy the Lucid Gravity robotaxi powered by Nuro on their platform.In a deal that clearly validates their bold pivot to licensing, Uber has committed to deploying 20,000 Nuro powered robotaxis globally on the Uber network over the next six years, with the potential for significantly greater scale as the partnership matures.This isn't just another robotaxi announcement, this could be the blueprint for the future of robotaxi deployment. An autonomous driving software developer licenses its technology to an OEM, which integrates the software and hardware at the factory, while a third party owns and operates the vehicles on a commercial network.Episode Chapters0:00 Nuro x Lucid x Uber Deal4:55 Going Global6:39 Building the Lucid Gravity Robotaxi13:15 Maintaining the Robotaxi16:07 Nuro Hardware19:41 What's Next?23:10 Nuro's Business Discipline 26:58 Preparing for Market Launches31:31 Highways33:08 Operations 35:13 Looking ForwardRecorded on Tuesday, July 29, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Coldplay kiss-cam flap proves we're already our own surveillance state Amazon Ring Cashes in on Techno-Authoritarianism and Mass Surveillance OpenAI LLM's gold medal-level performance on the world's most prestigious math competition Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears Trump Signs Stablecoin Bill, Delivering Win for Crypto Industry Engadget Podcast: Ancestra director Eliza McNitt defends AI as a creative tool DOGE staffer with access to Americans' personal data leaked private xAI API key DOGE Put Free Tax Filing Tool on Chopping Block After One Meeting With Lobbyists EU backs down on Big Tech tax ahead of US trade deal Reddit begins age verification checks for UK users Roblox will require a facial scan or government ID to have unfiltered chats EU to test age-check app under new child safety rules - 9to5Mac Trump administration to spend $1 billion on 'offensive' hacking operations | TechCrunch A Little-Known Microsoft Program Could Expose the Defense Department to Chinese Hackers Uber to invest in Lucid and Nuro in massive robotaxi deal YouTuber leaked iOS secrets via friend spying on dev's phone, Apple lawsuit claims This Is the Commodore Comeback Fans Have Waited for—but the Odds Are Still Against It I Tested the Galaxy Z Fold 7: It's Slim, Powerful and Surprisingly Practical Host: Leo Laporte Guests: Abrar Al-Heeti, Iain Thomson, and Devindra Hardawar Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ZipRecruiter.com/Twit helixsleep.com/twit uscloud.com zscaler.com/security storyblok.com/twittv-25 code TWIT25
Coldplay kiss-cam flap proves we're already our own surveillance state Amazon Ring Cashes in on Techno-Authoritarianism and Mass Surveillance OpenAI LLM's gold medal-level performance on the world's most prestigious math competition Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears Trump Signs Stablecoin Bill, Delivering Win for Crypto Industry Engadget Podcast: Ancestra director Eliza McNitt defends AI as a creative tool DOGE staffer with access to Americans' personal data leaked private xAI API key DOGE Put Free Tax Filing Tool on Chopping Block After One Meeting With Lobbyists EU backs down on Big Tech tax ahead of US trade deal Reddit begins age verification checks for UK users Roblox will require a facial scan or government ID to have unfiltered chats EU to test age-check app under new child safety rules - 9to5Mac Trump administration to spend $1 billion on 'offensive' hacking operations | TechCrunch A Little-Known Microsoft Program Could Expose the Defense Department to Chinese Hackers Uber to invest in Lucid and Nuro in massive robotaxi deal YouTuber leaked iOS secrets via friend spying on dev's phone, Apple lawsuit claims This Is the Commodore Comeback Fans Have Waited for—but the Odds Are Still Against It I Tested the Galaxy Z Fold 7: It's Slim, Powerful and Surprisingly Practical Host: Leo Laporte Guests: Abrar Al-Heeti, Iain Thomson, and Devindra Hardawar Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ZipRecruiter.com/Twit helixsleep.com/twit uscloud.com zscaler.com/security storyblok.com/twittv-25 code TWIT25
Coldplay kiss-cam flap proves we're already our own surveillance state Amazon Ring Cashes in on Techno-Authoritarianism and Mass Surveillance OpenAI LLM's gold medal-level performance on the world's most prestigious math competition Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears Trump Signs Stablecoin Bill, Delivering Win for Crypto Industry Engadget Podcast: Ancestra director Eliza McNitt defends AI as a creative tool DOGE staffer with access to Americans' personal data leaked private xAI API key DOGE Put Free Tax Filing Tool on Chopping Block After One Meeting With Lobbyists EU backs down on Big Tech tax ahead of US trade deal Reddit begins age verification checks for UK users Roblox will require a facial scan or government ID to have unfiltered chats EU to test age-check app under new child safety rules - 9to5Mac Trump administration to spend $1 billion on 'offensive' hacking operations | TechCrunch A Little-Known Microsoft Program Could Expose the Defense Department to Chinese Hackers Uber to invest in Lucid and Nuro in massive robotaxi deal YouTuber leaked iOS secrets via friend spying on dev's phone, Apple lawsuit claims This Is the Commodore Comeback Fans Have Waited for—but the Odds Are Still Against It I Tested the Galaxy Z Fold 7: It's Slim, Powerful and Surprisingly Practical Host: Leo Laporte Guests: Abrar Al-Heeti, Iain Thomson, and Devindra Hardawar Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ZipRecruiter.com/Twit helixsleep.com/twit uscloud.com zscaler.com/security storyblok.com/twittv-25 code TWIT25
Coldplay kiss-cam flap proves we're already our own surveillance state Amazon Ring Cashes in on Techno-Authoritarianism and Mass Surveillance OpenAI LLM's gold medal-level performance on the world's most prestigious math competition Thinking Machines Lab Raises $2 Billion at $10 Billion Valuation The Epic Battle for AI Talent—With Exploding Offers, Secret Deals and Tears Trump Signs Stablecoin Bill, Delivering Win for Crypto Industry Engadget Podcast: Ancestra director Eliza McNitt defends AI as a creative tool DOGE staffer with access to Americans' personal data leaked private xAI API key DOGE Put Free Tax Filing Tool on Chopping Block After One Meeting With Lobbyists EU backs down on Big Tech tax ahead of US trade deal Reddit begins age verification checks for UK users Roblox will require a facial scan or government ID to have unfiltered chats EU to test age-check app under new child safety rules - 9to5Mac Trump administration to spend $1 billion on 'offensive' hacking operations | TechCrunch A Little-Known Microsoft Program Could Expose the Defense Department to Chinese Hackers Uber to invest in Lucid and Nuro in massive robotaxi deal YouTuber leaked iOS secrets via friend spying on dev's phone, Apple lawsuit claims This Is the Commodore Comeback Fans Have Waited for—but the Odds Are Still Against It I Tested the Galaxy Z Fold 7: It's Slim, Powerful and Surprisingly Practical Host: Leo Laporte Guests: Abrar Al-Heeti, Iain Thomson, and Devindra Hardawar Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: ZipRecruiter.com/Twit helixsleep.com/twit uscloud.com zscaler.com/security storyblok.com/twittv-25 code TWIT25
Automattic is relaunching Beeper, the universal messaging app. Delta Air Lines is hoping to boost profitability by moving from set fares to individualized pricing determined by AI. We discuss why Video Games are such hot movie and streaming TV properties and is it just a fad or is it a signal of something else? Uber plans to make “multi-hundred-million dollar investments” in both Nuro and Lucid, deploying “20,000 or more” robotaxis in the US. Starring Sarah Lane, Robb Dunewood, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!
MRKT Matrix - Thursday, July 17th Dow jumps 200 points, boosted by strong earnings and U.S. economic data (CNBC) US Retail Sales Surge in Broad Advance, Topping Estimates (Bloomberg) Uber Partnering With Lucid, Nuro to Launch Robotaxis in 2026 (Bloomberg) US Initial Jobless Claims Decline for a Fifth Straight Week (Bloomberg) TSMC profit surges 61% to record high fueled by AI chip demand (CNBC) Trump's U-Turn on Nvidia Spurs Talks of Grand Bargain With China (Bloomberg) Kevin Warsh Says Fed Independence Is ‘Essential,' But Limited (Bloomberg) -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master's in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for autonomous vehicles. Today's Agenda: [00:00] The $3B Startup That Only Happend on the Third Pivot [05:12] When to Give Up vs When To Stick at It [08:55] “Never Fall in Love With Your Idea” — Here's Why [10:38] What Founders Get Wrong About Being First [13:52] What Would Windsurf Do If They Had Unlimited Resources [16:45] Will Lovable and Bolt Ultimately Compete with Windsurf and Cursor [19:25] The Product Development Rule That Breaks All Startup Rules [21:20] The Cold Truth About Moats in the AI Era [24:30] The OpenAI Question You're Not Supposed to Ask [32:50] Who Actually Counts as an Engineer in 5 Years? [35:10] Will Product Managers Even Exist in 2030? [37:30] Async Agents Are Coming—But Most Will Fail.. Why? [41:00] The Truth About Agent-Only Workflows [44:20] The One Area of Engineering That AI Will Eat Next [46:12] What Cursor Got Right (That Windsurf Didn't) [47:55] Are LLM APIs Already Commoditized? [50:30] Why Anthropic Won't Win by Default [52:10] Should Model Companies Own the App Layer? [58:05] What Does Varun Want to be Remembered For?