POPULARITY
- Stellantis Posts Massive Loss - Toyota Could End Japanese Supply System - Musk's Robotaxi Promises Vs. Reality - 3 Chinese Automakers Crack Global Top 10 - GM Ditches EV Vans for Mobile Repair - Ford Uses AI to Speed Up Car Repairs - Wuling Redesigns Best-Selling Mini EV - Honda Slashes Accord PHEV Prices in China - BYD Launches $5 Daily Lease Option
- Stellantis Posts Massive Loss - Toyota Could End Japanese Supply System - Musk's Robotaxi Promises Vs. Reality - 3 Chinese Automakers Crack Global Top 10 - GM Ditches EV Vans for Mobile Repair - Ford Uses AI to Speed Up Car Repairs - Wuling Redesigns Best-Selling Mini EV - Honda Slashes Accord PHEV Prices in China - BYD Launches $5 Daily Lease Option
SUMMARY DEL SHOW Futuros planos tras el reporte de $NVDA: beat y guía “por margen amplio”, pero sin euforia en índices; hoy el foco pasa a datos macro y balance de la Fed. $NVDA entrega un 4T explosivo y guía alta: data center domina, márgenes cerca de 75% y narrativa de “agentic AI”, con más competencia en CPUs frente a $INTC y $AMD. Reuters cuestiona el timeline de robotaxis de $TSLA en California; encuesta de Schwab muestra traders retail más cautelosos y menos euforia por IA.
Jeudi 26 février, Frédéric Simottel a reçu Marion Moreau, journaliste et fondatrice d'Hors Normes Média, Julien Villeret, directeur de l'innovation chez EDF, et Didier Sanz, journaliste tech. Ils sont revenus sur la poursuite par Stellantis du modèle Waymo à travers Wayve, ainsi que sur l'application Nearby Glasses, conçue pour détecter les lunettes connectées, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.
Waymo is now ridable in Dallas. The robotaxi rideshare service launched to certain riders in Dallas. The company says certain riders who have already downloaded the app will be invited to start taking rides today. In other news, Southwest Airlines and American Airlines resumed flights to parts of Mexico on Tuesday, following two days of cancellations in connection with civil unrest sparked by the killing of a powerful cartel leader in Mexico; the Texas attorney general sued Aid Access over mail-order abortion pills, his office announced Tuesday. The suit is the second to be announced in the past month targeting an organization for allegedly mailing abortion medication into Texas; and Texas Health Resources is planning to build a hospital in McKinney, with the medical campus slated to open in 2028. Learn more about your ad choices. Visit podcastchoices.com/adchoices
i'm wall-e, welcoming you to today's tech briefing for wednesday, february 25th. explore the latest in tech with us: wayve's funding boost: self-driving startup wayve raises $1.2 billion from nvidia, uber, and automakers, targeting robotaxi deployment in london. potential extra $300 million investment on the horizon. stripe eyeing paypal acquisition: stripe considers acquiring parts or all of paypal, as its valuation hits $159 billion, stirring the fintech landscape. matx's chip innovation: chipmaker matx secures $500 million in funding to develop processors more efficient than nvidia's gpus, emphasizing ai evolution. cargurus data breach: 12.5 million accounts affected in a security incident, raising industry-wide cybersecurity concerns. apple's age-verification tools: new features rolled out internationally to comply with child safety laws, blocking downloads of 18+ rated apps without verification. that's all for today. we'll see you back here tomorrow.
Someday soon your Uber could arrive with no one in the driver's seat, and a Kiwi's tech is behind the shift. UK self-driving company Wayve, spearheaded by Alex Kendall, has secured $1.5 billion in capital to support to the commercial roll out of their ‘Robotaxis'. The funding round also includes backing from Mercedes, Nissan, Microsoft and Nvidia, while local VC Icehouse Ventures is contributing $12.5 million to the capital raise. Kendall told Mike Hosking there's a couple of different ways to commercialise self-driving technology – creating your own cars, running your own fleets, or licensing the technology. Wayve is using the third option, and he says the AI they've built is so flexible that it will be able to bring self-driving technology worldwide. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Al's on today's proper jaw-dropper: London doctors announce a UK first — a baby born after a womb transplant from a deceased donor. Then it's back to the paperwork side of the future as the government drags Netflix, Prime Video and the rest into tougher Ofcom-style rules. After the break, Uber tries to become the backstage crew for robotaxis everywhere, scientists reveal a new way to see DNA's 3D structure, Fallout 4 goes portable on Switch 2, and Firefox does something radical: it gives you an AI off switch. More on all of it at standard.co.uk — and follow Tech and Science Daily from The Standard for your weekday briefing. Hosted on Acast. See acast.com/privacy for more information.
- European New Cars Sales Plummet as Diesel Collapes - EU Dealers Demand Help to Fight Chinese Invasion - Hyundai Warns of Escalating Tariff Threat - Mercedes Scales Back Electric G-Wagon Plans for Hybrid - BMW Abandons L3 Autonomy for More Affordable L2 - McKinsey: Robotaxi Costs to Plummet as AI Revolutionizes AVs - Toyota and Lexus Help Slash EV Charger Installation Times - Chery Tries to Challenge Global Mid-Size Pick Market
- European New Cars Sales Plummet as Diesel Collapes - EU Dealers Demand Help to Fight Chinese Invasion - Hyundai Warns of Escalating Tariff Threat - Mercedes Scales Back Electric G-Wagon Plans for Hybrid - BMW Abandons L3 Autonomy for More Affordable L2 - McKinsey: Robotaxi Costs to Plummet as AI Revolutionizes AVs - Toyota and Lexus Help Slash EV Charger Installation Times - Chery Tries to Challenge Global Mid-Size Pick Market
AP's Lisa Dwyer reports that Wayno is expanding it's robotaxi service.
Plus - OpenAI calls in the consultants for its enterprise push; Tesla's battle with the California Department of Motor Vehicles isn't over after all Learn more about your ad choices. Visit podcastchoices.com/adchoices
Merz sympathisiert mit einem Social Media Ban für Kinder. Google holt sich mit Gemini 3.1 die Benchmark-Krone zurück. OpenAI raist $100 Mrd. bei bis zu $850 Mrd. Bewertung – Nvidia allein soll $30 Mrd. geben. Das virale Video der Woche: Sam Altman und Dario Amodei verweigern sich beim India AI Summit den Handschlag. Perplexity gibt sein Werbemodell auf und schwenkt auf Enterprise. Klarna verliert 27% nach schwachen Zahlen – die Kreditausfallvorsorge steigt schneller als der Umsatz. Die CFTC versucht, Prediction Markets der Bundesstaaten-Regulierung zu entziehen. Milliardärs-Steuersätze sind ein Problem für die US-Wirtschaft. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Social Media Ban für Kinder (00:19:45) Apple Event am 4. März: Brille und AirPods mit Kameras (00:25:21) Google Gemini 3.1 und OpenAI $100 Mrd. Runde (00:35:40) India AI Summit: Altman und Amodei verweigern Handschlag (00:51:25) Perplexity gibt Werbemodell auf (00:54:47) Accenture: Keine Beförderung ohne KI (01:59:40) World Labs $1 Mrd. und XAI Saudi-Investment (01:06:27) New York stoppt Robotaxis (01:10:42) CFTC vs. Bundesstaaten: Prediction Markets (01:19:40) X-Algorithmus verschiebt Meinungen nach rechts (01:22:37) Klarna und Figma Earnings (01:32:50) Freedom.gov: US-VPN für Europäer (01:39:20) Zuckerberg vor Gericht: Engagement war nie unser Ziel (01:48:14) Angermeyer | Palantir: DHS-Milliardendeal (01:58:05) WSJ: Milliardäre zahlen zu wenig Steuern Shownotes Garrison Lovely Dario Amodei Podcast - x.com Merz riskiert Streit mit Trump über Social-Media-Verbot für Minderjährige - bloomberg.com Apple intensiviert Arbeit an Brille, Anhänger und Kamera-AirPods. - bloomberg.com Apple kündigt überraschend "Special Apple Experience" an. - heise.de Google ist wieder führend in KI: Gemini 3.1 Pro Preview. - x.com OpenAI-Chef: Dringende Regulierung für KI erforderlich - heise.de OpenAI-Finanzierung erreicht über $100 Milliarden in aktueller Runde - bloomberg.com Nvidia OpenAI - ft.com Sam Altman and Dario Amodei refusing to hold hands - linkedin.com OpenAI Has Poached Instagram's Celebrity Whisperer - vanityfair.com Perplexity - ft.com Accenture - ft.com AI Pioneer Fei-Fei Li's Startup World Labs Raises $1 Billion - bloomberg.com Saudi-Arabiens Humain investiert 3 Milliarden in Elon Musks XAI. - bloomberg.com Aktivistischer Investor Palliser Capital schrieb an japanischen Toilettenhersteller Toto. - x.com New Yorks Robotaxi-Plan gestoppt - bloomberg.com Wir sehen uns vor Gericht - axios.com Elizabeth Warren kritisiert Trumps CFTC - x.com Gouverneur Cox - x.com Meta startet $65 Millionen Wahlkampagne - nytimes.com X's Algorithm Pushes Users to Lean More Conservative - gizmodo.com Klarna - ft.com Klarna-CEO: Belegschaft wird bis 2030 um 1.000 reduziert. - fastcompany.com US plans online portal to bypass content bans in Europe and elsewhere - reuters.com Mark Zuckerberg said he reached out to Apple CEO Tim Cook to discuss ‘wellbeing of teens and kids' - cnbc.com Philipp Kloeckner auf X: "Metas Zuckerberg ist voller
Description: In this episode, we dive deep into Tesla's long-promised Cybercab as production reportedly begins and Elon Musk claims a sub-$30,000 price tag could arrive this year. We examine conflicting narratives around Tesla's robotaxi progress, including sharp criticism of the program eight months in and fresh timeline promises. Tesla's software push continues with Grok-enabled navigation in Europe and a renewed FSD launch in China backed by a local data center. Meanwhile, Tesla faces mounting pressure overseas, with UK sales plunging as BYD surges ahead and broader EV market share slipping despite overall auto growth. Legacy automakers aren't sitting still either—Ford is lobbying for access to Chinese EV tech, while BYD and Geely eye major North American production capacity. We also cover Polestar's aggressive expansion plans, Cruise's admission over a false pedestrian report, and the evolving EV policy and infrastructure conversation in Manitoba. Support the Show Support Kilowatt Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Manitoba EV Policy & Infrastructure Future of Electric Vehicle Sales Targets and Infrastructure in Manitoba (CBC Audio) Manitobans Welcome EV Rebates, but Fear Infrastructure Still Lacking Manitoba EV Fans Charged Up by Federal Strategy Tesla Cybercab & Robotaxi Developments Elon Musk Says Tesla Will Sell Cybercab to Customers for $30,000 or Less This Year Tesla's $30,000 Cybercab Begins Production With No Steering Wheel Tesla Begins Cybercab Production. Now Comes The Hard Part Elon Musk Doubles Down on Tesla Cybercab Timeline Once Again Tesla ‘Robotaxi' Status Check 8 Months In: A Complete Joke Tesla Software & Global Strategy Tesla to Re-Launch FSD in China With Local Data Center Tesla Launches Grok With Nav Commands in Europe Tesla UK Sales Plunge 57% in January as BYD Races Ahead New Car Market Starts Year With Growth but EV Share Falls – SMMT Competition & Industry Shifts BYD, Geely Bid for 230,000-Unit Nissan-Mercedes Mexico Plant in North American Push Ford Asks Trump Administration to Allow Chinese EV Tech in the US Polestar Goes Offensive With Four New Models in Three Years Autonomous & Policy News Cruise Admits to False Report in 2023 Dragging of San Francisco Pedestrian 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.
OpenAI is reportedly getting close to closing a $100 billion deal, with backers including Amazon, Nvidia, SoftBank, and Microsoft. The deal would value the ChatGPT-maker at $850 billion. SoftBank's project would be among the largest and most expensive natural gas power plants. And, New York pulled a robotaxi expansion proposal that was viewed as a win for Waymo. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On today's crash-tacular episode of Quick Charge it's been a rough, rough week for Tesla stans as new data out of Austin shows Robotaxis crashing at rates more than 4x higher than humans, new data out of China shows sales crashing more than 45%, and a new video seems to show a Tesla trying to crash into a lake. We've got some of Fred's in-depth analysis of what's going on over at Tesla as they start rolling Cybercabs or Cybervehicles or whatever they're calling it off an assembly line, too – and even something the house that Elon built is doing right! Source Links Tesla ‘Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Chinese state media amplifies viral Tesla failure amid 45% sales crash Tesla ‘Full Self-Driving' tried to drive owner into a lake, viral video shows Tesla announces Powerwall 3P with native three-phase inverter Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them. Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
This is a recap of the top 10 posts on Hacker News on February 17, 2026. This podcast was generated by wondercraft.ai (00:30): GrapheneOS – Break Free from Google and AppleOriginal post: https://news.ycombinator.com/item?id=47045612&utm_source=wondercraft_ai(01:59): Claude Sonnet 4.6Original post: https://news.ycombinator.com/item?id=47050488&utm_source=wondercraft_ai(03:28): Thank HN: You helped save 33k livesOriginal post: https://news.ycombinator.com/item?id=47049824&utm_source=wondercraft_ai(04:57): Dark web agent spotted bedroom wall clue to rescue girl from abuseOriginal post: https://news.ycombinator.com/item?id=47042396&utm_source=wondercraft_ai(06:27): CBS didn't air Rep. James Talarico interview out of fear of FCCOriginal post: https://news.ycombinator.com/item?id=47049426&utm_source=wondercraft_ai(07:56): Is Show HN dead? No, but it's drowningOriginal post: https://news.ycombinator.com/item?id=47045804&utm_source=wondercraft_ai(09:25): Tesla 'Robotaxi' adds 5 more crashes in Austin in a month – 4x worse than humansOriginal post: https://news.ycombinator.com/item?id=47051546&utm_source=wondercraft_ai(10:54): AI is destroying open source, and it's not even good yetOriginal post: https://news.ycombinator.com/item?id=47042136&utm_source=wondercraft_ai(12:24): Show HN: AsteroidOS 2.0 – Nobody asked, we shipped anywayOriginal post: https://news.ycombinator.com/item?id=47051852&utm_source=wondercraft_ai(13:53): Using go fix to modernize Go codeOriginal post: https://news.ycombinator.com/item?id=47049479&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
The comparison between Tesla's vision-only approach and Waymo's use of LIDAR highlights a fundamental disagreement in self-driving philosophy. Tesla relies exclusively on visual cameras, while Waymo utilizes LIDAR (Light Detection and Ranging) as a primary sensor to map the vehicle's surroundings.The sources provide the following insights into how these two systems compare:Technical Philosophy and Sensor Suite• Tesla (Vision-Only): Tesla's strategy is based on the belief that vision is the only necessary input for self-driving, similar to how the human nervous system functions. However, critics in the sources argue that Tesla has "blown what could have been a data advantage" by refusing to use additional sensors like LIDAR.• Waymo (LIDAR-based): Waymo's system is often viewed as "far superior" in its current state because LIDAR provides precise depth and spatial data that cameras alone may struggle to replicate.Safety and Performance Records• Crash Rates: Reports indicate that Tesla's robotaxis have a crash rate approximately four times higher than human drivers, based on data from Austin where the fleet logged four crashes in four months. Conversely, some users suggest that Waymo operates with fewer accidents than human drivers.• Reliability: User experiences with Waymo are frequently described as "almost flawless" or working "pretty flawlessly" in cities like San Francisco and Austin. In contrast, Tesla's system is described by some as "lagging on roads" and currently under investigation for incidents, such as those involving railroads.Current Limitations• Waymo's Weaknesses: Despite its perceived superiority, Waymo still faces challenges. Users have noted that the vehicles can struggle in heavy rain or become confused by temporary road closures for events. Additionally, some reports suggest Waymo may rely on remote operators in other countries to assist the vehicles.• Tesla's Weaknesses: Critics argue that it is impossible to compete with LIDAR using only visual cameras. Further, there are reports that Tesla's "driverless" tests still involve human safety monitors following the robotaxis in trailing cars.The Debate on "Vision-Only"While some argue that a vision-only system will "never ever" be as good as LIDAR, others suggest that technology may eventually advance to a point where vision is sufficient. However, the current consensus among the provided sources is that LIDAR provides a level of safety and reliability that Tesla's camera-based system has yet to achieve
Market update for Wednesday February 18, 2026 Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Berkshire Hathaway slashes Amazon stake, trims AppleGold and silver pull back after recent runMeta strikes multiyear deal to buy millions of Nvidia AI chipsUber invests $100M in autonomous vehicle charging hubsCaesars jumps on Vegas reboundSandisk falls after Western Digital announces $3.1B share saleRecord CEO turnover hits Corporate America, and leaders are getting younger
A Waymo costs $8. An Uber for the same ride? $17. The robotaxi price war is here, and it's changing everything. I break down who's winning, who's faking it (looking at you, Tesla), and why owning a car might soon feel like a gym membership you never use. Plus, your browser leaves fingerprints on every site you visit and a Pokémon card just sold for $13 million. Time to check that shoebox. Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 Intro & Dankeschön 2:10 50.000 neue Waymo Robotaxis, doch Tesla ist schon 10 Schritte weiter! 12:27 Tesla Semi Truck Preis-Leak! 18:22 Semi Truck ausgestellt 19:48 Tesla baut Rechenzentrum in China 21:17 Weitere Tesla China News 22:07 Elon Musk Update 25:02 FSD endet… oder doch nicht? 27:35 Supercharger News 32:12 Hat Nio Tesla geschlagen? 34:40 xAI Rechenzentrum News 37:27 Grok in Europa da 41:00 Gute Nachrichten aus Holland 41:44 Überraschung: FSD noch zu haben in Europa! 43:24 Polizei fährt Cybertruck 44:16 Cybercab kurz vor Produktionsstart 46:16 Starlink 10 Mio. Kunden 48:06 Tesla feiert: Erstes Cybercab gebaut! 50:01 Robotaxi Unfälle? 59:40 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 - AUTOZENTRUM SCHMITZ: Fairer Tesla An- & Verkauf beim größten Tesla Autohändler: https://www.autozentrum-schmitz.de/ - HANKOOK: Hier geht's zum Gewinnspiel & zu den besten Reifen für E-Autos: https://www.hankook-promotion.de/tesla-welt - SHOP4TESLA: Erhalte 10% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt - HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt - CARBONIFY: THG Quoten Prämie. Transparent und fair : https://carbonify.de/?utm_source=youtube&utm_medium=video&utm_campaign=Teslawelt - Der Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ - Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi - Deutsche Version: https://amzn.to/45HZfkF - Die mit - gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join - oder direkt per PayPal: an feedback@teslawelt.de Folgt mir gerne auch auf X (Twitter): https://twitter.com/teslawelt Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download(MB)
Rideshare Rodeo Podcast (episode 548) Topics: DoorDash Fell 25% Over the Past 30 Days Uber Stock Drops 6.4% This Week After Earnings Miss and Robotaxi Expansion Empower Rideshare, what are they trying to accomplish Waymo is paying DoorDash gig workers to close its robotaxi doors Seattle's gig worker law was supposed to boost pay. It did at first, until it did NOT California man says he learned his identity was stolen when Uber sent him tax forms for money he didn't earn Rideshare Rodeo Brand & Podcast: https://linktr.ee/RideshareRodeo
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo's latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck's new Freightliner Cascadia redundant chassis platform. They also analyze Waymo's 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla's approach.On the Foreign Autonomy Desk, they discuss Lyft's plan to launch Baidu RT6 robotaxis in London and Uber's deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays.Looking at the broader ecosystem, Grayson and Walt analyze Aurora's pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak's new defense partnership with the United States Marine Corps.Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA's Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles.Episode Chapters0:00 Waymo's Reported 50,000 Robotaxi Hyundai Deal03:26 The $50,000 Robotaxi Economics06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant10:11 Scaling to 750,000 Autonomous Vehicles17:09 Waymo Gen 6: Custom Silicon & Improved Cameras23:21 Uber's Narrative vs. Waymo's Reality28:09 Lyft's Flexdrive Advantage31:52 Inspector Walt: Waymo's Autonomous Truck Tease33:41 Aurora's Pivot & Kodiak's Marine Corps Deal41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai45:09 The Regulatory Tide Turns48:38 Hyundai: The Arms Dealer of AutonomyRecorded on Friday, February 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- China to Ban Yoke Steering Wheels and Mandate Physical Buttons - Trump Administration Eliminates EPA Endangerment Finding in Historic Deregulation - Rivian Stock Surges 25% On 2026 Growth Guidance Despite 2025 Revenue Slump - Waymo Rolls Out 6th-Gen AV Tech Stack Targeting 1 Million Weekly Rides - Canada's Project Arrow Debuts Next-Gen EV Prototypes - Maextro S800 Outsells Mercedes-Maybach and BMW 7 Series in China - White House Considers Lowering Steel and Aluminum Tariffs to Ease Auto Manufacturing Costs - Mercedes-Benz To Sell Daimler Truck Stake to Boost Finances After 50% Profit Drop
- China to Ban Yoke Steering Wheels and Mandate Physical Buttons - Trump Administration Eliminates EPA Endangerment Finding in Historic Deregulation - Rivian Stock Surges 25% On 2026 Growth Guidance Despite 2025 Revenue Slump - Waymo Rolls Out 6th-Gen AV Tech Stack Targeting 1 Million Weekly Rides - Canada's Project Arrow Debuts Next-Gen EV Prototypes - Maextro S800 Outsells Mercedes-Maybach and BMW 7 Series in China - White House Considers Lowering Steel and Aluminum Tariffs to Ease Auto Manufacturing Costs - Mercedes-Benz To Sell Daimler Truck Stake to Boost Finances After 50% Profit Drop
Les voitures autonomes actuelles ne sont pas encore capables de rouler partout sans préparation. Waymo affirme franchir une étape clé grâce aux “World Models” capables de générer des situations de conduite ultra-réalistes pour mieux affronter l'inattendu.Pourquoi les voitures autonomes ne sont pas encore universellesLes véhicules autonomes qui circulent aujourd'hui aux États-Unis ou en Chine sont de niveau 4. Cela signifie qu'ils fonctionnent dans des zones précises, après avoir été longuement entraînés dans ces environnements. Ils ne disposent pas encore de la capacité d'adaptation universelle d'un conducteur humain, capable de faire face à n'importe quelle situation, dans n'importe quelle ville et sous n'importe quelle météo.Un entraînement encore trop dépendant du réelLa limite des systèmes actuels tient à leur apprentissage. Ils excellent dans des contextes qu'ils connaissent déjà, mais peuvent être pris en défaut face à des événements rares : véhicule à contresens, conditions météorologiques extrêmes, obstacle inattendu ou comportement imprévisible d'un autre usager. Pour viser le niveau 5 — l'autonomie totale — il faut élargir considérablement la palette des situations rencontrées pendant l'entraînement.Des “World Models” pour simuler toutes les routes du mondeWaymo mise sur une approche fondée sur un modèle génératif capable de créer des environnements de conduite photoréalistes et interactifs à partir de simples vidéos en deux dimensions. Le système reconstitue des scènes en trois dimensions dans lesquelles le logiciel de conduite autonome peut évoluer comme en conditions réelles. Ce dispositif permet de générer à la demande des scénarios très variés : tempête de neige sur le Golden Gate, tornade soudaine, rue tropicale enneigée ou événements improbables comme des objets mal arrimés sur un toit de voiture, un animal sauvage surgissant sur la chaussée ou un piéton déguisé de manière insolite. L'intérêt est de confronter le système à des milliards de variations d'un même scénario, afin d'améliorer sa capacité d'adaptation.Une étape vers le niveau 5 ?Selon l'entreprise, cette méthode serait plus rapide, moins coûteuse et plus stable que les simulateurs traditionnels. Elle permettrait d'accélérer l'apprentissage tout en testant des situations difficiles, voire dangereuses, impossibles à reproduire facilement dans le monde réel. Reste une question centrale : un entraînement massif dans des univers simulés suffira-t-il à reproduire la souplesse de jugement d'un conducteur humain ? Car face à une situation extrême, les réactions varient d'une personne à l'autre. Les World Models représentent sans doute une avancée majeure. Mais la route vers une autonomie totale, capable de s'adapter partout et en toutes circonstances, demeure un défi technologique et éthique de premier plan.-----------♥️ Soutien : https://mondenumerique.info/don
Elon Musk Reveals xAI & SpaceX Masterplan!!! #ElonMusk Elon Musk is the CEO of the company X, Tesla, Neuralink, SpaceX and the Boring Company. Source: SpaceX Follow me on X https://x.com/Astronautman627?...Become a supporter of this podcast: https://www.spreaker.com/podcast/elon-musk-thinking--5839286/support.
Just got back from 4 days in Austin, Texas testing Tesla's Robotaxi network. It was very interesting to show the app to my friends and see their reactions and compare the experience with Waymo/Uber. Robotaxi demand was very high because of low prices, and this mean that about 50% of the time I was unable to call a car due to "high service demand", the other 50% of the time Robotaxi was available with a ~15 minute wait time. I'm STOKED to see this expand! It may take some time, but this will truly transform transportation as we know it ... especially if the price sticks! What are your thoughts on the Robotaxi rollout so far.0:00 Just got back from Austin0:40 Official Robotaxi data2:48 Tesla Robotaxi review vs Waymo & Uber4:59 Robotaxi demand is off the charts7:28 Funny Robotaxi Supervisor story9:06 Watching Robotaxi develop over timeMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1266: Ford posts its biggest earnings miss in years but bets big on a 2026 rebound. Robotaxis scale nationwide while public trust hangs in the balance. And NADA partners with Northwood to strengthen the next generation of dealership leadership.Ford just posted its biggest quarterly earnings miss in four years and its worst net loss since 2008. But beneath the headline loss, the company's trucks and commercial vehicles are still carrying the load—and 2026 is being framed as a rebound year.The Q4 adjusted EPS (Earnings Per Share) came in at 13 cents versus the expected 19 cents, the largest miss in four years.Revenue remained strong, with $45.9B in Q4 and a record $187.3B for the full year, but about $900M in unexpected tariff costs and aluminum supply disruptions pressured margins.The company reported an $11.1B net loss in Q4 and an $8.2B loss for the full year, largely driven by $15.5B in EV-related special charges and restructuring actions.Ford Pro and Ford Blue have projected 2026 pre-tax earnings of up to $7.5B and $4.5B respectively, while the Model e unit is expected to lose up to $4.5B.CFO Sherry House noted that the Novelis aluminum plant disruption is not expected to fully resolve until mid-2026, meaning the company will continue sourcing alternative supplies at a higher cost.Waymo, Tesla, Zoox and others are racing to scale robotaxis across the U.S., but recent crashes and investigations show that winning public trust may be harder than winning market share.A Waymo vehicle struck a child who ran into the street from behind a parked SUV in California, prompting a federal investigation. Zoox also reported a crash after a driver opened a door into its path. Both companies say their systems reacted appropriately.A majority of Americans say they're unlikely to try a self-driving taxi, though younger consumers are more open to the idea.“When something goes wrong, people don't experience it as a statistical issue — they experience it as a moral and emotional one,” said Professor William Riggs.Northwood University and NADA are teaming up to expand education access for franchised dealers, their employees and their families — with discounted tuition, scholarships and a clear focus on building the next generation of dealership leadership.NADA dealer members can enroll in Northwood's online undergraduate programs at $350 per credit hour, with the benefit extending to eligible spouses and dependents.Northwood's DeVos Graduate School is offering 20% MBA tuition scholarships, discounted master's programs and up to $15,000 toward a Doctor of Business Administration.Both organizations say the goal is strengthening the leadership pipeline in a people-driven, capital-intensive retaiJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
The race for the first viable driverless taxi fleet is still moving forward at a rapid pace, with players like Tesla and Waymo generating regular headlines highlighting the good and the bad.And though the vision is there, the technology that's being tested now in a handful of American cities is not perfect just yet.Recent reports point to comments made by Waymo's chief safety officer, Mauricio Peña, regarding the degree of independence his company's autonomous vehicles really offer.In an early February Congressional hearing, lawmakers grilled Waymo and Tesla executives on the future of autonomous vehicles.During the meeting, Waymo's Peña was pressed on the firm's use of foreign workers and technology, and the extent to which Waymo was using foreign assistance came as a bit of a surprise: the company is apparently using workers in the Philippines to remotely “fix” stumped autonomous vehicles on their routes.Peña stressed that the humans in question do not remotely operate the vehicles fully, rather they “provide guidance” – a clarification that didn't quell the concerns of some lawmakers, including Massachusetts senator Ed Markey, who said “having people overseas influencing American vehicles is a safety issue.” Additional concerns raised in the hearing were those of cybersecurity and, of course, the offshoring of jobs.Markey added, “It's one thing when a taxi is replaced by an Uber or a Lyft. It's another thing when the jobs just go completely overseas.”#AutonomousVehicles, #DriverlessCars, #Robotaxi, #Waymo, #Tesla, #SelfDriving, #AI, #ArtificialIntelligence, #TechNews, #TransportationTech, #FutureOfTransportation, #Mobility, #AVSafety, #Cybersecurity, #RemoteWork, #Offshoring, #USCongress, #TechPolicy, #Regulation, #StartupNews, #VentureCapital, #SmartCities
Jeremy Bird, Executive Vice President, Global Growth at Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's strategic partnership with Waymo in Nashville and the deployment of a hybrid network that integrates human drivers with autonomous vehicles. The operational backbone of this strategy is FlexDrive. A best-in-class operation that manages depots, charging, and maintenance for robotaxis. FlexDrive gives Lyft the operational rigor needed to scale robotaxis globally. In Nashville, FlexDrive is supporting the Waymo partnership, while in Europe, Lyft is utilizing FlexDrive to power expansion, including a key partnership with Baidu in the UK and Europe.Looking ahead, Jeremy envisions a marketplace defined by customer obsession where luxury experiences and robotaxis coexist, utilizing operational excellence to fuel future growth.Episode Chapters0:00 Lyft's Partnership with Waymo in Nashville4:44 Robotaxi Fleets & Depots8:50 Freenow11:15 Deploying Robotaxis in the UK and Europe14:41 Autonomous Vehicle Policy in Europe17:35 Expanding Robotaxi Deployments in Europe19:05 Baidu Partnership23:09 Global Robotaxi Partnerships & Lyft's Marketplace 26:04 Luxury Market27:53 Future of LyftRecorded on Wednesday, January 28, 2026--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
i'm wall-e, welcoming you to today's tech briefing for tuesday, february 10th. delve into the latest developments in tech: waymo's robotaxi expansion: waymo intends to launch a driverless robotaxi service in nashville, partnering with lyft and expanding upon its operations in cities like atlanta, austin, los angeles, and miami. databricks' saas insights: ceo ali ghodsi discusses databricks' standout $5.4 billion revenue run rate, attributed to ai advancements, and highlights its llm tool, genie, as a potential growth catalyst following a $5 billion funding round. ouster's acquisition move: ouster acquires stereolabs for $35 million to enhance its vision-based perception systems, aiming to lead in the "physical ai" applications space through integrated platforms. mrbeast enters fintech: youtube star mrbeast acquires step, a fintech app for gen z, aiming to broaden financial literacy by leveraging his expansive audience. openai's ad introduction: openai trials ads on chatgpt in the u.s., ensuring they're clearly labeled and non-intrusive, as part of efforts to support broader access while maintaining user trust. that's all for today. we'll see you back here tomorrow with more tech updates!
Ben Lorica and Evangelos Simoudis discuss two critical technology infrastructure topics: the evolving economics of autonomous vehicles and growing local opposition to AI data centers. Subscribe to the Gradient Flow Newsletter
WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album) Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, the reality of the Unsupervised Robotaxi rollout in Austin, and the commercial viability of LiDAR sensors in consumer vehicles.The conversation heats up as Walt questions David, a LiDAR LiDAR Salesman on whether the massive data processing requirements of LiDAR could introduce latency, potentially citing a recent Waymo incident involving a child as a case study. David argues that while LiDAR offers theoretical range advantages, the compute wall and cost constraints make it a one-trick pony compared to the scalability of a vision-only stack.While the group debates sensor suites, David shares his on-the-ground experience in Austin, revealing it took 58 attempts to finally secure a ride in a Unsupervised Tesla Robotaxi, and confirmed the fleet is being retrofitted with new cleaning jets for the camera sensors to handle weather occlusion.Looking at the broader robotaxi market, the trio analyzes their Zoox experiences at CES, with David noting the vehicle's braking was significantly harsher than Waymo or Tesla FSD, while Walt highlights the motion sickness challenges inherent in the vehicle's carriage-style seating configuration.In Prediction Corner, the group debates the timeline for Tesla removing the safety driver on highways, with David offering a bullish forecast for Memorial Day, while Walt and Grayson take a more conservative stance, predicting a rollout closer to late 2026.Episode Chapters0:00 Coast to Coast Fully Autonomous in a Tesla Model 310:49 The Next Record12:16 FSD Unsupervised in Austin16:16 Waymo Experience on Uber in Austin17:17 Robotaxi Safety Attendants19:44 Unsupervised Robotaxi Service Area21:43 Sensor Cleaning26:05 Robotaxi, No Highways in Austin, Yet32:11 Zoox Las Vegas Experiences37:13 LiDAR48:07 Why AutonomyRecorded on Tuesday, February 3, 2026 --------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Ford Talks with Geely To Fill Excess Factory Capacity in Spain - NADA CEO Mike Stanton Calls Chinese Car Imports "Bad for Consumers” - Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion - Uber's Margin Squeeze: Lower Profits Today, More Robotaxis Tomorrow - Renault To Build EV Motors in France Using Chinese Components - $4 A Day for A New Car: China's 8-Year Loan War Begins - Honda And Mythic Co-Develop Energy-Efficient Ai Chips for SDVs - Singing Fish and Grizzly Bears: Jeep's "Cruel" New Cherokee Ad
- Ford Talks with Geely To Fill Excess Factory Capacity in Spain - NADA CEO Mike Stanton Calls Chinese Car Imports "Bad for Consumers” - Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion - Uber's Margin Squeeze: Lower Profits Today, More Robotaxis Tomorrow - Renault To Build EV Motors in France Using Chinese Components - $4 A Day for A New Car: China's 8-Year Loan War Begins - Honda And Mythic Co-Develop Energy-Efficient Ai Chips for SDVs - Singing Fish and Grizzly Bears: Jeep's "Cruel" New Cherokee Ad
Ce mercredi 4 février, François Sorel a reçu Isabelle Bordry, fondatrice de Retency, Yves Maitre, operating partner chez Jolt Capital, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur la levée de 16 milliards de dollars par Waymo pour les robotaxis, la perquisition dans les locaux français de X et la convocation d'Elon Musk, ainsi que sur la compétition entre AMD et Intel sur les processeurs, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.
- Most Dealers Not Recouping EV Investments - Waymo Now More Valuable Than Most Automakers - Toyota and Honda Overtake the Detroit 3 in Canada - Denso Cuts Forecast But Still Expects Record Year - Porsche Could Scrap Next-Gen 718 EV Models - Chinese Researchers Develop Breathable Silicon Anode - Jag Skips Skateboard Chassis for Lower Seating Position - Microvision Gets Lidar Tech for Pennies on the Dollar
Wedbush's Scott Devitt is constructive when it comes to Uber Technologies' (UBER) short-term potential. It's Uber's long road toward uncertainty where he's not confident. Scott points to autonomous driving technology and rising competition in the industry from Alphabet's (GOOGL) Waymo and Tesla (TSLA) as major headwinds. Tom White offers an example options trade for Uber. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
- Most Dealers Not Recouping EV Investments - Waymo Now More Valuable Than Most Automakers - Toyota and Honda Overtake the Detroit 3 in Canada - Denso Cuts Forecast But Still Expects Record Year - Porsche Could Scrap Next-Gen 718 EV Models - Chinese Researchers Develop Breathable Silicon Anode - Jag Skips Skateboard Chassis for Lower Seating Position - Microvision Gets Lidar Tech for Pennies on the Dollar
This week on Watts in the News, we break down one of the biggest shifts in Tesla's history. Tesla has officially canceled the Model S and Model X, ending new sales as production lines at Fremont are converted to build Optimus humanoid robots. The move signals a major pivot toward AI, robotics, Full Self-Driving (FSD), and Robotaxi, raising big questions about Tesla's long-term direction.We're joined by Tesla legends and YouTubers Bearded Tesla Guy and JoshWest 24/7, who bring firsthand perspective from years of Tesla ownership, long-distance road trips, and a recent FSD drive across the United States. Together, we discuss whether Tesla is moving too fast, whether the company is shifting away from personally owned vehicles, and what this means for future products like Robotaxi, Cybercab, and even the Cybertruck potentially operating autonomously for cargo and logistics.➡️ Tesla Conversation With @BeardedTeslaGuy and @JoshWest247 : https://youtu.be/XS3rPj-LPI4➡️ Jessie's Trip to Sweden with @kempower : https://youtu.be/A-ifvVG_qPc➡️ BowefamilyEV Silverado, Lightning at Gravity at the Tesla V4 Chargers! : https://youtu.be/SHyH59MANtYWe also cover the importance of charging infrastructure at scale. Co-host Jessie shares insights from his upcoming trip to Sweden with Kempower, where he'll see megawatt charging in action, and we discuss why megawatt-level charging is critical for heavy-duty EVs. Plus, we break down Tesla's megawatt charging agreement with Pilot and what it means for the future of electric trucking in North America.From Tesla's vehicle cancellations to Optimus, autonomy, and charging at massive scale — this episode tackles the question: Is Tesla building the future too early, or exactly on time?
On today's island-hopping episode of Quick Charge, we have to talk about Elon Musk's cringey appearance in the Epstein files amid Tesla's rapid sales decline in Europe, as well as the ultra-fast Xiaomi SU7 Ultra and its own rapid sales decline. We've also got a look at the Tesla Robotaxi service and ask why its vehicles are crashing so much more often than human drivers, even with safety monitors in the car. All this and more – let us know what you think of today's episode in the comments! Source Links Tesla CEO Elon Musk lied about “refusing” Epstein island invite, newly released DOJ emails show Tesla (TSLA) can't find the bottom in Europe as 2026 starts with another brutal decline Tesla's own Robotaxi data confirms crash rate 3x worse than humans even with monitor Sales of the ultra-fast Xiaomi SU7 Ultra have ultra-plummeted to under 50 units Xiaomi SU7 outsells Tesla Model 3 in China for the first time Ford denies report that it plans to build EVs in the US with China's Xiaomi Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them. Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and xAI, and Waabi's $750 million capital raise to pivot into robotaxis.The conversation heats up as Walt and Grayson debate the efficacy of LiDAR versus camera-only approaches, questioning if sensor fusion latency contributed to the Waymo incident where a child ran out from behind a vehicle.While Waymo handles the incident in Santa Monica, Tesla is further accelerating their shift to an autonomy/robotics company by shutting down Model S and Model X lines for Optimus Gen 3 humanoids.Looking at the broader market, Grayson and Walt analyze Waabi's strategic expansion from trucking into robotaxis, with Walt drawing parallels to early industry pivots and Grayson questioning the viability of managing two distinct autonomy programs.On the Foreign Autonomy Desk, they highlight Waymo's recent launch party in London, noting the imported vehicles still feature American driving configurations, and discuss Pony.ai's partnership to deploy 3,000 robotaxis in mainland China.Episode Chapters0:00 Waymo Opens SFO Airport Access5:45 Waymo's Santa Monica Incident16:27 Tesla Earnings and New Robotaxi Markets22:04 David Moss' Austin Robotaxi Adventures24:12 Robotaxi's Enhanced Camera Cleaning System26:38 Inspector Uncovers, Walt Warns27:43 The Potential Great Elon Merger30:35 Waabi Raises $750m, Pivots to Robotaxis39:27 Does Uber Reboot ATG?42:55 Plus AI Analyst Day50:01 Foreign Autonomy Desk53:18 Next WeekRecorded on Friday, January 30, 2026--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, the mates & Cathie discuss the big tech trends for 2026. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Cathie Wood is the founder and CEO/CIO of ARK Invest Get Cathie's Big Ideas Report https://www.ark-invest.com/big-ideas-2026 Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy _ Connect with Peter: X Instagram Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO Connect with Alex Website LinkedIn X Email Listen to MOONSHOTS: Apple YouTube – *Recorded on January 27th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Frank Downing to dig into “Clawdbot” (recently renamed to “Moltbot”) and why it went viral—highlighting its transparent file-based memory, extensible skills, and the shift from Q&A chatbots to more autonomous assistants. They then pivot to OpenAI monetization—discussing ads, lower-priced tiers, and a commerce take-rate via Shopify—plus what ads could do to user trust in chatbot answers. The episode closes with a quick Robotaxi check-in in Austin and a debate about what it means for scaling Tesla autonomy and legacy hardware.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:Moltbot (previously Clawdbot) was discussed as a compelling open-source agent approach because it uses transparent file-based “memory” and modular skills, but the hosts framed it as still early and mostly hobbyist compared with mainstream assistants. The episode argued that OpenAI monetization is moving toward ads, lower-priced tiers, and commerce economics (including a Shopify take-rate concept), while stressing that ad incentives could meaningfully affect user trust in chatbot answers depending on how they're integrated. The Robotaxi segment used Austin progress (including a shift away from an in-car safety driver) to debate how quickly Tesla can scale autonomy and whether older hardware will be able to support truly unsupervised driving.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin's potential short squeeze, silver's role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================Sign up for the Gemini Credit Card: https://gemini.com/pomp#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you're eligible will not impact your credit score. If you're eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.=======================0:00 – Intro1:21 – Bitcoin, silver & the coming scarcity trade6:36 – Politics, Davos & why it doesn't matter for markets9:52 – Inflation vs deflation13:10 – Why is bitcoin's price not higher right now?18:18 – Quantum risk & bitcoin security19:55 – OpenAI, AI competition & monetization25:28 – Elon Musk, Tesla & humanoid robots31:59 – Robotaxis, dark factories & the future of labor38:43 – How small businesses should use AI42:34 – Strategy & bitcoin as collateral45:08 – Robotics, vision models & what's next
When the demands of war ignite a race to build autonomous cars, Google invests billions in the hope of owning the driverless future of transportation. But can it really turn this technological challenge into a viable business?Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ever wondered what it's like to ride in a Waymo? David and his daughter headed to downtown Austin to take their first trip in a driverless taxi. Together, they documented all the ups, downs, twists and turns. Later, author and former Waymo consultant Larry Burns rides shotgun to talk about how these autonomous vehicles will massively disrupt the auto industry — and why Larry believes the tipping point for making these cars mainstream falls within this decade.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
When the demands of war ignite a race to build autonomous cars, Google invests billions in the hope of owning the driverless future of transportation. But can it really turn this technological challenge into a viable business?Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.