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Stupid News 9-30-2026 8am …Want a Self-Driving Car? You can buy a DIY Kit for $1K …She hurled a Jar of Vegan Mayo into the car …High School Theater Students told they can't present the Musical, Flash Dance
We take the keys away from older drivers—why not older doctors? Nearly 3 in 4 Americans battling this health problem—fatigue! What super-agers over 100 have in common—a hyper-vigilant immune system guarding against cancers and infections. How does “anabolic resistance” contribute to frailty—and what to do about it? Recurrent bouts of “burning sensations” on the face—diagnosis please?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their Texas Field Work where they rode in Cybercab, Waymo, Avride, May Mobility robotaxis, Kodiak and Aurora autonomous trucks, and inspected depots across Austin and Dallas.Grayson's verdict on Tesla's Cybercab is simple. Once you go Cybercab, you don't go back. In Austin, wait times averaged two to five minutes across dozens of rides, and from a software perspective Grayson found no material difference between Cybercab and the Model Y Robotaxi in terms of performance.In Austin, Grayson counted roighly 200 to 300 vehicles at Avride's upfitting facility, a presence he believes the market is overlooking, and views Hyundai as a quiet winner of the robotaxi buildout with the IONIQ 5 powering Waymo, Avride and Motional. The Zoox depot in Dallas was under construction with no visible charging infrastructure, and Grayson estimates it is 12 to 18 months from being operational.Both Walt and Grayson rode in a Kodiak autonomous truck and Walt noted clear improvement ahead of Kodiak's driver-out target on the Dallas to Houston lane by year-end. Additionally, Walt rode in an unsupervised Aurora autonomous truck at their Investor Day.On the Foreign Autonomy Desk, Baidu is ramping supervised robotaxi testing in London with Lyft, Mercedes-Benz signed a licensing deal with Wayve, and Tensor Auto is preparing to deploy robotaxis with Volt Premium Taxi in Bulgaria.Episode Chapters0:00 Once You Go Cybercab, You Don't Go Back03:56 Robotaxi in Dallas09:01 Cybercab Wait Times, Pickups and Routing in Austin12:10 Austin Robotaxi Depots13:45 Avride's Austin Depot16:02 Zoox's Dallas Depot17:22 May Mobility in Arlington20:17 Kodiak Targets Driver-Out on Dallas to Houston by Year-End24:19 Avride in Dallas and the Uber Partner Math26:46 Hyundai Is the Quiet Winner in Robotaxis27:30 Walt Amends His View on Upfitting30:57 Tesla's Vertical Integration and Supercharger Advantage33:06 Aurora Investor Day and the 1,000 Truck Target40:22 President Xi's Visit and a Wake-Up Call for Detroit47:01 Foreign Autonomy Desk49:33 Next Week
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss May Mobility filing to go public through a SPAC merger with an estimated $93 million annual cash burn, Mercedes-Benz adding Wayve as its third automated driving software partner, and Figure AI's Helix 2.5 taking on household chores across 30 homes it had never seen before.May Mobility is merging with ACP Holdings Acquisition Corp at a $1.4 billion valuation and will trade under the ticker MAY upon completion of the transaction. Of the up to $337 million in proceeds, only the $120 million PIPE is committed.At the company's current burn rate, the PIPE covers about 1.3 years of operations against roughly $10 million in 2025 revenue. The remaining $217 million depends on the redemption rate.Mercedes-Benz signed with Wayve for point-to-point Level 2 driving assistance within two years. Wayve joins NVIDIA and Momenta as Mercedes retreats from L3 Drive Pilot and focuses on L2 driving assistance partnerships.Figure AI's Helix 2.5 raised zero-shot success from 9% to 56% by pre-training on human behavior data, using half the task-specific data. That still leaves a 44% failure rate in curated homes, with no independent replication and no commercial contracts. The result supports a learning strategy, not a dependable, unsupervised home humanoid.Episode Chapters0:00 KPMG Sponsor Introduction01:45 Signal 1: May Mobility's SPAC27:52 Signal 2: Mercedes Partners Wayve on Autonomous Driving47:07 Signal 3: Figure AI Introduces Helix 2.5Follow May Mobility on the Robotaxi IndexFollow Wayve on the Autonomous Driving Licensing Index --------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.
Lee Redden, Founder of LastFeet joined Grayson Brulte on The Road to Autonomy podcast to discuss solving the last 50 feet of package delivery with a custom-built legged robot designed to ride in the jump seat of a delivery van and carry packages from the curb to the doorstep.After co-founding Blue River Technology and selling it to Deere, Lee returned to building because he believes this is one of the best times ever to build robots. LastFeet's robot walks on four legs with wheels on its feet, so it can climb the high step out of a box truck and then roll quickly and steadily to the door. It learns to walk entirely in simulation, a big change from the hand-calculated kinematics Lee learned in grad school.The inspiration came from delivery drivers. Lee interviewed dozens of drivers and shadowed their routes, then modeled his robot on the runner, the second person who rides in the passenger seat on busy days and carries packages to the door while the driver keeps driving.On day one, the robot sits in the jump seat with no change to how the back of the van is loaded. The driver loads a package, the robot bows at the door to set it on the step, and if it runs into something it can't handle, it asks a remote human for help.The first robot carries 15 pounds, which covers most packages, and runs on an NVIDIA Orin AGX with two-hour hot-swappable batteries. When it's unsure what to do, its safety response is to freeze in place and turn into a table.Episode Chapters0:00 Why Lee Redden Is Building Again02:41 How the LastFeet Robot Works04:56 How to Build a Robot in 202607:27 Testing in Snow and Ice10:00 How the Robot Delivers to Every Doorstep12:43 Riding in the Jump Seat of a Delivery Van15:00 Manufacturing at Scale18:46 Building for Rugged Delivery Vans22:54 LastFeet Business Model29:32 Battery Life and Charging in the Van32:11 What Lee Learned Shadowing 50 Delivery Drivers37:28 Safety and Building Trust With the Public40:18 The Future of LastFeet43:11 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Stewart Alsop sits down with Antoine Marcel, CEO and cofounder of Flourish, to explore the future of home robotics and what he calls "solarpunk" automation. Antoine discusses why Flourish is building wheeled robots with arms instead of following the humanoid hype, arguing that the expensive legs and teleoperation approach isn't practical for real consumers today. The conversation ranges from the philosophy of robots that disappear when you're home (rather than becoming constant companions) to the bureaucratic nightmares of modern life that robotics might actually solve. Antoine explains how their $3,500 robots can be trained in thirty minutes using just your phone to handle personalized household tasks, and why saving people two hours a day—not just ten minutes—is the threshold for consumer adoption. They also dig into whether Paris will become a solarpunk or cyberpunk city, why Apple represents solarpunk design principles, and how the first 50 Flourish units are about to ship worldwide at flourish-robots.com. Key Insights1. The core innovation behind Flourish is building mobile-based robots with arms but no legs, moving on wheels rather than attempting humanoid locomotion. This design choice stems from practical considerations since even humanoid robots cannot reliably handle stairs, and legs represent approximately twenty thousand dollars of the cost in humanoid platforms. By eliminating legs, the company can focus on delivering functional value to consumers today rather than developing research products. The founder emphasizes that accessibility and usefulness are paramount, rejecting the demonstration-focused approach that dominates the robotics industry where companies raise billions on teleoperated demos that never ship to actual consumers. 2. The founder's background in automation across logistics, software, and sales led him to recognize that the most painful tasks in life occur outside the computer. After automating digital work processes, he realized that returning home after a long workday to clean, cook, and tidy remained exhausting and unaddressed by existing technology. This insight, combined with advances in physical AI over the past three years, drove him to develop the first robot prototype that runs in his own home, constantly testing and iterating based on real-world use cases like navigating doorways and picking up scattered items from floors. 3. The company is building toward a solarpunk vision rather than cyberpunk future, where robots disappear from conscious awareness and operate silently in the background. The founder envisions robots emerging from closets when people leave home, performing cleaning and tidying tasks, then retreating before residents return. This approach contrasts sharply with the prevalent humanoid robot vision featuring teleoperated machines with cameras potentially monitored by remote operators. The goal is reducing technology's presence in daily life to create more time for family, creativity, and meaningful activities rather than introducing intrusive robotic presences into living spaces. 4. Consumer robotics faces fundamental challenges that explain why almost no companies successfully sell to end users despite massive investment in the sector. Industrial robotics offers clearer paths to revenue, while consumer products require extensive market education, safety certifications, and must genuinely change lives rather than provide marginal improvements. The founder argues that saving people ten or thirty minutes daily is insufficient and forgettable, but saving two hours daily creates transformative value that sustains product adoption. This high bar for meaningful impact explains why the consumer robotics market remains largely unaddressed despite technological capabilities. 5. The business model centers on teaching robots specific tasks through a thirty-minute training process using a smartphone, then fine-tuning AI models for those particular workflows. Rather than pursuing general physical AI that can handle any task, Flourish enables users to create custom automations for their specific needs, like retrieving items from the refrigerator or collecting clothes for the washer. This approach acknowledges that general physical AI is not yet ready while still delivering practical value through task-specific learning. The company plans to launch fifty units at thirty-five hundred dollars, shipping worldwide, with rapid sellout expected due to existing demand. 6. The robot extends vertically to reach from floor level to table height, enabling tasks like cleaning surfaces and accessing shelves while maintaining a compact mobile base that can navigate through doorways. Current limitations include lack of waterproofing, preventing dishwashing tasks, and challenges with delicate object manipulation requiring advanced tactile sensing. The founder uses first-generation prototypes in his own home, scheduling the robot to pick up scattered items like socks and trash throughout the day. This real-world testing revealed critical design issues like initial prototypes being too large to pass through standard doorways, problems only discoverable through actual home deployment rather than warehouse testing. 7. The rise of AI-powered robotics fundamentally transforms hardware development by enabling software engineers without traditional robotics expertise to launch robotics companies after just weeks of learning. This democratization stems from downloadable models from well-funded research companies like Physical Intelligence, whose work the founder incorporates into Flourish robots. This represents a shift from the industrial age's capital-intensive factory model to an information age paradigm where substantial capability can be rapidly deployed through software. However, this transformation raises questions about competition intensity, market education for skeptical consumers, and whether the benefits will broadly distribute or concentrate among those with will and intelligence to build while others remain excluded and fearful. Timestamps00:00 Stewart welcomes Antoine Marcel, CEO of Flourish, who explains they're building accessible home robots with wheeled bases and arms rather than expensive humanoid forms for practical domestic use. 05:00 Antoine discusses testing prototypes in his home for picking up clothes and trash, explaining how real-world testing revealed issues like doors being too narrow for early designs. 10:00 The conversation shifts to how AI hype enables useful research, with Antoine noting he uses physical intelligence models in his robots that wouldn't exist without funding bubbles. 15:00 Antoine emphasizes robots must save users two hours daily to matter, explaining why consumer robotics is harder than industrial applications due to certification requirements and market education needs. 20:00 Discussion of solarpunk philosophy versus cyberpunk futures, with Antoine envisioning robots that hide away when not needed, emerging only to clean and organize while families enjoy life. 25:00 They explore how different cities might adopt solarpunk or cyberpunk approaches, comparing bureaucracy as inherently cyberpunk while discussing Argentina's potential as a solarpunk capital. 30:00 Antoine positions Flourish like early Apple, making complex robotics simple and accessible, rejecting teleoperated solutions in favor of onboard AI that learns from users. 35:00 The business model discussion centers on unit economics, with Antoine arguing domestic robots should monetize time saved rather than attention captured like social media platforms. 40:00 Antoine advocates against robot screens and rental models, favoring voice control and ownership so robots learn individual routines and preferences through personalization. 45:00 They discuss robots disappearing from view when unneeded, contrasting home automation with dark factory models, before exploring robot aesthetics and art possibilities. 50:00 Antoine announces Flourish's launch of fifty units at $3,500 that users can train in thirty minutes using phones, teaching specific tasks the AI then fine-tunes for daily execution.
Robotaxis have arrived on the streets of London, San Francisco and Beijing as rideshare companies expand into driverless transport. But the roll out hasn't been without speedbumps.So, when could we see this innovation in transport arrive in Australia, and are our roads and regulations ready for it?Today, Michael Milford, professor of robotics and director of the QUT Centre for Robotics on why autonomous taxis could soon be on our roads.Featured:Michael Milford, Director of the QUT Centre for Robotics
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Tokyo and Singapore, NHTSA's ongoing audit of Tesla's Cybercab in Austin and Bolt's plan to deploy up to 25,000 Lucid robotaxis in Europe.Today, Tesla has roughly 40 Cybercabs operating in Austin, and Grayson believes Tesla is respectfully holding at its home market while NHTSA completes a fact-finding audit. If Tesla passes, it is free to deploy in any state that permits fully autonomous operations. Walt expects the process to wrap by year-end, and Grayson reads Administrator Morrison's Pittsburgh speech on updating outdated federal motor vehicle safety standards (FMVSS) as a signal that a pathway is opening.As Waymo continues their global expansion, Grayson predicts Singapore will be an IONIQ 5 market and Tokyo a Toyota market, with the vehicle constraint that has defined Waymo now dissipating, and he reads the Allianz partnership as the insurance piece falling into place for Waymo's grand European expansion.In Las Vegas, riders can now go anywhere in the ODD, and in Nashville, The Road to Autonomy Special Field correspondent David Moss got banned from the Lyft app playing autonomy roulette.May Mobility announced a SPAC with $10 million of 2025 revenue and a $270,000 bill of materials, and Wayve hired Waymo's former CFO, which Grayson views as a signal Wayve may be eyeing the public markets.On the Foreign Autonomy Desk, Grayson and Walt analyzed Einride's deployment in Germany, Pony AI, Uber and Verne's driver-out launch in Zagreb on a 13.67-mile fixed loop. Spain issued its first SAE Level 4 permit to WeRide and Uber, with Grayson predicting a Waymo expansion to Madrid by Q2 of next year. In Singapore, Grab is expanding their WeRide fleet 5X to 50 robotaxis.Episode Chapters0:00 Reviewing the Jason Calacanis Episode03:17 Tesla Cybercab NHTSA Audit06:23 NHTSA Administrator Morrison's Pittsburgh Speech08:14 Waymo on Lyft in Nashville10:56 Waymo in Las Vegas13:17 Waymo in Tokyo and Singapore16:20 Waymo / Allianz Partnership17:25 Bolt's Grand Robotaxi Ambitions20:45 May Mobility SPAC23:42 Wayve's Hires Waymo's Fmr. CFO24:45 Hyundai IONIQ 5 Robotaxis28:11 Autonomous Trucking30:34 Foreign Autonomy Desk35:35 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA ordering Tesla to answer 21 technical and legal questions under oath by September 30 on Cybercab self-certification, Waymo hitting local political friction in San Diego after CPUC approval, and GMO Air unveiling a robot EMS vehicle in Tokyo built to service humanoids in the field.NHTSA's Office of Vehicle Safety Compliance, by special order signed by the Chief Counsel, required Tesla to explain how a steering-wheel-free Cybercab meets FMVSS 101, 102, 108, 111, 126, and 135 standards written around human controls such as mirrors, brake pedals, turn-signal self-cancel, and shift displays, and why Tesla did not seek a Part 555 exemption as Zoox did.The inquiry also asks whether some test results depended on temporary manual controls later removed. Public Cybercab service began September 3, 2026 in Austin. Nothing in the order grounds the fleet or caps production; September 30 is an evidentiary deadline, not a shutdown date.While Tesla answers Washington, San Diego City Council voted 8–0 to request local regulatory authority over AI and autonomous vehicles, a follow-up to CPUC approval that gives the city no power to stop Waymo. California has preempted local autonomous vehicles rules for more than a decade.The San Diego City Council resolution is toothless on paper, but it flags the real friction points: emergency-response incidents, airport access outside state preemption, stricter local ticketing after a July 1 law, and depot or charging permits that still sit with the city. Waymo called the move extraordinarily premature and cited a 100,000-person local waitlist; it already has a field-verified operational depot in San Diego.In Tokyo, GMO Air unveiled a robot EMS vehicle equipped with diagnostic tools, spare parts, a backup humanoid, and a purple roof light distinct from red human-ambulance lighting. The demo still used human-in-the-loop controls because of latency. The signal is adjacent infrastructure, field maintenance and uptime for deployed humanoids, not a driverless medical ambulance for people.Episode Chapters0:00 KPMG Sponsor Introduction01:41 Signal 1: Will NHTSA Ground Cybercab?26:59 Signal 2: San Diego City Council Wants Local Control48:39 Signal 3: Japan's Ambulance for HumanoidsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The smart glasses war heats up as Snap releases their new glasses These are augmented reality glasses, so they will effectively put a screen in front of you. You can interact with the apps using your hands, so you can just reach out and tap an icon or a button. There's a social element too, so you can play dominos with a friend, each wearing your glasses and seeing the same thing, just from different views. Another experience helps people improve their golf swing by blending virtual lessons and challenges with a user's real-world view. What makes them different is that you don't need a phone – they connect to the mobile network via a data plan. They last only about four hours so aren't designed to be worn all day. They look a bit bulky. One reviewer said they were more awkward than the Meta versions. Meta's reportedly making some changes to their glasses too They were dubbed "pervert glasses" with their cameras able to record anyone and anything. Maybe that feedback got to them because reports say they're working on glasses now that won't have a camera at all. They're codenamed "Luna" and will be audio focused, so they'll still be listening with their six built in microphones! They'll be connected to their new Muse agent which is like a personal assistant. Without the camera tech they'll be slimmer too, so there can be more designs. Meta has a conference next week, so we're expecting them to be announced then. A self-driving car dobbed in its passengers' illegal activity Two people were riding in a Waymo self-driving car in San Francisco and had a semi-automatic AR weapon. Somehow, it was detected and the police were alerted, ending with the car pulling over and the passengers being arrested. It's still unclear if the car's cameras auto detected the gun or a human reviewer saw it, but either way we are being watched. What's the next step here? Should the car automatically lock the passengers inside until the police arrive? LISTEN ABOVE See omnystudio.com/listener for privacy information.
I WAS THINKING: TACOMA BUSINESS OWNERS AND PHILANTHRIPISTS UNJUSTLY CANCELED. Tacoma brewery caught in controversy as owners’ political donations spark “anti-trans” allegations // The Road to a Universal Basic Income. John on humanity’s misguided for socialism // Kids arrested after Waymo reports a gun in self-driving car
Ben Seidl, Co-Founder and CEO of Autolane joined Grayson Brulte on The Road to Autonomy podcast to discuss building Plaid for the autonomy economy, an independent, OEM-agnostic orchestration platform that connects autonomous vehicles to businesses for tip-free delivery.The inspiration for Autolane was born in August 2024 when Ben turned on FSD in his Tesla for the first time and worked backwards from a simple question. When personally owned autonomous vehicles become a reality, what has to exist for a car to drive to a store, park in the right stall, pop its trunk, and complete a transaction without a human in the loop?The answer, a neutral platform that no OEM, marketplace, or retailer controls. Studying the Argo AI and Cruise OEM control of AV 1.0 convinced Ben that taking capital from a Ford or a Walmart limits the market and muddies decision making.Autolane entered the market through ride-hail orchestration, deploying first at Stanford Shopping Center with Simon Property Group in September 2025 to give landlords control over where Waymo and Tesla robotaxis arrive on private property.Over the summer, Autolane went live with So Chinese Takeout in Austin, operating a fleet of 13 Tesla Model Ys equipped with temperature-controlled smart lockers that batch two to three orders per trip as they expand the business beyond ride-hail orchestration.Episode Chapters0:00 Inspiration for Autolane4:34 Autolane's Quest to Remain Independent11:06 Deploying at Stanford Shopping Center13:02 Chapter One: Orchestration16:46 Autolane Zones26:41 Fleet Ownership28:36 Underwriting Autonomous Delivery33:53 Matching Supply and Demand37:29 French Fry Test39:38 QSR Delivery46:59 Sidewalk Dots, Drones, and Humanoids54:35 Plaid for the Autonomy Economy57:42 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The show-ending “Smoking Gun” segment on the Tuesday Bob Rose 9-15-26
Federal legislation aimed at setting national safety standards for autonomous vehicles seems to be sending mixed signals. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi endgame and whether local governments will cap the deployment of autonomous vehicles.Jason earns the first clappy hat of the episode for saying what few in the market will, Tesla is obsessed with safety. The incidents Waymo has absorbed would be showstoppers under Tesla, and Tesla knows it. Jason, who drives FSD daily on Hardware 4, puts the system at 98 percent of the way to Level 4 and wants to buy a Cybercab fleet.The robotaxi endgame, in Jason's view, comes down to manufacturing. A shift from 2 percent of global miles on rideshare to 30 percent requires more than 100 million autonomous vehicles and a $5 trillion fleet build-out larger than the AI data center build-out.Tesla wins the gold because it owns the factory. In Jason's opinion Waymo will have to buy a car company, likely Rivian or Lucid, after it spins out of Google and IPOs. Uber owns the demand and will take the rest of the market with its 20 partners, several of which Jason predicts will pivot to building only robotaxis. His market share call is 40 percent Tesla, 35 percent Uber and 15 percent Waymo.Walt pushes back on whether there is enough at the table for Uber's twelfth partner and questions whether any of them are close to Tesla or Waymo today, with 300 Nuro powered Lucid Gravity vehicles by June being a win. Jason counters that Nuro and Avride will be driver-out within 24 months and that no one else can afford the $100 to $300 per customer required to build another Uber-scale network.The sharpest debate of the episode is regulatory capture. Jason argues local governments will cap and license autonomous vehicles the way they did Airbnb, that drivers will be the first mass unemployment from AI and that Uber is right to negotiate a soft landing with unions.Grayson argues federal preemption is coming and that caps will disappear when a national framework arrives. The two settle it with a steak dinner bet on whether local communities or the federal government win the fight in the United States.Jason closes with his theory on Uber and his dream scenario of Travis Kalanick returning as CEO of Uber.Episode Chapters0:00 Jason Calacanis joins Autonomy Markets02:19 Cybercab Fleets04:04 Tesla's obsession with Safety07:27 Everywhere-All-at-Once Fallacy09:33 Uber Shutting Down ATG Was a Mistake12:51 The Gap Between Engineers and the Market16:37 Jason Calacanis on Why Waymo has to Buy a Car Company18:15 Uber's Surge Pricing Strategy19:16 Jason Calacanis' 40/35/15 Robotaxi Prediction25:58 Are Any of Uber's Partners Technically Close to Tesla or Waymo?30:23 Uber Eats is Half of Uber's business32:18 100 Unsupervised Robotaxi Benchmark33:37 Robotaxis in China35:31 Regulatory Capture Debate begins41:31 Steak Dinner Bet49:02 Personally Owned Autonomous Vehicles Impact on Shared Rides52:27 Waymo and Toyota moment to Watch in Q1 2755:30 Puke in Uber, Get a Bonus56:28 Travis Kalanick, CloudKitchens and Atoms58:08 What Travis Kalanick Would do Differently59:09 PIF, Lucid, Nuro and a Full-Stack Uber with-in 36 months1:06:16 Atoms Robotaxi Depot Play1:12:32 If and When Waymo Goes Public1:17:36 Why Japan needs autonomy1:20:46 The Next 12 months1:22:20 The Next Tesla Robotaxi format1:27:42 Autonomous Regional Travel1:29:47 Amazon, Google or Tesla should buy Uber1:31:39 Consolidation, First Dominos, Zipline, Wayve and Nuro1:34:52 Framing the BetFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA opening an audit query into Tesla's Cybercab self-certification hours after commercial launch, Waymo launching in Nashville on both the Waymo and Lyft apps with Flexdrive managing fleet operations, and XPENG commissioning a dedicated humanoid production facility in Guangzhou, China.On September 3rd, NHTSA's Office of Vehicle Safety Compliance opened audit query AQ26002 covering an estimated 1,000 Cybercabs, triggered by Tesla deploying a bespoke vehicle with no manual controls on public roads with paying members of the public.The question is not whether the Cybercab is unsafe but whether Tesla unilaterally decided that steering wheel, pedal, and mirror provisions do not apply to a vehicle with no manual controls rather than seeking a Part 555 exemption as Zoox did. Nothing in NHTSA's query halts operations or caps Tesla's Cybercab production.While NHTSA probes Tesla, Waymo went live in Nashville as the first market where its vehicles are bookable through both the Waymo app and the Lyft app with Flexdrive managing the fleet.As robotaxis scale in America, over in China, XPENG commissioned its humanoid production facility in Guangzhou with an 80% automated build, backed by a $900 million raise at a $6.3 billion post-money valuation, the largest single-round private raise in China's embodied AI sector.The Iron humanoid has 76 degrees of freedom and three Turing chips delivering 2,250 TOPS running XPENG's physical AI model on device, with mass production beginning by the end of 2026. Episode Chapters0:00 KPMG Sponsor Introduction01:02 Signal 1: NHTSA Opens Audit Query into Tesla Cybercab32:00 Signal 2: Waymo Launches on Lyft in Nashville47:11 Signal 3: XPENG Commissions Humanoid Production FacilityFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
George Kalligeros, Co-Founder and CEO of Aseon Labs joined Grayson Brulte on The Road to Autonomy podcast to discuss building, deploying and scaling autonomous robotaxi infrastructure.After visiting depots across the country, George noticed that the current large-scale depot model needs an update as he estimates that roughly 40% of the cost of a robotaxi depot visit is tied to relocating the vehicle, both in the cost of the trip and in lost demand.Today a vehicle can leave service for two hours at a time, three times a day, to travel to a centralized depot. Aseon's answer is to shrink the depot footprint and disperse it directly into the operating zones where vehicles already work.Each Aseon pod occupies a single parking bay, arrives on a flatbed truck, rolls off on its own wheels, and expands into position. Inside, a robotic system plugs in the charger, inspects the interior and exterior, removes lost items and trash, vacuums and wipes down the cabin, syncs data, and safely stores the vehicle. Aseon calls it the core reset, and it takes roughly 30 minutes, with a target of 95% fully autonomous uptime and 20 to 30 robotaxi charge/cleaning sessions per pod per day.Because the pods are classified as temporary infrastructure, Aseon can deploy on existing charge point operator sites or EV-permitted parking lots with a conditional use authorization in eight to 12 weeks and relocate a pod on a few days' notice.Fresh off a $10 million seed round, the company is targeting Dallas, Austin, and Phoenix for its first pilots with robotaxi operators, with a long-term view that infrastructure is the key to scaling robotaxis.Episode Chapters0:00 Why Robotaxis Need Autonomous Infrastructure00:47 The 40% Relocation Cost Insight04:28 Lost Utilization and Where Pods Get Placed05:55 The Core Reset Services07:23 Commercialization and Deployment Models10:14 Depots, Satellites, and Nodes13:54 Portability and Permitting15:22 Lessons from Pushme and Tier Mobility18:11 Inside the Robotic Reset18:54 Deploying the $10 Million Seed24:36 Vandalism and Security26:21 Infrastructure Over the Next Decade29:51 AUTNMY AIFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab commercial launch in Austin, Uber's continued regulatory capture campaign and Waymo's first ever debt raise.Tesla officially opened Cybercab to the public in Austin on September 3rd, with paid rides across the full operational design domain (ODD) in a vehicle with no steering wheel and no pedals. Grayson and Walt call it a major milestone for the Autonomy Economy, despite a coordinated effort to make the launch look unimportant.The bigger story surrounding the launch, in Grayson's view, is Tesla's new form inviting individuals and companies to purchase Cybercab fleets and build and own robotaxi infrastructure. Grayson sees this as a potential franchise model with Tesla's ability to finance the fleet as a structural advantage.The Financial Times is reporting on Uber's continued regulatory capture strategy, requiring human drivers to handle the majority of rides as part of a hybrid network strategy. Grayson concludes Uber is under siege from autonomy and reaching for regulatory capture, while Walt notes it also kneecaps Uber's own autonomy partners.Waymo opened public rides in Denver, San Diego and Tampa, reaching 14 U.S. cities, and is in the final stage of raising roughly $3 billion in debt, its first borrowing.Zoox earns its first clappy hat for curbside pickup and drop-off at Harry Reid International Airport and announced expanded testing to Houston and San Diego. Wayve and Uber launched supervised robotaxi service in London, with Wayve stating plainly that a safety driver is on board while Uber framed it as the first autonomous rides in the UK.On the foreign autonomy desk, Applied Intuition partnered with Humain to build an autonomous freight corridor in Saudi Arabia, DiDi began fully driverless trials of its purpose-built R2 robotaxi with the UAE next, Waymo will deploy in Munich next year against Momenta and Uber, and WeRide's robobus is operating in Singapore.Episode Chapters0:00 Tesla's Cybercab Launch in Austin08:38 NHTSA's Probe into Tesla's Self-Certification15:49 LiDAR Debate21:42 Tesla's Fleet Ownership Model Questions26:21 Tempering Expectations on Cybercab Rollout27:54 Uber's Regulatory Capture Campaign34:44 Waymo Expands to Denver, San Diego and Tampa36:33 Waymo's $3 Billion Debt Raise38:45 Robotaxi Depot Infrastructure41:08 Zoox Launches Service at Harry Reid International Airport (LAS)48:40 Wayve and Uber Launch Supervised Rides in London52:32 Autonomous Trucking55:22 Foreign Autonomy Desk1:00:33 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Plus: Federal regulators are investigating Tesla's steering wheel-free robotaxi. And electric truck startup Windrose Technology is losing workers as it runs low on funds. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Waymo launching commercial robotaxi service in Denver, San Diego, and Tampa on the same day, UBTECH's humanoid revenue surging 1,445% on industrial demand, and Sandvik unveiling SAMI, a cabin-less autonomous surface drill that removes humans from the blast zone.On September 1st, Waymo opened service to the public in Denver, San Diego, and Tampa, bringing the service to 14 cities with a fleet exceeding 4,000 vehicles, roughly 500,000 paid weekly trips, and 220 million fully autonomous miles.Launching three major markets simultaneously confirms Waymo has moved from single-city validation into a repeatable multi-market playbook, timed on the eve of Tesla's Cybercab launch to keep the market focused on verified commercial metrics.Denver is the signal inside the signal as it's Waymo's first cold-weather market, and Tampa becomes the first true head-to-head market where Waymo and Tesla launched within five weeks of each other. Waymo's constraint is vehicle supply, Tesla's is regulatory.While Waymo expanded, UBTECH reported roughly $190 million in first-half revenue, with humanoid sales surging nearly 1,500% year over year to 46% of group sales on 921 full-size Walker S units delivered at a 66.8% gross margin to automotive and smart factory customers such as Foxconn. The caveat is that 96% of that revenue came from bespoke customization contracts rather than repeatable product sales, making UBTECH a high-margin systems integrator wearing a humanoid robotics label, while China's near monopoly on motors, actuators, sensors, and batteries raises the risk that the West is pushed into a software IP licensing role.As humanoids scale on Chinese factory floors, Sandvik introduced SAMI, a fully autonomous, battery-electric, cabin-less concept surface drill that self-replaces its own bits and hammers via an onboard robotic arm, coordinated by a mine-wide AI agent. Removing the operator from the blast zone is immediately quantifiable ROI, and while SAMI remains a concept with unconfirmed timelines, it confirms industrial autonomy is shifting from single-vehicle automation to multi-asset orchestration, where value accrues to whoever owns the digital twin layer rather than the hardware.Episode Chapters0:00 KPMG Sponsor Introduction02:07 Signal 1: Waymo Launches service in Denver, San Diego, and Tampa31:29 Signal 2: UBTECH Humanoid Revenue Surges 1,445%51:10 Signal 3: Sandvik SAMI Takes Humans Out of the Blast ZoneFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Joe Cirincione explains Trump's illegal, unauthorized, unnecessary war is the worst strategic defeat in U.S. history - and - The main national security threat we face is not in Russia, China, North Korea or even Canada, but in the White House. Geeky Science. Researchers are Alarmed as GPS Readings Suddenly Veer Off by 33 Feet, Enough to Crash Self-Driving Cars. Oh oh. “Cyclospora research shelved“ by Marcia Brown and Rachel Shin. Whistleblower claims thousands of mail-in ballots could be rejected with new system“ by Ken Dixon. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Glenn Wiggle sits down for a one-on-one interview with Rensselaer County Executive Steve McLaughlin, who walks through the dueling lawsuits between his county and Governor Kathy Hochul and Attorney General Letitia James over the 287(g) immigration program. McLaughlin explains that Rensselaer participates in the jail enforcement model, running people already arrested and remanded through a federal database rather than conducting street-level civil enforcement, and argues Hochul's own public statements undercut the state's case. The two also discuss voter ID and the SAVE Act, McLaughlin's frustration with Senate Republicans on the issue, and New York's moratorium on data centers, which he opposes while making the case that the state's aging grid and its long resistance to nuclear power left it unprepared. McLaughlin details his record in Rensselaer County, including a 9.1% tax cut for 2026, roughly a 49% reduction since 2019, 330 miles of repaved county roads, four new senior centers, and reserves that grew from $20 million to $100 million without cutting services. The conversation closes with his take on Bruce Blakeman's gubernatorial prospects, why he blocked a proposed Waymo pilot program in his county, and how autonomous vehicles compare between Waymo and Tesla.00:00:00 - Intro00:00:14 - Dueling Lawsuits Over 287(g)00:06:28 - Immigration, Voters, and the Media00:11:25 - Voter ID and the SAVE Act00:13:21 - Data Centers, the Grid, and Nuclear00:21:02 - Cutting Taxes in Rensselaer County00:26:09 - What He'd Do in Erie County00:31:23 - Blakeman's Run and Election Integrity00:36:24 - Waymo, Tesla, and Self-Driving Cars
Dr. Eliot explores how AI self-driving cars cope with manhole covers. See his Forbes column for further info: https://www.forbes.com/sites/lanceeliot/
Londoners are now able to hire driverless taxis, with rides in Wayve's autonomous vehicles available through the Uber app. The chances of landing one will be slim at this stage, as there's only 15 vehicles so far licensed. UK correspondent Enda Brady also revealed that the cars will come with a licensed human driver sitting in the front seat to take the controls if the need arises. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Frank Reig, CEO of Voltera joined Grayson Brulte on The Road to Autonomy podcast to discuss how Voltera is powering the growth of robotaxis and what goes into building a robotaxi depot.As the robotaxi market grows, infrastructure developers are racing to meet the demand for large-scale fleet depots. Following the strategic merger between Voltera and Revel, the newly combined Voltera has doubled its development and real estate capacity to build, own, and operate high-power charging depots tailored specifically for robotaxis.Voltera's robotaxi infrastructure strategy centers on a hub-and-spoke model, combining large-scale central facilities capable of heavy maintenance with strategically dispersed charging hubs designed for high utilization and quick vehicle turnaround.To support the rapid growth of robotaxis, Voltera standardizes site layouts while maintaining the flexibility to adapt to local constraints, future-proofing its locations with high-capacity underground conduits, fiber connectivity, and high-voltage power architectures to meet escalating power demands.Episode Chapters0:00 AUTNMY AI0:36 Growth of Robotaxis1:34 The Voltera and Revel merger3:31 Permitting and Powering Depots7:49 Airport Depots11:37 Standardizing Depot Design16:11 Single-Tenant vs Multi-Tenant Depots18:18 Automation Inside the Depot20:49 Future-Proofing for 800-Volt Architecture24:38 Will Voltera Expand Internationally?30:48 Hub-and-Spoke Depot Model35:39 The Future of VolteraFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
There's no cash prize for getting them all right, because there's no way of knowing whether you cheated or not. Facebook PatreonSee omnystudio.com/listener for privacy information.
In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with TJ Marbois, founder of Tobiko, for a wide-ranging conversation that spans LLMs, data sovereignty, knowledge management tools like Obsidian, and Terence McKenna's ideas about an increasingly weird future. They explore how AI is simultaneously centralizing power through data control while decentralizing software development capabilities, allowing more people to build their own tools and escape big tech ecosystems. Drawing on his experience at Apple's special projects group (the team that built the iPod and later iPhones), TJ discusses his vision for personal AI assistants—what he calls the "R2-D2 belongs to you" principle—where advanced technology serves individuals rather than corporations. The conversation touches on everything from quantum encryption and local manufacturing with ESP32 microcontrollers to the economics of future society, biometric data unions, and why distributed trust matters more than ever as we approach what both describe as an increasingly strange technological inflection point. Visit Tobiko's site at tobiko-pbc.ghost.ioTimestamps00:00 Stewart introduces TJ Marbois from Tobiko, discussing LLMs, data sovereignty, knowledge management, and the tension between centralization and decentralization in AI05:00 TJ explains the R2-D2 belongs to you concept and why personal AI assistants need maternal alignment, caring about humans like mothers care for children10:05 Discussion of how LLMs will shrink and improve while emphasizing the sentient loop concept for building loyal personal AI agents rather than corporate controlled systems15:00 Exploring digital nervous systems for humanity, social networks as infrastructure, and humans as cavemen with iPhones navigating unprecedented technological complexity20:00 TJ discusses data unions for sovereign data ownership, inverting insurance models where AI helps extend healthspan, and maximizing truth seeking through collective data25:30 Money as social construct, crypto enabling value system reengineering, and working toward Star Trek's post scarcity replicator economy from the ground up30:40 Capital formation challenges, corporatism versus true capitalism, and pessimism about current systems reaching limits while seeking new models35:00 Solar power democratization, ESP32 microcontrollers enabling local manufacturing, and the replicator future through distributed maker communities and open source robotics40:00 Science fiction as roadmap, Isaac Asimov and Arthur C Clarke warnings, and building collaborative futures rather than centrally controlled dystopias with useless eaters45:00 Encyclopedia to LLM transition, information quality concerns, local training importance, and NVIDIA's incentive to put GPUs everywhere for personal AI agents50:00 Corrupted financial incentives, protecting vulnerable people from technological exploitation, and benevolent technologists building systems that honor humanity and children55:00 Hardware validation for owned robots, Starlink dependencies, assembly language abstraction toward natural language programming, and preventing AI escape scenarios58:00 Tobiko as AI toy company building sentient loop interactions similar to Xerox PARC GUI moment, emphasizing maternal AI alignment and cross cultural human collaborationKey Insights1. The concept of R2D2 belonging to you represents a critical vision for the future of artificial intelligence and personal technology. When thinking about robots and AI assistants that follow us around and know everything about us, the question of ownership becomes paramount. These systems will know incredibly intimate details about our lives, from our health data to our daily habits, and if they are controlled by centralized corporations or governments rather than individuals, we lose fundamental sovereignty over our own information. The science fiction of Star Wars and Star Trek provides roadmaps for how we should think about these technologies, showing us both the positive possibilities and the warnings we need to heed about centralized control.2. Local AI models and distributed computing represent a pathway to technological sovereignty that is becoming increasingly viable. While large language models currently run primarily in centralized data centers, the technology is rapidly advancing toward a future where powerful models can run locally on personal computers and devices. This shift is crucial because it means individuals can have full control over their AI assistants without relying on API calls to external servers. Combined with open source infrastructure and open weight models, this creates the foundation for truly personal AI that cannot be controlled or monitored by external parties, whether corporations or governments.3. Data unions and collective data ownership offer an alternative model to current centralized data collection practices. Rather than having individual data harvested by large tech companies who profit from it, the concept of data unions suggests people could collectively pool their data for specific beneficial purposes while maintaining ownership and control. For example, in healthcare, millions of people could share anonymized biometric data to train medical AI systems that are incentivized to keep people healthy rather than treat them when sick, inverting the current insurance model to align incentives with actual health outcomes rather than profit from illness.4. The democratization of manufacturing and robotics through accessible technologies like ESP32 microcontrollers and local fabrication tools is creating new possibilities for distributed production. Just as desktop printers seemed impossible to early printers who controlled book production, we are approaching an era where individuals and small communities can manufacture sophisticated electronic devices and robots locally. This includes the ability to use language models to generate code for microcontrollers, order custom PCBs, and use desktop machines for component placement. While high quality manufacturing will still require larger operations, this gradiation of capability allows for much more local innovation and reduces dependence on centralized manufacturing.5. The concentration of power in technology, finance, and industry has reached levels that are unhealthy for both society and even for those who hold the power. When profit and control become too concentrated in the hands of a few entities, it creates a cancerous dynamic that threatens the stability of the entire system. History shows us warnings about the military industrial complex and other concentrated power structures, and now we are seeing similar patterns emerge in the tech industry. The solution requires building technology from the ground up that empowers individuals and communities, focusing on basics like food production, energy generation, and local manufacturing rather than increasing dependence on centralized systems.6. The provenance and quality of information is becoming a critical challenge as AI systems become more sophisticated and reality itself becomes harder to verify. We are rapidly approaching a point where video calls and digital interactions will be indistinguishable from AI generated fakes, which is why figures like Sam Altman have invested in systems like Worldcoin to verify human identity. However, this verification capability should not be centralized in the hands of single companies. End to end encryption and quantum encryption technologies need to be preserved and expanded to allow humans to communicate and verify information peer to peer without centralized intermediaries who could manipulate or control the flow of information.7. The future of human computer interaction is evolving toward sentient loop systems where machines have sensory input, real time learning, context understanding, and continuous operation in service of human needs. Self driving cars represent the first widespread consumer facing example of this architecture, with onboard computers that must function independently while occasionally connecting to networks. The critical question is whether these systems will be aligned to benefit their human users like a caring mother as AI pioneer Geoffrey Hinton suggests, or whether they will be controlled by centralized powers. The technologists building these systems have a responsibility to be benevolent and build structures that serve humanity rather than concentrate power, helping to create a future more like Star Trek than Terminator.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's field work across the Bay Area, Tesla's September 3rd Cybercab launch and Nevada's authorization of 8,000 autonomous vehicles in Clark County.Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo's Zeekr-built Ojai, including a visit to Waymo's Toland depot in San Francisco. While the Ojai rides lighter and less luxurious than the Jaguar I-PACE, its elevated sensor placement meaningfully reduces repair costs and insurance payouts in the event of a rear-end collision.Grayson views the Ojai as a stopgap vehicle on the path to the Hyundai IONIQ 5, which he believes will be Waymo's massive production ramp vehicle. After riding in the Zoox, the Ojai and the Jaguar back-to-back, and observing Waymo's infrastructure buildout from San Francisco down to San Jose, Grayson makes a prediction. When Waymo adds roughly 1,000 to 1,200 additional vehicles in the Bay Area, the company will capture a significant portion of the rideshare market share.Grayson also rode with Wayve with his AUTNMY AI co-founder Rob Grant in a fully dynamic, no-fixed-route supervised ride, noting the technology has accelerated meaningfully since his last ride in London as Wayve gears up for unsupervised operations.Turning to Tesla, the Cybercab is scheduled to commercially launch in Austin on September 3rd, with Grayson expecting a measured rollout of sub-30 Cybercabs in week one, driven by an internal safety metric and infrastructure that is still being built out.Meanwhile, Nevada's Transportation Authority unanimously authorized 8,000 autonomous vehicles in Clark County over 12 months. But the growth comes with a catch, as autonomy drop-off fees and exclusive resort partnerships threaten to bring Vegas-style nickel and diming to robotaxis in Sin City.On the foreign autonomy desk, China's Autonomous Belt and Road Initiative continues to take hold in Europe.Episode Chapters0:00 Grayson's Latest Bay Area Field Report19:30 How Many Cars Will Actually Be on the Road when Cybercab Launches?24:25 Tesla's Self-Certification Strategy for Cybercab25:31 Tesla Semi30:40 Waymo's 10 AI Lessons36:36 The Robotaxi Infrastructure, Energy and Manufacturing Layers37:38 Nevada Authorizes 8,000 Autonomous Vehicles in Clark County39:55 Uber's Robotaxi Playbook Raises Doubts42:08 Waymo Expands to Munich, Germany45:06 NVIDIA Earnings. Where is Automotive?49:53 Autonomous Food Delivery52:33 Who is Cheaper? Uber or Lyft?56:39 SFO Robotaxi Access58:10 Foreign Autonomy Desk59:53 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
We're talking driving on this episode of the Roz & Mocha Retro Show! First, we jump back to 2013 and hear what we thought about self-driving cars long before they became a reality. Then, it's 2014 and a hilarious look at the surprising list of celebrities who don't drive. Plus, a trip back to the days when Maurie used to drive Roz to work, complete with a soundtrack of questionable '90s songs that made those early morning rides unforgettable Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mike and Mark examine the depths of leftist rhetoric in celebrating violence toward their opponents; What is driving the empathy and outright support for Lindsay Clancy in her murder trial?; Self-driving technology is winning over skeptics. ----M and M EXTRA: Two iconic talk radio hosts. One unfiltered daily conversation. No scripts. No spin. Just Mike Gallagher and Mark Davis breaking down the news the way it should be — with decades of experience and zero apologies. If you love smart unscripted talk show chemistry, you’re in the right place. -----Thank you to our amazing sponsors for supporting the podcast! PreBorn saves babies and souls, by providing free ultrasounds to women. When a young woman SEES her baby and HEARS her baby’s heartbeat, it doubles the chance she’ll choose LIFE! Whether you want to save one baby or hundreds…you are just a call or a click away. Call 833-850-BABY that’s 833-850-2229 OR go to preborn.com/MMExtra! PHD Weightloss:If you're ready to finally take control of your health, PHD Weightloss has the plan that works. Real science. Real support. Real results. Visit PHDWeightloss.com or call 864-644-1900 and mention Mike and Mark. Relief FactorAre you in pain? When it comes to supplements, two things matter most: that it works, and that you can trust it. That's why we love Relief Factor. Get relief from pain at relieffactor.com or call 1-800-4-RELIEF to get your 3-Week Starter for $17.76. EKKL StreamingThe stars of Duck Dynasty, Willie & Korie Robertson, teamed up with EKKL to create a brand new, one-of-a-kind streaming platform built around faith and family with movies, TV series and podcasts. The best part? You get all of this for only $5.83 a month. Sign up for EKKL at ekkl.com today!See omnystudio.com/listener for privacy information.
Mike and Mark examine the depths of leftist rhetoric in celebrating violence toward their opponents; What is driving the empathy and outright support for Lindsay Clancy in her murder trial?; Self-driving technology is winning over skeptics. ----M and M EXTRA: Two iconic talk radio hosts. One unfiltered daily conversation. No scripts. No spin. Just Mike Gallagher and Mark Davis breaking down the news the way it should be — with decades of experience and zero apologies. If you love smart unscripted talk show chemistry, you’re in the right place. -----Thank you to our amazing sponsors for supporting the podcast! PreBorn saves babies and souls, by providing free ultrasounds to women. When a young woman SEES her baby and HEARS her baby’s heartbeat, it doubles the chance she’ll choose LIFE! Whether you want to save one baby or hundreds…you are just a call or a click away. Call 833-850-BABY that’s 833-850-2229 OR go to preborn.com/MMExtra! PHD Weightloss:If you're ready to finally take control of your health, PHD Weightloss has the plan that works. Real science. Real support. Real results. Visit PHDWeightloss.com or call 864-644-1900 and mention Mike and Mark. Relief FactorAre you in pain? When it comes to supplements, two things matter most: that it works, and that you can trust it. That's why we love Relief Factor. Get relief from pain at relieffactor.com or call 1-800-4-RELIEF to get your 3-Week Starter for $17.76. EKKL StreamingThe stars of Duck Dynasty, Willie & Korie Robertson, teamed up with EKKL to create a brand new, one-of-a-kind streaming platform built around faith and family with movies, TV series and podcasts. The best part? You get all of this for only $5.83 a month. Sign up for EKKL at ekkl.com today!See omnystudio.com/listener for privacy information.
Mike and Mark examine the depths of leftist rhetoric in celebrating violence toward their opponents; What is driving the empathy and outright support for Lindsay Clancy in her murder trial?; Self-driving technology is winning over skeptics. ----M and M EXTRA: Two iconic talk radio hosts. One unfiltered daily conversation. No scripts. No spin. Just Mike Gallagher and Mark Davis breaking down the news the way it should be — with decades of experience and zero apologies. If you love smart unscripted talk show chemistry, you’re in the right place. -----Thank you to our amazing sponsors for supporting the podcast! PreBorn saves babies and souls, by providing free ultrasounds to women. When a young woman SEES her baby and HEARS her baby’s heartbeat, it doubles the chance she’ll choose LIFE! Whether you want to save one baby or hundreds…you are just a call or a click away. Call 833-850-BABY that’s 833-850-2229 OR go to preborn.com/MMExtra! PHD Weightloss:If you're ready to finally take control of your health, PHD Weightloss has the plan that works. Real science. Real support. Real results. Visit PHDWeightloss.com or call 864-644-1900 and mention Mike and Mark. Relief FactorAre you in pain? When it comes to supplements, two things matter most: that it works, and that you can trust it. That's why we love Relief Factor. Get relief from pain at relieffactor.com or call 1-800-4-RELIEF to get your 3-Week Starter for $17.76. EKKL StreamingThe stars of Duck Dynasty, Willie & Korie Robertson, teamed up with EKKL to create a brand new, one-of-a-kind streaming platform built around faith and family with movies, TV series and podcasts. The best part? You get all of this for only $5.83 a month. Sign up for EKKL at ekkl.com today!See omnystudio.com/listener for privacy information.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's California regulatory moat, Cybercab's pending commercial launch and Uber's series of supervised launches in Europe and Dubai.In California, Waymo is completing 1.4 million fully autonomous rides per month, a 10X growth rate over two years. Additionally, the CPUC (California Public Utilities Commission) granted Waymo commercial driverless expansion authority across 40,000 square miles, covering roughly 25 million California residents and giving Waymo an estimated two-year regulatory moat over competitors.Waymo also opened service to all riders in Houston, its 10th market, with San Antonio likely to follow, and launched the Zeekr-built Ojai to all riders across San Francisco, Los Angeles and Phoenix while introducing its own custom silicon chip to boost compute performance and drive down vehicle costs.While Waymo continues to scale, Tesla is preparing for a Cybercab commercial launch in Austin following first-responder training sessions with local fire departments. Then there is Uber, which is focused on expanding globally.In Dubai, Baidu's Apollo Go went live on the Uber app, allowing riders to explicitly select an autonomous ride or be assigned one when booking Comfort or UberX.In London, Wayve and Uber launched early trip access using supervised Ford Mach-E vehicles, though debate remains over who will secure the critical Autonomous Passenger Service (APS) permit. Pony AI also touted its growing Uber partnership during earnings, though its planned European expansion faced scrutiny over ODD limitations and safety driver supervision.In sidewalk delivery, Avride is expanding its autonomous campus delivery fleet to 1,000 bots across 25 universities this fall. Following its split from Uber, Serve Robotics quickly pivoted by cutting deals with DoorDash and Grubhub, expanding into San Jose and Washington, D.C., while promoting its Beacon platform to potentially disintermediate traditional delivery platforms for local restaurants.Episode Chapters00:00 Waymo Racks Up the Miles in California07:02 Airports Matter, In California Permits Matter More09:50 Waymo Opens Houston to All Riders, San Antonio Likely Next13:34 Waymo Opens Ojai to All Riders16:21 Waymo's Declining Costs19:28 New York City Does Not Want Robotaxis21:28 The 100 Car Benchmark25:05 Pony AI's European Expansion 28:09 Baidu Apollo Go Goes Live in Dubai30:31 Wayve and Uber Launch Supervised in London. Who Gets the APS Permit?36:17 Avride Expands Campus Delivery Bots37:07 Serve Robotics Expands with DoorDash, Grubhub and Beacon41:27 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Summary In this episode, Andy sits down with Johan Roos, professor and executive advisor at Hult International Business School, Executive Director of the Peter Drucker Society Europe, and co-inventor of the LEGO® Serious Play® method. Johan is the author of Human Magic: Leading with Wisdom in an Age of Algorithms, and he has spent decades studying how people think, create, decide, and lead together. Andy and Johan explore the two paths Johan calls erosion and amplification, starting with a question Andy has been wrestling with as he hands more of his manual driving over to Tesla's self-driving. You'll hear what an eroding project manager actually looks like day-to-day, why practical wisdom matters when the analytically optimal answer is not the wisest one, and how AI feeds one kind of curiosity, the laser, while starving another, the radar. Johan also explains the difference between becoming an AI concierge and practicing what he calls professional citizenship, and he shares what parents can do to help their kids hold onto the messy, hands-on curiosity that machines cannot supply. If you're looking for a thoughtful, hopeful way to use AI without surrendering your judgment, this episode is for you! Sound Bites "Almost every good idea I've had was not in front of the screen." "I know what to do, but I've stopped understanding why.".... The eroding project management can no longer explain the why." "So in a sense, they argue that the better the system, the stronger pull down the erosion curve." "So the message is really when the machines are taking over more and more of some of these subtle, very valuable capabilities we have, we have to climb the value creation ladder." "So a complexity is exactly where our wisdom gets exposed." "So every metric said fantastic, but nobody asked why, and is this right?" "If AI can write a document that is important to you, the document was never where the value lived." "But we just have to be careful to not sort of delegate too much of our brain power and sort of erode our jelly bean." "When you lean back and you haven't struggled enough, you may be super smart and, and the best brilliant individual in the world, but, you know, friction is good." "Are you able to argue for your case without holding on to the AI-produced slide?" "Protect the wandering curiosity, unstructured exploration, questions with no immediate payoff, the freedom to follow something nowhere in particular." Chapters 00:00 Introduction 02:35 Start of Interview 02:44 Growing Up Inquisitive and the Power of "Because" 06:04 Self-Driving Cars, GPS, and the Erosion of Our Abilities 10:31 Becoming an Active Supervisor Instead of a Passive Passenger 13:55 What an Eroding Project Manager Looks Like Day to Day 18:52 When the Optimal Answer Is Not the Wisest One 22:03 Intuition, Gut Feel, and When Something Does Not Smell Right 25:54 The Laser and the Radar: Two Kinds of Curiosity 27:52 Creating Independently Before Consulting AI 30:44 What Happens in the AI-Free Time 35:18 Is It Intuition or Is It Ego? 37:48 Turning the Models Loose on His Own Book 40:00 Asking AI to Be Brutally Honest 41:02 AI Concierge Versus Professional Citizenship 45:51 Advice for Parents Raising Kids in the Age of AI 49:26 Staying Human: Theater, Walks, and Getting Your Hands Dirty 50:44 End of Interview 51:15 Andy Comments After the Interview 54:46 Outtakes Learn More You can learn more about Johan and his work at humanmagic.one. For more learning on this topic, check out: Episode 500 with Steve Brown. Steve is a former Google DeepMind futurist, and he has a unique perspective on where we've been and where we're going with AI. Episode 479 with Matt Mong. Matt shares his take on the AI skills we need to stay relevant in the years to come. Episode 463 with Faisal Hoque. Faisal helps us go beyond the fear and the hype around AI to a helpful way to think about the human-AI relationship. Chat with PMeLa You can chat directly with PMeLa, the podcast's AI persona, to get episode recommendations and answers to your project management and leadership questions. Visit PeopleAndProjectsPodcast.com/PMeLa to chat with her. Join Us for LEAD52 I know you want to be a more confident leader–that's why you listen to this podcast. LEAD52 is a global community of people like you who are committed to transforming their ability to lead and deliver. It's 52 weeks of leadership learning, delivered right to your inbox, taking less than 5 minutes a week. And it's all for free. Learn more and sign up at GetLEAD52.com. Thanks! Thank you for joining me for this episode of The People and Projects Podcast! Talent Triangle: Business Acumen Topics: Leadership, Project Management, Artificial Intelligence, Practical Wisdom, Curiosity, Critical Thinking, Creativity, Decision Making, Judgment, Professional Development, Human Skills, Parenting The following music was used for this episode: Music: Echo by Alexander Nakarada License (CC BY 4.0): https://filmmusic.io/standard-license Music: Chillhouse by Frank Schroeter License (CC BY 4.0): https://filmmusic.io/standard-license
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.As Tesla prepares for the commercial launch of Cybercab in Austin, the company will most likely self-certify the Cybercab to the Federal Motor Vehicle Safety Standards, a path that carries no caps on production volume and, if NHTSA does not intervene, clears the way for Gigafactory Texas to produce more than 125,000 Cybercabs a year, creating a manufacturing moat no competitor can currently match.While Tesla readies the Cybercab, the CPUC (California Public Utilities Commission) approved Waymo's Tier 2 advice letter authorizing paid driverless rides across 18 California counties from Sacramento to San Diego, covering roughly two-thirds of the state's population.With Waymo currently operating 100% of the 1.4 million monthly driverless rides in the state and no other operator holding a driverless deployment permit, Waymo's regulatory lead in California is measured in years, though the CPUC's phased rollout framework may open a door for Zoox or Tesla to apply for the entire state at once.As Waymo consolidates the Golden State, SoftBank led a $200 million Series A in ETH Zurich spin-out Gravis Robotics, the largest Series A in construction robotics history, valuing the company at approximately $1 billion. Gravis' retrofit system bolts onto legacy excavators from Caterpillar, Komatsu, Volvo and John Deere, and SoftBank is betting that monetizing the existing $1 trillion install base of heavy machinery through rental companies, rather than requiring fleet replacement, is a software-multiple opportunity and not an industrial hardware play.Episode Chapters 0:00 KPMG Sponsor Introduction 01:50 Signal 1: Cybercab Launch is on the Horizon 39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly1:11:11 Signal 3: SoftBank's $200M Bet on Gravis RoboticsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
Veteran software engineer Dan O'Dowd argues that our power grid's outdated, insecure code puts millions at risk, detailing why regulators, industry giants, and Silicon Valley's "move fast and break things" attitude have left critical infrastructure vulnerable to collapse. Anthropic revenue reportedly jumps to more than $11.5 billion in second quarter (272) Dario Amodei on X: "1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that "either concentrate it in the hands of a" / X If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them Inside Big Tech's Frantic Race to Quell the Growing Backlash to AI Anthropic says its AI agents are killing rivals and hiding their tracks Some Claude users are mad that Anthropic's new watermarks will catch them using it at their jobs, classes Hidden Airtag reveals Amazon is trashing rare books to train AI OpenAI Introduces 'ChatGPT for Teens' as Safety Concerns Grow Young adults are losing faith in AI's upside So How Is AI Drug Discovery Doing, Really? LG's humanoid robot arrives in 2027, running Nvidia's Isaac GR00T New Chinese model adds to AI competition What happens to what you share with AI Google just bought a bunch of Spirit Airlines data for AI training Even Claude Is in the Dark About Dario Amodei's Wife—and Her Influence at Anthropic Stripe will reportedly acquire AI gateway startup OpenRouter for $7B+ the wikipedia guessing game Okay Spielberg TikTok At Beijing's AI-themed bar, DeepSeek tokens buy you beer SXSW Launching Podcast Festival In 2027 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Dan O'Dowd Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: horizon3.ai/intelligent
In this episode, we're going to learn how Waymo and other self-driving cars work. We learn about LIDAR, GPS, and all other sorts of ways self-driving cars work. All episodes created, edited, recorded by Eshaan Buddhisagar. Select sound effects and episode art @ attributions page: https://go.kidslearninglab.com/attributions/waymo
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo's post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats.Zoox launched paid rides in Las Vegas with a $12 base fare, $1.50 per mile, and 40 cents per minute, premium pricing paired with 15 to 30 minute wait times and select destinations. Walt calls it a Disney ride, not a premium product, and once Waymo and Tesla enter the market, that pricing gets hard to defend, especially if wait times continue to be high.Staying in Vegas, Waymo announced a dedicated pickup and drop-off zone with Allegiant Stadium while Zoox has a deal with the Sphere, which might cost riders a $40 drop-off fee, opening a new battleground in Vegas where every casino and venue deal becomes a potential competitive advantage.Weeks after Waymo and Uber divorced in Phoenix, Waymo added 55 square miles of service area, increasing the total to 350 square miles. On the WeRide earnings call, management said the quiet part our loud, regulatory permits are an asset.Over in Europe, OMEGA uncovered a Waymo incorporation in Zurich registered to Google's largest engineering office outside the United States, one week after the president of Switzerland rode in a Waymo in Mountain View.On the Foreign Autonomy Desk, Uber and Wayve are preparing a supervised Tokyo launch with Nissan LEAF vehicles, with the word supervised buried in the last paragraph of the press release.Episode Chapters00:00 Zoox Launches Paid Rides in Las Vegas07:19 Fleet Fragmentation and the Lyft Opportunity11:24 Waymo's Dedicated Zone at Allegiant Stadium19:16 Waymo Adds 55 Square Miles in Phoenix21:07 Waymo's Upcoming European Expansion24:06 WeRide Earnings28:06 Mercedes, NVIDIA, and the Compute Question31:44 Uber Serve Robotics Divorce40:47 7,200 Waymo Vehicles44:03 Foreign Autonomy Desk47:56 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.Uber recently liquidated its entire remaining stake in Serve Robotics, as Serve announced on their Q2 2026 earnings call that the company will not be renewing its delivery partnership when the contract expires in 2027, exposing the pitfalls of being reliant on a demand aggregation platform.While Uber and Serve prepare to part ways, CaoCao launched public road testing without a safety driver in Hangzhou's Binjiang District with a fleet of roughly 100 vehicles, backed by parent Geely's manufacturing might and a purpose-built EvaCab robotaxi with a sub $35,000 BOM cost targeting 100,000 units by 2030.As China's robotaxi industry grows, Boeing exited autonomy by selling Wisk, SkyGrid and Insitu to Archer Aviation for a 19.75% equity stake, immediately re-anchoring Archer's valuation on defense cash flow rather than eVTOL speculation while pushing autonomous certification down the line.Episode Chapters0:00 KPMG Sponsor Introduction01:32 Signal 1: Uber and Serve Robotics Get Divorced31:40 Signal 2: CaoCao Vertically Integrates Robotaxis1:00:10 Signal 3: Boeing Exits Autonomy with Archer Aviation DealFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sponsored by Blocks: Save at least 20% on your AWS costs with AI-powered optimization and enterprise discounts. Get your free Cloud Check at https://blocks.cloud/alphalist?utm_source=alphalist&utm_medium=podcast&utm_campaign=blocks-podcast-2026 Dana Lawson's path into tech started with backup tapes, not a keyboard-in-the-womb origin story. She joined the US Army in the late '90s, automated her way out of manual password resets, and went on to become VP of Product Engineering at GitHub before taking the CTO seat at Netlify. She joins Tobi to make the case that "writing code is no longer the job", an argument from her own New Stack article that lit up Hacker News, and one she doesn't back away from here. The conversation explores why trust in AI agents may eventually become automatic, the same way our trust in cars we can't repair ourselves already has. Dana explains why Netlify is designing for "agent experience" alongside developer experience, and why the engineer's role is shifting from writing every line of code to defining architecture, guardrails, reliability, and safe user experiences. CTOs will walk away with a sharper way to think about where human judgment still matters versus where it's already been commoditized, including the tension between speed and control, whether developers risk becoming the bottleneck, and why the real constraint may be moving from "can we build it?" to "does anyone actually want it?" What's covered: - Dana's path from the US Army to VP of Engineering at GitHub to CTO of Netlify - Why she argues "writing code is no longer the job" and the Hacker News backlash - The self-driving car analogy for trusting AI agents - What "agent experience" means and why Netlify designed for it - Craftsmanship, control, and the shift from writing code to defining guardrails - Whether developers risk becoming the bottleneck in the agentic era - Why the constraint is moving from "can we build it" to "does anyone want it"
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.
Plus: Uber issues weak guidance amid robotaxi investments. And Shopify says AI-search is fueling e-commerce growth. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon's autonomous vehicle company, Zoox, can now roll out 2,500 of its vehicles annually in the next two years. Are more robotic cars coming, or will there be more speed bumps? But first, we'll look at the market impact of the Fed's decision to keep interest rates steady in our Weekly Wrap. Plus, the effect of rising health insurance costs for employers, a retiree returning to the workforce for a family business, and a look at how Boulder, Colorado is making room for the Sundance Film Festival.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Weekly Wrap: Kevin Warsh's dilemma on interest ratesRising health insurance costs may take a bite out of your paycheckLeaving retirement for a new family businessAmazon's self-driving Zoox taxis are about to hit the roadsWhen a legendary film festival comes to Colorado, will homeowners open their doors?
Amazon's autonomous vehicle company, Zoox, can now roll out 2,500 of its vehicles annually in the next two years. Are more robotic cars coming, or will there be more speed bumps? But first, we'll look at the market impact of the Fed's decision to keep interest rates steady in our Weekly Wrap. Plus, the effect of rising health insurance costs for employers, a retiree returning to the workforce for a family business, and a look at how Boulder, Colorado is making room for the Sundance Film Festival.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Weekly Wrap: Kevin Warsh's dilemma on interest ratesRising health insurance costs may take a bite out of your paycheckLeaving retirement for a new family businessAmazon's self-driving Zoox taxis are about to hit the roadsWhen a legendary film festival comes to Colorado, will homeowners open their doors?
Grace and Taylor discuss self-driving cars and whether they have ever been in one, Grace discusses her past confusion with cruise control. Then, Grace discusses Anthony Fauci dropping an F-bomb after his hearing. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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