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The Big Pitch with Jimmy Carr
1 Phil Wang Pitches Psychological Thriller Starring WHO?! 24:35
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LikedIt’s the very first episode of The Big Pitch with Jimmy Carr and our first guest is Phil Wang! And Phil’s subgenre is…This Place is Evil. We’re talking psychological torture, we’re talking gory death scenes, we’re talking Lorraine Kelly?! The Big Pitch with Jimmy Carr is a brand new comedy podcast where each week a different celebrity guest pitches an idea for a film based on one of the SUPER niche sub-genres on Netflix. From ‘Steamy Crime Movies from the 1970s’ to ‘Australian Dysfunctional Family Comedies Starring A Strong Female Lead’, our celebrity guests will pitch their wacky plot, their dream cast, the marketing stunts, and everything in between. By the end of every episode, Jimmy Carr, Comedian by night / “Netflix Executive” by day, will decide whether the pitch is greenlit or condemned to development hell! Listen on all podcast platforms and watch on the Netflix Is A Joke YouTube Channel . The Big Pitch is a co-production by Netflix and BBC Studios Audio. Jimmy Carr is an award-winning stand-up comedian and writer, touring his brand-new show JIMMY CARR: LAUGHS FUNNY throughout the USA from May to November this year, as well as across the UK and Europe, before hitting Australia and New Zealand in early 2026. All info and tickets for the tour are available at JIMMYCARR.COM Production Coordinator: Becky Carewe-Jeffries Production Manager: Mabel Finnegan-Wright Editor: Stuart Reid Producer: Pete Strauss Executive Producer: Richard Morris Executive Producers for Netflix: Kathryn Huyghue, Erica Brady, and David Markowitz Set Design: Helen Coyston Studios: Tower Bridge Studios Make Up: Samantha Coughlan Cameras: Daniel Spencer Sound: Charlie Emery Branding: Tim Lane Photography: James Hole…
Episode 300 | Scaling Sidewalk Autonomy: How Serve Robotics Is Reinventing Last Mile Delivery
Manage episode 483840512 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ali Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery.
Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas.
As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future.
Episode Chapters
0:00 Founding of Serve Robotics
2:07 Deliveries
4:26 Deploying Sidewalk Robots
9:53 Deployment Markets
15:11 A Robotics Company
19:37 Wing Partnership
21:20 Restaurant Deliveries & Packaging
27:53 Comparing Gen 2 to Gen 3 Robots
29:59 Testing Before Deploying
32:37 New Markets
33:49 Advertising Business
37:33 Growing Delivery Volume
39:37 The Evolution of Sidewalk Robots
42:07 Key Takeaways
Recorded on Wednesday, May 14, 2025
--------
About The Road to Autonomy
The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
305 episodes
ShareManage episode 483840512 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Ali Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery.
Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas.
As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future.
Episode Chapters
0:00 Founding of Serve Robotics
2:07 Deliveries
4:26 Deploying Sidewalk Robots
9:53 Deployment Markets
15:11 A Robotics Company
19:37 Wing Partnership
21:20 Restaurant Deliveries & Packaging
27:53 Comparing Gen 2 to Gen 3 Robots
29:59 Testing Before Deploying
32:37 New Markets
33:49 Advertising Business
37:33 Growing Delivery Volume
39:37 The Evolution of Sidewalk Robots
42:07 Key Takeaways
Recorded on Wednesday, May 14, 2025
--------
About The Road to Autonomy
The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
305 episodes
All episodes
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1 Episode 305 | Autonomy Markets: Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs 47:39
47:39 Play Later Play Later Lists Like Liked47:39
Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack the escalating feud between Elon Musk and President Donald J. Trump just days before Tesla’s highly anticipated robotaxi launch in Austin. The brewing political tension introduces potential new regulatory and market risks for Tesla, especially given Elon Musk’s previous influence in The White House. While the full extent of the fallout remains unclear, what is certain is that this risk must be closely monitored. Meanwhile, as Tesla prepares to launch its robotaxi service in Austin this month, the autonomy IPO market is heating up. This week Plus announced plans to go public via SPAC at a $1.2 billion valuation. Could this signal the beginning of a broader wave of investor interest in autonomous trucking? Episode Chapters 0:00 Trump / Elon Feud 4:09 Feud's Impact on Robotaxi 8:30 National Autonomous Vehicle Framework 9:41 Big Beautiful Bill 14:13 Viewer Question: What would the fallout be with a Tesla Robotaxi Crash? 26:38 Tesla Robotaxi Launch Market Reactions 29:01 Autonomous Vehicles and a European Trade Deal 31:13 Waymo Highway Unlock 33:52 Uber's Growing Autonomous Vehicle Ecosystem 35:43 Growing Public Autonomous Trucking Ecosystem 40:37 Plus is Going Public 44:06 Autonomous Trucking Market 45:10 Next Week Recorded on Friday, June 6, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 304 | Autonomy is Good for the Economy 41:11
41:11 Play Later Play Later Lists Like Liked41:11
Play Later Play Later Lists Like LikedJim Mullen , Executive Director, Council for Economic Resilience (CFER) joined Grayson Brulte on The Road to Autonomy podcast to discuss the far-reaching economic benefits of automation and autonomy and how these technologies benefit every single member of society. Autonomy is good for the economy. From national security and job creation to supply chain resiliency and lower inflation, automation and autonomy are critical pillars of economic resilience. Reflecting on his time in the Trump administration (45), Jim reflects on the early groundwork that the administration took towards developing and implementing a national autonomous vehicle framework. Four years later, with President Trump back in the White House and China aggressively ramping up their automation and autonomy ambitions at the detriment to the United States. The need for a national autonomous vehicle framework that allows autonomy to prosper in the United States is more urgent than ever. Automation and autonomy will not only create high-paying jobs and lower inflation but these technologies will also empower underserved communities, unlock entirely new industries, and ensure that America maintains the strongest, most resilient economy in the world. Episode Chapters 0:00 Automation & Autonomy Policies 4:45 What if Autonomous Trucks were Rolling During Covid? 6:55 Benefits of Automation & Autonomy 14:23 National Autonomous Vehicle Framework 18:24 Grassroots Community Engagement 23:04 The Amazon Effect 24:11 Automation & Autonomy’s Impact on Society 33:48 Public Support of Automation & Autonomy 36:37 American Leadership 40:16 Key Takeaway Recorded on Thursday, May 29, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 303 | Autonomy Markets: Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum 36:20
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in June 12th in Austin, Waymo’s relationship with Uber and Senator Lummis’ Autonomous Vehicle Advancement Act. Tesla’s initial robotaxi deployment in Austin will launch with just 10 Model Ys operating within a limited operational design domain (ODD). While modest in scale, investor interest is intensifying as Tesla plans to gradually expand its service area, potentially surpassing Waymo’s current coverage in Austin by year-end. Meanwhile, Waymo and Uber face mounting pressure as Tesla enters the market. Speculation continues to grow around Waymo’s long-term partnership with Uber, raising questions about whether Waymo will pursue a hybrid strategy with Uber or focus solely on their Waymo One platform. A potential partnership with Toyota could offer Waymo both strategic clarity and political capital, especially as U.S. lawmakers look to advance the Autonomous Vehicle Acceleration Act of 2025, a bill that could potentially lay the groundwork for a national autonomous framework. Episode Chapters 0:00 Tesla Robotaxi Launch 6:56 Tesla Model Y Self-Delivery 8:16 Tesla Robotaxis on the Highway 10:20 New Tesla Robotaxi Markets 12:23 Waymo Announcements 18:05 Waymo / Uber Relationship 27:32 What if Tesla Bundled Robotaxi Rides with a Car Lease? 29:17 Autonomous Vehicle Advancement Act 33:13 Unforced Error of the Week 35:07 Next Week Recorded on Friday, May 30, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 302 | From Partnerships to Power Plays: The Road Ahead for Autonomous Trucking 1:02:38
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Play Later Play Later Lists Like LikedChuck Price , President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss the current state of autonomous trucking. From the continued speculation that Volvo is shutting down Volvo Autonomous Solutions (VAS) in North America to PACCAR’s deafening silence following Aurora’s driver-out launch, the autonomous trucking industry is navigating a period of uncertainty. Meanwhile, Daimler’s growing influence and factory-grade chassis are reshaping the competitive landscape, as the prospect of Waymo re-entering the trucking market looms large. If Waymo returns, what happens next? Chuck offers his candid insights into how quickly Waymo could rescale Via, their autonomous trucking division, and what that would mean for the future of the industry, if Waymo re-entered the autonomous trucking market. Episode Chapters 0:00 Current State of Autonomous Trucking 6:00 Waymo Via 11:46 Building an Autonomous Truck 22:52 Daimler Truck 26:00 Autonomous Trucking Models 34:17 Licensing 36:09 Owning & Operating an Autonomous Trucking Fleet 40:36 Driver-Out Operations 50:39 Aurora / PACCAR Relationship 53:57 Aurora's Path Back to Driver-Out 58:44 2027 1:01:13 Key Takeaways Recorded on Thursday, May 22, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 301 | Autonomy Markets: Tesla's FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous Trucking Heats Up 42:49
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk preview Tesla’s upcoming FSD robotaxi launch, Waymo’s continued interest in personally-owned autonomous vehicles and Aurora’s stumbles. As we approach June, all eyes are on Austin in anticipation of Tesla’s highly awaited robotaxi launch. With real-world testing already underway, Tesla is taking a measured yet impactful approach by prioritizing safety. Meanwhile, Waymo has surpassed 10 million paid rides and is signaling a strategic expansion into personally-owned autonomous vehicles. On the freight side of autonomy, the autonomous trucking market is heating up, even as Aurora stumbles. After successfully launching driver-out commercial operations in April, Aurora was forced by its OEM partner, PACCAR to reinstate a safety driver behind the wheel, raising questions about the strength of the partnership and the company’s near-term trajectory. Aurora’s recent stumbles come just as Waymo is re-evaluating a potential return to the autonomous trucking industry, as investors are closely monitoring how these shifting dynamics could reshape the market. Episode Chapters 0:00 Autonomy Markets On The Road 1:12 Tesla Model Y 3:08 Tesla’s Upcoming Robotaxi Launch 9:02 Managing Vehicles on the Tesla Network 10:57 Tesla’s Competitive Threat to Uber 14:35 Waymo: 10 Million Paid Rides and Counting 16:01 Waymo at Google I/O 20:33 Waymo’s Multi-Deployment Strategy 23:30 Licensing Tesla FSD 25:33 Nuro 27:45 Aurora Goes Back to Driver-In 34:08 Is Waymo Going Back into Trucking? 35:21 Is Waymo Feeling Pressure from Tesla? 37:31 China 40:21 National Autonomous Vehicle Framework 42:07 Unforced Error of The Week / Next Week Recorded on Friday, May 23, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 300 | Scaling Sidewalk Autonomy: How Serve Robotics Is Reinventing Last Mile Delivery 43:25
43:25 Play Later Play Later Lists Like Liked43:25
Play Later Play Later Lists Like LikedAli Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery. Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas. As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future. Episode Chapters 0:00 Founding of Serve Robotics 2:07 Deliveries 4:26 Deploying Sidewalk Robots 9:53 Deployment Markets 15:11 A Robotics Company 19:37 Wing Partnership 21:20 Restaurant Deliveries & Packaging 27:53 Comparing Gen 2 to Gen 3 Robots 29:59 Testing Before Deploying 32:37 New Markets 33:49 Advertising Business 37:33 Growing Delivery Volume 39:37 The Evolution of Sidewalk Robots 42:07 Key Takeaways Recorded on Wednesday, May 14, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 299 | Autonomy Markets: Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move 39:11
39:11 Play Later Play Later Lists Like Liked39:11
Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s recall, Tesla’s most recent NHTSA letter and Sterling Anderson’s surprise move to join GM as EVP & Chief Product Officer. For the first time ever, Waymo had a fleet-wide recall after a series of minor collisions involving stationary objects, a recall that was fixed with a simple over-the-air update. As Waymo updated their vehicles, Tesla was once again under regulatory scrutiny, this time about their upcoming FSD Unsupervised launch in Austin. Could NHTSA’s request for more information, give Elon Musk and Tesla an off-ramp as they work to further develop FSD prior to deploying fully autonomous robotaxis. In an unexpected twist, former Aurora co-founder Sterling Anderson joined GM as EVP & Chief Product Officer. His move to GM signals a potential major strategic shift for GM, especially in the wake of its decision to shutdown Cruise. With Mr. Anderson’s background in autonomy, software-defined vehicles, and hardware integration from his time at Tesla and Aurora, the hire suggests GM may be quietly rebuilding its autonomy strategy. Whether this positions him as a future CEO candidate or simply as the architect of GM’s next-generation vehicle roadmap, it’s a development that we will be following on Autonomy Markets. Episode Chapters 0:00 Sterling Anderson Joins GM 3:34 The Impact of Sterling’s Departure on Aurora 5:53 Uber’s Autonomy Investments 7:16 Aurora, a Company in Crisis 13:04 Kodiak 15:30 Bot Auto 17:45 Wayve / Uber Partnership 21:58 WeRide’s Hong Kong IPO 22:46 Waymo’s Lingering Zeekr Problem 25:27 Waymo’s NHTSA Recall 27:18 Waymo Road Trips 28:47 Is Waymo Expanding Too Quickly? 30:10 Could NHTSA Delay Tesla’s June Robotaxi Launch? 33:38 Market Perception of Tesla FSD 36:29 Unforced Error of The Week 38:40 Next Week Recorded on Thursday, May 15, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 298 | Scaling Autonomy: Waymo's Advantage, Uber's Strategy and Tesla's Challenge 46:12
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Play Later Play Later Lists Like LikedDavid Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Waymo’s growing competitive advantage in the market, Uber’s strategy and the many challenges facing Tesla. Waymo continues to strengthen its market share in the robotaxi sector, recently announcing a strategic partnership with Magna to significantly expand autonomous vehicle manufacturing capabilities. While Uber leverages its robust marketplace platform to drive substantial demand for autonomous rides through key partnerships, Waymo has diversified manufacturing to meet demand. Tesla, despite its ambitions with Full Self-Driving (FSD), faces ongoing technical challenges, including difficulties accurately identifying pedestrians, animals, and school zones, underscore the complexity in deploying fully autonomous vehicles at scale. Simultaneously, the autonomous vehicle industry’s competitive landscape remains fluid, as traditional automakers struggle with limited autonomy programs and unclear strategies. With renewed investor interest, fresh funding rounds, and upcoming commercial deployments, the autonomous mobility market is entering a pivotal phase. Autonomy companies must now navigate strategic decisions concerning scale, partnerships, and profitability. Episode Chapters 0:00 Scaling Waymo’s Operations 3:58 Tesla FSD 5:17 Tesla’s Upcoming Austin Robotaxi Launch 7:47 Did GM Pull the Plus on Cruise Too Early? 11:33 GM’s Continued Investments in EVs 14:48 Software 16:35 Licensing Autonomy & OEM Partnerships 20:41 Foxconn Contract Manufacturing AVs 25:53 Uber’s Autonomous Vehicle Fleet Strategy 28:50 Uber / Waymo Relationship 34:33 Zoox 35:31 Alphabet’s Commitment to Waymo 37:28 Merge Waymo One into Uber? 39:12 Car Rental Companies 40:32 Autonomy as a Business 44:52 Key Takeaways Recorded on Thursday, May 8, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 297 | Autonomy Markets: What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft? 38:42
38:42 Play Later Play Later Lists Like Liked38:42
Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waymo needs more vehicles and the continued fragmentation of the robotaxi market. Mr. Anderson’s sudden departure sent shockwaves through the industry, raising critical questions about his next move and the potential impact on Aurora’s partnership with Volvo, along with Uber’s reaction. Yet, curiously, none of these questions were raised by analysts on the company’s earnings call, leaving investors and industry insiders to speculate. Meanwhile, Waymo appears to be scaling faster than its fleet can support. With 1,500 vehicles on the road today and another 2,000 expected by next year, the company has yet to activate highway operations, likely due to the increased wait times it would cause in already constrained markets. As Uber doubles down on global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potently leaving them at a competitive disadvantage. As Uber aggressively ramps up its global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potentially putting Lyft at a growing competitive disadvantage in the evolving autonomy economy. Episode Chapters 0:00 On The Road 2:03 Sterling Anderson Resigns from Aurora 7:55 Autonomous Trucking Revenue Metrics of Success 9:39 Waymo’s New Factory 12:38 How Many Cars Does Waymo Need in a Market? 15:41 Autonomy Markets On The Road in D.C. 20:30 Growth of Robotaxis on Uber & Lyft 25:48 Is Uber Accelerating the Growth of Chineses AVs in Europe? 30:13 What’s Going on at Zoox? 34:25 Rivian’s Autonomy Ambitions 37:42 Next Week Recorded on Friday, May 9, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 296 | Autonomous Trucking Is Reviving Local Communities, One Route at a Time 42:43
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Play Later Play Later Lists Like LikedEarl Adams Jr. , Vice President for Policy and Regulatory Affairs, Plus joined Grayson Brulte on The Road to Autonomy podcast to discuss how autonomous trucking is poised to transform local communities, economically, socially, and operationally. In Texas, Plus is actively working to deploy fully autonomous trucks in partnership with International by 2027. As part of the preparation for launch, Earl is meeting with community leaders, elected officials and community colleges in an effort to build transparency and trust with the local communities. When autonomous trucks are deployed, they will make our roads safer and they will have a positive economic benefit on society. The economic benefits of autonomous trucking will be felt in local communities as they will strengthening local businesses through increased spending in local communities. Autonomous trucking isn’t just about moving freight, it’s about creating opportunity without debt, while revitalizing communities, one route at a time. Episode Chapters 0:00 Autonomous Trucking Policy 4:20 Economic Impact of Autonomous Trucking 5:58 Public Trust 10:51 Community Colleges 12:28 Impact on Society 17:29 California DMV Autonomous Trucking Rulemaking 22:48 Hours of Service 27:57 Building & Maintaining Trust 35:21 Autonomous Trucking Industry 40:35 Key Takeaways Recorded on Wednesday, April 30, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 295 | Autonomy Markets: Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility 37:43
37:43 Play Later Play Later Lists Like Liked37:43
Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential new partnership with Toyota, the launch of Aurora’s driver-out commercial operations and Uber’s continued effort to challenge the autonomy duopoly. On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla’s upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight . As Uber became Aurora’s first commercial customer, the rideshare side of their business continued to double-down on autonomy, as they further fragmented the autonomy market when they announced a strategic partnership with May Mobility to deploy AVs on the platform. Recorded on Thursday, April 24, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 294 | Scaling Autonomous Vehicle Fleets: Opportunities and Challenges 39:19
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Play Later Play Later Lists Like LikedSergey Litvinenko , Co-Founder & CEO, Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the emergence of autonomous vehicle fleets and why the fleet model is becoming the model for scaling autonomous vehicles globally. In the autonomous vehicle market there are new emerging business models for owning and operating the fleets from leasing to REIT-like structures to vertically integrated fleet mangers with each model posing it’s own unique challenges. From insurance requirements to financing to operational complexities, making entering the sector difficult without the right partners. Yet despite these complexities, there are vast opportunities. Episode Chapters 0:00 Autonomous Vehicle Fleets 5:51 Autonomous Vehicle Fleet Franchises 8:30 Individual Fleet Owners 14:42 Personally-Owned Autonomous Vehicles 18:41 Autonomous Driving Developers / OEM Partnerships 22:46 Insuring Autonomous Vehicle Fleets 26:51 Bundling Autonomous Vehicle Insurance with Fleet Management 31:33 Rental Car Companies 33:25 Autonomous Vehicle Fleet Model Challenges 36:40 Future of Autonomous Vehicle Fleets Recorded on Friday, April 25, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 293 | Autonomy Markets: Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock? 32:36
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi launch and Aurora's long-promised driver-out launch. In a post announcing the milestone on X, Waymo used the term "generalizable Waymo Driver”, potentially hinting that the company may move away from HD maps. Could Waymo be moving towards an end-to-end approach in similar fashion to Tesla? Tesla that is actively preparing to launch their robotaxis in Austin this June. Will they launch in June, or will they delay until July as Elon Musk hinted at on Tesla's Q1 2025 earnings call. When Tesla launches their robotaxi network, the market will change and the question becomes how does Waymo react? For the time being, all eyes are on Aurora, with just days left in April to meet their driver-out launch deadline, anxiety is building as the clock is ticking. The pressure is on to launch fully-autonomous, driver-out operations. Episode Chapters 0:00 Waymo 250k Paid Rides a Week 1:04 Generalizable Waymo Driver 3:12 Highways Coming Soon for Waymo? 4:33 Personally-Owned Waymo Vehicles? 5:55 Personally-Owned Waymos Impact on Uber & Lyft 9:39 Tesla Robotaxi Launch 16:59 Tesla vs Waymo Robotaxi Costs 18:07 Testing FSD Supervised in Europe 19:02 Wayve Expands to Japan 22:48 Uber / VW Robotaxi Partnership 26:29 Toyota 27:46 U.S. DOT Automated Vehicle Framework 30:58 Aurora Driver-Out Countdown Recorded on Thursday, April 24, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 292 | Tier IV’s Open-Source Playbook for Scaling Autonomy Globally 38:24
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Play Later Play Later Lists Like LikedChristian John , President, TIER IV North America joined Grayson Brulte on The Road to Autonomy podcast to discuss how TIER IV is scaling open-source autonomous driving platform software globally. Tier IV is using the foundational elements of Autoware, an open-source autonomous driving software stack to build scalable, modular reference platforms for everything from robotaxis to autonomous buses and industrial logistics. This open platform approach allows multiple companies to collaborate, innovate, and distribute development costs across the ecosystem, similar to Meta’s open-source LLama model for AI. In Japan, TIER IV is experiencing particular success with autonomous buses in Japan, where they’ve secured approximately 50% of municipal contracts as part of Japan’s Mobility DX initiative addressing the country’s aging population and driver shortage. As autonomy scales globally, open-source autonomous driving software could play a vital role. It’s a role that TIER IV wants to play in the global autonomy market. Episode Chapters 0:00 TIER IV Platform 6:27 Open-Source Software 8:25 Autoware 9:52 Building on the TIER IV Platform 11:52 Japanese Autonomy Market 17:32 Nippon Steel 21:46 Vehicle Platforms 23:51 Developing Public Trust 26:31 Robotaxis 31:58 Scaling in North America 36:00 Future of TIER IV Recorded on Friday, April 18, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
1 Episode 291 | Autonomy Markets: Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe 43:22
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out commercial launch and Lyft’s expansion into Europe through the acquisition of FREENOW. Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by a $100 million PIPE and a 100-truck order from Atlas Energy that signals strong market confidence. Aurora’s long-anticipated driver-out commercial launch is drawing closer, with industry watchers counting the days and parsing every signal for an indication of launch. On the platform side of autonomy, Lyft is expanding to the UK and Europe through a $197 million acquisition of FREENOW. Now that Lyft has European operations, there is a path for the company to scale robotaxis on two continents. It appears that Lyft is gearing up to compete with Uber more aggressively, while in the U.S., Waymo continues to grow their Waymo One service which overtime will capture marketshare from both Uber and Lyft. Meanwhile, Walt headed out to LA to get an on the ground understanding of how Waymo is scaling in the City of Angles and how Angelenos are currently thinking about autonomous vehicles. Episode Chapters 0:00 Walt’s LA Adventure 2:08 Waymos in LA 9:40 Kodiak Files to Go Public 17:10 HD Maps 20:41 Aurora’s Driver-Out Moment 24:22 Lyft Acquires FREENOW, Expands to Europe 30:00 Nuro Expands to Japan 31:10 Sidewalk Delivery Bots 35:10 Tesla FSD 38:27 Waymo’s Upcoming Atlanta Launch on Uber 41:04 Next Week Recorded on Thursday, April 17, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 290 | Scaling Physical AI to Unlock Global Supply Chain Efficiency 37:17
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Play Later Play Later Lists Like LikedJim Liefer , CEO, Ambi Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how physical AI is transforming warehouse automation and redefining global supply chain efficiency. Ambi Robotics systems have logged over 200,000 hours of real-world autonomous operations, equivalent to 22 years of experience. As the foundation models powering these systems continue to ingest more data, their performance and accuracy will only improve with time. While scaling its autonomous systems, Ambi Robotics remains focused on human-robot collaboration rather than full automation. The company is actively working to transform physically demanding warehouse roles into higher-paying robot operator positions that require minimal training. Despite all of the current economic uncertainties, large logistics companies are continuing to invest in automation, recognizing it as an essential tool for managing the ever-increasing volume of goods moving through global supply chains. Episode Chapters 0:00 Future of Robotics 1:56 Training Data 3:50 AmbiSort 6:42 Unlocking Efficiencies 7:58 Deploying an Ambi System 10:06 Customer Data 13:13 Fully Automated Warehouses and Jobs 18:33 Humans in the Loop 22:46 Packaging 25:50 Warehouse Trends 27:58 Investing in Automation & Autonomy 29:54 Business of Ambi Robotics 34:48 Future of Ambi Robotics Recorded on Monday, April 7, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 289 | Autonomy Markets: Wayve Wins, Nuro Reloads, Austin Doesn’t Guarantee Uber-Waymo’s Next Chapter 39:35
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. In Austin, Waymo is available exclusively through Uber. While early signs point to success, it’s far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it’s own with Waymo One. Episode Chapters 0:00 Wayve Partners with Nissan 3:12 Autonomous Driving OEM Partnerships 5:24 Nuro Series E 7:12 Autonomous Driving Partnerships Ecosystem 13:01 Could Tesla xAI Swap Assets? 17:19 Zoox Expands Testing to LA 18:27 Will Zoox Launch Commercial Service in 2025? 20:25 Waymo Needs More OEM Partnerships 23:40 U.S. / China Policy 28:00 Europe / China Policy 31:19 Uber / Waymo Austin Data 36:49 Unforced Error of The Week 38:52 Next Week Recorded on Friday, April 11, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 288 | Whiplash in Detroit: From Electric Dreams to Autonomy Uncertainty 50:26
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Play Later Play Later Lists Like LikedPete Bigelow , Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss how Detroit is handing tariffs, the slow adoption of electric vehicles and consumers increasing interest in autonomous vehicles. Detroit’s automakers are grappling with a future that is no longer electric, it’s autonomous. After racing full steam ahead towards electric vehicles, the momentum has stalled as consumers are opting for hybrids. Even as consumers opt for hybrids, they are increasingly interested in autonomy and the emergence of personally-owned autonomous vehicles. However, the question still remains whether traditional OEMs have the will or the ability to develop in-house and commercialize an autonomous driving system that is reelable and scaleable. If they can not develop it in-house, they will have to license the technology with the risk of becoming a contract manufacturer for the autonomy industry. Episode Chapters 0:00 The Mood in Detroit 4:17 Tariffs / Exporting Detroit 6:54 Electrification 9:30 Will Economic Uncertainty Lead to the Rise of Personally-Owned Autonomous Vehicles? 15:03 Jeep, an Autonomy Brand 17:26 GM & Ford’s Fully Autonomous Aspirations 19:55 Rising Road Fatalities 26:59 Tesla Will Drive Me Home Trend 28:49 No Steering Wheel, No Pedals 30:58 Waymo Hyundai Robotaxis are Made in America 31:45 Factories of The Future 35:19 Scaling Waymo 40:56 Tesla’s June Robotaxi Launch 43:20 Aurora Driver-Out in Texas 48:51 What To Look for in The Markets Recorded on Monday, April 7, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 287 | Autonomy Markets: Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers 50:41
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s unforced error with the Zeekr RT robotaxi, Uber’s future with autonomous vehicles and the winners and losers from the latest round of tariffs. Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together? Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber’s largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem. Episode Chapters 0:00 Tariffs 1:05 Impact of Tariffs on Waymo 6:26 Does Waymo Need to Slim Down? 9:10 Tesla FSD Unsupervised Launch 11:41 Tariffs and The Trucking Industry 13:57 May Mobility 14:27 LiDAR Market 18:25 Energy 22:46 Uber’s Global Ambitions 25:15 Scaling Waymo 31:00 Uber App 37:23 Waymo Messaging 40:17 Zoox 41:23 Lyft 46:37 Personally-Owned Autonomous Vehicles 49:58 Next Week Recorded on Thursday, April 3, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 286 | Lyft's Autonomous Vehicle Strategy: How Hybrid Networks, Partnerships & Fleets Will Change Rideshare 40:35
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Play Later Play Later Lists Like LikedJeremy Bird , EVP, Driver Experience, Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss Lyft’s approach to autonomous vehicles and why Lyft is embracing a hybrid network strategy. As part of their autonomous vehicle strategy, Lyft is developing partnerships with autonomous vehicle developers and vehicle manufacturers that will enable them to put their AVs on the Lyft network. Lyft envisions a hybrid network , one where autonomous vehicle fleets, individually owned autonomous vehicle, and human drivers are all utilizing the and profiting from the Lyft network. Episode Chapters 0:00 Lyft’s Current Thinking on Autonomy 1:42 ETAs 2:46 Airports 6:43 Personally-Owned Autonomous Vehicles 9:31 Autonomous Vehicle Fleets 11:16 Lyft Ready Autonomous Vehicles 12:43 Hybrid Network Operations 18:12 May Mobility 23:31 Waymo 24:32 J.P. Morgan Partnership 26:08 Lyft AV Tier 27:18 Motoring Down the AV Superhighway 30:17 Tesla 31:31 Insurance 35:53 Lyft Culture 39:11 Future of Lyft Recorded on Wednesday, March 5, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 285 | Autonomy Markets: Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks 48:49
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C. and the emerging opportunity in autonomous trucking. Texas is thriving capital of autonomous trucking with Aurora, Bot Auto, Kodiak, Torc and Waabi all having a presence in the state. Now autonomous vehicle companies are flocking to the state with Avride, May Mobility, Waymo and Zoox all having a presence in the state. While Texas emerges as the capital of autonomy, Waymo continues to solidify its lead as the world leader in robotaxis. With their lead in tact and the demand for their service growing, Waymo announced this week that they are expanding service to Washington, D.C. in 2026. As both Waymo continues to grow and expand, the economic impact of autonomy is only just beginning to be felt. Episode Chapters 0:00 Waymo Subreddit 01:17 Forward Fort Worth 03:10 Insurance 06:55 Investing in Autonomous Trucking 11:56 May Mobility Arlington Deployment 13:56 Autonomy Markets on the Road 17:28 Waymo Announces Service is Coming to D.C. in 2026 21:41 Waymo / Uber Relationship 26:50 Waymo Testing Zeekr Robotaxis on I-85 in Atlanta 27:44 Waymo, The World Leader in Robotaxis 30:46 London 31:56 New York 33:34 Autonomy Markets Confessions 34:34 Waymo Scheduled Rides 38:05 Waymo Pricing 41:08 Tesla’s June Robotaxi Launch 48:03 Next Week Recorded on Tuesday, March 25, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 284 | Inside Aurora’s Mission to Safely Launch Autonomous Trucks 56:16
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Play Later Play Later Lists Like LikedNat Beuse , Chief Safety Officer, Aurora joined Grayson Brulte on The Road to Autonomy podcast to discuss the development of Aurora’s Safety Case Framework and how the company is preparing to safely launch fully autonomous commercial trucks. Aurora’s rigorous safety case framework is built around trust, transparency and continuous improvement. From fostering a deeply ingrained safety culture to closely collaborating with OEM partners Volvo and PACCAR, as well as hardware partner Continental, Aurora is focused on deploying commercial autonomous trucks that operate safely and reliably without human intervention. Episode Chapters 0:00 NHTSA Experience 2:38 Roadway Safety 8:03 Aurora’s Culture of Safety 21:20 Developing the Safety Case Framework 25:22 Closing the Safety Case 26:41 Preparing for Commercial Launch 31:21 Driver-Out Operations 39:38 OEM Partners 42:19 Redundancy 43:50 Remote Monitoring 49:37 Launch Day 53:38 Key Takeaway Recorded on Friday, March 14, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 283 | Autonomy Markets: Waymo's Big Week and Elon's Promises 49:29
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious plans for launching a FSD Unsupervised. As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo’s permit application it in an effort to block the service. Despite this potential challenge, we expect commercial operations at the airport to begin by this summer, as there is a clear economic benefit to San Francisco’s economy. Down at Giga in Austin, Elon Musk held an all-hands meeting where he outlined his bold plans for FSD Unsupervised and the company’s upcoming robotaxi service. At some point, Tesla will “crack” full self-driving and when they do, Waymo will have their first true competitor. Episode Chapters 0:00 Waymo Begins Mapping SFO 9:14 Waymo Airport Predictions (SFO, SJC, LAX) 11:13 Waymo Nashville Prediction 13:16 Waymo / Hyundai Prediction 14:38 Waymo’s Continued Bay Area Expansion 19:13 Uber, Lyft and the Growth of Waymo 21:04 Waymo Zeekr Robotaxis 26:43 Waymo on Uber in Austin 30:59 Could Waymo be Expanding to the UK? 34:16 Tesla Unsupervised 35:43 Tesla All-Hands Meeting 37:36 Tesla CPUC Permit 38:47 NVIDIA GTC 42:04 Truck OEMs 46:57 Unforced Error of The Week 48:51 Next Week Recorded on Friday, March 21, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 282 | Enhanced Inspections: How CVSA is Revolutionizing Safety Standards for Autonomous Trucks 36:29
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Play Later Play Later Lists Like LikedAdrienne Gildea , Deputy Executive Director, Commercial Vehicle Safety Alliance joined Grayson Brulte on The Road to Autonomy podcast to discuss how CVSA developed enhanced inspections and the positive impact that they will have on roadway safety. CVSA is preparing for autonomous trucks to scale by working with the autonomous trucking industry, law enforcement and various stakeholders to develop enhanced inspections. Enhanced inspections will increase safety on the roadways as autonomous trucks will undergo rigorous “zero defect” inspections before being dispatched (or every 24 hours) and when they are on the road, the trucks will be able to communicate their inspection status to law enforcement officials in real-time. Episode Chapters 0:00 Traditional Truck Inspections 3:32 Weigh Stations 5:31 Enhanced Inspections for Autonomous Trucks 11:14 Enhanced Inspections Training Program 13:20 Autonomous Trucking Regulations 14:58 Law Enforcement 18:37 Evolution of Enhanced Inspections 21:15 CVSA's Warm Embrace of Autonomous Trucks 24:03 Public Trust 26:22 Autonomous Trucks Compliment Traditional Trucks 28:21 Human Trafficking 29:51 Truck Parking Shortage 33:33 Preparing for Change 35:19 Future of Autonomous Trucking -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 281 | Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem 45:38
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s Bay Area expansion and what it means for the great highway and airport unlocks, our visit to May Mobility in Ann Arbor and Amazon’s struggles with Zoox. Waymo has expanded its service area in the Bay Area by 50%, adding 27 square miles in Silicon Valley, for residents only at this time. Is this restriction due to a vehicle shortage? It very well could be, as Waymo continues to scale at a rapid pace in multiple markets. Is airport pick-up and drop-off at San Francisco International Airport (SFO) next? With Waymo’s growing service area in the Bay Area, it seems to only be a matter of time. Demand for Waymo at SFO is there as in December 2024, there were approximately 13,366 searches for “SFO” on the Waymo app, and 718 people installed the app while physically at the airport. Once Waymo is allowed to operate at SFO, the economic impact is projected to be nearly $100 million. The positive economic impact is immense and California’s economy needs Waymo to succeed. When Waymo succeeds, California’s economy succeeds. Episode Chapters 0:00 Autonomy Markets Visits May Mobility 7:28 Waymo’s Silicon Valley Expansion 11:25 Waymo’s Fleet Challenges 14:52 Waymo’s Eventual Expansion to SFO 24:20 Waymo LAX Service 29:20 Wayve‘s ChatGPT Moment 34:41 What Does Amazon do with Zoox? 37:22 Could Autonomy Reaccelerate Growth at Apple? 40:36 Did Uber Make a Mistake Selling ATG? 43:33 Unforced Error of The Week 44:33 Next Week Recorded on Friday, March 14, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 280 | Applied Intuition’s Next Frontier: Revolutionizing Defense with All-Domain Autonomy 37:09
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Play Later Play Later Lists Like LikedPeter Ludwig , CTO & Co-Founder and Jason Brown , General Manager-Government, Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss the company’s acquisition of EpiSci and how they are developing all-domain autonomy solutions for defense applications. In December 2024, Applied Intuition acquired EpiSci to accelerate the growth of its defense business. The acquisition expands Applied Intuition’s offerings into maritime and aerial applications, creating strong synergies across the entire portfolio of products and tools. With a 90% overlap in advanced simulation and tooling technologies, Applied Intuition is accelerating the development of autonomy applications. By adding maritime and aerial capabilities, Applied Intuition is enabling the development of all-domain autonomy, spanning ground, aerial, and maritime systems that can be deployed in contested and peace time environments. Recorded on Wednesday, February 19, 2025 Episode Chapters 0:00 Applied Intuition’s Defense Business 3:45 Encrypted Communications 6:31 Applied Intuition Tooling 8:39 EpiSci Acquisition 12:23 Maritime Autonomy 18:42 Flight Autonomy 33:27 Threat Mitigation 34:53 Secure Data 35:54 What’s Next for Applied Intuition -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 279 | Autonomy Markets: Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push 38:56
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s launch in Austin, Alphabet’s strong commitment to Waymo and Hyundai’s robotaxi ambitions. On March 5, Waymo launched exclusively on the Uber app in Austin. However, riders cannot guarantee a Waymo vehicle, as there is no dedicated Waymo tier in the app. This lack of certainty could dilute the premium Waymo experience, as users do not know what type of vehicle they will be paired with when ordering a ride. As Waymo scales its operations globally, Hyundai is emerging as a major player in the robotaxi market. This week, Avride announced a partnership with Hyundai to develop a fully integrated robotaxi, with the first vehicles set to enter service this year in Dallas. Texas is emerging hub for autonomy for both robotaxis and autonomous trucks. Next month, Aurora will begin commercial driver-out operations from Dallas, followed by Bot Auto in Houston later this year. Autonomy is now becoming a business. Episode Chapters 0:00 Waymo Experience on Uber 7:01 Uber’s Autonomous Vehicle Fleet Management Strategy 9:29 Lyft’s Flexdrive 12:17 Waymo’s Jaguar I-PACE Fleet 14:46 Waymo Zeekr Robotaxi 16:51 Alphabet’s Commitment to Waymo 20:26 Waymo’s Pending Silver Lake / Los Feliz LA Expansion 22:02 Autonomy Markets Nicknames 23:16 Waymo’s Mysterious San Francisco X Post 24:24 Walt’s Waymo Analysis 25:46 Avride / Hyundai Robotaxi Partnership 29:43 Bot Auto‘s Driver-Out Plans 33:54 Wayve Expands to Germany 35:56 Unforced Error of The Week 38:20 Next Week Recorded on Friday, March 7, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 278 | Autonomy Economy: Energy Revolution: How Texas is Driving Global Oil, Gas, and AI Innovation 36:59
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Play Later Play Later Lists Like LikedDean Foreman , Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Autonomy Economy podcast to discuss the current state the U.S. economy and the global oil and natural gas markets. Consumer debt in the U.S. is rising and that could have potential impacts on GDP. While the economic picture in the U.S. is uncertain at the moment, global oil demand is projected to reach 104.1 million barrels per day this year. Demand is partly being driven by emerging markets. Then there is Texas, which continues to export oil to the world, while having a $720 billion impact on GDP. Texas is not just an oil state anymore, even though 30% of the state’s private sector is employed by the oil and natural gas industry, it is now becoming a high-tech state as it has begun to integrate AI, automation and autonomy into the sector’s operations. Recorded on Monday, February 24, 2025 Episode Chapters 0:00 Health of the U.S. Consumer 5:57 Liquid Natural Gas Market 11:00 Data Centers 15:32 European Gas 18:51 U.S. Oil Imports 24:45 Heavy Crude 26:53 Growing Global Oil Demand & Geopolitics 29:50 Permian Basin 33:34 Impact of the Oil & Natural Gas Industry on Texas' Economy 35:29 Quarterly Outlook -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 277 | Oxa’s Vision for Universal Autonomy: Industrial Mobility Automation 49:39
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Play Later Play Later Lists Like LikedGavin Jackson , CEO of Oxa joined Grayson Brulte on The Road to Autonomy podcast to discuss Oxa’s approach to autonomy—universal autonomy. Oxa specializes in industrial mobility applications within repetitive environments such as airports, ports, and logistics hubs, where driving patterns are predictable. When Oxa deployed autonomous vehicles at Heathrow Airport in partnership with DHL, productivity increased by 33% when compared to traditional human drivers. By focusing on efficiency and scalability, Oxa is proving that autonomy drives productivity—reinforcing its mission to develop and commercialize universal autonomy . Recorded on Friday, February 7, 2025 Episode Chapters 0:00 Oxa’s Approach to Autonomy 5:05 AI Models 18:52 Oxa’s Path to Profitability 21:56 Heathrow Airport / DHL Partnership 27:13 Industrial Mobility Automation 30:36 BP Partnership 33:22 Autonomy for Security 38:17 Oxa’s Business Model 43:31 Global Growth 46:09 Autonomous Trucking 48:23 Future of Oxa -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 276 | Autonomy Markets: Waymo Needs Fewer Robotaxis Than You Think and Tesla's California Dreams 37:13
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plans for a robotaxi network in California. Waymo continues to scale, surpassing 200,000 paid weekly rides across Los Angeles, San Francisco, and Phoenix. As the service grows, a group of power riders has emerged, including one rider in San Francisco spending over $900 a month on Waymo rides. In California, Waymo now operates a fleet over 730 autonomous vehicles, while Tesla currently operates zero. That is about to change as Tesla has applied for a transportation charter-party carrier permit from the California Public Utilities Commission, the same permit Waymo currently operates under. If Tesla secures the permit, it will be able to launch a robotaxi service in California, but with two major caveats—fleets and safety drivers. At launch, Tesla owners won’t be able to add their vehicles to the network. Episode Chapters 0:00 Waymo’s Growing Weekly Paid Rides 3:23 Waymo’s Fleet Efficiency 9:10 Waymo Power Users 12:01 Waymo’s Consistent Rider Experience 15:17 Tesla Launches Full Self-Driving (FSD) in China 16:30 Tesla’s Pending California Robotaxi Network 19:58 Tesla / Waymo Competition 22:24 Tesla Will Not License FSD 26:00 Autonomous Vehicle Policy 28:55 Wall Street’s View on Autonomy 32:04 Unforced Error of The Week 36:30 Next Week Recorded on Thursday, February 27, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 275 | Ouster’s Vision for Autonomy: LiDAR for Vehicles, Robots and Infrastructure 52:52
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Play Later Play Later Lists Like LikedAngus Pacala , Co-Founder & CEO, Ouster joined Grayson Brulte on The Road to Autonomy podcast to discuss how Ouster’s digital LiDAR technology is “enabling autonomy for everything” across traffic control systems, security, robotics, and autonomous vehicles Founded in 2015 with a vision of “autonomy for everything,” Ouster has emerged as the largest Western providers of LiDAR, differentiating itself through its digital LiDAR architecture. With a diversified approach across multiple markets, Ouster has positioned themselves strongly to befit from the growth of automation. Recorded on Tuesday, February 4, 2025 Episode Chapters 0:00 Current State of the LiDAR Market 2:06 Autonomy for Everything 5:48 Ouster’s LiDAR Technology 10:37 Full Stack Autonomy Integrator 12:29 Blue City / LiDAR for Infrastructure 21:51 Gemini / LiDAR for Security 27:14 LiDAR for Robotics 30:02 Safety Certified LiDAR 35:25 Industrial Robotics 41:16 Autonomous Vehicle and Truck Market 47:00 Defense Market 49:20 Ouster’s Largest Growth Market 51:54 Future of Ouster -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 274 | Autonomy Markets: Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets 49:40
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous vehicle fleet market, and Waabi’s driver-out strategy. Lyft’s manifesto highlights the potential for private car owners to integrate their personally-owned autonomous vehicles into the Lyft network, a concept similar to Elon Musk’s vision for Tesla owners. For this to become a reality and for autonomous vehicles to scale effectively, a national regulatory framework is essential. During his Senate confirmation hearing for Deputy Secretary of Transportation this week, Steven Bradbury expressed enthusiasm for autonomous vehicles and advocated for a federal framework. Mr. Bradbury also emphasized a market-driven approach to technology adoption, rather than government-mandated solutions such as LiDAR. Currently, the LiDAR market is dominated by Hesai, but consolidation looms a majority of the publicly-traded pure-play LiDAR companies face dwindling cash reserves and limited revenues. In the autonomous trucking market, Waabi aims to go driver-out on public roads by the end of the year. But can they pull it off? And if Volvo isn’t their OEM partner, who will be? Grayson and Walt debate the challenges ahead and the role of autonomous driving retrofit kits in the industry’s future. Episode Chapters 0:00 Lyft’s Autonomous Vehicle Manifesto 5:39 Personally-Owned Autonomous Vehicles 11:22 Fleet Management 16:11 Waymo / Lyft Relationship 18:05 Credit Card and Telco Partnerships 20:10 May Mobility, Mobileye / Lyft Partnership 22:02 Autonomous Vehicle Policy 24:41 LiDAR Market 31:05 Waabi Driver-Out Plans 39:52 Autonomous Driving Technology 47:04 Unforced Error of The Week 49:08 Next Week Recorded on Thursday, February 20, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 273 | Trump, China & Autonomous Vehicles: Inside Look at U.S. Transportation Policy 41:33
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Play Later Play Later Lists Like LikedFinch Fulton , Government Affairs and Public Policy Advisor, K&L Gates joined Grayson Brulte on The Road to Autonomy podcast to discuss autonomous vehicle policy under the Trump administration, China’s technological threat, and the path to establishing a national autonomous vehicle framework. A national framework is essential to provide regulatory certainty for investors, unlocking billions in new investments while accelerating job creation and driving economic growth in the U.S. As investors seek stability, China continues to expand its global technology exports. From ByteDance and TikTok to the recent launch of DeepSeek and the development of robotaxis, China’s aggressive export strategy raises concerns about its broader objectives. To counter this, the U.S. must implement a national autonomous vehicle framework that enables the domestic scaling of autonomous vehicles and trucks. Without it, China will maintain its competitive edge and continue advancing its global export agenda. Recorded on Friday, January 31, 2025 Episode Chapters 0:00 Trump's Impact on Autonomy 3:15 American Leadership on Autonomy 5:58 Autonomy Czar 7:13 China 18:05 Tech Policy 23:01 Autonomous Vehicle & Truck Policy 37:40 Autonomous Vehicle & Truck Policy Outlook -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 272 | Autonomy Markets: Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans 43:56
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt’s recent trip to San Francisco, where he observed more aggressive driving from Waymo vehicles and spotted a FasTrak transponder—hinting that the great highway unlock is imminent. In the markets, Aurora and Lyft reported earnings, with Aurora’s market cap soaring to $17 billion—triple Lyft’s $5 billion. On its earnings call, Aurora emphasized its driver-out readiness and their hardware kit approach, mirroring Kodiak’s SensorPods . If hardware kits are the future of autonomy, power could shift from OEMs to autonomous driving developers, opening new market opportunities and validating Kodiak’s OEM-agnostic strategy. And then there’s NVIDIA . What if they acquired an autonomous driving developer and vertically integrated? How would the market respond? What would it mean for chip sales? As fragmentation grows in the autonomous vehicle market, so does Uber’s advantage. Opportunity abounds. Episode Chapters 0:00 Walt’s San Francisco Trip 1:54 Hesai LiDAR 6:19 Waymo’s More Assertive Driving 7:37 Should we be Concerned about Zoox? 13:08 Aurora Earnings 16:43 Autonomous Driving Hardware Kits 21:43 Should NVIDIA Vertically Integrate an Autonomous Driving Stack? 26:24 Nuro’s Licensing Opportunity 30:29 Uber’s Next Autonomy Partner—May Mobility? 33:50 Autonomous Vehicle Fleet Management & Financing 38:00 DoorDash’s Autonomous Delivery Ambitions 40:57 Next Week Recorded on Saturday, February 15, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 271 | Building an Autonomous Transport-as-a-Service Business 40:15
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Play Later Play Later Lists Like LikedShahrukh Kazmi , Chief Product Officer, Volvo Autonomous Solutions joined Grayson Brulte on The Road to Autonomy podcast to discuss the company’s comprehensive approach to building an autonomous transport-as-a-service business. Volvo is leveraging its decades of trucking expertise to develop a new business model that is built around an autonomous truck. Instead of selling the truck, Volvo Autonomous Solutions is going to own the asset and operate the autonomous transport-as-a-service business. This approach will allow Volvo Autonomous Solutions to maintain control over the ecosystem, understand customer pain points directly, and ensure safety standards are met consistently. With control, Volvo Autonomous Solutions is poised to scale quickly. Recorded on Thursday, January 30, 2025 Episode Chapters 0:00 Volvo Autonomous Solutions Approach to Autonomous Trucking 4:46 Volvo’s VNL Platform 7:27 Virtual Drivers 11:04 Aurora Partnership 13:57 Transport-as-a-Service 19:24 VNL Autonomous Platform 30:20 Mining and Quarries 35:47 Competitive Advantages 36:46 Building For The Future -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 270 | Autonomy Markets: Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing 51:57
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system. With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of autonomous vehicle licensing. Episode Chapters 0:00 Traditional Automotive’s Struggles with Software and Innovation 5:43 Uber Q4 2024 Earnings 8:00 Autonomous Vehicle REIT 13:20 Uber’s Fleet Inventory 17:15 Uber’s Five Keys for Autonomous Vehicle Success 32:36 Uber and Waymo’s Historical Relationship 34:06 Waymo Fleet Expansion 37:33 Foxconn 41:09 Ford to License an Autonomous Driving System? 43:14 Waabi 49:27 Next Week Recorded on Thursday, February 6, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 269 | DeepSeek’s Game-Changing Impact on The Future of Autonomous Driving 34:44
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Play Later Play Later Lists Like LikedXiaodi Hou , Founder & CEO of Bot Auto joined Grayson Brulte on The Road to Autonomy podcast to discuss how DeepSeek is transforming AI development and its potential impact on autonomous driving. Dr. Hou views DeepSeek as an engineering breakthrough rather than a scientific one—challenging traditional approaches to AI model development. Unlike many companies in the field, DeepSeek has shown that powerful models can be created by optimizing systems and creatively managing resource constraints. There are strong parallels between DeepSeek’s approach and Bot Auto’s strategy of being scrappy and cost-effective. This “DeepSeek moment” could mark a turning point for autonomous driving, where commercialization and efficiency become the primary drivers of technological advancement. Recorded on Monday, February 3, 2025 Episode Chapters 0:00 DeepSeek 9:35 Resources Needed to Build an Autonomous Driving Model (Pre-DeepSeek) 15:44 Open-Source LLMs 23:54 Prioritization 26:08 Building the Bot Auto Autonomous Driving Model 33:37 Miles Driven and Autonomous Driving Models -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 268 | Autonomy Markets: Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone 46:44
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla’s Q4 earnings, Waymo’s road trip and Kodiak’s historical announcement . It was Tesla this week that captured investors attention as Elon Musk spoke at length about Tesla’s robotaxi plans, licensing FSD and their plans to launch an Airbnb like service for autonomy. Will Tesla really hit the June 2025 timeline for unsupervised autonomy in Austin, Texas? Anything is possible, but the precedent is that the launch will be delayed, along with a potential nationwide expansion in 2026. Then there is the potential to license FSD (Full Self-Driving), will Tesla really do it and what will the impact be on the global auto industry? As Tesla works towards full autonomy (unsupervised), Waymo continues to expand. This week Waymo announced that they are taking roadtrips to 10+ markets beginning with San Diego and Las Vegas this year, along with opening the Atlanta market to employees. Additionally, Waymo began offering highway service to employees in Los Angeles. Then there is Kodiak, which made history this week, becoming the first company to sell an autonomous truck to a third party—Atlas Energy. The episode concludes with discussion of Zoox’s challenges in the competitive autonomous vehicle market, particularly in Las Vegas and San Francisco. Episode Chapters 0:00 Secretary Sean Duffy 2:59 Washington Post: If Self-Driving Cars are Safer than the Alternative, What’s to Lose? 7:02 Tesla Q4 2024 Earnings 9:28 FSD Unsupervised Launch 13:58 Capital Markets & Analysts 16:48 LiDAR Narrative 21:30 Licensing Tesla FSD 26:20 FSD is Coming to Semi 28:51 Kodiak Makes History 31:28 Tesla Cortex Training Cluster 32:32 Waymo Goes Fully Autonomous on LA Freeways (Employees Only) 35:21 Waymo Opens Atlanta to Employees 37:29 Waymo’s 10 City Road Trip 41:06 Zoox 45:06 Super Bowl 46:09 Next Week Recorded on Thursday, January 30, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 267 | Navigating L3, L4 Licensing, and Robotaxi Insurance Challenges 50:59
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Play Later Play Later Lists Like LikedPete Bigelow , Senior Reporter, Automotive News and Sergey Litvinenko , Co-Founder & CEO of Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the insurance challenges surrounding SAE Level 3 vehicles and how the insurance requirements will change with higher levels of automation. In this in-depth discussion, Grayson, Pete and Sergey explore the complex landscape of Level 3 semi-autonomous vehicles and their associated liability challenges. The conversation delves into why major automakers such as GM and Ford have retreated from developing full self-driving systems to instead focus on driver assistance systems. In the long-term, this could prove to be a costly mistake. During the discussion they also spoke about the emerging complexities of insuring robotaxis in Las Vegas and how the “Vegas risk” could impact underwriting. Recorded on Wednesday, January 22, 2025 Episode Chapters 0:00 Scaling Level 3 6:10 Not All Level 3 Systems are Equal 8:43 Underwriting Level 3 12:45 In-Cabin Monitoring / Driver Responsibility 15:33 Who’s Responsible in the Event of a Crash? 17:11 Can Consumers Tell a Level 2 system from a Level 3 system? 22:08 Why Would an OEM Invest in Level 3? 26:55 Level 4 Licensing Liability 30:09 Foldable Wheel 33:30 Open Container in Robotaxis 41:10 Robotaxi Liability 44:33 National Autonomous Vehicle Framework 47:44 Autonomy Market Outlook -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 266 | Autonomy Markets: Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future? 42:03
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump's administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective. At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell. Episode Chapters 0:00 Trump's Back 2:38 Autonomous Vehicle Policy and Who Matters 8:17 Elon vs O'Brien and The Teamsters 12:38 U.S. vs China 17:57 Inceptio Technology IPO 22:55 Dara Khosrowshahi AV Comments at Davos 28:25 Tesla FSD Two Lane Highway Exit 31:21 Rising Insurance Costs for Uber in LA 33:44 Waymo Growth Projections 37:21 Next Week Recorded on Saturday, January 23, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 265 | From Albuquerque to Texas: Torc Prepares for Commercial Operations 48:12
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Play Later Play Later Lists Like LikedPeter Vaughan Schmidt , CEO, Torc joined Grayson Brulte on The Road to Autonomy podcast to discuss how Torc is preparing to launch commercial operations in Texas. Torc’s strategic relocation from Albuquerque to Fort Worth, Texas was a move that aligned with changing market dynamics. The regulatory environment combined with a growing demand for freight movement, makes Texas the ideal market to launch s commercial autonomous trucking operations. Looking ahead to 2027, Torc plans to launch commercial autonomous trucking operations in Texas. When the service is launched, customers will purchase autonomous-ready Cascadias from Freightliner, own the asset and subscribe to Torc’s virtual driver service. Recorded on Tuesday, January 14, 2025 Episode Chapters 0:00 Torc Moves from Albuquerque to Texas 4:37 Autonomous-Ready Cascadias 8:57 Preparing for Driver-Out Operations 11:01 Torc’s Perception System 12:22 From a Robotics Stack to an AI Stack 15:26 Autonomous Truck Policy 17:08 AI’s Is Accelerating Torc’s Commercial Launch 20:32 Scaling Commercial Operations 22:39 Buying an Autonomous Truck Powered by Torc 24:24 Torc Business Model 30:07 Autonomous Truck Maintenance 34:09 Capital Allocation Strategy 37:21 Outside Capital 39:44 Additional OEMs 41:05 Waymo 43:29 Autonomous Trucking Market 45:17 Torc Outlook -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 264 | Autonomy Markets: Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem 41:41
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Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Economic Resilience that focused on the future of autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy. To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and the role that China could potentially play in accelerating that effort. Episode Chapters 0:00 The Council for Economic Resilience DC Event 2:05 Congressman Duffy’s Transportation Secretary Confirmation Hearing 4:04 Optimism in DC 9:09 Rising Insurance Costs 11:01 The NYC Unlock for Autonomous Vehicles 14:27 Autonomy Politics 22:10 TikTok / Trump Inauguration 25:16 Chinese Autonomous Vehicles in the U.S. 30:03 Zeekr: Waymo’s Unforced Error 33:41 Does Waymo Need more OEM partners? 35:49 Pony AI 39:01 Next Week Recorded on Saturday, January 19, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 263 | Waymo Won the Robotaxi Race, While Detroit Walked Away Twice 39:15
39:15 Play Later Play Later Lists Like Liked39:15
Play Later Play Later Lists Like LikedDavid Welch , Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss how Waymo won the robotaxi race as Detroit walked away two times. There are major shifts happening in the autonomous vehicle industry as Waymo scales up operations and Tesla prepares to introduce the Cybercab . At CES last week, Jensen Huang, Co-founder & CEO of NVIDIA highlighted autonomous vehicles multi-trillion dollar potential. As Waymo and Tesla have accelerated, traditional automakers have largely abandoned their in-house autonomous vehicle development programs. Ford shutdown Argo AI and GM shutdown Cruise , potentially opening the door for companies such as Wayve and Nuro that are pursuing a licensing model. Then there is May Mobility which is emerging as an interesting player in the autonomous vehicle industry, with strong relationships Toyota and NTT, along a planned expansion with Lyft in Atlanta. By the end of 2025, the robotaxi market could look completely different. Recorded on Tuesday, January 7, 2025 Episode Chapters 0:00 2025 Autonomy Market Outlook 2:53 Did GM Pull the Plug on Cruise Too Soon? 9:23 Zoox IPO? 10:52 Could Amazon Integrate Zoox into Prime? 12:03 Waymo 2025 Outlook 14:21 Does Uber Need a Fragmented Market to Win in Robotaxis? 15:27 Rename Robotaxis, America Taxis 17:30 Waymo in NYC? 20:40 Will a National Autonomous Vehicle Framework Spur Investments? 23:31 May Mobility 28:55 Tesla Robotaxi 33:30 Vision Only 35:24 AI 37:12 Detroit’s Autonomy Strategy -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 262 | Autonomy Markets: CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs 43:24
43:24 Play Later Play Later Lists Like Liked43:24
Play Later Play Later Lists Like LikedThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025. While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive? There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance. Episode Chapters 0:00 CES 2025 4:39 Autonomous Trucking Policy 7:21 Waymo Zeekr Robotaxi 11:50 What is the Meaning of Launching in a Market? 13:28 Autonomous Vehicle Components 18:12 Legacy OEMs and Ubers Role in Autonomy 26:32 Aurora’s Warning Triangle Petition 29:02 Viewer Question: Who Buys Uber and Lyft? 33:04 Uber, the Everything App? 34:49 CES 2025 Key Takeaways 37:50 CES 2026 40:07 Waymo as a Getaway Car 42:03 Next Week Recorded on Friday, January 10, 2025 -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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The Road to Autonomy
1 Episode 261 | Inside AllianceTexas Smart Port: How Texas is Building the Future of Autonomous Freight & Supply Chains 54:04
54:04 Play Later Play Later Lists Like Liked54:04
Play Later Play Later Lists Like LikedMichael Morris, Director of Transportation, North Central Texas Council of Governments (NCTCOG) and Nick Konen , Director of Strategic Development, Hillwood joined Grayson Brulte on The Road to Autonomy podcast to discuss how Texas is building the future of autonomous freight and supply chains. AllianceTexas Smart Port in North Texas represents a groundbreaking vision for the future of freight and logistics, combining advanced infrastructure with automation and autonomy. Located at one of America’s largest inland ports, the development features 60 million square feet of existing warehouse space, with another 60 million planned over the next 30 years. The project leverages unique assets including the Alliance Airport handling 2.1 billion pounds of cargo annually, BNSF’s intermodal facility moving a million containers yearly, and strategic placement along I-35. Through a $80 million federal grant and $96 million in private investment, the Smart Port is implementing dedicated truck lanes, advanced sensor networks, and infrastructure designed for autonomous trucks. Recorded on Thursday, December 19, 2024 Episode Chapters 0:00 AllianceTexas Smart Port 3:11 Planning for Growth 8:27 Texas Innovation 15:40 Warehouse Automation 18:58 Roadway Sensors 24:04 Dedicated Autonomous Truck Lanes 30:10 Automation Jobs 34:31 Freight Tunnels 36:57 Apprenticeships 41:12 Economic Impact of AllianceTexas Smart Port 46:27 Future of Autonomy & Automation in North Texas -------- About The Road to Autonomy The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/ 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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