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Episode 305 | Autonomy Markets: Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs

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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.

This 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

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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.

  continue reading

305 episodes

Artwork
iconShare
 
Manage episode 487384342 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.

This 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.

  continue reading

305 episodes

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