This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions.
Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what’s next, Uber is sending mixed messages to the market while engineers across Silicon Valley begin exploring alternatives to Nvidia’s GPUs.
Wrapping up the conversation, Grayson and Walt discuss what happens when the world’s largest autonomy players diverge on strategy and long-standing partnerships begin to falter.
Episode Chapters
0:00 Waymo’s Three City Expansion
2:11 Waymo & Uber’s Relationship
4:21 Managing Robotaxi Fleets
14:56 Robotaxis at Airports
16:40 Uber’s Autonomy Messaging Strategy
23:12 NVIDIA and the Growing Demand for new Chips
25:45 Applied Intuition
28:19 Tesla
37:14 Foreign Autonomy Desk
40:02 Next Week
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.
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LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry’s most-watched partnerships.Jensen Huang’s latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA’s automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber’s partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber’s platform. The episode closes with updates on Aurora’s strategic pivot and the Foreign Autonomy Desk, covering Baidu’s expansion in Hong Kong, Uber’s European ambitions, and continued progress in Tesla’s FSD rollout.
Episode Chapters0:00 NVIDIA’s Autonomy Ambitions7:13 Waymo & Uber’s Fracturing Relationship9:35 Nuro’s Upcoming Launch on Uber in San Francisco11:51 Gemini is Coming to Waymo14:05 Boston’s Autonomous Vehicle Blunder15:43 Seattle’s Challenging Political Environment17:34 Political Coalitions19:36 Aurora’s Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next Week
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.
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LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership.
The conversation opens with Walt’s firsthand insights from Tesla’s Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts” of Austin by year-end after accumulating 250,000 robotaxi miles.
Tesla also announced 8–10 additional markets coming online by year-end, including Florida, Arizona, and Nevada, following the company’s phased rollout playbook: safety-attended operations first, followed by fully autonomous service. Grayson projects more than 300 Model Y robotaxis operating in Austin by mid-2026, potentially joined by 25–50 Cybercabs pending NHTSA exemptions.
The discussion then turns to NVIDIA’s newly announced partnership with Uber, which Grayson sees as signaling something much bigger than data sharing. He suggests NVIDIA could be positioning to acquire a leading autonomous driving developer such as Wayve, mirroring its CUDA strategy where software dominance separated it from competitors.
His thesis: NVIDIA will ultimately own and license an autonomy stack across the industry, creating existential risk for startups dependent on its compute. Walt explores the market dynamics and potential conflicts that arise when your chip vendor becomes your competitor, while noting that NVIDIA’s brand power could simultaneously validate the entire autonomy market.
The week also brought news from GM, which re-entered the autonomy race by announcing a 2028 “hands-off, eyes-off” system debuting in the Cadillac Escalade IQ. Sterling Anderson confirmed GM’s staged rollout plan: highways first, urban next, then full urban autonomy.
Closing out the episode, Grayson and Walt debut the Foreign Autonomy Desk, covering Baidu Apollo’s partnership with Swiss PostBus, WeRide and Uber’s shuttle launch in Saudi Arabia, May Mobility’s strategic investment from Grab.
Episode Chapters
0:00 Tesla Q3 2025 Earnings
14:58 NVIDIA’s Autonomy Ambitions
20:59 Avride & Uber’s Autonomy Investment Strategy
23:09 GM is Back in Autonomy
28:46 Waymo Begins Manually Testing at EWR (Newark Airport)
32:14 Foreign Autonomy Desk
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.
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LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth.Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes, higher driving speeds, and improved autonomous parking. As Tesla refines FSD 14 in preparation for a wider release, Waymo continues to expand globally.This week, Waymo announced plans to launch in London in 2026, marking its second international market and the first where it will compete head-to-head with Uber for robotaxi rides. If an expansion to London was not enough, Waymo also announced a partnership with DoorDash for the Phoenix market, signaling continued momentum in delivery automation.Every robotaxi market presents unique challenges, and New York City is no exception. Political, regulatory, business, and energy constraints could slow Waymo’s path to launching a commercial service in the Big Apple as Grayson and Walt discuss NYC’s lack of energy infrastructure.Closing out the conversation, they turn their attention to Europe where Stellantis has partnered with Pony.ai to deploy autonomous Peugeot vans in Luxembourg, a potential sign that Stellantis could perhaps be looking to re-enter the autonomous vehicle market.
Episode Chapters0:00 FSD 14 Update6:47 Robotaxi Mode8:56 Rolling Stops10:12 Waymo’s London Expansion13:10 Wayve18:13 Waymo/DoorDash Partnership21:50 NYC’s Energy Infrastructure27:08 Stellantis/Pony.ai Partnership30:06 Waymo Driver32:11 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway precision and occasional cautious, jerky driving behavior that sets this version apart from previous releases.As Tesla rolls out FSD 14, NHTSA has launched a preliminary investigation into FSD. Meanwhile, Waymo is looking to potentially expand to Minnesota, after the company hired four lobbyists as part of an effort to changes to state laws that still require human drivers in autonomous vehicles.Across the Atlantic, Sweden has approved Tesla to test FSD on public roads, a clear signal that countries are beginning to embrace autonomy. Yet, in the U.S., significant opportunities remain untapped. From Chicago to Minneapolis, Charlotte to Tampa, major metro markets still await large-scale robotaxi deployments.
Episode Chapters0:00 FSD 147:30 Preliminary NHTSA Tesla Investigation12:50 FSD Approval in Sweden14:56 Waymo Eyes Minnesota Expansion17:07 Potential Waymo Expansion Markets22:18 Wayve Correction22:47 DoorDash27:05 Lyft / Tensor Auto Partnership31:35 Aurora’s Warning Triangle Waiver36:12 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR.
Wayve's strategy of working hand-in-hand with OEMs sets it apart from Tesla’s vision-only approach, allowing flexibility depending on manufacturer demands. At the same time, institutional investors are beginning to pay more attention to the autonomous vehicles, particularly focusing not just on the technology, but on broader ecosystem of energy, fleet management, and vehicle depreciation that will define the autonomy economy.
Meanwhile, the Middle East is rapidly positioning itself as an autonomy hub. Dubai has granted Baidu Apollo permits with an eye toward fully driverless operations by 2026, while at the same time Uber introduced an autonomous vehicle tier in Abu Dhabi.
As the U.K., EU, and UAE push ahead on autonomy, the race to define the global robotaxi market is intensifying, reshaping not just mobility, but the economics underpinning the future of global autonomous vehicle fleets.
Episode Chapters
0:00 Live from London
3:02 Wayve in London
10:47 UK & EU Autonomous Vehicle Regulations
13:20 Moove & the Management of Autonomous Vehicles
17:44 UK AV Market
18:47 Waymo in New York
21:29 D.C. Shutdown
22:48 D.C. Politics of Tesla FSD
26:23 Kodiak
28:21 Mobileye
32:47 EV Sales
34:32 AVs in the UAE
38:11 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.
What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners.
Later the conversation then turns to Waymo’s London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy?
Is it time to acknowledge they won’t be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren’t yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.
Episode Chapters
0:00 FSD 14
6:44 Waymo Eyes London Expansion
9:17 Does Uber Launch Robotaxis in Nashville without Waymo?
11:35 Waymo Market Predictions
15:13 Tesla Market Predictions
17:53 Amazon’s Continued Commitment to Zoox
23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi
28:43 Nissan ProPilot powered by Wayve
31:08 Kodiak Goes Public
32:22 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%.Grayson and Walt examine the strategic implications of this non-exclusive deal, where a shared fleet will operate across both Lyft and Waymo networks, with Lyft leveraging its Flexdrive subsidiary for fleet management. This deal, marks Waymo’s second partnership with Lyft, correcting widespread media reports that overlooked a small 2019 Phoenix pilot program that quietly disappeared from public view.The conversation expands into Waymo’s incremental progress at San Francisco Airport (SFO) which is limited to the “kiss and fly” area rather than curbside access, and what this signals for Waymo’s pending highway operations. Grayson predicts Waymo will begin operating on highways in the Bay Area by December 2025, while they debate sensor stack limitations that may be preventing current Jaguar fleets from highway deployment.Grayson and Walt also analyze Bot Auto‘s milestone achievement of a fully driverless 40-mile commercial run accomplished with just $45 million in funding, contrasting this efficiency against billion-dollar competitors still operating with safety drivers. The episode concludes with Tesla and Uber’s freight partnership, which Walt characterizes as a potential “Trojan horse” for Tesla’s autonomous trucking ambitions.
Episode Chapters0:00 Lyft / Waymo Partnership7:01 Lyft / Waymo History8:39 Nashville Market12:17 Impact on the Uber / Waymo Relationship15:31 Waymo’s SFO Expansion17:13 Waymo’s “Great Highway Expansion”20:39 Waymo’s Emerging Zeekr Risk in Tennessee23:00 Waymo’s Airport Unlocks25:25 Bot Auto Goes Driver-Out29:30 Going Driver-Out without an OEM Deal33:47 Tesla Semi / Uber Freight Partnership37:24 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI’s Grok and Google’s Gemini are shaping the next wave of “car real estate.”
Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable of controlling everything from “car wash mode” to trip planning and operating the traditional in-cabin functions of a vehicle.
They draw parallels to historical tech battles, from Apple CarPlay’s removal by GM to the politics within Alphabet that may slow Gemini’s rollout inside Waymo vehicles. The discussion underscores how the integration of AI into vehicles could become one of the most valuable battlegrounds in autonomy.
Beyond AI integration, the conversation expands into the latest market moves across autonomy. Tesla’s upcoming expansion to Phoenix, Las Vegas, and California airports takes center stage, alongside SpaceX’s $19 billion spectrum acquisition and its implications for connectivity in robotaxis.
Episode Chapters
0:00 Qualcomm on The Road to Autonomy
2:51 Grok vs Gemini: Who Will Own the Future of AI In-Vehicle?
12:33 Tensor Auto
14:40 Tesla’s Planned Robotaxi Expansions
20:19 SpaceX / EchoStar Spectrum Deal
23:48 Zoox Las Vegas Launch
27:17 May Mobility’s Launch in Atlanta on Lyft
31:41 Do May Mobility Cars go to Lyft or Uber First?
34:12 Waymo’s Emerging Hyundai Risk
36:30 Kodiak Delivers First Factory Upfitted Autonomous Truck
38:35 Autonomous Trucking Industry
40:43 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”.
Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval to operate at the San Jose (SJC) airport, a move Grayson Brulte predicted five months ago on a previous episode.
Meanwhile, Tesla opened the public waitlist for its Robotaxi app, which quickly surged up the Apple App Store charts, reaching #1 in the travel category and #8 overall among free apps.
The discussion then broadens beyond the Waymo–Tesla rivalry, touching on the political headwinds Waymo faces in Seattle, NHTSA’s recent regulatory changes designed to accelerate autonomous vehicle commercialization, and Torc’s $660 million annual burn rate as Daimler Truck explores external funding options.
Episode Chapters
0:00 Waymo-Tesla Competition
5:48 Waymo’s Denver Expansion
8:01 No Uber Partnership for Denver or Seattle?
10:36 Waymo’s Affection for Unwelcoming Cities, Including Seattle
15:24 Benefits of Autonomy
16:37 Updated NHTSA Rules
19:23 Waymo Expands to San Jose Airport, Is SFO Next?
24:22 Tesla Opens Robotaxi Waitlist
27:43 Highway Unlocks
30:44 Avride Launching on Uber in Dallas
33:16 Tensor Auto
35:49 Daimler Truck is Seeking Outside Capital for Torc
40:18 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview.
During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar is the “right solution,” noting that all of Uber’s current partners use this combination. This statement prompted a response from Elon Musk, who argued via a post on X that LiDAR and radar actually reduce safety due to “sensor contention” and reaffirmed Tesla’s commitment to a camera-only system.
Beyond the technical debate, Grayson and Walt discussed Tesla’s expanded Robotaxi service in Austin and the growing opposition to a potential Waymo deployment in New York City.
Episode Chapters
0:00 One-Year Anniversary of Autonomy Markets
2:14 Dara Khosrowshahi Reignites LiDAR vs Vision-Only Debate
9:24 Elon Musk’s LiDAR Rebuttal
11:49 What if Tesla Embraced LiDAR?
14:29 Robotaxi Expands in Austin, Once Again
18:14 Traffic Fatalities
20:32 Waymo Begins Testing in New York City
26:06 Boring Company is Testing FSD Supervised in Las Vegas
29:07 Stellantis Shuts Down Internal ADAS Development Program
31:28 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its Atlanta launch on Uber.
Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.
The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.
Episode Chapters
0:00 Robots
2:42 Nuro Series E
4:54 Delivery Robots Part 1
6:11 Fleet Management
9:24 Delivery Robots Part 2
14:26 Waymo on Uber in Atlanta
21:15 Status of Waymo and Uber's Relationship
26:58 Helm.ai Honda Expand Partnership
32:21 Alibaba's Autonomous Driving IPO
34:16 Baidu Apollo Go
36:35 Tesla FSD in Japan
38:46 Cybercab
39:32 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto.A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will be focusing on developing personally-owned autonomous vehicles instead of robotaxis.This is GM’s third attempt at autonomy, raising questions about whether the company can regain the trust of engineers and the broader industry after repeatedly abandoning past efforts. While GM prepares for another autonomy reboot, Waymo continues to grapple with supply constraints. And then there is a new entrant to the autonomy markets, Tensor Auto (formerly Auto X) which is planning to launch a personally owned autonomous vehicle featuring 37 cameras, manufactured by VinFast.In corporate moves, Uber Freight CEO Lior Ron has left the company to become COO of Waabi in a surprising move that has drawn significant industry attention.
Episode Chapters0:00 GM’s Revised Autonomy Plans11:31 Ford’s Continued Autonomy Disdain4:37 Where is Toyota?16:06 Waymo’s Supply Constraints20:37 Waymo in Atlanta24:27 Is Waymo Expanding too Fast?25:25 Tesla FSD29:43 Robotaxi’s Upcoming Public Launch33:19 Tesla Eyes NYC Robotaxi Expansion35:02 Tensor Auto43:20 Uber Freight / Waabi52:47 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest.
While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company’s Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon.
At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company’s growing free cash flow can support both increased buybacks and significant investments in the autonomy ecosystem? Is this simply a bid to reassure Wall Street while simultaneously preparing for an autonomous future?
Anything is possible and we broke it all down on this week’s edition of Autonomy Markets along with Lyft’s renewed interest in autonomy and their willingness to invest and own assets. As Lyft prepares to spend (with a smaller balance sheet), Uber’s autonomy investments will be anything but modest.
Episode Chapters
0:00 Uber’s Autonomy Investments Narrative
3:49 Who Finances Robotaxi Fleets?
6:16 What is Holding Back Growth of AVs?
8:26 Autonomous Driving Systems
10:20 Uber’s AV Exclusive Deals
12:05 Uber Recycling Investments
16:09 Uber’s Relationship with Waymo
18:49 Lyft is Leaning into Autonomy
21:52 Lyft Partners with Baidu for Europe and UK Markets
24:28 Managing AV Fleets
28:24 Aurora LIVE
31:24 Zoox NHTSA Exemption
32:47 Autonomy Expands the Rideshare Market
37:33 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and the emerging Tesla double standard.
Waymo’s multi-year partnership with Avis signals the company’s desire to maintain flexibility, rather than locking into exclusive partnerships. With Avis once again joining the autonomous vehicle industry as a service provider, could Hertz and Enterprise be next to jump back in to the industry?
As Waymo continues to expand to new markets, Tesla ha recently launched a ride-hailing service in the San Francisco Bay Area, covering a vast service area from San Jose to Berkeley, albeit with safety drivers due to California’s regulatory constraints.
Staying in the policy theme, Waymo is facing fierce resistance in Boston, where several City Council members are attempting to ban autonomous vehicles unless a safety driver is present. The opposition underscores the uphill battle autonomous vehicles companies still face in when expanding to new markets.
Then there is the Tesla double standard. No matter what the company does, someone seemingly will find something wrong, something to nitpick and something to complain about. From social media to regulatory hearings, the double standard is real, and unfortunately it is shaping some aspect of the public autonomous vehicle narrative.
Episode Chapters
0:00 Waymo Expands to Dallas
2:07 Waymo Partners with Avis Once Again
6:19 Dallas Robotaxi Market
8:24 Rental Car Companies
11:31 Waymo Highway Testing
13:30 Waymo’s Unfriendly Boston Welcome
19:28 Tesla’s Bay Area Ride-Hail Expansion
22:04 Tesla and Waymo’s Rabid Fans
25:39 Tesla Robotaxi
27:48 Tesla & Waymo’s Impact on Uber
29:03 Autonomous Trucking
31:45 Aurora
34:52 Investor Interest in Autonomous Trucking
36:04 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route service in Las Vegas.Tesla’s Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as soon as this weekend. Two key factors behind Tesla’s ability to scale quickly are its expansive Supercharger network and its streamlined sensor suite, which is much simpler than those used by Waymo.In Las Vegas, Zoox which requires a robust sensor-suite opened service to members of the public through what the company calls an “Explorers Program”. The operation is highly restricted running only between Resorts World and Luxor, with every ride requiring concierge assistance, giving it the feel of a Disneyland ride rather than an robotaxi service.While robotaxis are scaling, the autonomous trucking industry continues to work through its business model. Multiple models are emerging, with some companies focused on licensing their technology and others building vertically integrated operations.This week, Walt joined the PACCAR earnings call to ask a question about their partnership with Aurora.
Episode Chapters0:00 Tesla Q2 2025 Earnings / Robotaxi4:26 FSD Take Rate6:53 Safety9:38 Robotaxi Expansion to Las Vegas?11:15 Zoox Las Vegas Service17:55 Who Launches Commercial Service First in Vegas? Zoox or Tesla?18:46 Amazon’s Commitment to Zoox21:24 Scaling Robotaxi26:31 Robotaxi Bay Area Launch28:21 VW’s Continued Autonomous Driving Struggles32:36 Alphabet’s Commitment to Waymo34:14 Bot Auto Steves & Sons Partnership37:24 Autonomous Trucking40:02 PACCAR Q2 2205 Earnings Call45:19 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While in Austin last week, Grayson and Walt met with AVride, experienced a fully autonomous ride in their Hyundai IONIQ 5, and spent time with the company's management team. AVride’s engineering and OEM partnership strategy stood out as key strengths and later this year, the company will launch commercial service on the Uber network in Dallas.Scaling robotaxi services requires real-world logistics, and companies such as AVOMO are leaning into the opportunity by building businesses to manage fleets of robotaxis. In Austin, AVOMO is managing a Costco-sized depot with 36 charging ports and on-site maintenance for Uber's Austin Waymo fleet.Another day, another autonomy deal for Uber. This week, Nuro announced a six-year deal with Lucid Motors and Uber to bring fully integrated autonomous Lucid Gravity vehicles powered by the Nuro driver to the Uber platform starting next year. As part of the deal, Uber is going to own the asset as they are entering the asset-ownership game, as we correctly called on Autonomy Markets.
Episode Chapters0:00 Avomo, Waymo, Uber Austin Depot7:51 Depot Real Estate10:16 Vehicle Ownership13:13 Waymo / Uber Relationship 15:13 Avride23:30 Nuro, Lucid, Uber Deal 32:42 Uber's Autonomous Vehicle Asset + Logistics Strategy36:32 Tesla Robotaxi's Expanded Austin Service Area40:41 Next Week
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Austin, Texas to experience Robotaxi firsthand.
After spending the week in Austin and experiencing Robotaxi firsthand, we came away truly impressed. Tesla did it, they cracked full self-driving with a vision-only system. From our very first ride we noticed how the autonomous driving system was confident, yet not risky. It performed at a high-level and even out performed Waymo in several instances when we tested both autonomous driving systems side by side in a variety of real-world scenarios.
Over dozens of fully autonomous rides, Robotaxi navigated city streets, handled tricky parking situations, and adapted seamlessly without a single intervention. The experience exceeded our expectations, and further validated that Tesla’s vision-only approach is not just a technical milestone, but it is the future of autonomy.
Episode Chapters
0:00 Robotaxi Special Edition1:29 First Robotaxi Ride and Our Impressions7:47 Robotaxi Learnings11:33 Expanding Austin ODD14:46 Robotaxi, Waymo on Uber20:44 Grocery Stores25:24 Austin, Safety Attendants, & Maintenance29:53 Blending In
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/ae/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous driving ambitions, Waymo's future and Foxconn's strategic partnership with Elektrobit.The launch of Tesla's robotaxi has sparked polarized reactions with some hailing it as revolutionary, with some hailing it as a revolutionary milestone and others scrutinizing the reliance on a safety attendant and the limited operational design domain. During the episode, Grayson and Walt discussed how this measured rollout contrasts with the overhyped expectations, while also emphasizing that no company, including Waymo has scaled robotaxis without any operational issues. Beyond Tesla, the hosts explored how Foxconn’s new partnership with Continental’s Elektrobit could position it as a contract manufacturer for next-generation autonomous fleets, potentially opening doors for tech giants with autonomous driving ambitions, OpenAI, NVIDIA, and Meta to enter the sector.While Waymo is the clear leader in the development and commercialization of robotaxis today, their long-term business ambitions remain shrouded in mystery.
Episode Chapters0:00 Moove’s $1.2 Billion Dollar Debt Raise4:30 Rideshare Usage in 20 Years12:55 Breaking Down AVOMO and Moove16:45 Uber’s Growing Autonomous Vehicle Fleet Asset Ambitions20:38 Ford’s LiDAR Demands22:32 Is Ford Talking to Waymo Again?24:50 Wayve Drive in The Big Apple27:56 Big Beautiful Bill30:29 Next Week
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/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous driving ambitions, Waymo's future and Foxconn's strategic partnership with Elektrobit.The launch of Tesla's robotaxi has sparked polarized reactions with some hailing it as revolutionary, with some hailing it as a revolutionary milestone and others scrutinizing the reliance on a safety attendant and the limited operational design domain. During the episode, Grayson and Walt discussed how this measured rollout contrasts with the overhyped expectations, while also emphasizing that no company, including Waymo has scaled robotaxis without any operational issues. Beyond Tesla, the hosts explored how Foxconn’s new partnership with Continental’s Elektrobit could position it as a contract manufacturer for next-generation autonomous fleets, potentially opening doors for tech giants with autonomous driving ambitions, OpenAI, Nvidia, and Meta to enter the sector.While Waymo is the clear leader in the development and commercialization of robotaxis today, their long-term business ambitions remain shrouded in mystery.
Episode Chapters0:00 Tesla Robotaxi Launch6:19 Robotaxi and Waymo Cost Structure Comparsion10:59 Tele-Operations13:28 The Growth of Robotaxi15:15 NHTSA19:00 What’s Next for Robotaxi?24:36 Uber & Waymo Open Atlanta Market25:49 Waymo at Airports26:33 Waymo Needs Policy Help29:25 Will Waymo and Lyft Be Friends Again?30:24 Does Waymo Want to Be in the Robotaxi Business?33:49 Is Travis Kalanick Buying Pony AI’s U.S. Operations with Uber’s Backing?36:30 Foxconn / Elektrobit Partnership43:17 Will Waymo Via Ever Come Back?44:03 Autonomous Delivery Bots47:44 VW ID. Buzz AD50:46 Next Week
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/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions.
Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology.
Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com