GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

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Autonomy Markets

Grayson Brulte and Walter Piecyk

62 episodes

2 days ago

Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.

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GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

Autonomy Markets

53 minutes 28 seconds

2 months ago

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

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™.

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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.

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