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 Chapters 0:00 NVIDIA's Autonomy Ambitions  7:13 Waymo & Uber's Fracturing Relationship 9:35 Nuro's Upcoming Launch on Uber in San Francisco  11:51 Gemini is Coming to Waymo 14:05 Boston's Autonomous Vehicle Blunder 15:43 Seattle's Challenging Political Environment  17:34 Political Coalitions  19:36 Aurora's Pivot 25:32 Tesla Robotaxi / FSD 14 Updates 30:04 Foreign Autonomy Desk 33:08 Next Week Recorded on Thursday, October 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/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

GM is re-entering the autonomous vehicle market with a renewed focus on profitability and consumer trust, launching a hands-free, eyes-free driving system under Sterling Anderson’s leadership, beginning with the 2028 Cadillac Escalade IQ.

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.

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.

David Doria, Director of Engineering - Automated Driving, Magna joined Grayson Brulte on The Road to Autonomy podcast to discuss Magna's approach to developing autonomous driving systems.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Tesla’s FSD 14 rollout, NHTSA’s preliminary investigation, and Waymo’s potential expansion into Minnesota amid growing global momentum for autonomous driving, from Sweden’s FSD approval to untapped U.S. robotaxi markets.

Varun Jain, Of Counsel, K&L Gates joined Grayson Brulte on The Road to Autonomy podcast to discuss why the next 15 months will define autonomous vehicle policy in America.

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 Recorded on Thursday, October 2, 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/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Martyn Briggs, Director, Thematic Investing Strategy, Bank of America joined Grayson Brulte on The Road to Autonomy podcast to discuss why 2035 might be the year the car peaks and what that means for the market.

Tesla FSD 14, Waymo’s London ambitions, and Nuro’s first Lucid-built robotaxi. Grayson Brulte and Walter Piecyk breakdown the week in the autonomy markets.

Bot Auto's "watershed" 40-mile driverless run, having raised less than $45 million is a monumental achievement that proves a leaner approach can win in the autonomous trucking industry.

Lyft shocks the market with a surprise Waymo partnership for Nashville that sent its stock up 20% while Uber dropped 5%, marking a dramatic return to the autonomous vehicle race.

Applied Intuition Co-Founders Qasar Younis and Peter Ludwig join The Road to Autonomy to discuss their Komatsu partnership, new SDS (Self-Driving System for Automotive) launch, and how the company is building the software infrastructure powering the future of autonomous vehicles.

xAI's Grok, Google's Gemini, and the battle for AI inside cars take center stage as Autonomy Markets unpacks the latest moves in robotaxis, autonomous trucking, and spectrum-fueled connectivity.

Dean Foreman, Chief Economist at Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how Texas is driving record global oil demand projected to hit 103.7 million barrels per day in 2025 while natural gas becomes critical infrastructure powering AI data centers.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk analyze the heavyweight fight between Waymo and Tesla, covering Waymo's expansion to Denver and Seattle, Tesla's chart-topping Robotaxi app, political headwinds, new NHTSA rules, and Torc's massive burn rate.

Uber CEO Dara Khosrowshahi reignited debate between LiDAR and vision-only autonomous driving systems this week, leading to a subsequent response from Elon Musk.

Qualcomm's Snapdragon Digital Chassis strategy is driving 59% year-over-year automotive revenue growth and is a key pillar of their autonomy strategy.

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.

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM’s renewed interest in autonomous vehicles.