David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Autonomy Economy podcast to discuss the commercialization of autonomous vehicles and autonomous trucks. 

In this insightful conversation they discuss the latest developments and prospects in the autonomous vehicle, autonomous truck and electric vehicle markets. Collectively they analyzed Tesla’s upcoming robotaxi unveiling, offering perspectives on how the market might react and the challenges with Tesla achieving full self-driving.

The discussion explores the competitive landscape with Waymo, Cruise, and Aurora diligently working towards commercializing autonomous vehicles and autonomous trucks. While examining the technical hurdles, regulatory environment, and investor sentiment surrounding autonomy.

Looking at the broader EV market, they dissect Tesla’s recent sales dip, the arrival of more affordable EV models, and consumer readiness to embrace this shift. The conversation also touches on the struggles legacy automaker GM has faced in executing new technology ventures; Ultium batteries and their autonomous vehicle subsidiary Cruise.

Overall, this podcast provides a comprehensive look at the road ahead for autonomy and electrification, marked by both immense potential and significant challenges yet to still be overcome. Both David and Grayson offer candid insights into the key players, market forces, and make-or-break factors that will shape the future of transportation.

Recorded on Thursday, April 18, 2024 

Episode Chapters

0:11 Tesla CyberCab 

3:19 Chinese AVs & EVs

10:13 Investor Sentiment on Autonomy

13:44 Autonomy and Defense

20:07 Amazon

24:13 Licensing Autonomous Driving Technology

26:46 May Mobility 

30:31 Cruise 

36:38 GM

43:12 What To Watch for in the Autonomy Markets

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