David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on TheRoad to Autonomy podcast to discuss Ford's BlueCruise price cut and GM's burgeoning competition with Tesla for personally owned autonomous vehicles. 

Ford continues to face headwinds without an autonomous driving partner as GM prepares to once again commercialize Cruise and Tesla prepares to introduce the robotaxi on 10/10. Without a partner and Waymo currently open to doing deals with several OEMs, could Ford once again strike a partnership this time not with Google but with Waymo?

There are a lot of questions to be answered as the market for personally-owned autonomous vehicles begins to emerge. When the market is fully emerge, one of the biggest questions that remains is which company will secure the coveted Costco partnership?

Episode Chapters

0:00 Car Software Subscriptions 

8:06 GM Cruise Subscription 

10:53 GM vs. Tesla

13:03 Could Ford Go Back to Waymo?

15:31 May Mobility

18:53 Autonomous Driving Stacks

20:52 AVRide

21:38 Commerce Dept. Connected/Autonomous Vehicle Proposed Rules

24:22 Autonomous Driving Stacks for Select Markets

25:32 Hyundai 

28:32 FSD Approach 

30:19 Zoox

37:03 Costco Autonomous Vehicle Partnership 

39:12 Aurora Driver-Out 

40:03 Key Takeaways 

Recorded on Tuesday October 3, 2024 

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