In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the markets mixed market reaction to the event.

While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service. 

Overall, the We Robot event was impressive. Cybercab, Robovan are Tesla’s vision for an autonomous future. Optimus is getting closer to moving into homes, and we suspect Tesla has something else up there sleeves. 

Episode Chapters

0:00 Optimus (Robots)

2:35 Full Self-Driving (FSD)

9:40 Cybercab

19:24 Uber & Lyft

26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?

28:33 Inductive Charging 

32:56 Autonomy Disneyland

34:54 Next Week

Recorded on October 11, 2024

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