In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the details emerging from Tesla’s robotaxi unveiling at We, Robot. Tesla’s robotaxi is projected to have a 200-mile range with FSD 13 powering Full Self-Driving Unsupervised. 

Could FSD 13 be Tesla’s breakthrough autonomy moment? Or will it be a later version of FSD? Later the conversation shifts to the emerging news about Uber’s potential acquisition of Expedia and what that acquisition would mean to both the travel and autonomy markets.

The IPO market for autonomy is heating up, as Horizon Robotics has filled for an IPO on the Hong Kong Exchange and Pony AI is preparing for a U.S. listing. Could this be a sign of things to come?

Episode Chapters

0:00 We, Robot 

15:39 Autonomy Use Cases 

18:48 Horizon Robotics and Pony.AI IPOs 

24:46 Potential; Uber / Expedia Deal 

33:24 Lyft Makes a Move? 

40:06 Next Week

Recorded on October 17, 2024

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