The Road to Autonomy Episode 234 | Autonomy Markets: Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA.
As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement.
Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou’s new start-up, Bot Auto and Uber Freight’s growing role in the autonomous trucking ecosystem.
Episode Chapters
0:00 10/10 Tesla We Robot Event
1:50 Venture Capitalists and Wall Street’s Outlook on Autonomy Investments
5:25 Perhaps a Two Passenger Tesla Robotaxi?
7:06 Tesla Semi
10:14 Waymo’s Increased Testing of the Zeekr Vehicle
13:18 California’s Autonomous Vehicle Bills Vetoed
18:20 Waymo Begins Early Rider Access in Austin
20:51 Zoox / Golden Knights Partnership
25:25 AVRide
26:43 Sidewalk Delivery Bots
30:12 Bot Auto
33:38 Next Week
Recorded on October 3, 2024
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