In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the opening of the autonomy IPO market and investors increasing desire to own autonomous vehicle companies. On October 23rd, Tesla’s stock rallied 20% following earnings that beat the street and Elon Musk’s continued commentary about Tesla’s robotaxi ambitions. WeRide completed its NASDAQ IPO raising $440M on October 25th, the same day Waymo announced a massive $5.6B funding round led by Alphabet with participation from Tiger Global and Sliver Lake.Episode Chapters0:00 Capital Markets are Open3:07 Tesla Robotaxi Service in Palo Alto?5:43 The Interrelationships and Risks of the Elon Musk Companies10:43 WeRide IPO19:37 Waymo's Latest Funding Round23:17 Lucid is Finding Out Autonomy is Hard29:40 Wayve32:02 Cruise Goes Driverless in Houston33:16 Uber37:02 Next WeekRecorded on October 25, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Xiaodi Hou, Founder & CEO, Bot Auto joined Grayson Brulte on The Road to Autonomy podcast to discuss his plans for building and scaling a profitable autonomous trucking company.In a revealing conversation Dr. Xiaodi candidly discusses his departure from TuSimple and the founding of Bot Auto, offering candid insights into lessons learned, decisions he made and why his new approach to building an autonomous trucking business is largely focused on profitability over rapid scaling.Episode Chapters0:00 What Happened at TuSimple3:52 What if TuSimple Did Not Go Public6:46 Decision Making9:41 Bot Auto Business and Commercialization Strategy 20:39 Bot Auto Cost Structure 24:07 Making a Truck Autonomous and Going Driver-Out30:18 Safety33:11 Tesla FSD (Full Self-Driving)37:08 Bot Auto Lanes39:47 Small Teams44:53 Commercial Operations Timeline50:35 GPUs52:17 TakeawayRecorded on Monday, October 14, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Chapters0:00 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 WeekRecorded on October 17, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss the latest developments in the autonomous vehicle industry including the introduction of Tesla’s Cybercab, Waymo’s expansion and the growth of robotaxis. On 10/10 Tesla unveiled Cybercab, a two passenger robotaxi as Waymo ramps up operations in multiple cities around the U.S., Hyundai works on their Motional strategy and Zoox prepares to launch commercial service in Las Vegas in 2025. Even as Robotoaxis scale, certain OEMs are still focused on developing SAE Level 3 systems which come with complex regulatory issues. Along with the regulatory issues comes liability and who is at fault in the event of a crash. It’s a problem that has not been solved yet and one that certain special interest groups might not want to be solved.Episode Chapters0:00 We, Robot6:55 President Tump on Autonomous Vehicles8:34 Shared Rides11:45 Zoox in Las Vegas14:00 Motional / Hyundai21:14 Tort Reform29:02 Tim Kentley Klay's HYPR33:10 Mobileye34:47 VW ID Buzz Autonomous Vehicle Service37:33 Robotaxi OutlookRecorded on Friday, October 11, 2024 --------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Chapters0:00 Optimus (Robots)2:35 Full Self-Driving (FSD)9:40 Cybercab19:24 Uber & Lyft26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?28:33 Inductive Charging 32:56 Autonomy Disneyland34:54 Next WeekRecorded on October 11, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Chapters0:00 Car Software Subscriptions 8:06 GM Cruise Subscription 10:53 GM vs. Tesla13:03 Could Ford Go Back to Waymo?15:31 May Mobility18:53 Autonomous Driving Stacks20:52 AVRide21:38 Commerce Dept. Connected/Autonomous Vehicle Proposed Rules24:22 Autonomous Driving Stacks for Select Markets25:32 Hyundai 28:32 FSD Approach 30:19 Zoox37:03 Costco Autonomous Vehicle Partnership 39:12 Aurora Driver-Out 40:03 Key Takeaways Recorded on Tuesday October 3, 2024 --------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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 Chapters0:00 10/10 Tesla We Robot Event1:50 Venture Capitalists and Wall Street’s Outlook on Autonomy Investments5:25 Perhaps a Two Passenger Tesla Robotaxi?7:06 Tesla Semi10:14 Waymo’s Increased Testing of the Zeekr Vehicle 13:18 California’s Autonomous Vehicle Bills Vetoed18:20 Waymo Begins Early Rider Access in Austin20:51 Zoox / Golden Knights Partnership 25:25 AVRide26:43 Sidewalk Delivery Bots30:12 Bot Auto33:38 Next WeekRecorded on October 3, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on the Autonomy Economy podcast to discuss the growing demand for oil and how Texas energy exports could hit $230 billion by the end of the year. In Q3 2024, global oil demand reached a record of 103.4 million barrels per day. To keep up with the global demand for oil and in an effort to maintain marketshare, Saudi Arabia recently announced that the Kingdom will increase daily oil production by 1 million barrels at day to 9.9 million barrels per day by December 2025. While Saudi Arabia is increasing output, Texas continues to output millions of barrels of oil per day as well. As of July, Texas is currently outputting 5.7 million barrels per day of crude oil and 3.85 million barrels per day of natural gas liquids.  As global oil demand continues to outstrip supply, Texas is working to close the gap by leveraging technology to bring new wells online. The oil and gas industry is thriving in Texas. So much so, that the industry paid $26.3 billion in state and local royalties and taxes in 2023.Episode Chapters0:00 Preparing for Hurricanes 2:35 Growing Oil Demand 11:33 Oil Markets & Interest Rates 14:34 International Longshoremen's Association Port Strike 19:42 Interest Rates and the Impact on Drilling 23:22 Increasing Productivity Through Automation 27:28 Oil & Natural Gas Industry's Impact on Texas' Economy 31:28 Growing Household Debt & Delinquencies 35:48 Strengthening Euro 37:42 Rising Oil Demand Continuing in 2025 40:21 Quarterly Oil OutlookRecorded on Friday, September 27, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Vladislav Voroninski, Co-Founder & CEO of Helm.AI joined Grayson Brulte on The Road to Autonomy podcast to discuss how generative AI will revolutionize autonomous vehicles. Generative AI has the potential to revolutionize the development of autonomous vehicles, while shortning the development time required to build autonomous driving systems. Helm.AI's unsupervised learning approach to autonomous driving is enabling more compute-efficient AI models for autonomous driving.Episode Chapters0:00 Current State of GenAI5:52 AI Simulation Models8:02 Autonomous Driving Bottlenecks 11:36 Validate Decision Making 13:56 Tesla’s Approach to Full Self-Driving18:22 Helm AI’s Simulation Platform 23:06 Unsupervised Learning 25:05 Helm AI Decision Making Models 29:27 Helping OEMs Develop Autonomous Driving Systems 35:04 Autonomous Vehicle Market Outlook39:23 Key Takeaways Recorded on Thursday, September 26, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or import of vehicles that have hardware and software integrated into the vehicle connectivity system (VCS) and software integrated into the Automated Driving System from China and Russia. They explored the potential impact of the proposed rule and what the broader implications for trade relations could be in the future. Later the conversation delves into Waymo’s LA expansion and Grayson predicts Waymo will open the service to all members of the public within the next two months. As Waymo prepares to open the service to the public in LA, Grayson and Walter examine the communication strategies of autonomous vehicle companies, making the case for more transparent and frequent updates to build public support and investor confidence.As investor hype is building as we get closer to Tesla’s “We Robot” event on October 10th, could GM try and get ahead of Tesla’s 10/10 event and make an announcement at GM investor day on 10/8 about a potential personally owned autonomous vehicle? Wrapping up the episode, Grayson and Walter debate the decision by Apple to shut down Project Titan.Episode Chapters0:00 U.S. Commerce Department Proposed Autonomous Vehicle Ruling4:10 Upcoming Autonomous Vehicle Policy Hearings in Texas8:44 Uber / WeRide Partnership11:13 Zoox16:53 Waymo’s LA Expansion 19:52 Airport Pickups in Autonomous Vehicles22:18 Autonomous Vehicle Media Strategies 26:16 Shrinking LiDAR Market28:12 Tesla’s 10/10 We Robot Invites Are Out29:53 GM Investor Day on 10/833:06 Jony Ive & Apple36:02 Augmented Reality in Autonomous Vehicles39:37 Next WeekRecorded on September 26, 2024--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.