The Road to Autonomy

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road To Autonomy Podcast to discuss commercializing autonomous vehicles and the growth of the electric vehicle market in the United States.The conversation begins with David sharing his thoughts on the current state of the autonomous vehicle industry.Right now you are kind of seeing a race to get some sort of autonomous business to market. – David WelchAs autonomous vehicle companies prepare to commercialize their service, Grayson and David discuss the strategic advantages that Cruise has with GM/Honda and Argo AI has with Ford/VW. Cruise and Argo AI have the advantage of having a traditional automaker to help them build and test their AVs for safety requirements.As a competitor, Waymo does not have the traditional automaker relationship, but it does have Alphabet’s cash. The question is, how long will Alphabet continue to invest in Waymo without seeing a return on capital?I do not think they have unlimited time and unlimited money to do this anymore. The parent company, Alphabet has basically said that they do not want to forever pump billions of dollars into science projects. [Waymo] has to start earning its way over time. – David WelchAs AV companies prepare to commercialize their service, Grayson asks David why the industry has an obsession with launching in San Francisco as the City is hostile to the technology. As David explains, it all comes down to the engineering talent that is lives in and around the City.Cities are a great place to deploy autonomous vehicles if the City is welcoming to the technology and if the infrastructure is properly developed. Sports stadiums will have to update their infrastructure as well to ensure that the fan experience is convenient and frictionless.Today, fans do not like walking long distances to find an Uber or Lyft and in the future, they will want AVs to pick them up at the front gate without having to walk to a remote lot. The future of passenger autonomy will be defined by convenience and the overall passenger experience.The adoption and growth of electric vehicles will come down to convenience and how easy it is to charge the vehicle without downloading multiple apps.I do not think people want 27 apps for charging on their phone. – David WelchIs this a problem for Apple to solve? Could fixing the EV charging problem be one of the things that Apple is working on as part of Project Titan? Possibly, but most likely Project Titan will be than just EV charging.With a shortage of semiconductors and an unstable supply of minerals for electric vehicles, Grayson and David discuss what can be done to shore up the U.S. supply chain for EVs. While the supply chain is a work in progress, there are still questions around how the minerals for electric vehicles are mined and refined.Wrapping up the conversation, Grayson and David compare and contrast GM’s and Ford’s vision for electric vehicles.Recorded on Monday, December 13, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dirk Smillie, Author, The Business of Tomorrow: The Visionary Life of Harry Guggenheim: From Aviation and Rocketry to the Creation of an Art Dynasty joined Grayson Brulte on The Road To Autonomy Podcast to discuss Harry Guggenheim and the role he played helping to usher in the future of aviation.The conversation begins with Dirk discussing who Harry Guggenheim was and the role he played in transforming the Guggenheim family business. As Harry became established in business, he was appointed Ambassador to Cuba and had personal relations with five U.S. Presidents.As the co-owner of Newsday on Long Island, Harry’s political ideologies often clashed with those of his wife, co-owner, and publisher Alicia Patterson. When John F. Kennedy received the Democratic nomination for President, Newday endorsed Kennedy while Harry wrote an op-ed for the paper endorsing the Republican nominee Richard Nixon.This was not the first nor last time that Harry and Alicia would disagree on issues that were important to them. One such issue was an airfield on Long Island that Harry wanted to see transformed into an airport, while Alicia wanted it closed. Due to her savvy move in having Newsday endorse John F. Kennedy for President, she was able to persuade then-President Kennedy to shut down the airport over a private lunch.Aviation was deeply personal to Harry as he viewed it as the business of tomorrow. His relationships in the emerging industry ran deep as he developed a life-long friendship with Aviator Charles Lindbergh. Harry and Charles met before his famous Spirit of St. Louis flight at Mitchell Field on Long Island.Capalitizing on the momentous occasion of the historical flight, Harry organized the Spirit of St. Louis Tour to develop public trust that flying in a plane was safe. The tour had 82 stops in 48 states over the course of 3 months.The idea [of the tour] was to prove that the flight from New York to Paris was not a fluke. It was a function of the fact, generally speaking, were reliable and safe. Lindbergh sought to prove that by landing at a different city every day at exactly two-o’clock and then he would go through the same kind of protocols where he would make a speech and then maybe there would be a dinner and a parade and then he would get back in the plane and got to the next city. – Dirk SmillieAs the relationship between Harry and Lindbergh matured over the years through countless days at Falaise (Harry’s estate on the Gold Coast of Long Island) and through innumerable letters, Lindbergh introduced Harry to Robert Goddard. Robert was a professor studying rockets in Massachusetts who would later go on to become known as “America’s Father of the Space Age”. It was the introduction by Lindbergh to Harry that paved the way for the rocket age, as the Daniel Guggenheim Fund funded Goddard’s work.One could make the assumption that if it were not for the visionary Harry Guggenheim, aviation could possibly have been slower to take off and liquid-cooled rockets might have been developed years later.It was the kind of spark plugs that Harry put into place that accelerated the sector. – Dirk SmillieThe other accelerator of aviation was the Daniel Guggenheim Fund for the Promotion of Aeronautics which funded programs focused on aviation engineering and education. The fund had a limited term as it was set up to accelerate the emerging aviation industry.The idea was, put the spark plugs in place and then let industry take over. – Dirk SmillieWrapping up the conversation, Dirk and Grayson discuss what they think will be the businesses of the future.Recorded on Monday, December 6, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ellen Carey, Global Head of Sustainability, Circulor joined Grayson Brulte on The Road To Autonomy Podcast to discuss the global supply chain and the importance of tracking commodities in real-time.The conversation begins with Ellen and Grayson discussing the sustainability of the global supply chain.We are thinking about our supply chains at more levels and more deeply than we have ever before. – Ellen CareyExpanding the supply chain conversation from Christmas toys to electric vehicles, Grayson asks Ellen when do we get to the point where there is clear transparency on how the raw earth minerals for EVs are mined and eventually refined? Now.In terms of the market dynamics, customers are demanding that their purchase power goes towards supporting responsible sourcing, sound businesses. – Ellen CareyThe market is past the point of goals and press releases to the point where consumers and investors are demanding to see proof of sustainability on a quarterly basis.At Circulor we like to think of ourselves as the pioneers of proof. – Ellen CareyThis is exactly what Circulor is doing as they are tracking the physical flow of materials in real-time from source to manufacturing. Real-time tracking allows corporations and companies to report on ESG standards and to make smarter decisions.For the tracking of the raw material to be traced, Circulor creates a digital twin of the commodity/material and then traces that digital twin through the industrial process. Looking back at the history of the global commodities market, the move by Circulor to be the pioneers of proof was ground-breaking.Circulor’s system and approach are based on trust and transparency.It has to be a secure system that grows trust and has immutable records of the supply chain so that it enables participation. It enables trust. – Ellen CareyTrafigura, one of the world’s largest commodity trading houses has engaged Circulor to provide traceability and CO2 tracking for their nickel and cobalt trading division.By providing transparency of its cobalt and nickel supply chains and by tracking, dynamically tracking its CO2 emissions throughout, it provides a new value proposition to its downstream customers. – Ellen CareyTransparency is the future. Transparency is coming to all industries across the global economy due to customer and investor demand.Wrapping up the conversation, Grayson and Ellen discuss the future of sustainability.Recorded on Tuesday, November 16, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chris Anderson, President, Sala Consulting joined Grayson Brulte on The Road To Autonomy Podcast to discuss the Vegas Experience and why mobility companies can offer unique immersive autonomous vehicle experiences only in Vegas.The conversation begins with Chris discussing the current state of the Las Vegas Economy.It’s recovering quickly. It’s going really well. If you go down to the Strip on a Thursday, Friday, Saturday night, Sunday, it is packed as it ever was. – Chris AndersonOver the years, Vegas has constantly reinvented itself and introduced new trends that would be exported to the world. One of those trends is experiences. Chris explains why the trend of immersive experiences truly began in Vegas when Jay Sarno developed Caesars Palace in 1966.[Caesars Palace] was really a project that took Las Vegas from being just gambling halls and extremely gaming-focused to a more of an experiential resort. – Chris AndersonThe trend of immersive experiences accelerated with Steve Wynn opening the Bellagio Hotel in 1998. The opening of the Bellagio also transformed the image of Vegas from midnight buffets and cheap rooms to a luxury destination.With Vegas emerging as a hub of mobility with Aptiv, The Boring Company, Lyft, Motional, Nuro, Uber, and Zoox, all operating in Vegas, Grayson, and Chris discuss why Las Vegas.We have a very welcoming community that is very welcome to innovation and new people, new companies. Our regulatory framework reflects that. – Chris AndersonIt’s not only the community and the regulatory framework it’s the Vegas brand.It’s the ultimate branding opportunity. If you launch in Las Vegas, you are going to get hundreds of millions, if not billions of impressions around the world, because Las Vegas is such a destination. – Chris AndersonWhile a majority of the revenues generated in Las Vegas today are non-gaming revenues, online gaming is growing at a rapid pace. With the growth of online gaming and Motional and Zoox preparing to offer autonomous vehicle services for paying passengers, Grayson asks Chris when bespoke online gambling experiences will be offered in resort branded autonomous vehicles.There is no doubt that that is going to happen. Obviously, we have great online sports betting opportunities right now. Sometime in the future, I can see full internet gaming being an option. So, when those products are ready for it and the autonomous vehicle industry is ready for it, there is no doubt in my mind that that will happen. – Chris AndersonAutonomous vehicles companies that will benefit from this trend the most, are companies that have chosen to build a bespoke vehicle from the ground up.Autonomous vehicles that are not retrofitted will enable unique partnerships with gaming companies due to the design and the user experience in the vehicle. The immersive user experience will expand to sports teams such as the Las Vegas Raiders and the Golden Knights.Wrapping up the conversation, Grayson and Chris discuss Casinos and their role in the growth of online gaming and how in-autonomous vehicle gamming could expand globally.Recorded on Tuesday, November 11, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Matthew Lipka, Head Of Policy, Nuro and Bert Kaufman, Head of Public Policy and Regulatory Affairs, Zoox joined Grayson Brulte on The Road To Autonomy Podcast to discuss why autonomy and electrification make the future of mobility and delivery possible.The conversation begins with Matthew and Bert discussing what the SAVE Coalition is and why the coalition was founded. The idea for SAVE was originally hatched at an autonomous vehicle conference in late 2017 and further formulated during a coffee meeting at Philz Coffee in San Mateo, CA between Matthew and Bert.Both Nuro and Zoox had and still have a unique point of view on autonomy. Both companies along with Local Motors decided not to retrofit a vehicle for autonomy and instead choose to build purpose-built vehicles from the ground up.We got a unique point of view because we made the deliberate decision to not retrofit. – Bert KaufmanWhen companies choose to build a bespoke vehicle, it creates new opportunities but also unique policy challenges such as updating the Federal Motor Vehicle Safety Standards (FMVSS).If you are rethinking the car then you are not going to be building an internal combustion engine. You are not going to be building a vehicle that is designed just for protecting that those inside. It is also going to be thinking about those outside of the vehicle. There are a lot of opportunities this creates both in the robotaxi as well in the delivery space. – Matthew LipkaAs companies such as Zoox prepare to commercialize their robotaxi services, they are working to properly set expectations.The first to know is that it is going to be a very shallow ramp into society for these fully autonomous vehicles to start driving around on public roads. – Bert KaufmanTrust is the other key component to ensuring the safe deployment of autonomous vehicles. First responders have to trust that they can safely engage with the vehicle. The public has to trust that the vehicle will get them to and from their destination safely. Once trust is developed and the public’s expectations are set, robotaxis and autonomous vehicle delivery services can scale.One of the most effective ways to build trust is through education. SAVE is working to educate policymakers and the public about the benefits of bespoke electric autonomous vehicles. One of the best ways to educate the public and to build trust is through interactive autonomous vehicle demo days where individuals can experience the technology first-hand.People who have interacted with an autonomous vehicle, more than 75% of them say they trust autonomous vehicles, I would use it again. But people who haven’t, the number is much lower. – Matthew LipkaAutonomy and electrification are enabling designers and engineers to completely reimagine what is possible. This is exactly what Nuro and Zoox are accomplishing through design.There are all sorts of new designs that may be necessary or possible created by autonomy. We are just at the beginning of learning that. – Matthew LipkaIn order for this to happen, policies and regulations have to be updated. Policymakers and regulators have to look past what is considered normal and to a future that prioritizes safety innovations.These new technologies offer the promise of new safety innovations for our roadways. – Bert KaufmanWrapping up the conversation, Matthew, Bert, and Grayson discuss the future of autonomy.Recorded on Monday, November 15, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. Dean Bushey, Vice President, Global Social Innovation Business, Hitachi joined Grayson Brulte on The Road To Autonomy Podcast to discuss an all-electric vehicle future.The conversation begins with Dean discussing his 25-year career in the United States Air Force and his first-hand experience with unmanned aircraft.When you fly a drone, you actually get combat hours. – Dr. Dean BusheyFrom military applications of unmanned aircraft to civilian applications, Grayson asks Dean his thoughts on the consumer drone market. It’s an exciting market with a lot of use cases.If you look at a drone it’s a platform that holds a sensor and the sensor is what makes it sexy. Whether it’s a camera used in photography, a camera used in mapping. A sensor used to measure the depth of water at a mining facility. – Dr. Dean BusheyShifting the conversation to Hitachi, Grayson asks Dean how Hitachi is evolving as a business with a strong focus on an ESG future. As part of this focus, Hitachi is focused on the societal conversion from internal combustion engines to electric vehicles.In order to achieve a successful conversion to electric vehicles, companies need a plan. A plan is needed for the vehicles, energy grids, maintenance solutions, and infrastructure. Dean breaks down what a plan looks like and what is needed to start the electric vehicle planning process. The key to the planning process is optimization.Currently, there is no optimized way to pay for electric vehicle charging when you travel unless you drive a Tesla as there is a standardized payment solution.When there is a standardized payment solution it will have to be:Convenient, seamless, and secure. – Dr. Dean BusheyStaying on the security theme, Grayson asks Dean what can be done to secure an electric vehicle when the vehicle is connected to the energy grid and charging.We need to recognize that it is a critical infrastructure piece. If you are plugging into the grid and you are operating a vehicle based on your charge down the highway it becomes a national safety concern. – Dr. Dean BusheyAs society moves towards an all-electric vehicle, Grayson and Dean discuss major obstacles that might slow down the adoption of electric vehicles. To make an all-electric future a reality, it has to be convenient.A big concern, one that you are already seeing — supply chain disruption is going to be a big one. – Dr. Dean BusheySupply chain disruptions extend from the chip shortage to the mineral supply chain. Similar to the electric vehicle industry, the autonomous vehicle industry is facing similar supply chain issues. The future of electrification and autonomy will overlap in the coming years as the technology and hardware mature.The emerging industries of electric vehicles and autonomous vehicles will create new high-paying jobs. Grayson and Dean discuss the new jobs that will be created as autonomous vehicles and trucks scale.In the future, these vehicles will be electric and they will have to be optimally charged and integrated into the fleet. The question is how? Dean discusses how delivery fleets can optimize their charging times based on delivery routes.Wrapping up the conversation, Dean shares his thoughts on the mobility trends he sees emerging in 2022.Recorded on Tuesday, November 9, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Annant Patel, Director, Koch Disruptive Technologies, and Gautam Narang, CEO & Co-Founder, Gatik joined Grayson Brulte on The Road To Autonomy Podcast to discuss investing in growth.The conversation begins with Gautam discussing why he decided to run Gatik as a business from day one and why the team focused on the middle mile.When we started Gatik we decided to focus on an opportunity that was being overlooked by almost every AV developer, which was automating on-road goods transportation. – Gautam NarangAs Gatik has scaled and grown as a business, Grayson asks Annant what first attracted Koch Disruptive Technologies to Gatik.We saw the tech is disruptive, going back to the investment philosophy, it was disruptive to Koch, it was disruptive to the supply chain and it’s good for society. – Annant PatelShifting the conversation to economics, Gautam explains how Gatik has been able to achieve profitability at the vehicle level.Our operations are highly efficient. We operate our trucks over 20 hours daily, 7 days a week. – Gautam NarangWith a highly efficient operation, Gatik has begun to pass on savings to customers. In the history of Gatik, the company has not lost a single customer or partner. As Gatik prepares to turn five years old next year, the company is accelerating growth through partnerships with Walmart, Loblaw, Goodyear, Ryder, and Koch Industries.Koch Disruptive Technologies is helping Gatik accelerate growth.The alignment between KDT and Gatik was there since the very first meeting. – Gautam NarangOne of the advantages of a Koch partnership is Koch Labs that strategically accelerates growth for portfolio partners. Annant explains how Gatik is leveraging the Koch Labs opportunity.Koch is investing for long-term growth.We invest 90% of earnings back into Koch. That translates to about to $133 billion invested in growth and improvements since 2003. $30 billion was spent on technology investments and acquisitions in the last six years alone. – Annant PatelWith a long-term growth mindset, Grayson asks Annant what Koch’s vision is for autonomy.The future is now. Gatik is pulling the future forward as we think about it. If you are not experimenting with automation and supply chain transformation, the way I say it is that we are already many years behind. – Annant PatelWith the supply chain disruptions actively affecting the economy and autonomous trucking and delivery vehicles offering a solution, Gautam shares his thoughts on the commercialization of autonomy and Gatik’s partnership with Walmart.Gatik is laser-focused on the middle mile. Gautam explains why:All of this started with the customer pain-point and the customer need. – Gautam NarangThe team at Gatik clearly saw the emerging trend of same-day delivery which would require new smaller distribution centers located closer to consumers.Wrapping up the conversation, Annant and Gautam discuss the current state of the global supply chain.Recorded on Thursday, October 21, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Greg Rogers, Public Policy Manager, Nuro joined Grayson Brulte on The Road To Autonomy Podcast to discuss the future of local commerce.The conversation begins with Greg discussing Nuro’s plan for the new manufacturing facility and test track in Las Vegas, Nevada. The facility will employ 250 individuals and generate as much as $2.2 billion in economic benefits for Nevada in the first 10 years.This is the first such factory in America which will have the capacity to manufacture tens of thousands of autonomous delivery vehicles. – Greg RogersWith the factory being built to manufacture and scale the autonomous delivery robots, Grayson asks Greg what has to be done from a policy perspective to ensure that the company can scale. As Nuro looks at policy, the company was one of the founders of the SAVE Coalition with Zoox and Local Motors.Often new technologies that are transformational do not look like anything that came before it. – Greg RogersAs autonomous vehicle technology and electric vehicle battery technology merge, an opportunity arises to completely rethink the design of vehicles. This is exactly what Nuro is doing with the R2. The R2 was designed from the ground up for delivery.In Houston, Texas, Nuro’s R2 is actively autonomously delivering pizzas through a partnership with Dominos. The R2 is bringing smiles and joy to the residents of Houston as the robot becomes part of the community.R2 is designed to be a friendly introduction to autonomous vehicles. – Greg RogersBesides pizzas, FedEx packages are being delivered in Houston with the R2. It is important to note that Nuro’s partnership with FedEx is a multi-year, multi-phase agreement that is revenue-generating for Nuro.Since the structure of this partnership is uncommon in the autonomous vehicle industry as it is not a pilot, Grayson asks Greg how Nuro was able to secure this deal.We have a goods-only focus. That is a benefit. We are laser-focused on delivery. The companies that we are partnering with are laser-focused on delivery as part of their business model.Since delivery is our business as it is with our partners, we do not look at delivery as an alternative go-to-market plan. We do not look it at something that we dabble in. Our partners know that our interest unequivocally aligns with theirs. – Greg RogersShifting the conversation to a personal level, Greg discusses growing up in the Central Valley of California and the impact it had on him.It’s ground zero for food insecurity. The breadbasket of the world is actually where a lot of people struggle with hunger. – Greg RogersWanting to pursue a career in politics, Greg moved to Washington, D.C. After quitting his job as a political consultant, Greg started driving for Lyft and Uber full-time and blogged about his experience. During these rides, Greg noticed a trend of individuals ordering rides to grocery stores. With the autonomous delivery of groceries, individuals will save money and time, all the while having a positive impact on society.Wrapping up the conversation, Greg shares his thoughts on the future of mobility.More mobility is a good thing. – Greg RogersRecorded on Tuesday, October 19, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ernest Huffman, Aviation Planning and Education Program Manager, North Central Texas Council of Governments joined Grayson Brulte on The Road To Autonomy Podcast to discuss why North Texas is the home of aviation innovation.The conversation begins with Ernest sharing a story about how a high school teacher changed his life and put him on the course of becoming a pilot, which lead to a career in aviation.Looking at [the aviation industry] from a holistic, macro perspective and my early background in doing some economist work, I think of aviation as a competitive industry, a means for folks to get out of their current situations in urban communities. – Ernest HuffmanPutting his words into action, Ernest worked with Tuskegee NEXT to inspire at-risk youth to explore career opportunities in the aviation industry.I had my pilot’s license before I had my driver’s license. – Ernest HuffmanShifting the conversation to North Texas, Grayson asks Ernest about the North Central Texas Council of Governments NASA partnership to study the potential of drone technology and integrate it into future transportation plans.The North Texas region is emerging as the home of aviation innovation due to the economic strength and the business climate in the region.We like the growth. We are going to keep attracting these great businesses here. – Ernest HuffmanIn February, a Bell autonomous drone successfully delivered a package at Hillwood’s AllianceTexas Mobility Innovation Zone out of the line of sight which requires significant regulatory approval.It is a monumental achievement. To do it in the current regulatory environment that we have for those types of flights is an achievement. – Ernest HuffmanLooking to the future, there are plans for a more significant flight to take place in 2023. Taking it one step further, Grayson asks Ernest if there are plans to connect the DFW airport to the Dallas Cowboys football stadium with an eVTOL service. This type of experience would enhance the fan experience on GameDay for fans who fly into Dallas for the game.That is definitely a use case that we are exploring heavily. – Ernest HuffmanTo enable this future, there has to be a public trust. The public has to trust that the eVTOL aircraft will get them there on time and safely. NCTOG is working on this issue through their Unmanned Aircraft Systems Safety and Integration Initiative.Wrapping up the conversation, Ernest shares his vision of how advanced air mobility will be rolled out in the Dallas-Fort Worth region.Recorded on Tuesday, October 12, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Don Burnette, Co-Founder & CEO of Kodiak Robotics joined Grayson Brulte on The Road To Autonomy Podcast to discuss why trucking is the right problem to solve.The conversation begins with Don discussing the early days of the Google Self-Driving Project.The early days were really an exciting time for those of us who were aware of the self-driving industry, which was very few folks at the time. – Don BurnetteIt was during this time that Don began to understand the business use case challenges that would soon come to face the self-driving car industry. During these early days, the team on the Google Self-Driving Car Project also thought about trucking, but it was dismissed.It was dismissed fairly early on, not because of technical reasons, just because at the time we all envisioned this as a very sexy technology. The leadership at Google was really focused on personal mobility. They wanted people to be able to touch and interact with the technology in a very direct way. So robo-taxis was the obvious direction for us to try and head. – Don BurnetteLooking at the trucking industry and what is happening today with the driver shortage, the growth of e-commerce, and the shortages in the global supply chain, it becomes very obvious that trucking is the right problem to solve.You have this gap that can actually can be solved, I think fairly uniquely with autonomy. – Don BurnetteIn the autonomous vehicle industry, we are beginning to see “The Great Pivot To Trucking” as the economics of autonomous trucking are far greater than those of the current robo-taxi models.It is the combination of the technical challenge combined with the commercial viability that I think is pushing other programs toward trucking. – Don BurnetteIt’s not only the economics of trucking that is appealing, it’s the fact the industry as a whole is welcoming autonomous trucking. The technology is not disrupting the market, it is helping to shore up industry and the United States economy.You are seeing that market really embrace it in a way that is unprecedented up until today. – Don BurnetteWall Street is beginning to pick up on the financial upside of autonomous trucking as several companies have gone public this year.Wall Street along with most of the AV industry has finally realized that the strong business case for autonomous trucks has been defined. – Don BurnetteRecently several analysts went on a tour to meet with autonomous trucking companies and came away impressed with the current state of technology. As Wall Street takes notice and Kodiak’s competitors have gone public, Grayson asks Don why Kodiak has not gone public. Don shares his honest insight into why Kodiak has opted to stay private.Shifting the conversation to Kodiak’s Generation 4 Autonomous Truck, Grayson asks Don about the company’s mirror pods innovation. Mirror pods were designed to be repaired or replaced in the field by non-skilled technicians with just four bolts.As Kodiak prepares to build out its business, Don shares Kodiak’s business model and the role that Kodiak Express and the Kodiak Driver will play in scaling the business.Once the safety case is proven out, we are also going to offer technology as a subscription. This is where customers can run the Kodiak Driver technology on the trucks that they own specifically. – Don BurnetteWrapping up the conversation, Grayson asks Don if he views Kodiak as more of a trucking company or a technology company.Recorded on Tuesday, October 5, 2021--------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™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.