The Road to Autonomy

Andy Smart, Safety & Technical Standards Specialist joined Grayson Brulte on The Road To Autonomy Podcast to discuss why the data will always set you free when an organization embraces and implements a culture of safety.The conversation begins with Andy talking about the first time he experienced mobility freedom when he got his first bike at age ten in Scotland. Today, Andy rides a fixed-gear bike without brakes as he wants to be in control and fully aware of his surroundings at all times.It’s all about the awareness of your surroundings and your connectivity to your environment. You will never be more connected in that sense when you are riding [a fixed-gear bike without brakes] as you have to be tuned in both from an acoustic point of view, visual and acoustic. – Andy SmartWhen Andy is driving a vehicle he uses the same visual and acoustic tactics that he uses while riding a bike. Once on a cross-country drive from Michigan to California with his wife, Andy overtook a truck as he heard the sound of little pieces of rubber hitting the windshield because it was only a matter of time before the truck tire would blow. Potentially avoiding a crash because he was fully aware of his surroundings.It is all about the feeling. – Andy SmartWhile driving a vehicle or riding a motorcycle or a bike, Andy is always aware of his surroundings.I am looking through the lens of the driver and also the environment and the connection between the two. – Andy SmartTaking a look at the current driving environment, a lot of drivers do not pay attention while driving as they are distracted by their phones. What these drivers fail to realize and what Andy points out very clearly is that a vehicle is a lethal weapon that has to be treated with care and respect.Building upon Andy’s real-world experiences, Grayson shifts the conversation to autonomous vehicles and how Andy approaches AV safety. One of the most important elements of AV safety is the organization’s commitment to safety.The whole basis of a safety culture in an organization is above any business objectives. It has to be you are held to a higher level. Business decisions should not be built around safety. Safety decisions are made because of safety, not through business decisions. – Andy SmartA holistic approach to safety is what is required to develop a culture of safety. It’s an approach that is built around all aspects of the operation and takes into account both off-vehicle and on-vehicle operations. Without a globally recognized safety standard, Grayson asks Andy how AV safety can be measured.As engineers, it is our responsibility to go in and look and to say ok who already does this. Let’s benchmark other industries. We are not unique. We are into some groundbreaking stuff here, but hey would you believe that mining has been automating mining trucks for the last 35 years.Maybe we can learn a bit from them. It’s different but learn, adapt, because as engineers you have to put your hand on your heart and say I did my best and I did everything I could do to find out what was the right way to do it. – Andy SmartWith the advancements of ADAS (advanced driver-assistance systems) and the growing trend of consumers over-relying on SAE Level 2+ systems, Grayson and Andy discuss who is responsible for a crash and what can be done to improve safety.The person who is making the decisions is responsible, they have primary responsibility. – Andy SmartWrapping up the conversation, Grayson and Andy discuss how consumers approach safety. Why dealer training for ADAS is important and the role driver monitoring will play in the future of ADAS.Recorded on Tuesday, July 13, 2021--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and analysis 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 podcast and 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.

Thomas Bamonte, Senior Program Manager, Automated Vehicles, North Central Texas Council of Governments joined Grayson Brulte on The Road To Autonomy Podcast to discuss the growing autonomous trucking and autonomous vehicle industries in Texas.The conversation begins with Tom discussing how he first became interested in autonomous vehicles. In 2006, Tom wrote an article about merging the best of highway transportation and transit through autonomous vehicles.Little did Tom know at the time, but this article would go on to have a profound effect on his career. After writing the article, Tom started attending conferences and became one of the earliest individuals discussing the positive impact that autonomy will have on society.Being based in the Dallas Fort Worth Region, Tom has a front-row seat to autonomy as the region is emerging as the home of autonomous trucking. The geographical features of the region are land, land, and more land. With these geographical features, Tom explains why the region has openly embraced autonomous trucking.We are a large inland port and we have to be extra scrappy because we do not have a river or a seaport, we just have land. We have to be extra innovative and extra supportive of our freight partners. – Thomas BamonteThe region is part of the Texas Triangle and the home to DFW (Dallas Fort Worth International Airport) which is a major cargo hub. The airport has a yearly $20 billion economic impact on the North Texas Region. With welcoming State and Regional Governments, a major cargo hub, and freight companies located in the region, the area is well-positioned to fully embrace the future of autonomous trucking.We are well situated at the apex of the Texas triangle to host freight operations. It’s a great central U.S. location where AV freight can reach basically all of the country within a reasonable amount of time. – Thomas BamonteAs the Texas population continues to grow as individuals and families relocate from other States, Grayson asks Tom how the North Central Texas Council of Governments is continuing to drive the economic growth from autonomous vehicle companies relocating to the region.We are investing in our AV 2.0 program. We’re advancing six automated vehicle deployments and we’re moving from thinking of deployments as individual exercises. We are trying to build a regional AV program that has everything from sidewalk delivery bots. We are investing in what may become the nation’s first automated truck port. That is one of the six projects.We are signaling through our investments that we are open for business and willing to effectively partner with our private sector AV developer partners. – Thomas BamonteExpanding the conversation to other regions of Texas, Grayson asks Tom about Argo AI’s deployment in Austin and Nuro’s deployment in Houston.All of the Texas cities are evolving into very diverse AV environments. – Thomas BamonteWhen Drive AI operated a self-driving passenger service for the public in Frisco and Arlington, Texas in 2018 and 2019, they interacted with the community and did outreach to the local community to encourage future engineers to learn about the technology. The community/school outreach program was a tremendous success with Tom summing it up as a Norman Rockwell moment.With the AV 2.0 plan, NCTCOG has partnered with Dallas College to stand up and invest in an AV-oriented curriculum with a focus on trucking and autonomy. Additionally, NCTCOG organized the North Texas Center For Mobility Technologies.We are looking for every opportunity to work with the AV companies to develop the curriculum and engage with the next generation of workers in the transportation and related sectors. – Thomas BamonteShifting the conversation to autonomy and urban environments, Tom shares his thoughts on what autonomous passenger vehicle and delivery deployments will look like in the future.I can see delivery expanding from individual items to experiences and a richer sort of interaction, instead of just having stuff dropped off. – Thomas BamonteWith the Dallas Cowboys and Texas Rangers being located in the Dallas Forth Worth region, there is a tremendous opportunity for bespoke day-of-game autonomous vehicle experiences.Wrapping up the conversation, Tom makes the case on why autonomous vehicle and autonomous trucking companies should consider expanding to Texas.Recorded on Tuesday, June 22, 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.

Robert Day, Director, Autonomous Vehicles, Arm joined Grayson Brulte on The Road To Autonomy Podcast to discuss why the world runs on Arm.The conversation begins with Robert discussing Arm’s partnership approach and how over 190 billion devices around the world contain Arm-based chips.It’s really all about the partnership approach. It’s all about working with our silicon partners and giving them the right technology to allow them to address the different markets they want to put their silicon into. – Robert DayFocusing on Arm’s partnership approach, Robert discusses how Arm was able to ship a record 7.3 billion Arm-based chips in Q4 2020 as the global markets faced a supply chain crunch.Our partners like to work with us because we are continuously innovating. – Robert DayShifting the conversation to autonomous vehicles, Grayson asks Robert when and why did Arm first enter the autonomous vehicle industry. Arm has been in the automotive industry for a long time. Building upon this experience, Arm expanded into the autonomous vehicle industry as companies prepare for the mass deployment of autonomous vehicles as they will need great silicon.As autonomous vehicle companies such as Cruise actively prepare for the commercialization of their service, Grayson asks Robert if custom chip architectures are currently being developed for autonomous vehicles.Whether people will develop custom silicon to do it, I do not know. As they get closer to deployment, it’s what is available. What is out there? It costs a lot of money to develop a custom chip. If our silicon partners have the right SOCs based on our technology, they will probably just pick those up off the shelves.There might be certain applications, there might be certain parts of the vehicle that may be doing sensor intelligence where they might want to do some of their own silicon. At the moment you have to get closer to the actual deployment before it will be obvious which way people will go. – Robert DayTaking a look at the autonomous vehicle industry as a whole, Robert shares his thoughts on the current state of the autonomous vehicle market. The adoption of autonomous vehicles will come down to trust. Grayson and Robert go on to discuss how brands and experiences and help to develop trust with autonomous vehicles.When developing relationships and engaging with the autonomous vehicle industry, Arm asks the following:What do you need in order to make autonomy deployable? Mass deployable. – Robert DayArm has been having these discussions for years as Arm considers autonomous vehicles a growth market.It really is an industry and a market that we want to make sure that Arm is front and center in. – Robert DayAs society begins to shift to electric vehicles and the autonomous vehicle industry embraces electrification, Arm is well-positioned as the company specializes in low-power, high-performance chips.Energy efficiency, thermal efficiency, it will all be really important for deployment. Especially in vehicles that are fit-for-purpose or vehicles that we actually drive as higher levels of autonomy come into them. – Robert DayWith higher levels of autonomy, safety is paramount. Robert discusses Arm’s commitment to functional safety and why it is mission-critical for the safe deployment of autonomous vehicles.Putting the entire conversation into context, Grayson asks Robert what role he sees Arm playing in the autonomous vehicle ecosystem as the industry matures.It’s all about deployability and what’s required for autonomous vehicles to be deployed. – Robert DayWrapping up the conversation, Robert shares the story of how he first became interested in autonomous vehicles. It all started with an episode of Knight Rider. Grayson expands the conversation into the role popular culture will play in the adoption of this technology and why in the future there will be an Elvis autonomous vehicle service in Las Vegas.Recorded on Tuesday, May 25, 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.

Qasar Younis, CEO & Co-Founder, and Peter Ludwig, CTO & Co-Founder, Applied Intuition joined Grayson Brulte on The Road To Autonomy Podcast to discuss simulation and why a simulation first approach to autonomy is key to building and scaling autonomous vehicles.The conversation begins with Qasar talking about what the marketplace looked like when he co-founded Applied Intuition with Peter in 2017. This was the same year that Waymo began testing autonomous minivans in Chandler, Arizona without a safety driver on public roads. Reflecting on this, Peter shares his take on the marketplace.Generally speaking, there is not really winner take all dynamics in the automotive ecosystem. There is always going to be many companies. There are going to be many players, [with] Waymo being sort of in front in autonomy technology. What is great for Applied is that they are showing the world what is possible and that we are building tools which frankly enable any automotive company to compete at that level. – Peter LudwigQasar expands upon this to share his perspective on how the autonomous vehicle industry operated in 2016, 2017.In 2016, 2017 the only pattern was the Waymo pattern. Which is raise tons of money and build everything in-house. That’s just not the case anymore. I do not think there a single sophisticated in-house sim team that isn’t also working with somebody in some capacity that is not inside. – Qasar YounisBuilding upon this, Qasar dives into the economics of build versus buy and why it makes economic sense to buy instead of building in-house simulation tools. With technology advancements over the past four and a half years and new powerful chips being introduced, Applied has been able to close the sim to real gap.You want simulation to be as close as possible to the real-world performance of the system, while still being cost-effective to run. – Peter LudwigAs Applied matures as a company, the company has begun to assume a leadership position in the autonomous vehicle industry. Applied has recently published their Best Practices for The Testing and Deployment of Autonomous Vehicles guide that can be downloaded here.In the guide, Applied summarizes best practices for the testing and development of autonomous vehicles. It is an important guide that can be incorporated into your development workflow today.Our goal of the company is to move the entire autonomy ecosystem forward. – Qasar YounisTaking a step back for a moment, Qasar discusses simulation and references an interview where a Waymo Senior Director of Product Management stated that simulation is roughly responsible for 80 to 85% of their progress.Fundamentally there are many things that you cannot test safely in the real world that are necessary for ensuring the safe operation of the vehicle. You can model those scenarios in simulation. – Peter LudwigIn a 2018 interview with Bloomberg, Peter spoke to Mark Bergen about scenarios. Grayson asks Peter how the team comes up with scenarios to model in simulation. Taking it to a local level, Grayson shares several scenarios and Peter explains how simulation can help to prepare autonomous vehicles for those ODDs (Operational Design Domains).Shifting the conversation from autonomous vehicles to autonomous trucks, Grayson asks Peter what are the main differences between simulation for autonomous vehicles and autonomous trucks. Peter explains in-depth how there is a large difference in the approach to simulation for trucks due to the fact the way trucks are built and how they are driven.While there are different forms of simulation, Applied has been solely focused on autonomy since day one.Fundamentally we think that the autonomous industry will be very, very large. We believe that everything that moves will be autonomous. We want to enable that reality. – Qasar YounisExpanding different forms of simulation, Peter explains how Applied’s simulation platform differs from a system designed to generate images for movies and video games.Wrapping up the conversation, Qasar and Peter discuss why everything that moves will be autonomous.Recorded on Thursday, June 17, 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.

Robert Brown, Senior Director of External Affairs, TuSimple, Jordan Coleman, General Counsel & Vice President of Policy, Kodiak Robotics, and Jonny Morris, Head of Public Policy & Communications, Embark Trucks joined Grayson Brulte on The Road To Autonomy Podcast to discuss the current state of the autonomous trucking industry.The conversation begins with Robert Brown sharing his thoughts on the current state of the autonomous trucking industry from a policy perspective.We are doing quite well as an industry. It is a testament to the core folks that work in this industry. We work very closely at a State and Local level in all of the States that we operate in. We all come from the adage that we do not like to surprise anyone. – Robert BrownExpanding upon Robert’s comments, Jordan talks about the efforts that are being made around education and building trust with elected officials and regulators.Trust is absolutely paramount in this industry. Showing that deep commitment to engagement on a State, Regional and Local level. As well as that deep commitment to building those relationships first. – Jordan ColemanRounding out the conversation about the current state of autonomous trucking, Jonny shares a detailed overview of policy and the regulatory environment.Even though autonomous trucking is cutting-edge technology, it is an emerging industry. We are not entering into a blank slate from a regulatory environment perspective. There are plenty of requirements, rules, authorities that exist in the trucking industry today. – Jonny MorrisPutting the regulatory environment into perspective, Grayson asks Robert why Arizona, New Mexico, and Texas are emerging as the leading hubs for the testing and deployment of autonomous trucking.It has a lot to do with the regulatory environment. All three States now have legislation on the books that allows [autonomous trucking] testing and deployment. – Robert BrownIn January 2021, Kodiak successfully completed a disengage-free customer delivery from Dallas to Houston, Texas. Grayson asks Jordan how the company prepared for the run from a policy perspective. Jordan explains that before Kodiak started operations in Texas, the company met Governor Abbot’s office, State Legislators in both chambers, the Texas Department of Public Safety, the State Highway Patrol, and regional and local partners.Shifting the conversation to California, Jonny talks about the importance of the California market for autonomous trucks and what the current state of autonomous trucking policy looks like in California. Robert chimes in about his love of living in San Diego and why autonomous trucking will create new high-paying jobs in California.Looking at the priorities of the Governor and the California State Legislature, Jonny explains why the autonomous trucking industry is aligned with California’s goals on climate change and emissions.Automation is something that can be adapted for any drivetrain, whether it’s diesel, natural gas, or electric vehicles. Furthermore what we have seen is that automation can take any drivetrain and make it more efficient because it is a more efficient driver than a human driver. – Jonny MorrisWith the electrification goals of California, Grayson asks Jordan if Class 8 trucks will ever become electric.It’s absolutely a when not an if. – Jordan ColemanAs Jonny and Jordan clearly explained, the autonomous trucking industry is clearly aligned with the goals of California. With California’s unemployment rate currently holding at 8.3%, Robert talks about the positive economic impacts that autonomous trucking will have on the State and the new high-paying jobs that this industry will create.If California does this, it is a true game-changer from an economics perspective. – Robert BrownHighlighting the U.S. Department of Transportation VOLPE Macroeconomic Impacts of Automated Driving Systems in Long-Haul Trucking study as an example, Robert explains why autonomous trucking will create new high-paying jobs and have economic benefits on the U.S. economy.With the industry projected to have a positive economic impact on the U.S. economy the group discusses how the industry interacts with lawmakers and regulators on a federal level. Jonny addresses the misnomers around what the autonomous truck industry does and does not need from a regulatory and legislative standpoint.[There is a misnomer] that this is the wild west and there are no rules for autonomous trucks. The fact of the matter is that the trucking industry is heavily regulated at the federal level. – Jonny MorrisStaying on the theme of misnomers, Jonny, Robert, and Jordan all address the workforce issue and clearly explain that if you are a truck driver today, you can retire a truck driver. There is an enormous need for high-quality truck drivers today partly due to the increase in e-commerce.If you bought it, it’s been on a truck. – Jordan ColemanWith e-commerce projected to grow another 18% in 2021, Robert and Jordan discuss how autonomous trucking is working to shore up the e-commerce supply chain.All commerce is becoming e-commerce. It is all being shipped and it is all being shipped via truck. That only underscores the critical need for this technology. – Jordan ColemanAnother critical need for this technology is for the shipping of fresh fruits and vegetables as The World Bank is projecting the global population to be 9.7 billion by 2050. Jordan, Jonny, and Robert discuss how autonomous trucks can reduce food spoilage and increase access to healthy foods.Wrapping up the conversation, Jonny, Jordan, and Robert share their thoughts on the positive impact that autonomous trucking will have on society.Recorded on Monday, June 14, 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.

Jordan Sun, Chief Innovation Officer, City of San José joined Grayson Brulte on The Road To Autonomy Podcast to discuss building better basics in the City of San José through innovation and technology.The conversation begins with Jordan discussing his time serving two tours of duty (2012 and 2020) in Afghanistan with the U.S. Army. Comparing and contrasting his experiences, Jordan talks about his time and what he learned during each tour of duty. During his 2020 tour of duty, Jordan and his team built and shipped a software product from the battlefield.Continuing to serve his country, Jordan serves as a Tech Scout for the U.S. Army where he develops and builds relationships with innovative companies in Silicon Valley.I am interested in all things tech-related. – Jordan SunDuring his stint at the U.S. State Department, Jordan continued to study international relations. Putting all of his skills to work from his time in the military, finance, and diplomacy, Jordan joined the City of San José in 2020 as Chief Innovation Officer to make a difference.What attracted me initially was, the pandemic hit, I spent most of my service overseas when I served. I really didn’t feel like I did enough for the community. Sometimes I would scratch my head and was like well what could I actually do tangibly to change someone’s life in terms of here in America. – Jordan SunAfter his first meeting with the Mayor and being unable to sleep that night, Jordan knew that he had to step up and make a difference for the community of San José.If not me then who, and if it is me, I need to put skin in the game and give it a try. – Jordan SunIn November 2020, The Center for Digital Government announced that the City of San José was named the nation’s most innovative local Government. Being extremely humble, Jordan talks about how it was a team effort to the recognition and how it’s merely just a starting point to where the City wants to go in the future.Looking to the future, Grayson asks Jordan how the City is working to bridge the digital divide. In the latest budget, the Mayor directed $10 million dollars to improve broadband connectivity for residents of San José.With a City of over 1 million residents, Grayson asks Jordan how he is approaching innovation.It’s about getting to more tangible outcomes. – Jordan SunJordan looks at every digital service/website that the City builds as a product and how the residents of San José will interact with it and use the product. This philosophy ties directly into Jordan’s Three Pillars of a Smart City: Data, Digital Product/Engagement, IoT Network which he discusses in depth.Shifting the conversation to mobility, Grayson asks Jordan what role mobility will play in his vision of a City of the Future. Mobility is just not the movement of passengers, it is the moment of goods. Mobility will also have a positive impact on health care as society shifts to autonomous vehicles.With 50 companies currently testing in California, Grayson asks Jordan about the City’s relationship with the autonomous vehicle industry.There is a very healthy relationship. – Jordan SunLooking to the current trend of privacy, Grayson asks Jordan what the City is doing to ensure the privacy of its residents as they embrace and deploy new technologies.We have a foundational privacy policy that protects our residents that lays the groundwork and lays the commitment by the City for us to understand privacy as it pertains to not just surveillance, but overall. – Jordan SunWrapping up the conversation, Jordan discusses the big issues that the City is going to tackle as the world emerges from the global pandemic.Recorded on Friday, May 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.

Cheng Lu, President & CEO, TuSimple joined Grayson Brulte on The Road To Autonomy Podcast to discuss taking TuSimple public and the company’s plans for growth.The conversation begins with Cheng discussing why TuSimple chose to go public as a traditional IPO rather than a SPAC and what the journey was like to become the world’s first publicly traded autonomous vehicle company.We priced above our range. We raised $1.3 billion dollars as a company. We have a market cap of $8 billion dollars. – Cheng LuTaking a step back, Grayson asks Cheng about his time studying the economics of online platforms at the University of Virginia. At that time, Facebook was beginning to grow into an enterprise and the age of online platforms was about to change the world with the introduction of Uber, Lyft, and delivery services.Thinking about what happens in the next 10, 20, 30 years, it’s safe to say that it will be the age of artificial intelligence. Autonomous driving is certainly one of the hardest use cases, but one of the biggest opportunities. Autonomous trucking is a massive opportunity. – Cheng LuComparing and contrasting the rapid growth of Facebook, Grayson asks Cheng how he is preparing for the growth of TuSimple’s Autonomous Freight Network (AFN).At the heart of TuSimple, we are an artificial intelligence software company. We are building the most advanced Level 4 autonomous driving system. We are also building the hardware in conjunction with our OEM Tier 1 partners. – Cheng LuThe AFN will be TuSimple’s 5G network and their purpose-built autonomous trucks will be their 5G phones.Shifting the conversation to the supply chain, Grayson and Cheng discuss how autonomous trucks can shore up the supply chain. They discuss the relationship between autonomous trucking and railroads (including TuSimple investor Union Pacific) and how these two industries will complement each other to the benefit of society.We have the opportunity to help enable new freight capacity to address the supply chain constraints. – Cheng LuDoing things the right way is a common trait for TuSimple. The company has a partnership with Navistar to develop automotive-grade autonomous trucks that are manufactured in a factory and are not retrofitted.If you want to scale autonomous freight operations you have to have purpose-built trucks that are factory-produced. – Cheng LuWith 6,775 reservations for factory-built TuSimple autonomous trucks, Grayson asks Cheng how his customers are planning to use these trucks. Customers are looking to use their new autonomous trucks for long-haul applications.Staying on the topic of orders, Grayson asks Cheng what is TuSimple’s business model for the trucks and how will TuSimple manage and monetize the trucks once they are sold to customers.When a customer buys a truck from Navistar that is powered by the TuSimple Autonomous Driving System, the customer will subscribe to TuSimple Path, which is a per-mile subscription. – Cheng LuTuSimple has been focused on autonomous trucking since day one. Grayson asks Cheng why the company made the decision to focus on trucking from day one and why they did not divert their attention to robo-taxis.The number one thing to get adoption into a very disruptive technology is are you providing something of value to the existing key stakeholders. Autonomous trucking checks all of those marks. – Cheng LuAs seen in a 60 Minutes episode, TuSimple has a culture of safety that is built around the company’s core five values. The company also has a culture of transparency. Cheng discusses why this is important and why the company focuses on safety and transparency. This culture will play a vital role as TuSimple prepares for driver-out runs which will be revenue-generating runs and not demos.TuSimple is the only company that has demonstrated the ability to drive on not only highways but surface streets. – Cheng LuWrapping up the conversation, Cheng discusses TuSimple’s partnership with McLane, a Berkshire Hathaway company.Recorded on Friday, May 14, 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.

Mark P. Mills, Senior Fellow Manhattan Institute, Faculty Fellow Northwestern University School of Engineering, and Partner in Montrose Lane, an Energy-Tech Venture Fund joined Grayson Brulte on The Road To Autonomy Podcast to discuss the geopolitics of the global mineral supply chain.The conversation begins with Mark discussing his review of the book Unsettled by Physicist Steven Koonin in the Wall Street Journal and how it led to the Manhattan Institute’s Facebook page being temporarily suspended. Grayson raises the point about debates and how debates were instrumental in the founding of The United States.Shifting gears, Grayson asks Mark about his time as a physicist at Bell Northern Research and at the RCA David Sarnoff Research Center.RCA was then the company of consequence. RCA was the company that did as much for communications as Apple and Google and Cisco and others of the modern era did back then. – Mark P. MillsWith everything becoming more efficient, crypto mining farms popping up everywhere, and more electric vehicles coming online daily, Grayson asks Mark if the world has enough electricity to support the increased energy demand. We currently produce enough, but that could change in the future.The single most important thing about electricity is not how you make it. That is derivative. It’s how you make it to support the two objectives which is: As I need it at scale, the price matters, because the more of it you use, you want it to be cheaper, not more expensive. And, I want to have the electricity when I need it. – Mark P. MillsMark goes on to discuss the history of the energy grid and how the grid is a series of networked grids. With the colonial pipeline having been recently hacked, Grayson asks Mark how secure the electric grid is today and what can be done to secure the grid from potential cyber-attacks.The electric grid is remarkably secure, currently. – Mark P. MillsStaying on the topic of resources and what is need to ensure that energy can continue to flow uninterrupted, Grayson asks Mark what happened in 1990 that led The United States to lose its position as the world’s number-one producer of minerals. This was caused by regulation and the political environment at that time. Sensing an opportunity, China expanded its mining and refining capabilities.China is the world’s biggest refiner of critical minerals. – Mark P. MillsThe United States is 100% dependent on the importation of 17 key minerals and imports over half of its needs for another 29 minerals. These minerals are needed for electric vehicles. At this time, The United States does not have a secure supply chain for electric vehicles.This raises the question of how can The United States transition to an all-electric vehicle future when the supply chain is controlled by a geopolitical foe, China?If your energy system is dependent on a handful of supply chain routes and a hand full of supply chain suppliers, if anything happened that took that handful out, there is a massive impact. You do not have optionality. You do not have optionality at any price. – Mark P. MillsThe supply chain for minerals is volatile with Chile, China, and the Democratic Republic of the Congo controlling the mineral supply chain and mineral refining. With a lack of new mines coming online and limited access to copper and minerals, Mark explains what the economic impact would be on the economy.Every single feature of the minerals world relevant to energy is on track to rising, not declining prices. – Mark P. MillsAfter focusing on the economics of minerals and the impact of the supply chain, Grayson and Mark discuss mining minerals and how minerals are mined.Wrapping up the conversation, Grayson and Mark discuss why the geopolitical issues of the mineral supply chain are not broadly discussed. Securing the mineral supply chain for electric vehicles is the only way to ensure the adoption of electric vehicles.Recorded on Wednesday, May 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.

Robert Bielby, Senior Director of Automotive System Architecture & Segment Marketing, Micron joined Grayson Brulte on The Road To Autonomy Podcast to discuss the crucial role that memory plays in automotive.With the automotive industry focused on electrification and statements made by Jim Farley, CEO of Ford, and Bryan Salesky, Co-Founder & CEO of Argo AI about the computer power needed for self-driving cars, Grayson asks Robert to share his thoughts on how to best optimize for energy efficiency in autonomous vehicles.We are focused on how do we optimize power consumption. – Robert BielbyWith over 30 years of experience in automotive, Micron currently has a 40% market share for memory. As we look to the next 30 years, Micron is focused on growing that market share.We continue to make the investments because for Micron automotive is an important market. – Robert Bielby60% of Micron’s automotive business is centered around in-vehicle experiences. Infotainment and in-vehicle experiences are becoming the most important features for consumers.Customers are making their purchasing decisions based upon the cockpit, and features and the functionality, and the cool displays. – Robert BielbyWhen SAE Level 4 and 5 autonomy is achieved, Grayson asks Robert what experiences will look like in autonomous vehicles.This is definitely going to be an element that is going to define the brand identity of the vehicle. A Ford is going to look a certain way, a BMW is going to look a certain way. You will make purchasing decisions on I can connect to Apple or Android. I can answer emails, I can edit word documents, excel spreadsheets. – Robert BielbyWhile memory will enable great in-vehicle experiences, memory will also increase safety in the vehicle. Memory will help to enable occupant detection that can enable air conditioning to turn on if a child is left unattended in a vehicle during a hot day.Staying on the theme of safety, Grayson and Robert discuss augmented reality and how it can be used to build trust with adaptive cruise control.Micron has 13 customer labs around the globe where they work with customers to optimize memory performance for their automotive applications. The company also has a partnership with Nvidia where they are jointly working to enable “True AI”.The impact that memory has on system performance can and will be profound. – Robert BielbyRobert expands upon the conversation with a dive deep into AI and what he expects to see in the future as AI begins to be fully integrated into the vehicle experience.The expectation is that the vehicle is a natural extension of my lifestyle. – Robert BielbyWith everything being connected and the vehicle being an extension of consumers lifestyles, Grayson and Robert discuss security. How verification will work and what role memory plays in securing the experience and paying for services such as gas using the infotainment system.Wrapping up the conversation, Grayson and Robert discuss functional safety and the ISO 26262 safety standard.Recorded on Tuesday, May 4, 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.

John Absmeier, Chief Technology Officer, Lear Corporation joined Grayson Brulte on The Road To Autonomy Podcast to discuss Seating as a Service and how Xevo will enable in-vehicle experiences and commerce.The conversation begins with John discussing his time in the United States Marine Corps and what he learned as a Sergeant E5 motor transport mechanic. John learned leadership skills that have translated into an extremely successful career as an innovator and business leader.As a young engineer, John worked on the inductive charge panel connection system for the GM EV1.I got highly interested in electrification 25 years ago. – John AbsmeierIt was this project that sparked John’s interest in electrification. In 2012, John set up Delphi Labs and led the lab’s development of its autonomous vehicle platform. In 2015 a Delphi Labs autonomous vehicle completed a coast-to-coast trip from San Francisco to New York City. During this time, John put his leadership skills to work as he worked with the team to solve the complex problem of autonomous driving.With a background in solving complex problems, Grayson asks John what attracted him to join Lear. John goes onto discuss his time at Samsung and when Mr. Ray Scott, CEO of Lear Corporation approached him about becoming CTO.We need to start to focus on innovation and technology as a priority in our mission. We need someone who has experience and wants to drive that. – Mr. Ray Scott, President & CEO, Lear Corporation as told by John AbsmeierWhen John joined Lear, he became the company’s first CTO. As CTO of Lear, John became CTO of a publicly-traded company with a market cap at that time of $13 billion (June 2018). As CTO of a publicly-traded company, Grayson asks John how he is keeping Lear 2 to 3 steps ahead of the competition in autonomous vehicles.Autonomous vehicles for Lear are a bit of a different thing. We are not directly competing in the full-stack development. But, all of our products are affected by the changes that happen. – John AbsmeierAs mobility changes and new shared services are introduced, there is one common denominator – passengers will continue to ride in seats. New business models will emerge such as ‘Seats as Service” where customers can opt to take a ride in a vehicle that offers an in-vehicle seat massage.With the growth of the gaming world, Grayson asks John if Lear is taking inspiration from the gaming world as it relates to in-vehicle seat design.The user experience is now the main differentiator in cars. – John AbsmeierExpanding the conversation of experiences, Grayson asks John about Lear’s acquisition of Xevo in 2019. Why did Lear acquire Xevo? Xevo will allow Lear to expand its “seating as a service” compliment it with in-vehicle experiences and commerce.Looking to the future, Grayson asks John when he expects to see AR (augmented reality) experiences in vehicles. Taking a step back, John talks about CES 2014, when Samsung showcased an AR experience in a Tesla Model S. Staying on the CES theme, Grayson talks about the Warner Bros. / Intel immersive entertainment experience which they demonstrated in 2019.As companies look to develop in-vehicle experiences, Grayson shares his thoughts on why Disney will introduce a Star Wars in-vehicle experience at Walt Disney World in Orlando, FL. Comparing and contrasting Disney with Lear, Grayson asks John about the footprint of the Xevo platform.Xevo is currently running in over 50 million vehicles globally. The Xevo commerce platform has over 400,000 retail outlets which are available to customers today. All of the data generated through driver interactions is owned by Xevo’s OEM customers.To enable in-vehicle commerce a payment method is needed. Grayson asks John how Xevo approaches payments and integrates the ability to pay for goods and services into the platform. Xevo does not store credit card data, instead, they aggerate payments through a secure wallet. When the vehicle becomes autonomous, the wallet can reside in the mobility provider’s app.Wrapping up the conversation, Grayson and John discuss the current state of M&A in the autonomous vehicle industry.There [are] very few companies in the world that have the balance sheet to create an entire autonomy stack. I estimate that it is somewhere in the $50 billion to the $100 billion range to create a full autonomous stack solution. – John AbsmeierConsolidation is coming across the board as companies start to turn their attention to the economics of autonomy.Mobility is only going to get a lot better. – John AbsmeierRecorded on Thursday, April 29, 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.