Autonomy Markets

Grayson Brulte and Walter Piecyk
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Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.

  1. -22 Ч

    Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s dedicated Supercharger build-out for Robotaxi in Arizona, Kodiak’s autonomous trucking operations in the Permian Basin, and Mobileye’s defensive posture on their Q1 earnings call. With Tesla launching unsupervised robotaxis in Dallas and Houston this week, the conversation evolves into a deeper discussion around newly filed permits for 56 dedicated, non-public V4 Superchargers in Chandler, Arizona, and a second private charging depot in Mesa, signaling Tesla is building dedicated Robotaxi infrastructure as the original 12-market scale plan slips into Q3. Out in the Permian Basin, Grayson conducted field work with Kodiak and Atlas Energy Solutions, inspected the depot, and watched fully autonomous trucks operate off-road in the middle of the oil fields, picking up sand at the end of the 40-mile Dune Express sand conveyor. During Mobileye’s Q1 2026 earnings call, when asked about their autonomous driving partnerships, the tone turned defensive on Volkswagen’s longer-term commitment and the emerging competitive threat of NVIDIA’s growing ambitions. On the Foreign Autonomy Desk, Grayson and Walt discuss Huawei’s $11.7 billion continued commitment to autonomous driving on the mainland and Pony.ai’s plan to operate more than 3,000 robotaxis across 20 cities globally by the end of 2026, with over half deployed outside mainland China. Episode Chapters 00:00 Permian Basin Field Work: Kodiak & Atlas Energy Solutions 08:51 Tesla Launches Unsupervised Robotaxi in Dallas and Houston 13:16 Tesla's Dedicated Robotaxi Superchargers in Arizona 15:38 AUTNMY AI 16:45 Avride's 200 Vehicles 19:19 A Tale of Two SPACs, PlusAI & Einride 20:45 Zoox Expands Testing to Miami and Las Vegas Airport 23:55 Mobileye Goes on Autonomy Defense 32:22 Foreign Autonomy Desk 34:24 Next Week The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy™ powered AUTNMY AI. Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    36 мин.

  2. 18 АПР.

    Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion in Florida, Uber’s continued investments in physical assets, and the potential for agentic AI to disrupt traditional rideshare apps. With Waymo opening service to the general public in Miami and Orlando this week, the conversation evolves into a deeper discussion around Disney’s strategic alliances and which company, Waymo or Glydways, will eventually secure a contract to operate at Walt Disney World. Across the pond, Waymo began autonomous driving in London as Uber continues to pour capital into physical assets while doubling down on their Lucid investment with another $200 million. Uber’s physical asset strategy sparked a debate of whether or not Uber can truly remain asset-light and what impact agentic AI bots will have on their business. On the Foreign Autonomy Desk, Grayson and Walt discuss Japan’s autonomous vehicle investment goals, Tesla’s Netherlands FSD approval, and WeRide’s expansion into L2 ADAS. Episode Chapters 00:00 Waymo Opens Miami & Orlando Markets, but No Disney World Yet 01:36 The Mickey Mouse Tax: Who Gets the Disney Contract? 07:54 Waymo Begins Autonomous Driving in London 08:53 Wayve Raises $60M from Chipmakers 12:32 Uber Doubles Down on Lucid 22:27 Lyft's Flexdrive Nashville Depot for Waymo 27:18 Will Agentic AI Make Rideshare Apps Obsolete? 28:00 Maryland Lawmakers Fail to Vote, State Does Not Get Autonomous Vehicles 32:53 Foreign Autonomy Desk 35:00 Next Week The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy™ powered AUTNMY AI. Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    34 мин.

  3. 11 АПР.

    Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and VW validating the ID. Buzz in Los Angeles as they prepare for commercial service, Europe’s first commercial robotaxi service, and Waymo’s New York City dilemma. With Uber and VW’s MOIA conducting on-road validation testing for the ID. Buzz in Los Angeles, the conversation evolves into a deeper discussion around what a launch means. Is it considered a launch if there are safety drivers? As Uber launches new robotaxi markets with safety drivers, Waymo continues to open new markets without them. This week Waymo brought Nashville online with fully autonomous commercial service across a 60-square-mile area. Waymo’s launch partner in Nashville is Lyft, but a post on X from Lyft CEO David Risher hinted that Lyft’s Flexdrive depot is not yet fully operational, leading Grayson and Walt to debate whether this deal came together faster than either side anticipated. Then there is New York, a city that appears to not want autonomous vehicles. The New York City Department of Transportation did not renew Waymo’s testing permit, which expired on March 31st. Which means Waymo can no longer test in autonomous mode, but they can drive the city and gather data, acting as a mobile billboard to build local buzz and political pressure. Wrapping up the conversation, Grayson and Walt discuss Tesla FSD 14.3. Episode Chapters00:00 Sidewalk Robots in Philadelphia Go Overboard 01:33 Uber and MOIA Begin On-Road Validation Testing08:35 Uber/Verne/Pony AI Launch First Europe Robotaxi Service 14:46 Waymo Open Nashville Market with Lyft22:20 New York Says, No Autonomy For You!30:47 Walt's Take on Tesla FSD 14.338:34 PlusAI's Revenue Projections40:29 Next Week The Road to Autonomy is the leading market intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy powered AUTNMY AI. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    42 мин.

  4. 4 АПР.

    Waymo Needs Another OEM and Q4 Might Be Too Late

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China. With Waymo opening service at the San Antonio Airport complete with curbside drop offs and a short walk to the designated rideshare pickup area, the conversation evolves into a deeper discussion about airport politics and robotaxis. Which brings us to Waymo and their current vehicle fleet. Does Waymo have enough vehicles to continue to scale at the pace they are scaling? Or do they need an additional OEM partner? Or will an 800 volt charging architecture solve their vehicle supply issue? Walt says Waymo needs more vehicles, while Grayson predicts that Waymo will announce an additional OEM partner by the end of the year and give the market more details on their relationship with Toyota. Over in China, Baidu's Apollo Go suffered a major mishap with vehicles stopping, causing crashes and trapping passengers for up to two hours in their robotaxis, raising questions about the current state of Chinese autonomous driving technology. Wrapping up the conversation, Grayson and Walt discuss WeRide going driverless in Dubai with Uber and launching 11 vehicles in Singapore with Grab as part of the foreign autonomy desk. Episode Chapters 00:00 Waymo Expands to the San Antonio Airport 06:07 Does Waymo Need Another OEM Partner? 13:24 800 Volt Charging Architecture and Fleet Scaling 19:05 Baidu's Apollo Go Robotaxis Fail in Wuhan 23:47 China's Autonomous Belt and Road Strategy 26:33 Waabi 30:02 Tesla Austin Robotaxi Expansion 33:14 FSD 14.3 38:00 Senator Markey Remote Operators Investigation 41:34 Foreign Autonomy Desk 45:50 Next Week The Road to Autonomy is the leading market intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy powered AUTNMY AI. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    47 мин.

  5. 28 МАР.

    We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode in several Waymos and in Uber's autonomous vehicle partners Avride and May Mobility, and discovered two Waymo depots in Dallas. The Waymo driver in Dallas was noticeably more cautious than in the Bay Area or Miami, but overall a great experience. While riding around in Waymos, Grayson discovered two depots on opposite ends of downtown Dallas. One appeared to be a temporary depot with portable charging, while the other was not yet operational but had charging infrastructure built out with a design matching Waymo's Santa Monica and Miami depots. While Grayson rode around in Waymos, Walt headed to Arlington for an update on May Mobility's progress. He noticed a smoother ride than his prior experience last year, though he still encountered heavy braking. Last but not least, both Grayson and Walt successfully ordered Avride robotaxis on the Uber X tier after a Dallas police officer pointed Grayson to the best spot to get matched with an AV on the Uber platform. Closing out the show, Grayson and Walt discuss Nissan's autonomous vehicle strategy through its Wayve partnership and Zoox's upcoming Miami and Atlanta launches, while reigniting the LiDAR versus vision debate. Episode Chapters 00:00 Forward Fort Worth 02:47 Waymo in Dallas: Ride Experience and Depot Discoveries 12:25 May Mobility in Arlington: Ride Experience & Uber Launch Timeline 16:45 Avride in Dallas: Ride Experience 21:49 Uber's Multi-Partner Strategy 30:27 Nissan's Autonomous Vehicle Strategy 33:18 Zoox's Pending Miami & Atlanta Launches 36:11 LiDAR vs. Vision Debate 41:50 Tesla Robotaxis in Dallas 43:28 Foreign Autonomy Desk 48:36 Next Week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    49 мин.

  6. 21 МАР.

    Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market. It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as they are actively preparing to deploy NVIDIA-powered robotaxis in 28 cities by 2028 across North America, Europe, Australia, and Asia. Then there is the surprise Uber/Rivian deal, which will see Uber invest up to $1.25 billion into Rivian with $300 million upfront and four milestone payments based on undisclosed achievements of certain autonomous milestones by specific dates. Closing out the show, Grayson and Walt discuss Waymo's milestone of surpassing 170 million fully autonomous miles with no safety drivers, Nuro's growing robotaxi test fleet, and the Foreign Autonomy Desk. Episode Chapters 00:00 NVIDIA GTC0 4:06 Jensen Huang; NVIDIA is Not a Solutions Provider 11:23 Uber/NVIDIA Partnership 25:52 Uber/Rivian Robotaxi Deal 32:02 Waymo: 170m+ Autonomous Miles and Counting 33:01 Foreign Autonomy Desk 34:44 Next Week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    35 мин.

  7. 14 МАР.

    We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at Giga Texas. Together they experienced Tesla's unsupervised roboataxi operations in Austin, specifically the moment they hailed and rode in a fully unsupervised Tesla Robotaxi with no safety attendant and no chase car. Grayson and Walt noted the vehicle's smooth performance, its routing differences versus supervised rides, and the absence of Mad Max or Hurry driving modes in unsupervised operation. This led to a broader discussion on Tesla's Cybercab production readiness, with both noting that Tesla appears prepared to scale. The conversation then shifts to the competitive landscape, examining Uber's big week of autonomous vehicle partnership announcements and the company's positioning relative to Tesla, Waymo, and the broader autonomy economy. Closing out the conversation, Grayson and Walt discuss Waymo's expanding footprint, the structural advantages Tesla holds through its charging infrastructure and factory integration, and what the Cybercab ramp means for the autonomy economy. Episode Chapters 00:00 Riding in a Tesla Unsupervised Robotaxi 5:45 Robotaxi Ride Experiences (Both Supervised and Unsupervised) 11:25 Tesla's Austin Depot 19:58 Walking the Cybercab Production Line at Giga Texas 26:43 Waymo in Austin 29:24 Uber Needs an Autonomous Vehicle Tier 31:07 Uber's Big Week of Partnership Announcements 42:52 Zoox's Sudden Change in Narrative 51:53 Wayve Partners with Qualcomm 53:34 U.S. DOT is Embracing Autonomy 56:44 Autonomous Trucking 1:02:00 Foreign Autonomy Desk 1:02:43 Next week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    1 ч. 5 мин.

  8. 7 МАР.

    Waymo Hits the Highway and Should Build Its Own Pit Crew

    This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London. Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off. This leads to a broader discussion on Waymo’s rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson’s attempt to use the Tesla’s robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes. Over in London, Walt reported on the skepticism of London’s black taxi drivers regarding Waymo’s efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark. Episode Chapters 00:00 Silicon Valley and London Field Work 18:40 Google Gemini 20:59 Waymo in London 25:27 Waymo's Miami Beach Expansion 29:16 Waymo's Fleet Management Strategy 31:55 Autonomous Vehicles in Virginia, Not This Year 34:56 Waabi's Robotaxi Messaging 39:06 Glydways Expansion 42:47 Foreign Autonomy Desk 43:26 Next Week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠team@lightshedtmt.com⁠⁠

    45 мин.
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Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.

Информация

  • Автор
    Grayson Brulte and Walter Piecyk
  • Годы выхода
    2024 - 2026
  • Выпуски
    86
  • Ограничения
    С ненормативной лексикой
  • Авторские права
    © Grayson Brulte and Walter Piecyk
  • Сайт подкаста
    Autonomy Markets

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