The Road to Autonomy

Grayson Brulte
  • 4,8 (30)
  • TECHNOLOGIES
  • CHAQUE SEMAINE

How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.

  1. 99% of Autonomy's Impact Is Still Ahead of Us

    -2 J

    99% of Autonomy's Impact Is Still Ahead of Us

    Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss why Applied Intuition continues to be one of the most interesting companies in autonomy. The conversation explores Applied Intuition’s growing portfolio of partnerships, including a major deal with Komatsu and the launch of their new SDS (self-driving system for automotive). Qasar and Peter share how first-principles thinking, diversification across verticals, and a relentless focus on engineering have allowed the company to expand while continually de-risking the business. As OEMs weigh the long-running build-versus-buy debate around autonomous driving systems, China’s automakers are rapidly advancing their capabilities with a strong emphasis on in-vehicle software. From Tesla’s software-driven model to legacy OEMs navigating the transition to software-defined vehicles, this episode of The Road to Autonomy highlights how Applied Intuition’s Vehicle OS and SDS offerings are designed to meet automakers where they are today, while positioning them for what’s next. In a future where software increasingly defines brand and customer experience, Applied Intuition is building the infrastructure that will power both vehicles and autonomy.  Episode Chapters 0:00 What’s Next for Applied Intuition?  1:44 Self-Driving for Automotive (SDS) 7:15 Managing Risks 12:45 Komatsu Partnership 16:32 Breakthrough Technology  21:38 Vehicle OS 23:48 OpenAI Partnership 25:05 L2/L2+ Demand 32:42 Licensing Autonomous Driving Systems 35:18 Maintaining SDS 42:50 Cadillac 44:09 Does Software Defines a Brand?  46:10 Planning for Automotive Software  49:29 What’s Next Recorded on Friday, September 5, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    52 min
  2. Autonomy Markets: The Most Valuable Part of Your Next Car Isn't Autonomy

    -4 J

    Autonomy Markets: The Most Valuable Part of Your Next Car Isn't Autonomy

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI’s Grok and Google’s Gemini are shaping the future of in-vehicle experiences. Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable of controlling everything from “car wash mode” to trip planning and operating the traditional in-cabin functions of a vehicle.  They draw parallels to historical tech battles, from Apple CarPlay’s removal by GM to the politics within Alphabet that may slow Gemini’s rollout inside Waymo vehicles. The discussion underscores how the integration of AI into vehicles could become one of the most valuable battlegrounds in autonomy.  Beyond AI integration, the conversation expands into the latest market moves across autonomy. Tesla’s upcoming expansion to Phoenix, Las Vegas, and California airports takes center stage, alongside SpaceX’s $19 billion spectrum acquisition and its implications for connectivity in robotaxis. Episode Chapters 0:00 Qualcomm on The Road to Autonomy 2:51 Grok vs Gemini: Who Will Own the Future of AI In-Vehicle? 12:33 Tensor Auto 14:40 Tesla’s Planned Robotaxi Expansions 20:19 SpaceX / EchoStar Spectrum Deal  23:48 Zoox Las Vegas Launch 27:17 May Mobility’s Launch in Atlanta on Lyft 31:41 Do May Mobility Cars go to Lyft or Uber First? 34:12 Waymo’s Emerging Hyundai Risk  36:30 Kodiak Delivers First Factory Upfitted Autonomous Truck 38:35 Autonomous Trucking Industry 40:43 Next Week Recorded on Friday, September 12, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    42 min
  3. Q3 2025 Energy Market Outlook: Texas Drives Record Global Oil Demand Amid AI Revolution and Geopolitical Shifts

    9 SEPT.

    Q3 2025 Energy Market Outlook: Texas Drives Record Global Oil Demand Amid AI Revolution and Geopolitical Shifts

    Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas’s energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics.  With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs. The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally.  Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery. Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity.  As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement. Episode Chapters 0:00 Weakening U.S. Dollar & Interest Rates 2:21 Growing Household Debt 4:20 Emerging Markets & Supply Chains 5:27 Growing Natural Gas Demand 12:49 Growing Global Oil Demand 16:51 Potential Weakening U.S. Economy 18:33 Global Oil Supply 21:27 China 24:49 Europe 29:55 Permian Basin  32:58 ADS Business Conditions Index 34:33 Tech’s Impact on Oil & Natural Gas Industry 36:03 Texas Oil & Natural Gas Industry’s Economic Impact  37:52 Next Quarter Recorded on Thursday, September 4, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    41 min
  4. Autonomy Markets: Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

    6 SEPT.

    Autonomy Markets: Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”.  Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval to operate at the San Jose (SJC) airport, a move Grayson Brulte predicted five months ago on a previous episode. Meanwhile, Tesla opened the public waitlist for its Robotaxi app, which quickly surged up the Apple App Store charts, reaching #1 in the travel category and #8 overall among free apps. The discussion then broadens beyond the Waymo–Tesla rivalry, touching on the political headwinds Waymo faces in Seattle, NHTSA’s recent regulatory changes designed to accelerate autonomous vehicle commercialization, and Torc’s $660 million annual burn rate as Daimler Truck explores external funding options. Episode Chapters 0:00 Waymo-Tesla Competition  5:48 Waymo’s Denver Expansion  8:01 No Uber Partnership for Denver or Seattle? 10:36 Waymo’s Affection for Unwelcoming Cities, Including Seattle  15:24 Benefits of Autonomy  16:37 Updated NHTSA Rules 19:23 Waymo Expands to San Jose Airport, Is SFO Next? 24:22 Tesla Opens Robotaxi Waitlist  27:43 Highway Unlocks 30:44 Avride Launching on Uber in Dallas 33:16 Tensor Auto 35:49 Daimler Truck is Seeking Outside Capital for Torc 40:18 Next Week Recorded on Friday, September 5, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    42 min
  5. Autonomy Markets: Uber CEO Reignites The Great Waymo vs Tesla Debate

    30 AOÛT

    Autonomy Markets: Uber CEO Reignites The Great Waymo vs Tesla Debate

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview.  During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar is the “right solution,” noting that all of Uber’s current partners use this combination. This statement prompted a response from Elon Musk, who argued via a post on X that LiDAR and radar actually reduce safety due to “sensor contention” and reaffirmed Tesla’s commitment to a camera-only system.  Beyond the technical debate, Grayson and Walt discussed Tesla’s expanded Robotaxi service in Austin and the growing opposition to a potential Waymo deployment in New York City. Episode Chapters 0:00 One-Year Anniversary of Autonomy Markets 2:14 Dara Khosrowshahi Reignites LiDAR vs Vision-Only Debate 9:24 Elon Musk’s LiDAR Rebuttal  11:49 What if Tesla Embraced LiDAR? 14:29 Robotaxi Expands in Austin, Once Again 18:14 Traffic Fatalities  20:32 Waymo Begins Testing in New York City 26:06 Boring Company is Testing FSD Supervised in Las Vegas 29:07 Stellantis Shuts Down Internal ADAS Development Program 31:28 Next Week Recorded on Thursday, August 28, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    32 min
  6. Qualcomm's Snapdragon Autonomy Strategy

    27 AOÛT

    Qualcomm's Snapdragon Autonomy Strategy

    Anshuman Saxena, Vice President and Head of ADAS/Autonomous Driving Products, Qualcomm joined Grayson Brulte on The Road to Autonomy podcast to discuss Qualcomm’s Snapdragon autonomy strategy. Qualcomm’s automotive division is rapidly expanding, with revenue up 59% year-over-year to $959 million. At the center of this growth is the company’s Snapdragon Digital Chassis, a comprehensive automotive platform and the cornerstone of Qualcomm’s autonomy strategy. As part of this approach, Qualcomm is redefining the digital cockpit by integrating AI-powered natural language interactions, advanced graphics through Adreno GPUs, and vision-based systems that enhance both safety and user experience. Looking ahead, Qualcomm’s Snapdragon architecture is not only powering vehicles today but also laying the foundation for robotics and future intelligent systems. Episode Chapters 0:00 Qualcomm’s Approach to Autonomy 6:10 ADAS Growth Opportunity  10:09 Consumer Adoption of ADAS 12:10 In-Vehicle Experience  16:37 Snapdragon Digital Chassis 17:44 Adreno GPU 24:15 Developing Technology with Partners 28:05 Robotaxi Platform 29:36 Vision Systems  33:07 Personally Owned Autonomous Vehicles  35:46 Reasoning  40:54 Chip Design  45:16 Future of Qualcomm’s Automotive Division  Recorded on Tuesday, August 26, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    46 min
  7. Autonomy Markets: Send More Waymo's to Atlanta ASAP and Nuro's Big Check

    23 AOÛT

    Autonomy Markets: Send More Waymo's to Atlanta ASAP and Nuro's Big Check

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round. Waymo’s launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.  The Atlanta launch has raised questions about the long-term future of Uber and Waymo’s partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion. Episode Chapters 0:00 Robots 2:42 Nuro Series E 4:54 Delivery Robots Part 1 6:11 Fleet Management  9:24 Delivery Robots Part 2 14:26 Waymo on Uber in Atlanta  21:15 Status of Waymo and Uber’s Relationship  26:58 Helm.ai Honda Expand Partnership  32:21 Alibaba’s Autonomous Driving IPO 34:16 Baidu Apollo Go 36:35 Tesla FSD in Japan 38:46 Cybercab 39:32 Next Week Recorded on Thursday, August 21, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    40 min
  8. GM’s Third Autonomy Act: Inside the New Push for Personally Owned Autonomous Vehicles

    19 AOÛT

    GM’s Third Autonomy Act: Inside the New Push for Personally Owned Autonomous Vehicles

    David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM’s renewed interest in autonomous vehicles. From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles.  Despite the shift in strategy, GM faces significant hurdles. The company must rebuild trust with the tech community to attract top talent after Cruise’s high-profile failures. At the same time, the company continues to face intense competition from Tesla, whose rapidly advancing Full Self-Driving (FSD) system raises questions about whether GM can develop a competitive system in-house or if it will need to license technology from Waymo, Wayve, or Nuro. GM’s return to autonomy opens the door to many questions. Questions that will only be answered in the years ahead. Episode Chapters 0:00 GM Once Again Enters the Autonomy Market 4:07 Can Sterling Anderson Revive GM’s Autonomy Ambitions?  6:36 GM’s “New” Autonomy System 9:16 Super Cruise Subscription Revenue  10:37 Tesla 13:48 Does GM Have to License? 14:49 Rebuilding Trust 18:26 Would GM ever do a Waymo Deal? 20:04 Licensing + Data 23:51 Timeline 26:43 Pricing Autonomy 32:41 Ford 34:22 Where Does GM Ultimately Go? Recorded on Monday, August 10, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    35 min
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À propos

How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.

Informations

  • Création
    Grayson Brulte
  • Années d’activité
    2020 - 2025
  • Épisodes
    332
  • Classification
    Tous publics
  • Copyright
    © 2024 The Road to Autonomy LLC | All Rights Reserved
  • Site web de l’émission
    The Road to Autonomy

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