The Road to Autonomy

Grayson Brulte

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. Peak Car by 2035: The $1.2 Trillion Autonomous Vehicle Industry Takes Shape

    1天前

    Peak Car by 2035: The $1.2 Trillion Autonomous Vehicle Industry Takes Shape

    Martyn Briggs, Director, Thematic Investing Strategy, Bank of America joined Grayson Brulte on The Road to Autonomy podcast to discuss why 2035 might be the year the car peaks and what that means for the market.  Breakthroughs in AI, falling sensor costs, and favorable regulation have shifted autonomy from a “moonshot” to a fast-emerging industry and soon, a global economy that we call the autonomy economy. During the conversation Grayson and Martyn explore Bank of America’s forecast of a $1.2 trillion total addressable market for autonomous vehicles by 2040, spanning not only passenger cars but also logistics, ports, mining, and agriculture. They discuss how generative AI, simulation, and neural networks are accelerating deployment and why autonomy is becoming a critical solution to labor shortages worldwide. The conversation also highlights regional adoption trends, the geopolitics shaping the autonomous vehicle race, and the more than $200 billion already invested since 2010, signaling a clear shift into commercialization and long-term opportunities for both technology developers and investors. Episode Chapters 0:00 The Road to Autonomy Introduction 0:23 Bank of America: The Future of Autonomous Vehicles Report 10:26 UK Public Opinion on Autonomous Vehicles  16:24 Autonomous Vehicle Market Constraints  18:03 Autonomous Vehicles and Tourism 20:20 Foxconn 22:42 Personally-Owned Autonomous Vehicles and the Growth of Licensing  28:05 The Growing Autonomy Markets 34:39 Autonomous Trucking 38:57 Robotaxi Costs 41:33 Peak Car and Increasing Autonomous Vehicle Investments  46:57 Institutional Investors  51:38 AI Data 54:56 Chinese Autonomous Vehicle Market 58:59 Autonomous Vehicles ChatGPT Moment Recorded on Thursday, September 25, 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.

    1 小时 1 分钟
  2. Autonomy Markets: Does Tesla FSD 14 Matter?

    3天前

    Autonomy Markets: Does Tesla FSD 14 Matter?

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi. What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners.  Later the conversation then turns to Waymo’s London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy?  Is it time to acknowledge they won’t be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren’t yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market. Episode Chapters 0:00 FSD 14 6:44 Waymo Eyes London Expansion 9:17 Does Uber Launch Robotaxis in Nashville without Waymo? 11:35 Waymo Market Predictions 15:13 Tesla Market Predictions 17:53 Amazon’s Continued Commitment to Zoox 23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi 28:43 Nissan ProPilot powered by Wayve 31:08 Kodiak Goes Public 32:22 Next Week Recorded on Thursday, September 25, 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.

    33 分钟
  3. Autonomous Trucking’s Watershed Moment: Bot Auto Proves Less is More

    9月23日

    Autonomous Trucking’s Watershed Moment: Bot Auto Proves Less is More

    Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss Bot Auto’s successful 40-mile, fully autonomous run with no human in the cab or operating the vehicle remotely. In what Chuck Price calls a “watershed event,” Bot Auto successfully completed a driver-out run in under two years with less than $45 million in funding, compared to other competitors which are currently spending $600 million+ a year. Bot Auto’s accomplishment could have broad implications for the autonomous trucking industry in terms of technological roadmaps and commercialization strategies. How they achieved this milestone with such limited resources will become a central question throughout the autonomy markets. Episode Chapters 0:00 The Road to Autonomy Introduction 0:23 Bot Auto Goes Driver-Out 3:22 The Role of OEMs in an Autonomous Trucking World 7:20 After Driver-Out, What’s Next for Bot Auto? 12:54 Building an Autonomous Trucking Business 16:11 Rethinking the OEM Deal: When is the Right Time to Partner? 19:43 Contract Manufacturing 25:39 Ripple Effects of Bot Auto Going Driver-Out 31:38 AI Unlock 33:17 Proof Points 37:50 Tesla Semi 43:18 Current State of the Autonomous Trucking Industry 45:51 Key Takeaway Recorded on Thursday, September 18, 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.

    47 分钟
  4. Autonomy Markets: Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

    9月20日

    Autonomy Markets: Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%. Grayson and Walt examine the strategic implications of this non-exclusive deal, where a shared fleet will operate across both Lyft and Waymo networks, with Lyft leveraging its Flexdrive subsidiary for fleet management. This deal, marks Waymo’s second partnership with Lyft, correcting widespread media reports that overlooked a small 2019 Phoenix pilot program that quietly disappeared from public view. The conversation expands into Waymo’s incremental progress at San Francisco Airport (SFO) which is limited to the “kiss and fly” area rather than curbside access, and what this signals for Waymo’s pending highway operations. Grayson predicts Waymo will begin operating on highways in the Bay Area by December 2025, while they debate sensor stack limitations that may be preventing current Jaguar fleets from highway deployment.  Grayson and Walt also analyze Bot Auto‘s milestone achievement of a fully driverless 40-mile commercial run accomplished with just $45 million in funding, contrasting this efficiency against billion-dollar competitors still operating with safety drivers. The episode concludes with Tesla and Uber’s freight partnership, which Walt characterizes as a potential “Trojan horse” for Tesla’s autonomous trucking ambitions. Episode Chapters 0:00 Lyft / Waymo Partnership 7:01 Lyft / Waymo History  8:39 Nashville Market  12:17 Impact on the Uber / Waymo Relationship  15:31 Waymo’s SFO Expansion  17:13 Waymo’s “Great Highway Expansion”  20:39 Waymo’s Emerging Zeekr Risk in Tennessee  23:00 Waymo’s Airport Unlocks  25:25 Bot Auto Goes Driver-Out 29:30 Going Driver-Out without an OEM Deal 33:47 Tesla Semi / Uber Freight Partnership  37:24 Next Week Recorded on Thursday, September 18, 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.

    39 分钟
  5. 99% of Autonomy's Impact Is Still Ahead of Us

    9月16日

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

    9月13日

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

    9月9日

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

    9月6日

    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 分钟
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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.

信息

  • 创作者
    Grayson Brulte
  • 活跃年份
    2020年 - 2025年
  • 单集
    336
  • 分级
    儿童适宜
  • 版权
    © 2024 The Road to Autonomy LLC | All Rights Reserved
  • 节目网站
    The Road to Autonomy

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