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. 4일 전

    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.

    32분
  2. Qualcomm's Snapdragon Autonomy Strategy

    8월 27일

    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.

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

    8월 23일

    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.

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

    8월 19일

    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.

    35분
  5. Autonomy Markets: GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle

    8월 16일

    Autonomy Markets: GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto. A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will be focusing on developing personally-owned autonomous vehicles instead of robotaxis.  This is GM’s third attempt at autonomy, raising questions about whether the company can regain the trust of engineers and the broader industry after repeatedly abandoning past efforts. While GM prepares for another autonomy reboot, Waymo continues to grapple with supply constraints. And then there is a new entrant to the autonomy markets, Tensor Auto (formerly Auto X) which is planning to launch a personally owned autonomous vehicle featuring 37 cameras, manufactured by VinFast.  In corporate moves, Uber Freight CEO Lior Ron has left the company to become COO of Waabi in a surprising move that has drawn significant industry attention. Episode Chapters 0:00 GM’s Revised Autonomy Plans 11:31 Ford’s Continued Autonomy Disdain 14:37 Where is Toyota? 16:06 Waymo’s Supply Constraints  20:37 Waymo in Atlanta  24:27 Is Waymo Expanding too Fast? 25:25 Tesla FSD 29:43 Robotaxi’s Upcoming Public Launch  33:19 Tesla Eyes NYC Robotaxi Expansion  35:02 Tensor Auto 43:20 Uber Freight / Waabi  52:47 Next Week Recorded on Friday, August 15, 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.

    53분
  6. Autonomy Markets: Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

    8월 9일

    Autonomy Markets: Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest.  While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company’s Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon.  At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company’s growing free cash flow can support both increased buybacks and significant investments in the autonomy ecosystem? Is this simply a bid to reassure Wall Street while simultaneously preparing for an autonomous future? Anything is possible and we broke it all down on this week’s edition of Autonomy Markets along with Lyft’s renewed interest in autonomy and their willingness to invest and own assets. As Lyft prepares to spend (with a smaller balance sheet), Uber’s autonomy investments will be anything but modest. Episode Chapters 0:00 Uber’s Autonomy Investments Narrative  3:49 Who Finances Robotaxi Fleets? 6:16 What is Holding Back Growth of AVs? 8:26 Autonomous Driving Systems 10:20 Uber’s AV Exclusive Deals  12:05 Uber Recycling Investments  16:09 Uber’s Relationship with Waymo  18:49 Lyft is Leaning into Autonomy 21:52 Lyft Partners with Baidu for Europe and UK Markets  2428 Managing AV Fleets  28:24 Aurora LIVE 31:24 Zoox NHTSA Exemption  32:47 Autonomy Expands the Rideshare Market  37:33 Next Week Recorded on Thursday, August 7, 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.

    38분
  7. Nuro, Uber & Lucid Strike Gold: Inside the Global Three-Way Deal Transforming Autonomy

    8월 5일

    Nuro, Uber & Lucid Strike Gold: Inside the Global Three-Way Deal Transforming Autonomy

    Andrew Chapin, Chief Operating Officer, Nuro joined Grayson Brulte on The Road to Autonomy podcast to discuss Nuro’s three-way partnership with Uber and Lucid Motors, which will see Uber exclusively deploy the Lucid Gravity robotaxi powered by Nuro on their platform. In a deal that clearly validates their bold pivot to licensing, Uber has committed to deploying 20,000 Nuro powered robotaxis globally on the Uber network over the next six years, with the potential for significantly greater scale as the partnership matures. This isn’t just another robotaxi announcement, this could be the blueprint for the future of robotaxi deployment. An autonomous driving software developer licenses its technology to an OEM, which integrates the software and hardware at the factory, while a third party owns and operates the vehicles on a commercial network. Episode Chapters 0:00 Nuro x Lucid x Uber Deal 4:55 Going Global 6:39 Building the Lucid Gravity Robotaxi 13:15 Maintaining the Robotaxi 16:07 Nuro Hardware 19:41 What’s Next? 23:10 Nuro’s Business Discipline  26:58 Preparing for Market Launches 31:31 Highways 33:08 Operations  35:13 Looking Forward Recorded on Tuesday, July 29, 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.

    37분
  8. Autonomy Markets: Waymo Leaves Uber in Austin and the Tesla Double Standard

    8월 2일

    Autonomy Markets: Waymo Leaves Uber in Austin and the Tesla Double Standard

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and the emerging Tesla double standard.  Waymo’s multi-year partnership with Avis signals the company’s desire to maintain flexibility, rather than locking into exclusive partnerships. With Avis once again joining the autonomous vehicle industry as a service provider, could Hertz and Enterprise be next to jump back in to the industry?  As Waymo continues to expand to new markets, Tesla ha recently launched a ride-hailing service in the San Francisco Bay Area, covering a vast service area from San Jose to Berkeley, albeit with safety drivers due to California’s regulatory constraints. Staying in the policy theme, Waymo is facing fierce resistance in Boston, where several City Council members are attempting to ban autonomous vehicles unless a safety driver is present. The opposition underscores the uphill battle autonomous vehicles companies still face in when expanding to new markets.  Then there is the Tesla double standard. No matter what the company does, someone seemingly will find something wrong, something to nitpick and something to complain about. From social media to regulatory hearings, the double standard is real, and unfortunately it is shaping some aspect of the public autonomous vehicle narrative. Episode Chapters 0:00 Waymo Expands to Dallas 2:07 Waymo Partners with Avis Once Again 6:19 Dallas Robotaxi Market 8:24 Rental Car Companies 11:31 Waymo Highway Testing 13:30 Waymo’s Unfriendly Boston Welcome  19:28 Tesla’s Bay Area Ride-Hail Expansion  22:04 Tesla and Waymo’s Rabid Fans  25:39 Tesla Robotaxi 27:48 Tesla & Waymo’s Impact on Uber 29:03 Autonomous Trucking 31:45 Aurora  34:52 Investor Interest in Autonomous Trucking 36:04 Next Week Recorded on Thursday, July 31, 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.

    37분
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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.

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  • 제작진
    Grayson Brulte
  • 방송 연도
    2020년 - 2025년
  • 에피소드
    328
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    전체 연령 사용가
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    © 2024 The Road to Autonomy LLC | All Rights Reserved
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    The Road to Autonomy

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