Autonomy Markets: 2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo’s technical advancements and steady expansion made the company the clear leader in robotaxis in 2024. 

While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber’s robotaxi strategy only escalated.

While investors fear Uber’s robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week’s edition of Autonomy Markets. 

Episode Chapters

0:00 2025 Autonomy Markets Outlook

7:21 Share Buybacks 

9:07 Traditional Automotive OEMs 

15:07 Leaning into The Future

17:45 Tesla Q4 2024 Deliveries 

18:35 Tesla FSD (Full Self-Driving) Take Rates

22:25 Tesla Cybertruck/Trump Hotel Attack

25:21 Elon Musk’s Focus on Policy

27:36 Beijing Gives Green Light to Autonomous Vehicles 

30:46 Autonomy M&A

34:11 MAG 7

35:56 Waymo

37:32 Warning Triangles 

42:19 CES 2025

Recorded on Friday, January 3, 2025

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