The Road To Autonomy podcast

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تمت الإضافة منذ قبل four أعوام

المحتوى المقدم من The Road to Autonomy and Grayson Brulte. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Road to Autonomy and Grayson Brulte أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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3 Creepy TRUE Laundromat Horror Stories 🧺 Real Terrifying Encounters While Doing Laundry 36:41

منذ 11 يومًا36:41

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36:41

☕ Support the show, send your own horror stories, and help shape future episodes. 🎧 Join the darkness here: ⁠⁠⁠⁠⁠https://buymeacoffee.com/horrorstoriesnetwork⁠⁠⁠⁠⁠ storiesnetwork25@gmail.com 🧺 **3 Creepy TRUE Laundromat Horror Stories – Real-Life Terror in the Most Ordinary Places** 🧺 You think it's just another quiet night at the laundromat… until you realize you're not alone. In this chilling video, we dive into **3 TRUE horror stories** that happened in one of the most unexpected — and unsettling — places: the laundromat. From strange figures watching from the shadows to disturbing late-night encounters in deserted laundry rooms, these real stories prove that **even the most mundane locations can become the scene of real terror.** 🕯️ **What You’ll Hear in This Video:** - 3 horrifying, first-hand laundromat encounters - Creepy strangers, unexplained events, and terrifying confrontations - Immersive narration and ambient sound to bring each story to life - No fiction. No exaggeration. Just real fear from real people. 🎧 **For Best Experience:** Use headphones, turn off the lights, and listen in a quiet space. These stories hit different when you're alone... 💀 **Perfect For Fans Of:** - True horror stories and real-life creepy encounters - Unsettling tales in everyday settings - Laundromat horror, urban legends, and unexplained phenomena - Narrated horror with immersive storytelling ❤️ **Support the Channel If You Dare** If these stories made your heart race, LIKE the video, SUBSCRIBE for weekly real horror stories, and SHARE with someone who thinks doing laundry is boring. They might change their mind… laundromat horror stories, real creepy laundromat experiences, true scary stories, laundromat at night horror, true urban horror, creepy laundry room, real horror encounters, true crime laundromat, laundromat ghost stories, unsettling real stories #LaundromatHorror #TrueScaryStories #CreepyEncounters #RealHorror #LateNightTerror #HorrorNarration #EverydayPlacesGoneWrong #UnexplainedEvents #LaundryRoomTerrors Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Road to Autonomy

منزل السلاسل•Feed

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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#Tech #Society #Business #Self-driving #Brulte #Autonomy #Autonomous Vehicles #Grayson Brulte #Self-driving Truck #Autonomous Truck #Road To Autonomy #Mobile Marketing #Mobile #Self Driving Cars #Driverless Cars #Autonomous Cars

The Road to Autonomy

11 subscribers

updated منذ 3 أيام

منزل السلاسل•Feed

332 حلقات

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The Road to Autonomy

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Episode 332 | 99% of Autonomy's Impact Is Still Ahead of Us 52:11

منذ 3 أيام52:11

52:11

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 .…

The Road to Autonomy

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Episode 331 | Autonomy Markets: The Most Valuable Part of Your Next Car Isn't Autonomy 42:15

منذ 6 أيام42:15

42:15

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 .…

The Road to Autonomy

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Episode 330 | Q3 2025 Energy Market Outlook: Texas Drives Record Global Oil Demand Amid AI Revolution and Geopolitical Shifts 40:57

منذ 10 أيام40:57

40:57

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 .…

The Road to Autonomy

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Episode 329 | Autonomy Markets: Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla? 42:11

منذ 13 يومًا42:11

42:11

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 .…

The Road to Autonomy

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Episode 328 | Autonomy Markets: Uber CEO Reignites The Great Waymo vs Tesla Debate 31:58

منذ 20 يومًا31:58

31:58

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 .…

The Road to Autonomy

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Episode 327 | Qualcomm's Snapdragon Autonomy Strategy 45:55

منذ 23 يومًا45:55

45:55

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 .…

The Road to Autonomy

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Episode 326 | Autonomy Markets: Send More Waymo's to Atlanta ASAP and Nuro's Big Check 40:14

منذ 27 يومًا40:14

40:14

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 .…

The Road to Autonomy

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Episode 325 | GM’s Third Autonomy Act: Inside the New Push for Personally Owned Autonomous Vehicles 35:12

منذ 4 weeks35:12

35:12

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 .…

The Road to Autonomy

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Episode 324 | Autonomy Markets: GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle 53:28

منذ 5 weeks53:28

53:28

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 .…

The Road to Autonomy

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Episode 323 | Autonomy Markets: Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo 38:06

منذ 6 weeks38:06

38:06

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 .…

The Road to Autonomy

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Episode 322 | Nuro, Uber & Lucid Strike Gold: Inside the Global Three-Way Deal Transforming Autonomy 36:51

منذ 6 weeks36:51

36:51

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 .…

The Road to Autonomy

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Episode 321 | Autonomy Markets: Waymo Leaves Uber in Austin and the Tesla Double Standard 36:55

منذ 7 weeks36:55

36:55

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 .…

The Road to Autonomy

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Episode 320 | America Can’t Build Without Autonomous Construction Equipment 36:32

منذ 7 weeks36:32

36:32

Kevin Peterson , Co-Founder & CTO, Bedrock Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss the growing labor shortage in the construction industry and how Bedrock is developing autonomous construction equipment to help builders keep building. America’s construction industry is facing a crisis with a shortage of 500,000 workers delaying projects by an average of two months and costing $2.7 billion annually. Bedrock is looking to solve that problem as they are building autonomous construction equipment using machine learning techniques such as imitation learning and reinforcement learning to teach machines how to dig, move, and adapt in real-world job sites. Throughout the conversation, Grayson and Kevin explore the economic, technical, and operational challenges facing the construction sector, from power constraints slowing down data center builds to safety risks on chaotic job sites and how autonomy can solve these growing issues. Episode Chapters 0:00 From Cars and Trucks to Construction 3:16 Automating Construction Equipment 9:51 OEM Partnerships 10:49 Construction Partners 12:55 Data 16:56 Deploying Autonomous Construction Equipment 24:00 Challenges 26:15 Job Creation 28:09 Human to Machine Ratio 30:28 Bedrock OS 33:40 Maps 34:29 Construction TAM Recorded on Thursday, July 24, 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 .…

The Road to Autonomy

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Episode 319 | Autonomy Markets: Tesla and Waymo are Scaling, While Zoox's Strategy Sparks Doubt 46:02

منذ 8 weeks46:02

46:02

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route service in Las Vegas. Tesla’s Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as soon as this weekend. Two key factors behind Tesla’s ability to scale quickly are its expansive Supercharger network and its streamlined sensor suite, which is much simpler than those used by Waymo. In Las Vegas, Zoox which requires a robust sensor-suite opened service to members of the public through what the company calls an “Explorers Program”. The operation is highly restricted running only between Resorts World and Luxor, with every ride requiring concierge assistance, giving it the feel of a Disneyland ride rather than an robotaxi service. While robotaxis are scaling, the autonomous trucking industry continues to work through its business model. Multiple models are emerging, with some companies focused on licensing their technology and others building vertically integrated operations.This week, Walt joined the PACCAR earnings call to ask a question about their partnership with Aurora. Episode Chapters 0:00 Tesla Q2 2025 Earnings / Robotaxi 4:26 FSD Take Rate 6:53 Safety 9:38 Robotaxi Expansion to Las Vegas? 11:15 Zoox Las Vegas Service 17:55 Who Launches Commercial Service First in Vegas? Zoox or Tesla? 18:46 Amazon’s Commitment to Zoox 21:24 Scaling Robotaxi 26:31 Robotaxi Bay Area Launch 28:21 VW’s Continued Autonomous Driving Struggles 32:36 Alphabet’s Commitment to Waymo 34:14 Bot Auto Steves & Sons Partnership 37:24 Autonomous Trucking 40:02 PACCAR Q2 2205 Earnings Call 45:19 Next Week Recorded on Friday, July 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 .…

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Episode 318 | 47-Year-Old Law Is Stalling the Future of Farming in California 46:29

منذ 8 weeks46:29

46:29

Tim Bucher , Co-Founder & CEO, Agtonomy joined Grayson Brulte on The Road to Autonomy podcast to discuss how a 47-year-old California regulation is stalling the adoption of autonomous tractors and threatening the future of farming in the Golden State. Since his last appearance, Agtonomy has entered into a partnership with Kubota to develop autonomous tractors aimed at easing the growing labor shortages in agriculture. Despite this progress, regulatory hurdles remain a significant barrier to scaling these technologies in California. A 47-year-old CAL/OSHA regulation technically prohibits the use of autonomous tractors on private farmland, a law originally implemented to prevent the dangerous practice of “driverless tractors,” where operators would jump off moving machines to complete manual tasks. Today, that outdated regulation is being applied to modern autonomous tractors, creating a de facto ban. As a CAL/OSHA’s autonomous ag vehicles committee member, Tim offers a behind-the-scenes look at the slow but promising progress toward updating the law and unlocking the future of farming in California. Episode Chapters 0:00 Agtonomy x Kubota 6:25 CAL/OSHA Regulations 10:36 Historical Context of CAL/OSHA “Driverless” Regulations 17:57 CAL/OSHA Advisory Committee 23:49 Defining Regulatory Language 25:50 Engaging with the Autonomous Ag Community 32:15 Labor Issues 37:13 Regulations 39:58 Regulations & Economics 43:35 Preparing for Growth Recorded on Thursday, July 17, 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 .…

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