This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla FSD 13, autonomous trucking’s regularity roadblocks and Waymo’s path to offering service at the San Francisco International (SFO) Airport. Tesla’s FSD 13 is as a major technical leap forward. While we have been impressed with its more natural driving style and improved responsiveness…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Apple’s potential return to the robotaxi market through Foxconn. If Foxconn is successful in acquiring Nissan, it would create a path for Apple to re-enter the autonomous vehicle sector. Rather than building their own autonomous driving system from the ground-up, Apple could partner with…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the dramatic turn of events that led GM to abruptly shut down Cruise, just days before a planned driver-out launch in Houston. The decision made by CEO Mary Barra, reportedly stems from fears of another incident. With the decision to pull the plug on…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Miami, Uber and Lyft’s future in the era of autonomy and Tesla’s releases of FSD 13. Waymo is expanding to Miami in 2025 without one of their partners—Uber. Instead, Waymo chose Moove as their fleet management partner. Could this signal something…
This week Tesla unveiled their fleet API which could be a precursor to Tesla introducing a Cybercab service with 3rd party fleet operators. The company also begun the process of strategically positioning Cybercabs in showrooms, malls around the world and at high-profile events such as Art Basel in Miami. Tesla is effectively using these displays…
A significant shift in autonomous vehicle policy appears imminent with President-elect Trump’s plans to implement a national autonomous vehicle framework. Key cabinet appointments, including Congressman Duffy for Transportation Secretary and Pam Bondi for Attorney General, signal strong support for autonomy. The incoming administration is strategically positioning pro-autonomy officials, with Stephen Miller of the America First…
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo’s public launch in LA, Zoox’s debut in San Francisco and the emergence of Bot Auto. This week Waymo removed the waitlist and opened the service to the public in Los Angeles in an 80 square mile area. Even though the public can now ride in…
The election of Donald J. Trump as the 47th President of the United States could dramatically reshape the autonomous vehicle industry, with Elon Musk positioned as a key influence in the new administration. A national framework for autonomous vehicles and trucks is expected to be a top priority, potentially overriding state-specific regulations like California’s strict…
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomous Driving, their increased weekly ridership and how a shortage of skilled mechanics and technicians could slow down the growth of the Waymo One service. As Waymo grows their service, Zoox is now preparing to…
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the opening of the autonomy IPO market and investors increasing desire to own autonomous vehicle companies. On October 23rd, Tesla’s stock rallied 20% following earnings that beat the street and Elon Musk’s continued commentary about Tesla’s robotaxi ambitions. WeRide completed its NASDAQ IPO…
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