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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
The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.
The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: [email protected]
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By Grayson Brulte and Walter PiecykIn 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
The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.
The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: [email protected]