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CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025.
While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive?
There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.
Episode Chapters
0:00 CES 2025
4:39 Autonomous Trucking Policy
7:21 Waymo Zeekr Robotaxi
11:50 What is the Meaning of Launching in a Market?
13:28 Autonomous Vehicle Components
18:12 Legacy OEMs and Ubers Role in Autonomy
26:32 Aurora’s Warning Triangle Petition
29:02 Viewer Question: Who Buys Uber and Lyft?
33:04 Uber, the Everything App?
34:49 CES 2025 Key Takeaways
37:50 CES 2026
40:07 Waymo as a Getaway Car
42:03 Next Week
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]
View all episodes
By Grayson Brulte and Walter Piecyk
5
66 ratings
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025.
While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive?
There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.
Episode Chapters
0:00 CES 2025
4:39 Autonomous Trucking Policy
7:21 Waymo Zeekr Robotaxi
11:50 What is the Meaning of Launching in a Market?
13:28 Autonomous Vehicle Components
18:12 Legacy OEMs and Ubers Role in Autonomy
26:32 Aurora’s Warning Triangle Petition
29:02 Viewer Question: Who Buys Uber and Lyft?
33:04 Uber, the Everything App?
34:49 CES 2025 Key Takeaways
37:50 CES 2026
40:07 Waymo as a Getaway Car
42:03 Next Week
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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