In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA. 

As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement. 

Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou’s new start-up, Bot Auto and Uber Freight’s growing role in the autonomous trucking ecosystem. 

Episode Chapters

0:00 10/10 Tesla We Robot Event

1:50 Venture Capitalists and Wall Street’s Outlook on Autonomy Investments

5:25 Perhaps a Two Passenger Tesla Robotaxi?

7:06 Tesla Semi

10:14 Waymo’s Increased Testing of the Zeekr Vehicle 

13:18 California’s Autonomous Vehicle Bills Vetoed

18:20 Waymo Begins Early Rider Access in Austin

20:51 Zoox / Golden Knights Partnership 

25:25 AVRide

26:43 Sidewalk Delivery Bots

30:12 Bot Auto

33:38 Next Week

Recorded on October 3, 2024

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