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

Recorded on Friday, January 10, 2025

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