This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump's administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective.

At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell.

Episode Chapters

0:00 Trump's Back

2:38 Autonomous Vehicle Policy and Who Matters

8:17 Elon vs O'Brien and The Teamsters

12:38 U.S. vs China

17:57 Inceptio Technology IPO

22:55 Dara Khosrowshahi AV Comments at Davos

28:25 Tesla FSD Two Lane Highway Exit

31:21 Rising Insurance Costs for Uber in LA

33:44 Waymo Growth Projections

37:21 Next Week

Recorded on Saturday, January 23, 2025

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