This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous vehicles in Clark County.

Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo’s Zeekr-built Ojai, including a visit to Waymo’s Toland depot in San Francisco. While the Ojai rides lighter and less luxurious than the Jaguar I-PACE, its elevated sensor placement meaningfully reduces repair costs and insurance payouts in the event of a rear-end collision.

Grayson views the Ojai as a stopgap vehicle on the path to the Hyundai IONIQ 5, which he believes will be Waymo’s massive production ramp vehicle. After riding in the Zoox, the Ojai and the Jaguar back-to-back, and observing Waymo’s infrastructure buildout from San Francisco down to San Jose, Grayson makes a prediction. When Waymo adds roughly 1,000 to 1,200 additional vehicles in the Bay Area, the company will capture a significant portion of the rideshare market share.

Grayson also rode with Wayve with his AUTNMY AI co-founder Rob Grant in a fully dynamic, no-fixed-route supervised ride, noting the technology has accelerated meaningfully since his last ride in London as Wayve gears up for unsupervised operations.

Turning to Tesla, the Cybercab is scheduled to commercially launch in Austin on September 3rd, with Grayson expecting a measured rollout of sub-30 Cybercabs in week one, driven by an internal safety metric and infrastructure that is still being built out.

Meanwhile, Nevada’s Transportation Authority unanimously authorized 8,000 autonomous vehicles in Clark County over 12 months. But the growth comes with a catch, as autonomy drop-off fees and exclusive resort partnerships threaten to bring Vegas-style nickel and diming to robotaxis in Sin City.

On the foreign autonomy desk, China’s Autonomous Belt and Road Initiative continues to take hold in Europe.

Episode Chapters

0:00 Grayson's Latest Bay Area Field Report

19:30 How Many Cars Will Actually Be on the Road when Cybercab Launches?

24:25 Tesla's Self-Certification Strategy for Cybercab

25:31 Tesla Semi

30:40 Waymo's 10 AI Lessons

36:36 The Robotaxi Infrastructure, Energy and Manufacturing Layers

37:38 Nevada Authorizes 8,000 Autonomous Vehicles in Clark County

39:55 Uber's Robotaxi Playbook Raises Doubts

42:08 Waymo Expands to Munich, Germany

45:06 NVIDIA Earnings. Where is Automotive?

49:53 Autonomous Food Delivery

52:33 Who is Cheaper? Uber or Lyft?

56:39 SFO Robotaxi Access

58:10 Foreign Autonomy Desk

59:53 Next Week

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s series of supervised launches in Europe and Dubai.

In California, Waymo is completing 1.4 million fully autonomous rides per month, a 10X growth rate over two years. Additionally, the CPUC (California Public Utilities Commission) granted Waymo commercial driverless expansion authority across 40,000 square miles, covering roughly 25 million California residents and giving Waymo an estimated two-year regulatory moat over competitors.

Waymo also opened service to all riders in Houston, its 10th market, with San Antonio likely to follow, and launched the Zeekr-built Ojai to all riders across San Francisco, Los Angeles and Phoenix while introducing its own custom silicon chip to boost compute performance and drive down vehicle costs.

While Waymo continues to scale, Tesla is preparing for a Cybercab commercial launch in Austin following first-responder training sessions with local fire departments. Then there is Uber, which is focused on expanding globally.

In Dubai, Baidu’s Apollo Go went live on the Uber app, allowing riders to explicitly select an autonomous ride or be assigned one when booking Comfort or UberX.

In London, Wayve and Uber launched early trip access using supervised Ford Mach-E vehicles, though debate remains over who will secure the critical Autonomous Passenger Service (APS) permit. Pony AI also touted its growing Uber partnership during earnings, though its planned European expansion faced scrutiny over ODD limitations and safety driver supervision.

In sidewalk delivery, Avride is expanding its autonomous campus delivery fleet to 1,000 bots across 25 universities this fall. Following its split from Uber, Serve Robotics quickly pivoted by cutting deals with DoorDash and Grubhub, expanding into San Jose and Washington, D.C., while promoting its Beacon platform to potentially disintermediate traditional delivery platforms for local restaurants.

Episode Chapters

00:00 Waymo Racks Up the Miles in California

07:02 Airports Matter, In California Permits Matter More

09:50 Waymo Opens Houston to All Riders, San Antonio Likely Next

13:34 Waymo Opens Ojai to All Riders

16:21 Waymo’s Declining Costs

19:28 New York City Does Not Want Robotaxis

21:28 The 100 Car Benchmark

25:05 Pony AI's European Expansion 

28:09 Baidu Apollo Go Goes Live in Dubai

30:31 Wayve and Uber Launch Supervised in London. Who Gets the APS Permit?

36:17 Avride Expands Campus Delivery Bots

37:07 Serve Robotics Expands with DoorDash, Grubhub and Beacon

41:27 Next Week

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.

As Tesla prepares for the commercial launch of Cybercab in Austin, the company will most likely self-certify the Cybercab to the Federal Motor Vehicle Safety Standards, a path that carries no caps on production volume and, if NHTSA does not intervene, clears the way for Gigafactory Texas to produce more than 125,000 Cybercabs a year, creating a manufacturing moat no competitor can currently match.

While Tesla readies the Cybercab, the CPUC (California Public Utilities Commission) approved Waymo's Tier 2 advice letter authorizing paid driverless rides across 18 California counties from Sacramento to San Diego, covering roughly two-thirds of the state's population.

With Waymo currently operating 100% of the 1.4 million monthly driverless rides in the state and no other operator holding a driverless deployment permit, Waymo's regulatory lead in California is measured in years, though the CPUC's phased rollout framework may open a door for Zoox or Tesla to apply for the entire state at once.

As Waymo consolidates the Golden State, SoftBank led a $200 million Series A in ETH Zurich spin-out Gravis Robotics, the largest Series A in construction robotics history, valuing the company at approximately $1 billion. Gravis' retrofit system bolts onto legacy excavators from Caterpillar, Komatsu, Volvo and John Deere, and SoftBank is betting that monetizing the existing $1 trillion install base of heavy machinery through rental companies, rather than requiring fleet replacement, is a software-multiple opportunity and not an industrial hardware play.

Episode Chapters

0:00 KPMG Sponsor Introduction

01:50 Signal 1: Cybercab Launch is on the Horizon

39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly

1:11:11 Signal 3: SoftBank's $200M Bet on Gravis Robotics

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats.

Zoox launched paid rides in Las Vegas with a $12 base fare, $1.50 per mile, and 40 cents per minute, premium pricing paired with 15 to 30 minute wait times and select destinations. Walt calls it a Disney ride, not a premium product, and once Waymo and Tesla enter the market, that pricing gets hard to defend, especially if wait times continue to be high.

Staying in Vegas, Waymo announced a dedicated pickup and drop-off zone with Allegiant Stadium while Zoox has a deal with the Sphere, which might cost riders a $40 drop-off fee, opening a new battleground in Vegas where every casino and venue deal becomes a potential competitive advantage.

Weeks after Waymo and Uber divorced in Phoenix, Waymo added 55 square miles of service area, increasing the total to 350 square miles. On the WeRide earnings call, management said the quiet part our loud, regulatory permits are an asset.

Over in Europe, OMEGA uncovered a Waymo incorporation in Zurich registered to Google’s largest engineering office outside the United States, one week after the president of Switzerland rode in a Waymo in Mountain View.

On the Foreign Autonomy Desk, Uber and Wayve are preparing a supervised Tokyo launch with Nissan LEAF vehicles, with the word supervised buried in the last paragraph of the press release.

Episode Chapters

00:00 Zoox Launches Paid Rides in Las Vegas

07:19 Fleet Fragmentation and the Lyft Opportunity

11:24 Waymo's Dedicated Zone at Allegiant Stadium

19:16 Waymo Adds 55 Square Miles in Phoenix

21:07 Waymo's Upcoming European Expansion

24:06 WeRide Earnings

28:06 Mercedes, NVIDIA, and the Compute Question

31:44 Uber Serve Robotics Divorce

40:47 7,200 Waymo Vehicles

44:03 Foreign Autonomy Desk

47:56 Next Week

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.

Uber recently liquidated its entire remaining stake in Serve Robotics, as Serve announced on their Q2 2026 earnings call that the company will not be renewing its delivery partnership when the contract expires in 2027, exposing the pitfalls of being reliant on a demand aggregation platform.

While Uber and Serve prepare to part ways, CaoCao launched public road testing without a safety driver in Hangzhou’s Binjiang District with a fleet of roughly 100 vehicles, backed by parent Geely’s manufacturing might and a purpose-built EvaCab robotaxi with a sub $35,000 BOM cost targeting 100,000 units by 2030.

As China’s robotaxi industry grows, Boeing exited autonomy by selling Wisk, SkyGrid and Insitu to Archer Aviation for a 19.75% equity stake, immediately re-anchoring Archer’s valuation on defense cash flow rather than eVTOL speculation while pushing autonomous certification down the line.

Episode Chapters

0:00 KPMG Sponsor Introduction

01:32 Signal 1: Uber and Serve Robotics Get Divorced

31:40 Signal 2: CaoCao Vertically Integrates Robotaxis

1:00:10 Signal 3: Boeing Exits Autonomy with Archer Aviation Deal

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

Sign up for This Week in The Autonomy Economy newsletter

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVIDIA’s Alpamayo 2 open model.

Uber is nursing a Waymo hangover. Revenue came in light on take rate, management finally owned the $10 billion autonomy spending number first reported by The Financial Times, and the stock sold back into the sixties as the autonomy overhang weighs on the story.

After 12 years, Zoox begins charging for rides in Las Vegas on August 10. An NHTSA filing surfaced by OMEGA reveals the catch, the vehicles cannot operate above 45 mph while average traffic out of Harry Reid International airport runs 55, complicating the airport unlock.

With 105 vehicles as of June across seven approved cities, pricing 20% to 40% above rideshare, and wait times stretching past an hour, Walt calls it tourism pricing for a Disney World attraction. Meanwhile, Waymo returned to freeways after a two-month pause, and OMEGA is picking up new Waymo corporate filings around the world.

Lucid burned over a billion dollars in the quarter but declared the Uber and Nuro robotaxi program a must-win project. The Teamsters sued the California DMV in Alameda Superior Court to repeal driverless trucking rules as autonomous trucking companies continue to rack up supervised miles in the state.

On the Foreign Autonomy Desk, Wayve received a TfL license to carry paying passengers in London with safety drivers across 15 vehicles, but the APS permit is the asset that controls every relationship in the market.

If Baidu secures one, it holds a clear off-ramp from Uber and FreeNow by Lyft to launch Apollo Go on its own. Meanwhile, Pony AI is targeting 500 to 1,000 Gen4 robotrucks in mainland China with CATL over the next two to three years, with a hint of foreign ports expansion.

Episode Chapters

0:00 Uber's Waymo Hangover

4:52 Zoox Prepares to Go Paid in Vegas

12:19 Waymo Returns to Freeways

14:13 Uber, Nuro, Lucid Robotaxi Timeline

20:30 DoorDash and the Market for Autonomous Food Delivery

26:08 NVIDIA Alpamayo 2

32:22 The Teamsters sue the California DMV over Driverless Trucking Rules

35:50 Tesla's China Business Question

39:00 Foreign Autonomy Desk

45:35 Next Week

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NVIDIA open sourcing its Alpamayo 2 foundation model to capture the entire autonomy stack, WeRide expanding into Denmark through a partnership with GreenMobility, and Aurora sidestepping PACCAR with a Roush retrofit pathway to hit its 200 truck year-end target.

NVIDIA released Alpamayo 2 Super, an open source 34 billion parameter vision language action foundation model for Level 4 autonomy, giving away the model to sell the silicon and lock developers into Drive Thor hardware and NVIDIA compute, raising the question of whether a Foxconn and Taiwan Semi partnership to build a bespoke NVIDIA robotaxi is next.

While NVIDIA powers the autonomy economy, WeRide announced a partnership with GreenMobility, Denmark’s leading shared electric mobility provider, to deploy its EU-compliant GXR robotaxi with public service targeted for the first half of 2027. The strategy being deployed by WeRide in Europe is the Autonomous Belt and Road Initiative, using Chinese domestic cash flow to finance a foreign expansion.

As WeRide expands across Europe, Aurora turned to Roush to retrofit International trucks as a way around PACCAR’s refusal to allow driverless operations, targeting 20 trucks per week to reach 200 driverless trucks by year-end. With Kodiak moving towards Daimler Truck and Bot Auto already there, PACCAR is watching the entire autonomous trucking industry sidestep its factory line while Aurora burns roughly $200 million a quarter racing to scale before its $1.2 billion in liquidity runs out in a little over five quarters.

Episode Chapters

0:00 KPMG Sponsor Introduction

01:11 Signal 1: NVIDIA Open Sources Alpamayo 2 as their Grand Robotaxi Ambitions Come into Focus

40:16 Signal 2: WeRide Expands into Denmark with GreenMobility

1:01:25 Signal 3: Aurora Sidesteps PACCAR with Roush and International

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into autonomy.

The Waymo/Uber relationship is unraveling in public, with The Financial Times confirming Waymo will launch its own app in Austin and Atlanta in January 2028 before the contract expires that May. Both sides are airing grievances, from dirty cars and bad routing to weather no-shows and unsustainable financial terms. Grayson goes on the record that the relationship terminates early, calling for a Waymo app in those markets by June 2027, while Walt takes the under.

After 12 years and billions of dollars, Zoox can finally charge for a ride. NHTSA granted an exemption capped at 2,500 vehicles per year for two years, a ruling that also creates a potential viable deployment path for Tesla's Cybercab.

In autonomous trucking, Aurora is targeting 1,000 trucks by the end of next year against 200 this year, a heavily back-end loaded ramp that depends on truck supply, Roush capacity, and unresolved questions about how the Volvo Autonomous Solutions margin split works. Meanwhile, Qualcomm's selection by BMW as lead compute for next-generation ADAS confirms the growth of the L2+ market and positions Snapdragon as the Trojan horse into autonomy compute.

On the Foreign Autonomy Desk, Baidu began RT6 robotaxi testing in London with both Uber and Lyft on the outskirts of the city, received a full driverless permit in Hong Kong, and China resumed issuing robotaxi permits once again.

Episode Chapters

0:00 Waymo/Uber Divorce Goes Public

5:45 Uber's Autonomous Vehicle Partner Problem

10:28 Waymo's OEM Partner Signals

12:25 Zoox Gets the Golden Ticket

16:52 Advancing America’s Safety and Competitiveness for the Evolution of National Deployments

20:16 Aurora Q2 2026 Earnings

27:43 How Big Is the OEM Risk?

30:38 ADAS as the Trojan Horse Into Autonomy

35:42 Ford BlueCruise Falls Short

37:23 Foreign Autonomy Desk: Baidu RT6 Testing in London with Uber & Lyft

41:33 Next Week

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss the latest Tesla FSD Supervised Cannonball Run record, seniors adopting FSD as a mobility preservation tool, and Baidu beginning robotaxi testing in London on both the Uber and Lyft networks.

David Moss, Spencer and Owen Sparks drove a Tesla Model 3 running FSD Supervised 14.3.6 from the Red Ball Garage in New York City to the Portofino Inn in Redondo Beach, California in a record-setting 47 hours, 15 minutes and 39 seconds without ever touching the wheel.

While the young kids break Cannonball FSD Supervised records, older individuals are actively embracing FSD as a mobility preservation tool. With no AARP partnership and no marketing spend, word of mouth is pulling seniors into a $47 billion a year senior transportation market that remains underserved, creating a structurally high-retention customer for Tesla.

As Tesla FSD adoption grows with seniors, Baidu launched supervised RT6 robotaxi trials in the London borough of Brent on both the Uber and Lyft networks, with Lyft utilizing FreeNow's existing Transport for London private hire operator license.

Baidu's deployment in London is a regulatory choreography play, not a technology demonstration, with driverless commercial authorization targeted for 2027 remaining the single binary event that either validates or collapses Baidu's Western expansion thesis.

Episode Chapters

0:00 KPMG Sponsor Introduction

01:30 Signal 1: Tesla FSD Supervised Cannonball Run Record

26:23 Signal 2: Seniors are Embracing FSD

51:47 Signal 3: Baidu Begins Robotaxi Testing in London

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab validation timeline, Tesla Semi FSD Supervised, Alphabet's quiet quarter on Waymo, and the Mobileye CEO stepping down after 27 years.

Tesla disclosed 380,000 unsupervised miles, but those miles were logged on Model Y and do not transfer to Cybercab. The new chassis has to earn its own validation miles before commercial service begins, and Tesla is pacing production to that validation rather than building a fleet ahead of it. The ramp is slower than the market expects.

Best case, that puts Tesla at 100 cars in Austin or a Florida market by year end. Elon Musk also offered an aggressive timeline for autonomy on the Semi, where Tesla is the OEM and removes the largest structural risk in autonomous trucking, creating an overhang for Aurora and every capital dependent competitor.

Alphabet reported Other Bets revenue of $380 million against a loss of $1.8 billion, with the smallest amount of Waymo commentary from Sundar Pichai in roughly six quarters and no milestone announced. Mobileye is abandoning its asset light model for full vertical integration, putting it in direct competition with the OEMs it needs as customers.

On the Foreign Autonomy Desk, Momenta secured approval for driverless commercial operations in Shenzhen as China resumes issuing robotaxi permits.

Episode Chapters

0:00 380,000 Unsupervised Miles and What That Number Leaves Out

03:13 The 250,000 Validation Miles Cybercab Still Has to Earn

05:22 Cybercab Production Is Pacing to Validation Miles

10:20 Tesla Semi FSD Coming Soon (Maybe Year End?)

14:29 The Case for Vertical Integration

16:24 Reading the Fine Print on Aurora's Driverless Announcement

22:22 Alphabet's Other Bets and the Waymo Spin Non Answer

25:50 How Tesla Runs Airport Curbside Pickups in California

27:44 Zoox Recalls Software That Could Not Handle Smoke

30:15 Mobileye Abandons Asset Light for Vertical Integration

36:14 Foreign Autonomy Desk: China Resumes Robotaxi Permits

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About The Road to Autonomy

The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.

Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.