By Grayson Brulte
How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous
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The podcast currently has 237 episodes available.
Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss the latest developments in the autonomous vehicle industry including the introduction of Tesla’s Cybercab, Waymo’s expansion and the growth of robotaxis.
On 10/10 Tesla unveiled Cybercab, a two passenger robotaxi as Waymo ramps up operations in multiple cities around the U.S., Hyundai works on their Motional strategy and Zoox prepares to launch commercial service in Las Vegas in 2025.
Even as Robotoaxis scale, certain OEMs are still focused on developing SAE Level 3 systems which come with complex regulatory issues. Along with the regulatory issues comes liability and who is at fault in the event of a crash. It’s a problem that has not been solved yet and one that certain special interest groups might not want to be solved.
Episode Chapters
0:00 We, Robot
6:55 President Tump on Autonomous Vehicles
8:34 Shared Rides
11:45 Zoox in Las Vegas
14:00 Motional / Hyundai
21:14 Tort Reform
29:02 Tim Kentley Klay's HYPR
33:10 Mobileye
34:47 VW ID Buzz Autonomous Vehicle Service
37:33 Robotaxi Outlook
Recorded on Friday, October 11, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the markets mixed market reaction to the event.
While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service.
Overall, the We Robot event was impressive. Cybercab, Robovan are Tesla’s vision for an autonomous future. Optimus is getting closer to moving into homes, and we suspect Tesla has something else up there sleeves.
Episode Chapters
0:00 Optimus (Robots)
2:35 Full Self-Driving (FSD)
9:40 Cybercab
19:24 Uber & Lyft
26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?
28:33 Inductive Charging
32:56 Autonomy Disneyland
34:54 Next Week
Recorded on October 11, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on TheRoad to Autonomy podcast to discuss Ford's BlueCruise price cut and GM's burgeoning competition with Tesla for personally owned autonomous vehicles.
Ford continues to face headwinds without an autonomous driving partner as GM prepares to once again commercialize Cruise and Tesla prepares to introduce the robotaxi on 10/10. Without a partner and Waymo currently open to doing deals with several OEMs, could Ford once again strike a partnership this time not with Google but with Waymo?
There are a lot of questions to be answered as the market for personally-owned autonomous vehicles begins to emerge. When the market is fully emerge, one of the biggest questions that remains is which company will secure the coveted Costco partnership?
Episode Chapters
0:00 Car Software Subscriptions
8:06 GM Cruise Subscription
10:53 GM vs. Tesla
13:03 Could Ford Go Back to Waymo?
15:31 May Mobility
18:53 Autonomous Driving Stacks
20:52 AVRide
21:38 Commerce Dept. Connected/Autonomous Vehicle Proposed Rules
24:22 Autonomous Driving Stacks for Select Markets
25:32 Hyundai
28:32 FSD Approach
30:19 Zoox
37:03 Costco Autonomous Vehicle Partnership
39:12 Aurora Driver-Out
40:03 Key Takeaways
Recorded on Tuesday October 3, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on the Autonomy Economy podcast to discuss the growing demand for oil and how Texas energy exports could hit $230 billion by the end of the year.
In Q3 2024, global oil demand reached a record of 103.4 million barrels per day. To keep up with the global demand for oil and in an effort to maintain marketshare, Saudi Arabia recently announced that the Kingdom will increase daily oil production by 1 million barrels at day to 9.9 million barrels per day by December 2025.
While Saudi Arabia is increasing output, Texas continues to output millions of barrels of oil per day as well. As of July, Texas is currently outputting 5.7 million barrels per day of crude oil and 3.85 million barrels per day of natural gas liquids. As global oil demand continues to outstrip supply, Texas is working to close the gap by leveraging technology to bring new wells online.
The oil and gas industry is thriving in Texas. So much so, that the industry paid $26.3 billion in state and local royalties and taxes in 2023.
Episode Chapters
0:00 Preparing for Hurricanes
2:35 Growing Oil Demand
11:33 Oil Markets & Interest Rates
14:34 International Longshoremen's Association Port Strike
19:42 Interest Rates and the Impact on Drilling
23:22 Increasing Productivity Through Automation
27:28 Oil & Natural Gas Industry's Impact on Texas' Economy
31:28 Growing Household Debt & Delinquencies
35:48 Strengthening Euro
37:42 Rising Oil Demand Continuing in 2025
40:21 Quarterly Oil Outlook
Recorded on Friday, September 27, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Vladislav Voroninski, Co-Founder & CEO of Helm.AI joined Grayson Brulte on The Road to Autonomy podcast to discuss how generative AI will revolutionize autonomous vehicles.
Generative AI has the potential to revolutionize the development of autonomous vehicles, while shortning the development time required to build autonomous driving systems. Helm.AI's unsupervised learning approach to autonomous driving is enabling more compute-efficient AI models for autonomous driving.
Episode Chapters
0:00 Current State of GenAI
5:52 AI Simulation Models
8:02 Autonomous Driving Bottlenecks
11:36 Validate Decision Making
13:56 Tesla’s Approach to Full Self-Driving
18:22 Helm AI’s Simulation Platform
23:06 Unsupervised Learning
25:05 Helm AI Decision Making Models
29:27 Helping OEMs Develop Autonomous Driving Systems
35:04 Autonomous Vehicle Market Outlook
39:23 Key Takeaways
Recorded on Thursday, September 26, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or import of vehicles that have hardware and software integrated into the vehicle connectivity system (VCS) and software integrated into the Automated Driving System from China and Russia. They explored the potential impact of the proposed rule and what the broader implications for trade relations could be in the future.
Later the conversation delves into Waymo’s LA expansion and Grayson predicts Waymo will open the service to all members of the public within the next two months. As Waymo prepares to open the service to the public in LA, Grayson and Walter examine the communication strategies of autonomous vehicle companies, making the case for more transparent and frequent updates to build public support and investor confidence.
As investor hype is building as we get closer to Tesla’s “We Robot” event on October 10th, could GM try and get ahead of Tesla’s 10/10 event and make an announcement at GM investor day on 10/8 about a potential personally owned autonomous vehicle?
Wrapping up the episode, Grayson and Walter debate the decision by Apple to shut down Project Titan.
Episode Chapters
0:00 U.S. Commerce Department Proposed Autonomous Vehicle Ruling
4:10 Upcoming Autonomous Vehicle Policy Hearings in Texas
8:44 Uber / WeRide Partnership
11:13 Zoox
16:53 Waymo’s LA Expansion
19:52 Airport Pickups in Autonomous Vehicles
22:18 Autonomous Vehicle Media Strategies
26:16 Shrinking LiDAR Market
28:12 Tesla’s 10/10 We Robot Invites Are Out
29:53 GM Investor Day on 10/8
33:06 Jony Ive & Apple
36:02 Augmented Reality in Autonomous Vehicles
39:37 Next Week
Recorded on September 26, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In Las Vegas, Vay has completed over 5,000 teledriven trips as the fleet has expanded to 150 vehicles. Justin Spratt, Chief Business Officer, Vay joined Grayson Brulte on Autonomy Insights to discuss the business of teledriving.
Vay's teledriving system, VayNet, minimizes latency through advanced compression techniques and redundant networks. Their business model offers the potential to reduce costs by up to 50% compared to traditional ride-hailing services.
Theit technology has the potential to unlock new efficiencies in transportation, from improving operations in seaports and airports to enhancing car rental services and supporting the growth of autonomous vehicles.
Chapters
0:00 Vay's Approach to Teledriving
1:10 Automotive Safety Case
3:57 Vay Business Model
9:12 Economics of Teledriving
10:10 Vay Use Cases
12:57 Telemarket Outlook
Recorded on Wednesday September 18, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Aleksey Matyushev, Co-Founder & CEO, Natilus joined Grayson Brulte on The Road to Autonomy podcast to discuss optimizing air freight with autonomous blended wing body (BWB) aircraft.
A blended wing aircraft body enables 20% more volumetric space and 30% better fuel efficiency for freight cargo when compared to traditional aircraft design. 10% of the world’s good travel by air freight, yet comprise 90% o the value. With most of the world’s electronics being made in Asia, including the iPhone, air freight plays a vital role in the global supply chain.
With a growing global pilot labor shortage, autonomous blended wing body aircrafts can ensure that the world’s supply chain continues to function without hiccups.
Episode Chapters
0:00 Current State of the Air Freight Market
2:38 Air Freight Routes
8:57 Natilus Flight Distances
10:09 Blended Wing Body (BWB) Design
14:07 Economics of Natilus
17:59 Manufacturing the Aircraft
22:10 Why Build an Autonomous Aircraft?
26:14 Fuel
28:56 Scaling Manufacturing
30:08 Projected Aircraft Costs
31:05 Inspiration for Natilus
33:58 Future of Natilus
Recorded on Thursday September 19, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential pivot away from Zeekr to Hyundai, Zoox’s commercialization strategy and why Uber is the platform for autonomy.
Waymo’s potential deal with Hyundai for the IONIQ 5 platform could mark the end of Waymo’s deal with Zeekr, ending what we have termed an unforced error. If Waymo is indeed abandoning the Chinese made Zeekr, could there be a broader shakeout of Chinese technology in the autonomous vehicle industry?
Then there is Zoox which is operating in a secretive manner as they prepare to launch commercial operations “soon”. Could Zoox’s secretive approach potentially lead to potential consequences because of their lack of transparency with both the market and consumers?
To accelerate the adoption of autonomous vehicles, Congress needs to pass an Autonomous Vehicle National Framework that incudes trucks weighing over 10,000 pounds to accelerate the autonomous vehicle adoption and investment in the United States. A national autonomous vehicle framework will unlock investment that will lead to economic growth.
Walt and Grayson also explore the potential catalysts that could drive faster autonomous vehicle adoption, including consumer experiences, economic pressures, and the upcoming U.S. election. Throughout the discussion, they stress the importance of pushing for more aggressive expansion into challenging environments to truly advance the technology and gain public trust.
Episode Chapters
0:00 Waymo in San Francisco
6:44 Zoox
14:37 Waymo / Hyundai
18:48 Autonomy Economy
25:02 Autonomy and Elections
27:22 Autonomous Vehicle Experiences
29:19 Investing in Autonomous Vehicles
21:23 Next Week
Recorded on September 19, 2024
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About The Road to Autonomy
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/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The podcast currently has 237 episodes available.
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