Autonomy Markets

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. 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

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 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

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

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the latest developments in the autonomous vehicle industry, drawing insights from Grayson's recent trip to Silicon Valley. There is an emerging shift towards developing autonomous driving stacks and licensing the technology to OEMs and mobility platform providers. Nuro is embracing this trend as they announced their new business models this week. As the autonomous vehicle business models change, consumer exceptions are

Grayson Brulte and Walter Piecyk, discuss Wall Street's perspective on autonomy, the implications that autonomy could have on Uber and whether it's a strength or weakness for Uber. Along with the impact of Tesla entering the robotaxi market and the growth of Waymo. Later in the conversation they explore topics such as the potential for autonomous vehicles to be marketed as a premium service, the challenges of integrating Chinese-made vehicles into U.S. markets, and the future of food