The Road to Autonomy

40 Episodes
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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 trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.

Autonomy Markets: Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR
#313
Yesterday at 2:00 PM

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s gradual move away from owning and operate a fleet of robotaxis, Moove’s growing fleet ownership ambitions and Ford’s LiDAR demands. 

Moove, a company backed by Uber, is in the process of raising $1.2 billion in debt to purchase Waymo vehicles. Is this yet another signal that Waymo is preparing to shift away from operating a capital-intensive robotaxi business and instead focusing on licensing the Waymo Driver? If this is indeed a signal, what impact will this have on the rideshare industry?

As Waymo busi...


The Most Interesting Company in Autonomy
#312
Last Tuesday at 8:00 AM

Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss Applied Intuition’s evolution from a tooling platform to a multi-domain vehicle intelligence powerhouse.

As Applied Intuition continues to grow, they remain focused on staying paranoid, avoiding arrogance, and learning from companies such as Microsoft to navigate technological shifts. Whether it’s building autonomous trucking stacks, enabling collaborative autonomy, or creating seamless digital passports for drivers and passengers, Applied Intuition is positioning itself to become the de facto platform for vehicle intelligence.


Epis...


Autonomy Markets: Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo’s Future
#311
06/28/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in Austin, OpenAI’s growing autonomous driving ambitions, Waymo’s future and Foxconn’s strategic partnership with Elektrobit.

The launch of Tesla’s robotaxi has sparked polarized reactions with some hailing it as revolutionary, while others have focused on the safety attendant and the limited ODD (Operational Design Domain). During the episode, Grayson and Walt discussed how this measured rollout contrasts with the overhyped expectations, while also emphasizing that no company, including Waymo has scaled robotaxis without any operational issues. 

Beyond Tesla, the...


Scaling the Last Mile: Coco Robotics, OpenAI, and the Future of Autonomous Delivery
#310
06/24/2025

Zach Rash, Co-Founder & CEO, Coco Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss the growing autonomous delivery market and how Coco is scaling operations to meet demand. 

Coco Robotics has built and deployed thousands of cost-efficient, urban-optimized delivery robots designed for high-throughput in dense cities like Los Angeles, Miami, Chicago, and Helsinki. From rising consumer demand and tipping fatigue to tightening labor regulations, market conditions are accelerating the need for scalable, autonomous delivery solutions. 

As the conversation evolves, Zach shares insights into Coco Robotics hybrid autonomy approach, the economics of remote superv...


Autonomy Markets: Waymo’s Big NYC Announcement, Rider Survey Hints at Strategy, Can Texas Block Tesla? Is Meta Entering Autonomy?
#309
06/21/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s return to the Big Apple, a revealing new Waymo rider survey, political grandstanding in Texas aimed at delaying Tesla’s robotaxi launch, and the emergence of potential new players in autonomous driving sector, Meta and OpenAI.

Waymo announced plans to resume testing in New York City this summer, the first time operating in the city since 2021. While the move signals growing confidence in their technology, regulatory hurdles remain, as current New York state law prohibits fully driverless operations until at least 2026 when a new law could...


Wayve: Scaling Autonomous Vehicles Without Borders
#308
06/17/2025

Kaity Fischer, Vice President, Commercial and Operations, Wayve joined Grayson Brulte on The Road to Autonomy podcast to discuss how Wayve is scaling their end-to-end AI autonomous driving system globally.

Wayve’s ability to operate autonomously across multiple countries and on both sides of the road without the need for pre-mapped environments or geo-fences is a significant competitive advantage. 

By licensing the Wayve Driver to global OEMs, the company is building a scalable solution that adapts to diverse vehicle platforms and sensor configurations, unlocking the path to both consumer-owned and fleet-owned autonomous vehicles. The future is mapl...


Autonomy Markets: Tesla Goes Driver Out, Unraveling the Tenuous Waymo Uber Relationship, Will The UK Leave the EU Behind Again?
#307
06/14/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the start of Tesla’s driver-out operations in Austin, the tenuous relationship between Waymo and Uber, and the UK’s pmomentum on autonomous vehicle regulation, while the EU remains at a standstill.

Now that Tesla is testing is testing driver-out operations, they are one step closer to launching commercial robotaxi operations in Austin, bringing Elon Musk’s long-held vision closer to reality. What does Tesla’s impending robotaxi launch mean for Uber, Waymo and the broader robotaxi market? 

Could this launch impact the relationship between Uber an...


Financial News Media Disconnect, Uber Doubles Down, Will Alphabet Ever IPO Waymo?
#306
06/10/2025

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss the financial news media’s disconnect on autonomy, Uber’s doubling down on autonomy and Alphabet’s long-term plans for Waymo.

Financial TV news networks continue to misinterpret the autonomous vehicle market, often not understanding the dynamics, partnerships and individuals building the future of autonomy. Sometimes these individuals pontifications can lead to misleading headlines that sows a narrative that is false. 

While some financial TV analysts continue to misinterpret and in some cases downplay the progress, the autonomy economy is...


Autonomy Markets: Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs
#305
06/07/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack the escalating feud between Elon Musk and President Donald J. Trump just days before Tesla’s highly anticipated robotaxi launch in Austin.

The brewing political tension introduces potential new regulatory and market risks for Tesla, especially given Elon Musk’s previous influence in The White House. While the full extent of the fallout remains unclear, what is certain is that this risk must be closely monitored.

Meanwhile, as Tesla prepares to launch its robotaxi service in Austin this month, the autonomy IPO market is heating up...


Autonomy is Good for the Economy
#304
06/03/2025

Jim Mullen, Executive Director, Council for Economic Resilience (CFER) joined Grayson Brulte on The Road to Autonomy podcast to discuss the far-reaching economic benefits of automation and autonomy and how these technologies benefit every single member of society.

Autonomy is good for the economy. From national security and job creation to supply chain resiliency and lower inflation, automation and autonomy are critical pillars of economic resilience. Reflecting on his time in the Trump administration (45), Jim reflects on the early groundwork that the administration took towards developing and implementing a national autonomous vehicle framework.

Four years late...


Autonomy Markets: Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum
#303
05/31/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in June 12th in Austin, Waymo’s relationship with Uber and Senator Lummis’ Autonomous Vehicle Advancement Act. 

Tesla’s initial robotaxi deployment in Austin will launch with just 10 Model Ys operating within a limited operational design domain (ODD). While modest in scale, investor interest is intensifying as Tesla plans to gradually expand its service area, potentially surpassing Waymo’s current coverage in Austin by year-end.

Meanwhile, Waymo and Uber face mounting pressure as Tesla enters the market. Speculation continues to grow around Waymo...


From Partnerships to Power Plays: The Road Ahead for Autonomous Trucking
#302
05/27/2025

Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss the current state of autonomous trucking. 

From the continued speculation that Volvo is shutting down Volvo Autonomous Solutions (VAS) in North America to PACCAR’s deafening silence following Aurora’s driver-out launch, the autonomous trucking industry is navigating a period of uncertainty. 

Meanwhile, Daimler’s growing influence and factory-grade chassis are reshaping the competitive landscape, as the prospect of Waymo re-entering the trucking market looms large. If Waymo returns, what happens next? Chuck offers his candid insights into how quickly Waym...


Autonomy Markets: Tesla's FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous Trucking Heats Up
#301
05/24/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk preview Tesla’s upcoming FSD robotaxi launch, Waymo’s continued interest in personally-owned autonomous vehicles and Aurora’s stumbles. 

As we approach June, all eyes are on Austin in anticipation of Tesla’s highly awaited robotaxi launch. With real-world testing already underway, Tesla is taking a measured yet impactful approach by prioritizing safety.

Meanwhile, Waymo has surpassed 10 million paid rides and is signaling a strategic expansion into personally-owned autonomous vehicles. 

On the freight side of autonomy, the autonomous trucking market is heating up, even as Aurora s...


Scaling Sidewalk Autonomy: How Serve Robotics Is Reinventing Last Mile Delivery
#300
05/20/2025

Ali Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery.

Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas.

As Serve Robotics continues to expand, the company is e...


Autonomy Markets: Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move
#299
05/17/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s recall, Tesla’s most recent NHTSA letter and Sterling Anderson’s surprise move to join GM as EVP & Chief Product Officer.

For the first time ever, Waymo had a fleet-wide recall after a series of minor collisions involving stationary objects, a recall that was fixed with a simple over-the-air update. As Waymo updated their vehicles, Tesla was once again under regulatory scrutiny, this time about their upcoming FSD Unsupervised launch in Austin.

Could NHTSA’s request for more information, give Elon Musk and Tesl...


Scaling Autonomy: Waymo's Advantage, Uber's Strategy and Tesla's Challenge
#298
05/13/2025

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Waymo’s growing competitive advantage in the market, Uber’s strategy and the many challenges facing Tesla.

Waymo continues to strengthen its market share in the robotaxi sector, recently announcing a strategic partnership with Magna to significantly expand autonomous vehicle manufacturing capabilities. While Uber leverages its robust marketplace platform to drive substantial demand for autonomous rides through key partnerships, Waymo has diversified manufacturing to meet demand.

Tesla, despite its ambitions with Full Self-Driving (FSD), faces ongoing technical challenges, incl...


Autonomy Markets: What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?
#297
05/10/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waymo needs more vehicles and the continued fragmentation of the robotaxi market. 

Mr. Anderson’s sudden departure sent shockwaves through the industry, raising critical questions about his next move and the potential impact on Aurora’s partnership with Volvo, along with Uber’s reaction. Yet, curiously, none of these questions were raised by analysts on the company’s earnings call, leaving investors and industry insiders to speculate.

Meanwhile, Waymo appears to be scaling faster than its fleet can s...


Autonomous Trucking Is Reviving Local Communities, One Route at a Time
#296
05/06/2025

Earl Adams Jr., Vice President for Policy and Regulatory Affairs, Plus joined Grayson Brulte on The Road to Autonomy podcast to discuss how autonomous trucking is poised to transform local communities, economically, socially, and operationally. 

In Texas, Plus is actively working to deploy fully autonomous trucks in partnership with International by 2027. As part of the preparation for launch, Earl is meeting with community leaders, elected officials and community colleges in an effort to build transparency and trust with the local communities. 

When autonomous trucks are deployed, they will make our roads safer and they will have a...


Autonomy Markets: Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility
#295
05/03/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential new partnership with Toyota, the launch of Aurora’s driver-out commercial operations and Uber’s continued effort to challenge the autonomy duopoly. 

On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla’s upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight.

As Uber became Aurora’s first commercial customer, the rideshare side of their business co...


Scaling Autonomous Vehicle Fleets: Opportunities and Challenges
#294
04/29/2025

Sergey Litvinenko, Co-Founder & CEO, Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the emergence of autonomous vehicle fleets and why the fleet model is becoming the model for scaling autonomous vehicles globally. 

In the autonomous vehicle market there are new emerging business models for owning and operating the fleets from leasing to REIT-like structures to vertically integrated fleet mangers with each model posing it’s own unique challenges. From insurance requirements to financing to operational complexities, making entering the sector difficult without the right partners. Yet despite these complexities, there are vast opportunities.


Autonomy Markets: Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?
#293
04/26/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi launch and Aurora's long-promised driver-out launch.

In a post announcing the milestone on X, Waymo used the term "generalizable Waymo Driver”, potentially hinting that the company may move away from HD maps. Could Waymo be moving towards an end-to-end approach in similar fashion to Tesla?

Tesla that is actively preparing to launch their robotaxis in Austin this June. Will they launch in June, or will they delay unt...


Tier IV’s Open-Source Playbook for Scaling Autonomy Globally
#292
04/22/2025

Christian John, President, TIER IV North America joined Grayson Brulte on The Road to Autonomy podcast to discuss how TIER IV is scaling open-source autonomous driving platform software globally. 

Tier IV is using the foundational elements of Autoware, an open-source autonomous driving software stack to build scalable, modular reference platforms for everything from robotaxis to autonomous buses and industrial logistics. This open platform approach allows multiple companies to collaborate, innovate, and distribute development costs across the ecosystem, similar to Meta’s open-source LLama model for AI.

In Japan, TIER IV is experiencing particular success with autonomo...


Autonomy Markets: Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe
#291
04/19/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out commercial launch and Lyft’s expansion into Europe through the acquisition of FREENOW.

Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by a $100 million PIPE and a 100-truck order from Atlas Energy that signals strong market confidence. Aurora’s long-anticipated driver-out commercial launch is drawing closer, with industry watchers counting the days and parsing every signal for an indication of launch. 

On the platform...


Scaling Physical AI to Unlock Global Supply Chain Efficiency
#290
04/15/2025

Jim Liefer, CEO, Ambi Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how physical AI is transforming warehouse automation and redefining global supply chain efficiency. 

Ambi Robotics systems have logged over 200,000 hours of real-world autonomous operations, equivalent to 22 years of experience. As the foundation models powering these systems continue to ingest more data, their performance and accuracy will only improve with time.

While scaling its autonomous systems, Ambi Robotics remains focused on human-robot collaboration rather than full automation. The company is actively working to transform physically demanding warehouse roles into higher-paying robot...


Autonomy Markets: Wayve Wins, Nuro Reloads, Austin Doesn’t Guarantee Uber-Waymo’s Next Chapter
#289
04/12/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. 

Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. 

In Austin, Way...


Whiplash in Detroit: From Electric Dreams to Autonomy Uncertainty
#288
04/08/2025

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss how Detroit is handing tariffs, the slow adoption of electric vehicles and consumers increasing interest in autonomous vehicles. 

Detroit’s automakers are grappling with a future that is no longer electric, it’s autonomous. After racing full steam ahead towards electric vehicles, the momentum has stalled as consumers are opting for hybrids. Even as consumers opt for hybrids, they are increasingly interested in autonomy and the emergence of personally-owned autonomous vehicles. 

However, the question still remains whether traditional OEMs have...


Autonomy Markets: Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
#287
04/05/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s unforced error with the Zeekr RT robotaxi, Uber’s future with autonomous vehicles and the winners and losers from the latest round of tariffs. 

Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?

Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This...


Lyft's Autonomous Vehicle Strategy: How Hybrid Networks, Partnerships & Fleets Will Change Rideshare
#286
04/01/2025

Jeremy Bird, EVP, Driver Experience, Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss Lyft’s approach to autonomous vehicles and why Lyft is embracing a hybrid network strategy. 

As part of their autonomous vehicle strategy, Lyft is developing partnerships with autonomous vehicle developers and vehicle manufacturers that will enable them to put their AVs on the Lyft network. Lyft envisions a hybrid network, one where autonomous vehicle fleets, individually owned autonomous vehicle, and human drivers are all utilizing the and profiting from the Lyft network. 


Episode Chapters

0:00 Ly...


Autonomy Markets: Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks
#285
03/29/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C. and the emerging opportunity in autonomous trucking.

Texas is thriving capital of autonomous trucking with Aurora, Bot Auto, Kodiak, Torc and Waabi all having a presence in the state. Now autonomous vehicle companies are flocking to the state with Avride, May Mobility, Waymo and Zoox all having a presence in the state.

While Texas emerges as the capital of autonomy, Waymo continues to solidify its lead as the world leader in...


Inside Aurora’s Mission to Safely Launch Autonomous Trucks
#284
03/25/2025

Nat Beuse, Chief Safety Officer, Aurora joined Grayson Brulte on The Road to Autonomy podcast to discuss the development of Aurora’s Safety Case Framework and how the company is preparing to safely launch fully autonomous commercial trucks.

Aurora’s rigorous safety case framework is built around trust, transparency and continuous improvement. From fostering a deeply ingrained safety culture to closely collaborating with OEM partners Volvo and PACCAR, as well as hardware partner Continental, Aurora is focused on deploying commercial autonomous trucks that operate safely and reliably without human intervention.


Episode Chapters

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Autonomy Markets: Waymo's Big Week and Elon's Promises
#283
03/22/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious plans for launching a FSD Unsupervised. 

As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo’s permit application it in an effort to block the service. Despite this potential challenge, we expect commer...


Enhanced Inspections: How CVSA is Revolutionizing Safety Standards for Autonomous Trucks
#282
03/18/2025

Adrienne Gildea, Deputy Executive Director, Commercial Vehicle Safety Alliance joined Grayson Brulte on The Road to Autonomy podcast to discuss how CVSA developed enhanced inspections and the positive impact that they will have on roadway safety. 

CVSA is preparing for autonomous trucks to scale by working with the autonomous trucking industry, law enforcement and various stakeholders to develop enhanced inspections. Enhanced inspections will increase safety on the roadways as autonomous trucks will undergo rigorous “zero defect” inspections before being dispatched (or every 24 hours) and when they are on the road, the trucks will be able to communicate their inspe...


Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem
#281
03/15/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s Bay Area expansion and what it means for the great highway and airport unlocks, our visit to May Mobility in Ann Arbor and Amazon’s struggles with Zoox. 

Waymo has expanded its service area in the Bay Area by 50%, adding 27 square miles in Silicon Valley, for residents only at this time. Is this restriction due to a vehicle shortage? It very well could be, as Waymo continues to scale at a rapid pace in multiple markets. 

Is airport pick-up and drop-off at San Francisc...


Applied Intuition’s Next Frontier: Revolutionizing Defense with All-Domain Autonomy
#280
03/11/2025

Peter Ludwig, CTO & Co-Founder and Jason Brown, General Manager-Government, Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss the company’s acquisition of EpiSci and how they are developing all-domain autonomy solutions for defense applications.

In December 2024, Applied Intuition acquired EpiSci to accelerate the growth of its defense business. The acquisition expands Applied Intuition’s offerings into maritime and aerial applications, creating strong synergies across the entire portfolio of products and tools. With a 90% overlap in advanced simulation and tooling technologies, Applied Intuition is accelerating the development of autonomy applications. 

By adding marit...


Autonomy Markets: Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push
#279
03/08/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s launch in Austin, Alphabet’s strong commitment to Waymo and Hyundai’s robotaxi ambitions. 

On March 5, Waymo launched exclusively on the Uber app in Austin. However, riders cannot guarantee a Waymo vehicle, as there is no dedicated Waymo tier in the app. This lack of certainty could dilute the premium Waymo experience, as users do not know what type of vehicle they will be paired with when ordering a ride.

As Waymo scales its operations globally, Hyundai is emerging as a major player in t...


Autonomy Economy: Energy Revolution: How Texas is Driving Global Oil, Gas, and AI Innovation
#278
03/05/2025

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Autonomy Economy podcast to discuss the current state the U.S. economy and the global oil and natural gas markets.

Consumer debt in the U.S. is rising and that could have potential impacts on GDP. While the economic picture in the U.S. is uncertain at the moment, global oil demand is projected to reach 104.1 million barrels per day this year. Demand is partly being driven by emerging markets. 

Then there is Texas, which continues to export oil to the world, while...


Oxa’s Vision for Universal Autonomy: Industrial Mobility Automation
#277
03/04/2025

Gavin Jackson, CEO of Oxa joined Grayson Brulte on The Road to Autonomy podcast to discuss Oxa’s approach to autonomy—universal autonomy. 

Oxa specializes in industrial mobility applications within repetitive environments such as airports, ports, and logistics hubs, where driving patterns are predictable. When Oxa deployed autonomous vehicles at Heathrow Airport in partnership with DHL, productivity increased by 33% when compared to traditional human drivers.

By focusing on efficiency and scalability, Oxa is proving that autonomy drives productivity—reinforcing its mission to develop and commercialize universal autonomy.


Recorded on Friday, February 7, 20...


Autonomy Markets: Waymo Needs Fewer Robotaxis Than You Think and Tesla's California Dreams
#276
03/01/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plans for a robotaxi network in California.

Waymo continues to scale, surpassing 200,000 paid weekly rides across Los Angeles, San Francisco, and Phoenix. As the service grows, a group of power riders has emerged, including one rider in San Francisco spending over $900 a month on Waymo rides.

In California, Waymo now operates a fleet over 730 autonomous vehicles, while Tesla currently operates zero. That is about to change as Tesla has applied for a transp...


Ouster’s Vision for Autonomy: LiDAR for Vehicles, Robots and Infrastructure
#275
02/25/2025

Angus Pacala, Co-Founder & CEO, Ouster joined Grayson Brulte on The Road to Autonomy podcast to discuss how Ouster’s digital LiDAR technology is “enabling autonomy for everything” across traffic control systems, security, robotics, and autonomous vehicles

Founded in 2015 with a vision of “autonomy for everything,” Ouster has emerged as the largest Western providers of LiDAR, differentiating itself through its digital LiDAR architecture. With a diversified approach across multiple markets, Ouster has positioned themselves strongly to befit from the growth of automation.


Recorded on Tuesday, February 4, 2025


Episode Chapters

0:00 Curren...


Autonomy Markets: Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets
#274
02/22/2025

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous vehicle fleet market, and Waabi’s driver-out strategy.

Lyft’s manifesto highlights the potential for private car owners to integrate their personally-owned autonomous vehicles into the Lyft network, a concept similar to Elon Musk’s vision for Tesla owners. For this to become a reality and for autonomous vehicles to scale effectively, a national regulatory framework is essential.

During his Senate confirmation hearing for Deputy Secretary of Transportation this wee...