Episode 407 | Autonomy Markets: Waymo's Lead and Autonomous Trucking's Inflection Point

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s undisputed global lead, the growing consumer-driven shift toward supervised ADAS (Level 2++), and autonomous trucking’s inflection point.After spending the week in Silicon Valley, Walt shared his on the ground observations amidst the backdrop of Waymo’s noisy week where the company paused service in several cities and temporarily shut down highway access. Even though Waymo had a difficult week, the company’s underlying position is unchanged, as they remain the undisputed global leader.Wayve announced a supervised L2++ point-to-point deal with Stellantis, indicating a potential pivot towards ADAS as a short-term revenue generator. Grayson views the broader growth of ADAS as being consumer-driven, with global OEMs looking to build their own version of Tesla’s FSD.Wrapping up the conversation, Grayson and Walt discussed London gearing up for robotaxis and the global growth of Chinese robotaxis.Episode Chapters00:00 Walt's Silicon Valley Field Report07:20 Why Tesla Won't Add LiDAR11:05 Uber's AV Labs and the Data Question13:13 ADAS Opportunity18:40 Waymo's Noisy Week23:45 London Further Opens the Door to Robotaxis26:23 Build America 250 Act29:44 Wayve x Stellantis31:34 Foreign Autonomy Desk34:44 Next Week--------About The Road to AutonomyThe 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: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.