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All Episodes

Autonomy Markets — 88 episodes

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Title
1

Vegas Field Report and Autonomous Trucking Earnings

2

Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy

3

Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed

4

Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?

5

Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

6

Waymo Needs Another OEM and Q4 Might Be Too Late

7

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

8

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

9

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

10

Waymo Hits the Highway and Should Build Its Own Pit Crew

11

Uber Sells the Dream, Waymo Logs the Autonomous Miles

12

Waymo's Shocking Data & Uber's Infrastructure Pivot

13

Has Waymo Finally Solved Robotaxi Supply?

14

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

15

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

16

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

17

Tesla Robotaxi Underwritten and Unleashed

18

Your Ride Just Got Fewer Sensors. Problem?

19

CES 2026: The Autonomy Narrative Just Changed

20

Waymo's PR Problem and Tesla's Missed Deadlines

21

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

22

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

23

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

24

China vs US: Who Can Scale Faster, WeRide or Waymo?

25

Waymo's Six Stages of Autonomy

26

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

27

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

28

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

29

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

30

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

31

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

32

From London to Dubai Robotaxis are Rapidly Expanding Globally

33

Does Tesla FSD 14 Matter?

34

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

35

Grok vs Gemini: Why AI Could Be the Most Valuable Car Real Estate

36

Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

37

Uber CEO Reignites the Great Waymo vs Tesla Debate

38

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

39

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

40

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

41

Waymo Leaves Uber in Austin and the Tesla Double Standard

42

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

43

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

44

We Rode in Tesla’s Robotaxi, Here's Our Experience

45

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

46

Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo's Future

47

Waymo Goes to NYC, Rider Survey Reveals Strategy, Can Texas Stop Tesla? Is Meta Eyeing Autonomy?

48

Tesla Goes Driver Out, Unraveling the Tenuous Waymo Uber Relationship, Will The UK Leave the EU Behind Again?

49

Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs

50

Tesla’s Robotaxi Launch Confirmed, Waymo and Uber's Future Together, AV Policy Gains Momentum

51

Tesla's FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous

52

Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move

53

What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?

54

Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly

55

Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?

56

Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe

57

Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter

58

Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers

59

Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks

60

Waymo’s Big Week and Elon’s Promises

61

Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem

62

Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push

63

Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams

64

Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets

65

Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans

66

Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing

67

Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone

68

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

69

Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem

70

CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

71

2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

72

Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO

73

Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy

74

GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future

75

Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

76

Tesla Fleet API, Cybercab Hype and the Pony AI IPO

77

Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know

78

Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges

79

Self Driving's Next Chapter: Trump Policies, Lyft Partnerships, and Musk's Influence

80

Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide

81

Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round

82

More Details Emerge on Tesla’s FSD 13 Robotaxi Bet, Uber’s Ambitions, Emerging Autonomy IPO Market

83

Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution

84

Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership

85

U.S. Chinese Autonomous Vehicle Ban Tesla We Robot Event GM Surprise Move and a Waymo LA Prediction

86

Waymo Potential Pivot to Hyundai and Zoox Upcoming Launch

87

Silicon Valley Changing Autonomous Vehicle Landscape Licensing Experiences and Personal AV Ownership

88

Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery