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Recent episodes
Robotaxis Get the Hype, Autonomous Trucks May Get the Profits
Jun 13, 2026
Unknown duration
WeRide Is Catching Up to Waymo Globally
Jun 6, 2026
31m 07s
Is Waymo's Lead Becoming Insurmountable?
May 30, 2026
40m 56s
Waymo's Lead and Autonomous Trucking's Inflection Point
May 23, 2026
35m 51s
Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships
May 16, 2026
33m 01s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/13/26 | Robotaxis Get the Hype, Autonomous Trucks May Get the Profits | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss autonomous trucking reaching an inflection point, Waymo acquiring Apple’s Arizona proving ground and Tesla filing for a robotaxi permit in Las Vegas.As Gatik expands its middle-mile freight operations with PepsiCo across Texas, Arizona and Arkansas, Volvo Autonomous Solutions told investors it is targeting $3 billion in autonomous transport revenue within five years through its transport-as-a-service (TaaS) business.On the robotaxi side of the business, Waymo acquired Apple’s former 5,500-acre proving ground in Wittmann, Arizona for $220 million, a facility with a high-speed oval an hour from its Mesa up-fitting plant. Grayson views the acquisition as a signal that Waymo is preparing to test at highway speeds away from prying eyes, while Walt notes that satellite imagery sees everything.Before the segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla’s Clark County permit application for up to 5,000 robotaxis in a Las Vegas market with roughly 6,500 Uber drivers, Einride going public and Rivian beginning R2 deliveries.On the Foreign Autonomy Desk, Chinese robotaxi continues to accelerate into Europe with Pony.ai in Luxembourg and WeRide in Slovakia.Episode Chapters 00:00 Gatik Goes Driver-Out with PepsiCo02:51 Volvo Targets $3 Billion in Autonomous Transport Revenue06:54 Einride Goes Public08:58 Tesla Files for Clark County Robotaxi Permit11:52 Waymo Acquires Apple's Arizona Proving Ground13:39 Wayve and Uber Open the UK Interest List16:20 Baidu Added to the Pentagon's Designation List18:31 Foreign Autonomy Desk27:13 Nebius Launches a Physical AI Lab28:14 Next WeekThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy™ powered AUTNMY AI. 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.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 6/6/26 | WeRide Is Catching Up to Waymo Globally✨ | autonomous vehiclesrobotaxis+5 | — | ZeekrOjai+8 | TexasSaudi Arabia+3 | WeRideWaymo+5 | — | 31m 07s | |
| 5/30/26 | Is Waymo's Lead Becoming Insurmountable?✨ | Waymoautonomous vehicles+5 | — | WaymoZeekr+4 | CaliforniaArizona+1 | WaymoZeekr+5 | — | 40m 56s | |
| 5/23/26 | Waymo's Lead and Autonomous Trucking's Inflection Point✨ | Waymoautonomous trucking+4 | — | WaymoWayve+2 | Silicon ValleyLondon+1 | WaymoADAS+5 | — | 35m 51s | |
| 5/16/26 | Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships✨ | Waymo expansionUber relationship+4 | — | WaymoUber+5 | MunichSlovakia+2 | WaymoUber+7 | — | 33m 01s | |
| 5/9/26 | Vegas Field Report and Autonomous Trucking Earnings✨ | autonomous truckingrobotaxis+3 | — | ZooxMotional+5 | Las VegasLas Vegas Motor Speedway | ZooxMotional+7 | — | 45m 22s | |
| 5/2/26 | Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy✨ | autonomous trucksrobotaxis+3 | — | Bot AutoAurora+3 | HoustonDallas+4 | autonomous vehiclesBot Auto+7 | — | 42m 43s | |
| 4/25/26 | Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed✨ | Tesla SuperchargersRobotaxi infrastructure+4 | — | TeslaKodiak+6 | ArizonaDallas+4 | TeslaRobotaxi+7 | — | 36m 07s | |
| 4/18/26 | Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?✨ | Waymo expansionUber investments+4 | — | WaymoUber+6 | FloridaMiami+3 | WaymoUber+7 | — | 33m 33s | |
| 4/11/26 | Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo✨ | robotaxiautonomous vehicles+5 | — | ID. BuzzTesla FSD 14.3+5 | Los AngelesNashville+1 | robotaxiUber+7 | — | 42m 13s | |
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| 4/4/26 | Waymo Needs Another OEM and Q4 Might Be Too Late✨ | Waymo expansionOEM partnership+4 | — | WaymoBaidu+4 | San Antonio AirportChina+2 | WaymoOEM partner+5 | — | 46m 57s | |
| 3/28/26 | We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots✨ | autonomous vehiclesWaymo+5 | — | UberWaymo+5 | DallasBay Area+2 | autonomous vehiclesWaymo+8 | — | 49m 24s | |
| 3/21/26 | Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?✨ | autonomous drivingrobotaxi market+5 | — | NVIDIAUber+4 | — | NVIDIAUber+5 | — | 35m 19s | |
| 3/14/26 | We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line✨ | Tesla RobotaxiAutonomous Vehicles+4 | — | TeslaUber+1 | Austin, TexasGiga Texas | TeslaRobotaxi+6 | — | 1h 04m 43s | |
| 3/7/26 | Waymo Hits the Highway and Should Build Its Own Pit Crew✨ | Waymoautonomous vehicles+5 | — | WaymoTesla+1 | Silicon ValleyLondon+5 | Waymoautonomous vehicles+5 | — | 44m 38s | |
| 2/28/26 | Uber Sells the Dream, Waymo Logs the Autonomous Miles✨ | autonomous vehiclesUber+4 | — | UberWaymo+3 | Abu DhabiChicago+4 | Uber Autonomous SolutionsWaymo+6 | — | 53m 51s | |
| 2/21/26 | Waymo's Shocking Data & Uber's Infrastructure Pivot✨ | autonomous vehiclesWaymo+4 | — | Tesla's CybercabWaymo+1 | PhilippinesSan Francisco+4 | WaymoUber+5 | — | 40m 17s | |
| 2/14/26 | Has Waymo Finally Solved Robotaxi Supply? | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo’s latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck’s new Freightliner Cascadia redundant chassis platform. They also analyze Waymo’s 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla’s approach.On the Foreign Autonomy Desk, they discuss Lyft’s plan to launch Baidu RT6 robotaxis in London and Uber’s deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays.Looking at the broader ecosystem, Grayson and Walt analyze Aurora’s pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak’s new defense partnership with the United States Marine Corps.Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA’s Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles.Episode Chapters 0:00 Waymo’s Reported 50,000 Robotaxi Hyundai Deal03:26 The $50,000 Robotaxi Economics06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant10:11 Scaling to 750,000 Autonomous Vehicles17:09 Waymo Gen 6: Custom Silicon & Improved Cameras23:21 Uber’s Narrative vs. Waymo’s Reality28:09 Lyft’s Flex Drive Advantage31:52 Inspector Walt: Waymo’s Autonomous Truck Tease33:41 Aurora’s Pivot & Kodiak’s Marine Corps Deal41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai45:09 The Regulatory Tide Turns48:38 Hyundai: The Arms Dealer of AutonomyAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy. The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 2/7/26 | Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber’s defensive Myths and Realities earnings supplement, and the launch of a new segment, The Pit Stop.The conversation heats up as Walt and Grayson debate Uber’s claim that autonomous vehicle growth is not a zero-sum game, with Grayson arguing that personal ownership and dedicated autonomous vehicle networks will eat into Uber’s market share while, Walt defends the narrative of total market expansion.While Uber attempts to debunk autonomous vehicle myths, Grayson puts on his inspector hat for the inaugural Pit Stop segment, revealing exclusive details about Waymo’s Miami depot infrastructure, including a depot under construction near the airport and the strategic placement of fleet operations near the Design District.Looking at the broader regulatory landscape, Grayson and Walt analyze recent Senate testimony where Waymo disclosed their use of remote assistance based in the Philippines, a move Walt classifies as an unforced error during a push for a National Autonomous Vehicle Framework.On the Foreign Autonomy Desk, they highlight the Middle East becoming a beachhead for scale with Baidu going driver-out in Dubai and WeRide partnering with Uber, noting the region is likely the only place where US and Chinese robotaxis will coexist for the time being.Waymo is now valued at $126 billion as Uber actively tries to debunk the myths and realities of autonomous vehicles, plus we introduce a new segment, The Pit Stop, where the Inspector goes to Miami.Episode Chapters 0:00 Waymo Raises $16 Billion at a $126bn Valuation 2:35 Waymo World Powered by DeepMind6:43 Uber's Myth's and Realities 29:03 The Pit Stop: The Inspector Goes to Miami 39:02 The Pit Stop: Tesla's San Fransisco Robotaxi Depot Gets Blocked 41:38 AVs Need Clear Rules of the Road U.S. Senate Hearing48:01 Bedrock Robotics Raises $270 million50:28 Foreign Autonomy Desk 55:04 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 2/4/26 | 12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, the reality of the Unsupervised Robotaxi rollout in Austin, and the commercial viability of LiDAR sensors in consumer vehicles.The conversation heats up as Walt questions David, a LiDAR LiDAR Salesman on whether the massive data processing requirements of LiDAR could introduce latency, potentially citing a recent Waymo incident involving a child as a case study. David argues that while LiDAR offers theoretical range advantages, the compute wall and cost constraints make it a one-trick pony compared to the scalability of a vision-only stack.While the group debates sensor suites, David shares his on-the-ground experience in Austin, revealing it took 58 attempts to finally secure a ride in a Unsupervised Tesla Robotaxi, and confirmed the fleet is being retrofitted with new cleaning jets for the camera sensors to handle weather occlusion.Looking at the broader robotaxi market, the trio analyzes their Zoox experiences at CES, with David noting the vehicle’s braking was significantly harsher than Waymo or Tesla FSD, while Walt highlights the motion sickness challenges inherent in the vehicle’s carriage-style seating configuration.In Prediction Corner, the group debates the timeline for Tesla removing the safety driver on highways, with David offering a bullish forecast for Memorial Day, while Walt and Grayson take a more conservative stance, predicting a rollout closer to late 2026.Episode Chapters0:00 Coast to Coast Fully Autonomous in a Tesla Model 310:49 The Next Record12:16 FSD Unsupervised in Austin16:16 Waymo Experience on Uber in Austin17:17 Robotaxi Safety Attendants19:44 Unsupervised Robotaxi Service Area21:43 Sensor Cleaning26:05 Robotaxi, No Highways in Austin, Yet32:11 Zoox Las Vegas Experiences37:13 LiDAR48:07 Why AutonomyAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 1/31/26 | Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and xAI, and Waabi’s $750 million capital raise to pivot into robotaxis.The conversation heats up as Walt and Grayson debate the efficacy of LiDAR versus camera-only approaches, questioning if sensor fusion latency contributed to the Waymo incident where a child ran out from behind a vehicle.While Waymo handles the incident in Santa Monica, Tesla is further accelerating their shift to an autonomy/robotics company by shutting down Model S and Model X lines for Optimus Gen 3 humanoids.Looking at the broader market, Grayson and Walt analyze Waabi’s strategic expansion from trucking into robotaxis, with Walt drawing parallels to early industry pivots and Grayson questioning the viability of managing two distinct autonomy programs.On the Foreign Autonomy Desk, they highlight Waymo’s recent launch party in London, noting the imported vehicles still feature American driving configurations, and discuss Pony.ai’s partnership to deploy 3,000 robotaxis in mainland China.Episode Chapters0:00 Waymo Opens SFO Airport Access5:45 Waymo’s Santa Monica Incident16:27 Tesla Earnings and New Robotaxi Markets22:04 David Moss’ Austin Robotaxi Adventures24:12 Robotaxi’s Enchanced Camera Cleaning System26:38 Inspector Uncovers, Walt Warns27:43 The Potential Great Elon Merger30:35 Waabi Raises $750m, Pivots to Robotaxis39:27 Does Uber Reboot ATG?42:55 Plus AI Analyst Day50:01 Foreign Autonomy Desk53:18 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 1/24/26 | Tesla Robotaxi Underwritten and Unleashed | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ strategic acquisition of Diligent Robotics.It finally happened. Tesla has removed safety attendants from a select group of vehicles in Austin. While this initial fleet is limited and operating in a specific geofence and utilizing chase cars, Grayson and Walt view this as a critical validation of the technology. Looking ahead, Grayson predicts the operational domain will expand significantly in Austin over the next 60 days, with the Phoenix metro region slated as the next target market for deployment. As Tesla went safety attendant-out, Waymoopened the Miami market for limited commercial service within a 60-square-mile area, with one major caveat, no Miami Beach. On the Foreign Autonomy Desk, Grayson and Walt discuss Geely’s plan to deploy 100,000 methanol-powered robotaxis in China and the South Korean government’s selection of Gwangju as the nation’s first dedicated autonomous vehicle testing zone.Episode Chapters0:00 Tesla Removes Safety Attendant in Austin 9:19 Operational Efficiency 10:33 Alex Roy Goes Coast-to-Coast with Zero FSD Interventions 14:15 Drive on FSD, Get a Discount 18:25 FSD is Expanding as Prices are Increasing 23:31 New Robotaxi Markets 24:53 Waymo Launches Miami Markets28:33 Vandalizing Waymo's32:20 Serve Robotics Acquires Diligent Robotics36:41 Foreign Autonomy Desk 39:21 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 1/17/26 | Your Ride Just Got Fewer Sensors. Problem? | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing Waymopartnership language and Waymo’s upcoming expansion to Sydney. In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from “exclusively available on Uber” to simply “available on Uber” when promoting Waymo rides.On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform.Episode Chapters0:00 Verizon Outage 1:45 New York’s Unkind Welcome to Autonomous Vehicles 9:19 Robotaxi and Waymo Face-off in Austin12:47 Autonomy Markets Merch14:15 FSD Goes Subscription Only on Valentine’s Day 17:18 Waymo Eyes Australian Expansion 21:03 Tensor Auto24:06 Stack AV26:14 Plus AI Expands to Japan28:33 Foreign Autonomy Desk 30:33 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 1/10/26 | CES 2026: The Autonomy Narrative Just Changed | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans. Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox? Do they overhaul management, make an acquisition, or simply shut it down and move on? While Zoox struggled, NVIDIA introduced their open-source Alpamayo AI models under an Apache 2.0 license to accelerate the development of autonomous vehicles and sell more GPUs. Closing out the show, the discussion shifts to hardware and global expansion, contrasting Waymo’s bulky new Ojai vehicle with the well-designed Lucid-Nuro robotaxi.Episode Chapters0:00 CES 20262:13 Zoox CES Experience 8:41 NVIDIA’s CES Announcements 12:45 SAE Level 216:59 Waymo Ojai19:31 Lucid / Nuro Robotaxi21:29 Does Uber Need to Vertically Integrate Autonomy in the Future?25:05 Waymo / Uber Relationship27:37 Tensor Auto 32:49 Foreign Autonomy Desk34:35 Disgrace of The Week38:24 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
| 1/5/26 | Waymo's PR Problem and Tesla's Missed Deadlines | This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city. Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026.Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES?Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses.Episode Chapters0:00 Lights Out in San Francisco2:44 Why Did Waymo’s Freeze When the Power Went Out?8:34 Remote Drivers15:00 Robotaxi in Austin18:33 Scaling Robotaxi 22:48 Autonomous Vehicle Policy24:47 Austin Incident Reports 27:17 Uber’s Ever-Changing Narrative 30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles 32:38 Foreign Autonomy Desk40:26 CESAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: team@lightshedtmt.com | — | ||||||
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