About this episode

Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye's differing strategies in the autonomous vehicle market and recent legislative developments.

This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye 's differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and the New York State Legislature failing to advance an autonomous driving bill. As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts. On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm's automotive business climbs toward $10 billion by fiscal 2029. Before segueing into the Foreign Autonomy Desk, Grayson and Walt…

People in this episode

Hosts: Grayson Brulte, Walter Piecyk

Topics covered

• robotaxi strategies
• autonomous vehicles
• federal legislation
• autonomous trucking
• sensor issues
• fleet operations

Keywords

• Qualcomm
• Mobileye
• robotaxi
• autonomous vehicles
• NHTSA
• Build America 250 Act
• Tesla
• Uber
• Waymo

Mentioned in this episode

Organizations: Qualcomm, Mobileye, NHTSA, Congress, Build America 250 Act, BlackBerry, Tesla, Uber, Waymo

Places: Austin, New York, New Jersey, Massachusetts, China

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• Three Robotaxis in Miami, Four New Waymo Markets, One New NHTSA Letter · July 11, 2026 · 37 min
• Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next? · July 4, 2026 · 35 min
• Robotaxis Get the Hype, Autonomous Trucks May Get the Profits · June 13, 2026 · 30 min

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