Autonomy Markets

著者: Grayson Brulte and Walter Piecyk
  • サマリー

  • Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.
    Grayson Brulte and Walter Piecyk
    続きを読む 一部表示

あらすじ・解説

Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.
Grayson Brulte and Walter Piecyk
エピソード
  • Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know
    2024/11/23

    A significant shift in autonomous vehicle policy appears imminent with President-elect Trump’s plans to implement a national autonomous vehicle framework. Key cabinet appointments, including Congressman Duffy for Transportation Secretary and Pam Bondi for Attorney General, signal strong support for autonomy.

    The incoming administration is strategically positioning pro-autonomy officials, with Stephen Miller of the America First Policy Institute playing a crucial role in policy implementation. Regulatory clarity could accelerate autonomous vehicle deployment across state lines and investment, though bureaucratic resistance within the Department of Transportation and NHTSA remains a concern.

    The market implications of these developments are already evident, with Altimeter Capital’s Brad Gerstner selling his entire Uber position due the growing competition Tesla and Waymo. Meanwhile, competition from has China intensified as Baidu completed 691,000 fully autonomous rides in Q3 2024, even though this still trails Waymo’s estimated 2 million autonomous rides in Q3.

    The emergence of Chinese autonomous vehicle companies including WeRide and Pony AI in public markets, along with Baidu’s announcement of a sub-$35,000 self-driving car, indicates the global race for autonomous vehicle leadership is accelerating as we prepare to enter 2025.


    Episode Chapters 0:00 Investor Sentiment on Autonomous Vehicles 4:51 Tesla, Uber, Lyft Catalysts 14:28 Uber Autonomy Investments 15:46 Toyota and Pony AI 17:12 Jaguar's Rebrand Impact on Waymo 19:28 Trump's Autonomous Vehicle Personal 27:02 Autonomous Vehicles in China 20:35 U.S. Policies 37:37 Next Week


    The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

    Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠⁠⁠⁠⁠⁠⁠

    Order your very own Make Autonomy Great Hat here: https://store.roadtoautonomy.com/collections/make-autonomy-great


    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

    続きを読む 一部表示
    39 分
  • Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges
    2024/11/16

    In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo's public launch in LA, Zoox's debut in San Francisco and the emergence of Bot Auto.

    This week Waymo removed the waitlist and opened the service to the public in Los Angeles in an 80 square mile area. Even though the public can now ride in the vehicles, there are extended wait times (up to 40 minutes) and the inability to use freeways, increasing the average ride time.

    Without freeways, the Waymo service is limited in major markets such as LA and San Francisco because of the increased travel time. While Waymo is working on highway driving, the service is not available to members of the public, yet.

    In autonomous trucking, we are on the precipice of the emergence of the "big three": Aurora, Kodiak, and Bot Auto. Each company has distinct advantages—Aurora's partnership with Uber Freight, Kodiak's diversified business model and capital efficiency, and Bot Auto's plan to operate their own trucking service.


    Episode Chapters

    0:00 Waymo's Los Angeles Public Launch

    4:10 Autonomous Vehicles on Freeways

    9:54 Zoox Hits The Road in San Francisco

    18:27 Bot Auto

    21:12 Autonomous Trucking Market

    25:48 Highway Driving

    28:16 Instacart

    31:47 Off-Road Autonomy Market

    33:38 Next Week


    The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

    Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠⁠⁠⁠⁠⁠

    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

    続きを読む 一部表示
    34 分
  • Self Driving's Next Chapter: Trump Policies, Lyft Partnerships, and Musk's Influence
    2024/11/09

    The election of Donald J. Trump as the 47th President of the United States could dramatically reshape the autonomous vehicle industry, with Elon Musk positioned as a key influence in the new administration. A national framework for autonomous vehicles and trucks is expected to be a top priority, potentially overriding state-specific regulations like California's strict regulations.


    Episode Chapters

    0:00 Impact of the Presidential Election on Autonomy Markets

    11:07 Toyota & May Mobility

    15:25 Lyft

    17:02 Zoox

    23:24 Autonomous Vehicle Policy

    27:05 Tesla

    33:18 Next Week


    The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

    Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠⁠⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠⁠⁠⁠⁠

    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

    続きを読む 一部表示
    35 分

Autonomy Marketsに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。