The Road to Autonomy® @RoadToAutonomy

The Inspectors!

Walter Piecyk @WaltLightShed

7 hours ago

#Fieldwork Autonomy Markets Podcast Every Saturday

1 0 12 2K 0

The San Diego City Council voted 8-0 for local AI and autonomous vehicle oversight after the CPUC cleared the launch. State preemption still stands. The resolution is toothless on paper. @gbrulte and @RobGsix analyze what the resolution means on Autonomy Signals presented by @KPMG.

.@Tesla isn’t slowing down the launch of Cybercab. They are simply being respectful and waiting on a final @NHTSAgov decision. @gbrulte and @WaltLightShed discuss the rollout on Autonomy Markets. $TSLA

The Inspector is in the field. 🧐

Grayson Brulte @gbrulte

2 days ago

Field Work is all about hustlin’ and never giving up. Thanks for the anthem @RickRoss.

1 1 9 3K 2

What are the odds @NHTSAgov forces @Tesla into a Part 555 petition for Cybercab? @RobGsix puts it at 35% on Autonomy Signals presented by @KPMG. $TSLA

As @Waymo expands globally, @gbrulte is predicting that Singapore will be a @Hyundai IONIQ 5 market and Tokyo will be a @Toyota market. To consider a market commercially launched, the Autonomy Markets metric is 100 unsupervised vehicles. $GOOGL

Watch the full episode of Autonomy Markets on @YouTube. youtu.be/BNAikfMzpDA

In Nashville, @DavidMoss played Autonomy Roulette and instead of hitting the jackpot, he got banned from the @lyft app for trying to get paired with a @Waymo. $LYFT, $GOOGL

Watch the full episode of Autonomy Signals on @YouTube. youtu.be/wejx3mrCQiE?si…

Nothing in @NHTSAgov's query requires @Tesla to stop commercial Cybercab operations. They can keep running at current volume, and nothing in the audit blocks expansion beyond Austin, explains @RobGsix on Autonomy Signals presented by @KPMG. $TSLA

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-bui…

For robotaxis to truly scale, they need infrastructure. George @Kalligeros is building @AseonLabs to ensure robotaxis have the infrastructure they need to scale. He recently joined @gbrulte on The Road to Autonomy, where he articulated his vision for the future of robotaxi depots. Episode Chapters 0:00 Why Robotaxis Need Autonomous Infrastructure 00:47 The 40% Relocation Cost Insight 04:28 Lost Utilization and Where Pods Get Placed 05:55 The Core Reset Services 07:23 Commercialization and Deployment Models 10:14 Depots, Satellites, and Nodes 13:54 Portability and Permitting 15:22 Lessons from Pushme and Tier Mobility 18:11 Inside the Robotic Reset 18:54 Deploying the $10 Million Seed 24:36 Vandalism and Security 26:21 Infrastructure Over the Next Decade 29:51 @AUTNMYAI

@EvEvangelist @Waymo @Tesla @NHTSAgov @boltapp @gbrulte @WaltLightShed We built it a few months ago and it's LIVE in @AUTNMYAI's OMEGA. Over time, we will publish parts of the data.

As @Waymo accelerates their global expansion, @Tesla is waiting on a green light from @NHTSAgov to scale Cybercab as @BoltApp announces plans to deploy 25,000 robotaxis in European cities. These stories and more on this week's Autonomy Markets with @gbrulte and @WaltLightShed. Episode Chapters 0:00 Reviewing the @Jason Calacanis Episode 03:17 Tesla Cybercab NHTSA Audit 06:23 NHTSA Administrator Morrison's Pittsburgh Speech 08:14 Waymo on @Lyft in Nashville 10:56 Waymo in Las Vegas 13:17 Waymo in Tokyo and Singapore 16:20 Waymo / Allianz Partnership 17:25 Bolt's Grand Robotaxi Ambitions 20:45 @May_Mobility SPAC 23:42 @Wayve_AI 's Hires Waymo's Fmr. CFO 24:45 @Hyundai IONIQ 5 Robotaxis 28:11 Autonomous Trucking 30:34 Foreign Autonomy Desk 35:35 Next Week $GOOGL, $TSLA, $LYFT

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-nht…

The @NHTSAgov @Tesla Cybercab audit is a self certification review, not a verdict that the car is unsafe, despite the narrative in the market. In Nashville, @Waymo launched on @Lyft with Flexdrive. Over in China, @XPENG_Global is preparing to scale their IRON humanoids. @gbrulte and @RobGsix analyze the signals in the market this week on Autonomy Signals presented by @KPMG. Episode Chapters 0:00 KPMG Sponsor Introduction 01:02 Signal 1: NHTSA Opens Audit Query into Tesla Cybercab 32:00 Signal 2: Waymo Launches on Lyft in Nashville 47:11 Signal 3: XPENG Commissions Humanoid Production Facility

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-bui…

Send your own car to grab groceries. No delivery fee. No driver. That is the future, and it’s exactly what @GoAutolane is building. @Ben_Seidl shares his vision for the future of autonomous delivery on The Road to Autonomy with @gbrulte. Episode Chapters 0:00 Inspiration for Autolane 4:34 Autolane's Quest to Remain Independent 11:06 Deploying at Stanford Shopping Center 13:02 Chapter One: Orchestration 16:46 Autolane Zones 26:41 Fleet Ownership 28:36 Underwriting Autonomous Delivery 33:53 Matching Supply and Demand 37:29 French Fry Test 39:38 QSR Delivery 46:59 Sidewalk Dots, Drones, and Humanoids 54:35 Plaid for the Autonomy Economy 57:42 @AUTNMYAI

@ben_seidl We agree!

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-way…

@aurora_inno Is there a human in the cab?

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-jas…

Episode Chapters 00:00 Jason Calacanis joins Autonomy Markets 02:19 Cybercab Fleets 04:04 Tesla's obsession with Safety 07:27 Everywhere-All-at-Once Fallacy 09:33 Uber Shutting Down ATG Was a Mistake 12:51 The Gap Between Engineers and the Market 16:37 Jason Calacanis on Why Waymo has to Buy a Car Company 18:15 Uber's Surge Pricing Strategy 19:16 Jason Calacanis' 40/35/15 Robotaxi Prediction 25:58 Are Any of Uber's Partners Technically Close to Tesla or Waymo? 30:23 Uber Eats is Half of Uber's business 32:18 100 Unsupervised Robotaxi Benchmark 33:37 Robotaxis in China 35:31 Regulatory Capture Debate begins 41:31 Steak Dinner Bet 49:02 Personally Owned Autonomous Vehicles Impact on Shared Rides 52:27 Waymo and @Toyota moment to Watch in Q1 27 55:30 Puke in Uber, Get a Bonus 56:28 @TravisK, CloudKitchens and Atoms 58:08 What Travis Kalanick Would do Differently 59:09 PIF, @LucidMotors, @Nuro and a Full-Stack Uber with-in 36 months 1:06:16 Atoms Robotaxi Depot Play 1:12:32 If and When Waymo Goes Public 1:17:36 Why Japan needs Autonomy 1:20:46 The Next 12 Months 1:22:20 The Next Tesla Robotaxi format 1:27:42 Autonomous Regional Travel 1:29:47 @Amazon, Google or Tesla should Buy Uber 1:31:39 Consolidation, First Dominos, @Zipline, @Wayve_AI and Nuro 1:34:52 Framing the Bet

On Autonomy Markets, @Jason shared his robotaxi endgame. Over the next 24 months, several robotaxi companies will achieve unsupervised operations, benefiting @Uber. When and if Alphabet spins out @Waymo, they will have to buy a car company. @Tesla already owns the stack and the factory. They are not playing catch up. @gbrulte and @WaltLightShed debate it with Jason.

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcript-wil…

Will @NHTSAgov ground @Tesla’s Cybercab? That’s the question. Tesla has until Sept 30 to defend Cybercab self-certification under oath. No shutdown order. In San Diego, City Council voted 8-0 for local control of robotaxis. (Paging @Jason) In Tokyo, @GMO_AIR unveiled a humanoid ambulance. These are the signals @gbrulte and @RobGsix analyze on this week's Autonomy Signals, presented by @KPMG. Episode Chapters 0:00 KPMG Sponsor Introduction 01:41 Signal 1: Will NHTSA Ground Cybercab? 26:59 Signal 2: San Diego City Council Wants Local Control 48:39 Signal 3: Japan’s Ambulance for Humanoids $TSLA