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Episode 260 | Autonomy Markets: 2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

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Innhold levert av The Road to Autonomy and Grayson Brulte. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Road to Autonomy and Grayson Brulte eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo’s technical advancements and steady expansion made the company the clear leader in robotaxis in 2024.

While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber’s robotaxi strategy only escalated.

While investors fear Uber’s robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week’s edition of Autonomy Markets.

Episode Chapters

0:00 2025 Autonomy Markets Outlook

7:21 Share Buybacks

9:07 Traditional Automotive OEMs

15:07 Leaning into The Future

17:45 Tesla Q4 2024 Deliveries

18:35 Tesla FSD (Full Self-Driving) Take Rates

22:25 Tesla Cybertruck/Trump Hotel Attack

25:21 Elon Musk’s Focus on Policy

27:36 Beijing Gives Green Light to Autonomous Vehicles

30:46 Autonomy M&A

34:11 MAG 7

35:56 Waymo

37:32 Warning Triangles

42:19 CES 2025

Recorded on Friday, January 3, 2025

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About The Road to Autonomy

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/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

266 episoder

Artwork
iconDel
 
Manage episode 459280665 series 2982710
Innhold levert av The Road to Autonomy and Grayson Brulte. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Road to Autonomy and Grayson Brulte eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo’s technical advancements and steady expansion made the company the clear leader in robotaxis in 2024.

While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber’s robotaxi strategy only escalated.

While investors fear Uber’s robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week’s edition of Autonomy Markets.

Episode Chapters

0:00 2025 Autonomy Markets Outlook

7:21 Share Buybacks

9:07 Traditional Automotive OEMs

15:07 Leaning into The Future

17:45 Tesla Q4 2024 Deliveries

18:35 Tesla FSD (Full Self-Driving) Take Rates

22:25 Tesla Cybertruck/Trump Hotel Attack

25:21 Elon Musk’s Focus on Policy

27:36 Beijing Gives Green Light to Autonomous Vehicles

30:46 Autonomy M&A

34:11 MAG 7

35:56 Waymo

37:32 Warning Triangles

42:19 CES 2025

Recorded on Friday, January 3, 2025

--------

About The Road to Autonomy

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/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

266 episoder

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