Loading...
About this Episode
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 Deal
03:26 The $50,000 Robotaxi Economics
06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant
10:11 Scaling to 750,000 Autonomous Vehicles
17:09 Waymo Gen 6: Custom Silicon & Improved Cameras
23:21 Uber’s Narrative vs. Waymo’s Reality
28:09 Lyft’s Flex Drive Advantage
31:52 Inspector Walt: Waymo’s Autonomous Truck Tease
33:41 Aurora’s Pivot & Kodiak’s Marine Corps Deal
41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai
45:09 The Regulatory Tide Turns
48:38 Hyundai: The Arms Dealer of Autonomy
Autonomy 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: [email protected]
Hosts & Guests
No transcript available for this episode.
