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Market Analysis
Original commentary on the companies, deals, and competitive dynamics driving the autonomy economy forward.
Regulatory Intelligence
Tracking the policy decisions across federal, state, and international jurisdictions that will determine winners and losers.
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Depot reconnaissance in Dallas, Austin, Miami, and Silicon Valley. We go where the infrastructure is being built.
Strategic Outlook
Contrarian, data-backed perspective on where the industry is actually headed, not where consensus says it's going.
This Week in The Autonomy Economy
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July 26, 2026
In 2 Years and 8 Months, Waymo Outgrew Uber
This Week in the Autonomy Economy, Waymo and Uber’s marriage is heading for divorce, David Moss, Spencer and Owen Sparks are in the middle of...
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July 19, 2026
Not All Miles Are Created Equal
This Week in the Autonomy Economy, Uber’s CFO got into a heated X exchange over regulatory capture, Waymo began testing in Charlotte, and we called...
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July 12, 2026
Tesla Launches Robotaxi in Miami
This Week in the Autonomy Economy, we headed to Miami for the launch of robotaxi, Waymo announced four new markets are coming online and Momenta...
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July 5, 2026
Waymo’s Grand European Ambitions
This Week in the Autonomy Economy, America celebrated 250 years of freedom and prosperity, while we uncovered Waymo and Uber’s divorce in Phoenix, just as...
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June 28, 2026
Waymo’s German Expansion Started Months Before Anyone Noticed
This Week in the Autonomy Economy, Waymo’s German expansion plans came to light as its relationship with Uber appears to be unwinding and May Mobility...
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June 21, 2026
The Great Butter War Comes for Autonomy
This Week in the Autonomy Economy, the great butter war of the late 1880s appears to be re-emerging autonomously, Uber continued to accelerate their global...
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The autonomy economy is being built right now. The leaders who understand it first will shape what comes next.
The Future is Bright. The Future is Autonomous.The Future is The Autonomy Economy.