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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.
Field Research
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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August 9, 2026
Uber Is the Elizabeth Taylor of the Autonomy Economy
This Week in the Autonomy Economy, Moove raised a $250 million Series C led by Mubadala, WeRide expanded to Denmark, and Zoox is preparing to...
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August 2, 2026
Friends Today, Competitors Tomorrow
This Week in the Autonomy Economy, we mixed things up a bit as we turned our attention to London with the announcement that Baidu has...
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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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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.