The Road to Autonomy
Market intelligence and analysis on the convergence of automation, autonomy, commerce, and economic growth.
Published Weekly on Sunday.
Published Weekly on Sunday.
December 17, 2023
700,000 Trips and Counting
Waymo completed over 700,000 autonomous rides in 2023, approaching 1 million annualized trips and establishing clear market leadership in commercial robotaxi operations. Alphabet is expected to provide more business guidance on Waymo in 2024 as the unit scales operations into additional cities.
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December 10, 2023
A Prime Minister Takes a Ride
Uber's S&P 500 inclusion on December 18th shifts it from discretionary to mandatory holding for passive funds, driving structural demand at its $126B market cap. Dutch PM Rutte's Waymo ride in Phoenix provides international political validation for autonomous vehicle technology, while investor skepticism persists around GM's Cruise unit, now valued at zero by Morgan Stanley.
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The Future is Bright. The Future is Autonomous. The Future is The Autonomy Economy.