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WaymoUS 81.0 ▲ +3.5 Baidu Apollo GoCN 78.4 ▼ -2.8 NeolixCN 77.5 ▲ +2.7 Starship TechnologiesEE 71.2 ▲ +1.2 Serve RoboticsUS 70.0 ▲ +8.0 Pony.aiCN 60.8 ▲ +3.9 WeRideCN 55.3 ▲ +2.0 CocoUS 53.6 ▲ +9.3 Applied IntuitionUS 52.6 ▲ +3.8 KodiakUS 46.1 ▼ -1.3 TeslaUS 42.1 ▲ +1.5 AuroraUS 41.7 ▲ +0.3 Bot AutoUS 37.1 ▲ +9.1 DeepRoute.aiCN 36.7 ▼ -7.6 ZooxUS 33.2 – 0.0 Volvo Autonomous SolutionsSE 32.9 ▲ +1.7 May MobilityUS 31.7 ▼ -1.4 MotionalUS 31.5 ▼ -0.5 MomentaCN 30.3 ▲ +5.7 DoorDash DotUS 30.3 ▲ +6.4 MOIA AmericaDE 29.2 ▲ +7.0 MobileyeIL 28.7 ▲ +0.4 MeituanCN 27.5 ▲ +2.5 TorcUS 26.4 ▼ -1.3 AvrideUS 26.3 ▼ -2.5 Avride PodUS 25.7 ▼ -3.2 Didi Autonomous DrivingCN 25.2 ▼ -9.7 WayveGB 24.7 ▼ -2.9 Cao Cao MobilityCN 23.3 ▼ -5.5 XPengCN 22.9 ▼ -0.7 VerneHR 21.6 ▼ -2.1 AutobrainsIL 21.2 – 0.0 NuroUS 21.1 ▲ +1.3 WaabiCA 20.4 ▼ -2.4 Helm.aiUS 18.0 ▲ +0.4 PlusAIUS 15.3 ▲ +2.2 Tensor AutoUS 13.0 ▼ -3.4 Stack AVUS 12.2 ▼ -5.2 HUMAINSA 2.1 – 0.0 WaymoUS 81.0 ▲ +3.5 Baidu Apollo GoCN 78.4 ▼ -2.8 NeolixCN 77.5 ▲ +2.7 Starship TechnologiesEE 71.2 ▲ +1.2 Serve RoboticsUS 70.0 ▲ +8.0 Pony.aiCN 60.8 ▲ +3.9 WeRideCN 55.3 ▲ +2.0 CocoUS 53.6 ▲ +9.3 Applied IntuitionUS 52.6 ▲ +3.8 KodiakUS 46.1 ▼ -1.3 TeslaUS 42.1 ▲ +1.5 AuroraUS 41.7 ▲ +0.3 Bot AutoUS 37.1 ▲ +9.1 DeepRoute.aiCN 36.7 ▼ -7.6 ZooxUS 33.2 – 0.0 Volvo Autonomous SolutionsSE 32.9 ▲ +1.7 May MobilityUS 31.7 ▼ -1.4 MotionalUS 31.5 ▼ -0.5 MomentaCN 30.3 ▲ +5.7 DoorDash DotUS 30.3 ▲ +6.4 MOIA AmericaDE 29.2 ▲ +7.0 MobileyeIL 28.7 ▲ +0.4 MeituanCN 27.5 ▲ +2.5 TorcUS 26.4 ▼ -1.3 AvrideUS 26.3 ▼ -2.5 Avride PodUS 25.7 ▼ -3.2 Didi Autonomous DrivingCN 25.2 ▼ -9.7 WayveGB 24.7 ▼ -2.9 Cao Cao MobilityCN 23.3 ▼ -5.5 XPengCN 22.9 ▼ -0.7 VerneHR 21.6 ▼ -2.1 AutobrainsIL 21.2 – 0.0 NuroUS 21.1 ▲ +1.3 WaabiCA 20.4 ▼ -2.4 Helm.aiUS 18.0 ▲ +0.4 PlusAIUS 15.3 ▲ +2.2 Tensor AutoUS 13.0 ▼ -3.4 Stack AVUS 12.2 ▼ -5.2 HUMAINSA 2.1 – 0.0
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Treasury Department- The Road to Autonomy

Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Economic Resilience that focused on the future of autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy.

To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and the role that China could potentially play in accelerating that effort.

Episode Chapters

  • 0:00 The Council for Economic Resilience DC Event
  • 2:05 Congressman Duffy’s Transportation Secretary Confirmation Hearing
  • 4:04 Optimism in DC
  • 9:09 Rising Insurance Costs
  • 11:01 The NYC Unlock for Autonomous Vehicles
  • 14:27 Autonomy Politics
  • 22:10 TikTok / Trump Inauguration
  • 25:16 Chinese Autonomous Vehicles in the U.S.
  • 30:03 Zeekr: Waymo’s Unforced Error
  • 33:41 Does Waymo Need More OEM partners?
  • 35:49 Pony AI
  • 39:01 Next Week

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