Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big PlansThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt’s recent trip to San Francisco, where he observed more aggressive driving from Waymo vehicles and spotted a FasTrak transponder—hinting that the…
Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to LicensingThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware,…
Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical MilestoneThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla’s Q4 earnings, Waymo’s road trip and Kodiak’s historical announcement. It was Tesla this week that captured investors attention as Elon Musk…
Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump’s administration on the autonomous vehicle and truck industries. With tensions brewing between…
Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China ProblemThis 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…
CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMsThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it…
2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo’s…
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