Whiplash in Detroit: From Electric Dreams to Autonomy Uncertainty
Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss how Detroit is handing tariffs, the slow adoption of electric vehicles and consumers increasing interest in autonomous vehicles.
Detroit’s automakers are grappling with a future that is no longer electric, it’s autonomous. After racing full steam ahead towards electric vehicles, the momentum has stalled as consumers are opting for hybrids. Even as consumers opt for hybrids, they are increasingly interested in autonomy and the emergence of personally-owned autonomous vehicles.
However, the question still remains whether traditional OEMs have the will or the ability to develop in-house and commercialize an autonomous driving system that is reelable and scaleable. If they can not develop it in-house, they will have to license the technology with the risk of becoming a contract manufacturer for the autonomy industry.
Episode Chapters
- 0:00 The Mood in Detroit
- 4:17 Tariffs / Exporting Detroit
- 6:54 Electrification
- 9:30 Will Economic Uncertainty Lead to the Rise of Personally-Owned Autonomous Vehicles?
- 15:03 Jeep, an Autonomy Brand
- 17:26 GM & Ford’s Fully Autonomous Aspirations
- 19:55 Rising Road Fatalities
- 26:59 Tesla Will Drive Me Home Trend
- 28:49 No Steering Wheel, No Pedals
- 30:58 Waymo Hyundai Robotaxis are Made in America
- 31:45 Factories of The Future
- 35:19 Scaling Waymo
- 40:56 Tesla’s June Robotaxi Launch
- 43:20 Aurora Driver-Out in Texas
- 48:51 What To Look for in The Markets
The future is bright. The future is autonomous. The future is The Road to Autonomy.
Subscribe to This Week in The Autonomy Economy™
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.