Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round
Autonomy Markets26 Okt 2024

Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the opening of the autonomy IPO market and investors increasing desire to own autonomous vehicle companies.

On October 23rd, Tesla’s stock rallied 20% following earnings that beat the street and Elon Musk’s continued commentary about Tesla’s robotaxi ambitions. WeRide completed its NASDAQ IPO raising $440M on October 25th, the same day Waymo announced a massive $5.6B funding round led by Alphabet with participation from Tiger Global and Sliver Lake.


Episode Chapters0:00 Capital Markets are Open3:07 Tesla Robotaxi Service in Palo Alto?5:43 The Interrelationships and Risks of the Elon Musk Companies 10:43 WeRide IPO19:37 Waymo's Latest Funding Round 23:17 Lucid is Finding Out Autonomy is Hard29:40 Wayve32:02 Cruise Goes Driverless in Houston33:16 Uber37:02 Next Week


The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠⁠⁠

LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠

The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠team@lightshedtmt.com

Episoder(80)

Waymo's Six Stages of Autonomy

Waymo's Six Stages of Autonomy

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio,...

22 Nov 202537min

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose ...

15 Nov 202531min

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions. Beneath the headl...

8 Nov 202540min

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of o...

1 Nov 202534min

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anders...

25 Okt 202540min

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping th...

18 Okt 202533min

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode begins with Walt sharing his firsthand experience tes...

11 Okt 202536min

From London to Dubai Robotaxis are Rapidly Expanding Globally

From London to Dubai Robotaxis are Rapidly Expanding Globally

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navi...

4 Okt 202539min

Populært innen Teknologi

lydartikler-fra-aftenposten
romkapsel
smart-forklart
teknisk-sett
elektropodden
energi-og-klima
nasjonal-sikkerhetsmyndighet-nsm
rss-ki-praten
rss-impressions-2
shifter
tomprat-med-gunnar-tjomlid
fornybaren
i-loopen
teknologi-og-mennesker
rss-heis
rss-ai-forklart
rss-digitaliseringspadden
rss-alt-som-gar-pa-strom
rss-alt-vi-kan
rss-anleggspraten