2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

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 technical advancements and steady expansion made the company the clear leader in robotaxis in 2024. While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber's robotaxi strategy only escalated. While investors fear Uber's robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week's edition of Autonomy Markets. Episode Chapters 0:00 2025 Autonomy Markets Outlook 7:21 Share Buybacks 9:07 Traditional Automotive OEMs 15:07 Leaning into The Future 17:45 Tesla Q4 2024 Deliveries 18:35 Tesla FSD (Full Self-Driving) Take Rates 22:25 Tesla Cybertruck/Trump Hotel Attack 25:21 Elon Musk's Focus on Policy 27:36 Beijing Gives Green Light to Autonomous Vehicles 30:46 Autonomy M&A 34:11 MAG 7 35:56 Waymo 37:32 Warning Triangles 42:19 CES 2025


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Episoder(75)

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its A...

23 Aug 202540min

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto.A few months after ...

16 Aug 202553min

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest. While Uber publicly framed their autonomy spending a...

9 Aug 202538min

Waymo Leaves Uber in Austin and the Tesla Double Standard

Waymo Leaves Uber in Austin and the Tesla Double Standard

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and t...

2 Aug 202536min

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route ser...

26 Jul 202546min

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While...

19 Jul 202541min

We Rode in Tesla’s Robotaxi, Here's Our Experience

We Rode in Tesla’s Robotaxi, Here's Our Experience

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Austin, Texas to experience Robotaxi firsthand.After spending the week in Austin and experiencing Robotaxi firsthand, we came ...

12 Jul 202536min

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous driving ambitions, Waymo's future and Foxconn's strategic partner...

5 Jul 202532min

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