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)

Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly

Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential new partnership with Toyota, the launch of Aurora's driver-out commercial operations and Uber's continued effo...

3 Mai 202537min

Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?

Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi lau...

26 Apr 202532min

Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe

Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out commercial launch...

19 Apr 202543min

Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter

Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarant...

12 Apr 202539min

Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers

Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future with autonomous vehicles and the winners and losers from the la...

5 Apr 202550min

Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks

Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C. and the emerging opportunity in autonomous truckin...

29 Mar 202548min

Waymo’s Big Week and Elon’s Promises

Waymo’s Big Week and Elon’s Promises

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious...

22 Mar 202549min

Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem

Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s Bay Area expansion and what it means for the great highway and airport unlocks, our visit to May Mobility in Ann Arbor an...

15 Mar 202545min

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