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’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push

Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo's launch in Austin, Alphabet's strong commitment to Waymo and Hyundai's robotaxi ambitions. On March 5, Waymo launched excl...

8 Mar 202538min

Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams

Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plans for a robotaxi network in California.Waymo continues t...

1 Mar 202537min

Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets

Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous v...

22 Feb 202549min

Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans

Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans

This 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 transpo...

16 Feb 202543min

Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing

Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing

This 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 hardw...

8 Feb 202551min

Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone

Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone

This 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 at...

1 Feb 202546min

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

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...

25 Jan 202542min

Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem

Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem

This 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 Resilience that focused on the future of autono...

19 Jan 202541min

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