CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs
Autonomy Markets11 Jan 2025

CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025.

While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive?

There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.


Episode Chapters 0:00 CES 2025 4:39 Autonomous Trucking Policy 7:21 Waymo Zeekr Robotaxi 11:50 What is the Meaning of Launching in a Market? 13:28 Autonomous Vehicle Components 18:12 Legacy OEMs and Ubers Role in Autonomy 26:32 Aurora’s Warning Triangle Petition 29:02 Viewer Question: Who Buys Uber and Lyft? 33:04 Uber, the Everything App? 34:49 CES 2025 Key Takeaways 37:50 CES 2026 40:07 Waymo as a Getaway Car 42:03 Next Week


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Episoder(80)

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at G...

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Waymo Hits the Highway and Should Build Its Own Pit Crew

Waymo Hits the Highway and Should Build Its Own Pit Crew

This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.Together they examine Waymo’s technical milestones...

7 Mar 44min

Uber Sells the Dream, Waymo Logs the Autonomous Miles

Uber Sells the Dream, Waymo Logs the Autonomous Miles

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the launch of Uber Autonomous Solutions and Waymo's continued to expansion. As Uber’s stock faces pressure from the overhang of ...

28 Feb 53min

Waymo's Shocking Data & Uber's Infrastructure Pivot

Waymo's Shocking Data & Uber's Infrastructure Pivot

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing rev...

21 Feb 40min

Has Waymo Finally Solved Robotaxi Supply?

Has Waymo Finally Solved Robotaxi Supply?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028....

14 Feb 52min

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber’s defensive Myths and Realit...

7 Feb 56min

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, th...

4 Feb 50min

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, Spa...

31 Jan 54min

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