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

Avsnitt(76)

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk, Grayson hit the road and met with Tim Kentley-Klay of HYPRLABS in San Francisco, Tesla started removing the safety attendees in Austin ...

20 Dec 202541min

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian’s bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively m...

13 Dec 202553min

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss "Thriller in the Big D" as Waymo upstages Uber’s party in Dallas. The day before Uber was set to announce its commercial launch ...

6 Dec 202534min

China vs US: Who Can Scale Faster, WeRide or Waymo?

China vs US: Who Can Scale Faster, WeRide or Waymo?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber's first robotaxi deployment without a safety driver outside...

29 Nov 202532min

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

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
bilar-med-sladd
natets-morka-sida
rss-elektrikerpodden
rss-laddstationen-med-elbilen-i-sverige
rss-veckans-ai
skogsforum-podcast
bli-saker-podden
bosse-bildoktorn-och-hasse-p
rss-uppgang-och-fall
rss-en-ai-till-kaffet
rss-ai-med-katarina-gospic-och-viggo-cavling
rss-technokratin
developers-mer-an-bara-kod
rss-digitala-influencer-podden
rss-sogeti-sweden-podcasts
rss-fabriken-2
rss-snacka-om-ai