Autonomy Markets

• 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 and Lyft’s expansion into Europe through the acquisition of FREENOW.Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by a $100 million PIPE and a 100-truck order from Atlas Energy that signals strong market confidence. Aurora’s long-anticipated driver-out commercial launch is drawing closer, with industry watchers counting the days and parsing every signal for an indication of launch.On the platform side of autonomy, Lyft is expanding to the UK and Europe through a $197 million acquisition of FREENOW. Now that Lyft has European operations, there is a path for the company to scale robotaxis on two continents.It appears that Lyft is gearing up to compete with Uber more aggressively, while in the U.S., Waymo continues to grow their Waymo One service which overtime will capture market share from both Uber and Lyft. Meanwhile, Walt headed out to LA to get an on the ground understanding of how Waymo is scaling in the City of Angels and how Angelenos are currently thinking about autonomous vehicles. Episode Chapters0:00 Walt’s LA Adventure2:08 Waymos in LA9:40 Kodiak Files to Go Public17:10 HD Maps20:41 Aurora’s Driver-Out Moment24:22 Lyft Acquires FREENOW, Expands to Europe30:00 Nuro Expands to Japan31:10 Sidewalk Delivery Bots35:10 Tesla FSD38:27 Waymo’s Upcoming Atlanta Launch on Uber41:04 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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  43:22
• 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 guarantee future deployments. Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. In Austin, Waymo is available exclusively through Uber. While early signs point to success, it’s far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it’s own with Waymo One.Episode Chapters0:00 Wayve Partners with Nissan 3:12 Autonomous Driving OEM Partnerships 5:24 Nuro Series E7:12 Autonomous Driving Partnerships Ecosystem 13:01 Could Tesla xAI Swap Assets?17:19 Zoox Expands Testing to LA18:27 Will Zoox Launch Commercial Service in 2025?20:25 Waymo Needs More OEM Partnerships 23:40 U.S. / China Policy 28:00 Europe / China Policy 31:19 Uber / Waymo Austin Data 36:49 Unforced Error of The Week38:52 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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  39:35
• 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 latest round of tariffs.Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber’s largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem.Episode Chapters0:00 Tariffs 1:05 Impact of Tariffs on Waymo6:26 Does Waymo Need to Slim Down?9:10 Tesla FSD Unsupervised Launch11:41 Tariffs and The Trucking Industry 13:57 May Mobility 14:27 LiDAR Market18:25 Energy22:46 Uber’s Global Ambitions 25:15 Scaling Waymo31:00 Uber App37:23 Waymo Messaging 40:17 Zoox41:23 Lyft46:37 Personally-Owned Autonomous Vehicles 49:58 Next WeekAutonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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  50:41
• 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 trucking.Texas is thriving capital of autonomous trucking with Aurora, Bot Auto, Kodiak, Torc and Waabi all having a presence in the state. Now autonomous vehicle companies are flocking to the state with Avride, May Mobility, Waymo and Zoox all having a presence in the state.While Texas emerges as the capital of autonomy, Waymo continues to solidify its lead as the world leader in robotaxis. With their lead in tact and the demand for their service growing, Waymo announced this week that they are expanding service to Washington, D.C. in 2026. As both Waymo continues to grow and expand, the economic impact of autonomy is only just beginning to be felt.Episode Chapters0:00 Waymo Subreddit 01:17 Forward Fort Worth03:10 Insurance06:55 Investing in Autonomous Trucking11:56 May Mobility Arlington Deployment 13:56 Autonomy Markets on the Road17:28 Waymo Announces Service is Coming to D.C. in 202621:41 Waymo / Uber Realtionship 26:50 Waymo Testing Zeekr Robotaxis on I-85 in Atlanta 27:44 Waymo, The World Leader in Robotaxis30:46 London 31:56 New York33:34 Autonomy Markets Confessions 34:34 Waymo Scheduled Rides38:05 Waymo Pricing41:08 Tesla’s June Robotaxi Launch48:03 Next WeekThe 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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  48:49
• 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 plans for launching a FSD Unsupervised. As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo’s permit application it in an effort to block the service. Despite this potential challenge, we expect commercial operations at the airport to begin by this summer, as there is a clear economic benefit to San Francisco’s economy. Down at Giga in Austin, Elon Musk held an all-hands meeting where he outlined his bold plans for FSD Unsupervised and the company’s upcoming robotaxi service. At some point, Tesla will “crack” full self-driving and when they do, Waymo will have their first true competitor.Episode Chapters0:00 Waymo Begins Mapping SFO9:14 Waymo Airport Predictions (SFO, SJC, LAX)11:13 Waymo Nashville Prediction13:16 Waymo / Hyundai Prediction14:38 Waymo’s Continued Bay Area Expansion 19:13 Uber, Lyft and the Growth of Waymo21:04 Waymo Zeekr Robotaxis26:43 Waymo on Uber in Austin30:59 Could Waymo be Expanding to the UK?34:16 Tesla Unsupervised 35:43 Tesla All-Hands Meeting37:36 Tesla CPUC Permit38:47 NVIDIA GTC42:04 Truck OEMs46:57 Unforced Error of The Week48:51 Next WeekThe 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠

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  49:29

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