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Indhold leveret af The Road to Autonomy and Grayson Brulte. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Road to Autonomy and Grayson Brulte eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Indhold leveret af The Road to Autonomy and Grayson Brulte. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Road to Autonomy and Grayson Brulte eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.

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272 episoder

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The Road to Autonomy

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Manage series 2982710
Indhold leveret af The Road to Autonomy and Grayson Brulte. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Road to Autonomy and Grayson Brulte eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.

  continue reading

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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 transponder—hinting that the great highway unlock is imminent. In the markets, Aurora and Lyft reported earnings, with Aurora’s market cap soaring to $17 billion—triple Lyft’s $5 billion. On its earnings call, Aurora emphasized its driver-out readiness and their hardware kit approach, mirroring Kodiak’s SensorPods . If hardware kits are the future of autonomy, power could shift from OEMs to autonomous driving developers, opening new market opportunities and validating Kodiak’s OEM-agnostic strategy. And then there’s NVIDIA . What if they acquired an autonomous driving developer and vertically integrated? How would the market respond? What would it mean for chip sales? As fragmentation grows in the autonomous vehicle market, so does Uber’s advantage. Opportunity abounds. Episode Chapters 0:00 Walt’s San Francisco Trip 1:54 Hesai LiDAR 6:19 Waymo’s More Assertive Driving 7:37 Should we be Concerned about Zoox? 13:08 Aurora Earnings 16:43 Autonomous Driving Hardware Kits 21:43 Should NVIDIA Vertically Integrate an Autonomous Driving Stack? 26:24 Nuro’s Licensing Opportunity 30:29 Uber’s Next Autonomy Partner—May Mobility? 33:50 Autonomous Vehicle Fleet Management & Financing 38:00 DoorDash’s Autonomous Delivery Ambitions 40:57 Next Week Recorded on Saturday, February 15, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
Shahrukh Kazmi , Chief Product Officer, Volvo Autonomous Solutions joined Grayson Brulte on The Road to Autonomy podcast to discuss the company’s comprehensive approach to building an autonomous transport-as-a-service business. Volvo is leveraging its decades of trucking expertise to develop a new business model that is built around an autonomous truck. Instead of selling the truck, Volvo Autonomous Solutions is going to own the asset and operate the autonomous transport-as-a-service business. This approach will allow Volvo Autonomous Solutions to maintain control over the ecosystem, understand customer pain points directly, and ensure safety standards are met consistently. With control, Volvo Autonomous Solutions is poised to scale quickly. Recorded on Thursday, January 30, 2025 Episode Chapters 0:00 Volvo Autonomous Solutions Approach to Autonomous Trucking 4:46 Volvo’s VNL Platform 7:27 Virtual Drivers 11:04 Aurora Partnership 13:57 Transport-as-a-Service 19:24 VNL Autonomous Platform 30:20 Mining and Quarries 35:47 Competitive Advantages 36:46 Building For The Future -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system. With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of autonomous vehicle licensing. Episode Chapters 0:00 Traditional Automotive’s Struggles with Software and Innovation 5:43 Uber Q4 2024 Earnings 8:00 Autonomous Vehicle REIT 13:20 Uber’s Fleet Inventory 17:15 Uber’s Five Keys for Autonomous Vehicle Success 32:36 Uber and Waymo’s Historical Relationship 34:06 Waymo Fleet Expansion 37:33 Foxconn 41:09 Ford to License an Autonomous Driving System? 43:14 Waabi 49:27 Next Week Recorded on Thursday, February 6, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
Xiaodi Hou , Founder & CEO of Bot Auto joined Grayson Brulte on The Road to Autonomy podcast to discuss how DeepSeek is transforming AI development and its potential impact on autonomous driving. Dr. Hou views DeepSeek as an engineering breakthrough rather than a scientific one—challenging traditional approaches to AI model development. Unlike many companies in the field, DeepSeek has shown that powerful models can be created by optimizing systems and creatively managing resource constraints. There are strong parallels between DeepSeek’s approach and Bot Auto’s strategy of being scrappy and cost-effective. This “DeepSeek moment” could mark a turning point for autonomous driving, where commercialization and efficiency become the primary drivers of technological advancement. Recorded on Monday, February 3, 2025 Episode Chapters 0:00 DeepSeek 9:35 Resources Needed to Build an Autonomous Driving Model (Pre-DeepSeek) 15:44 Open-Source LLMs 23:54 Prioritization 26:08 Building the Bot Auto Autonomous Driving Model 33:37 Miles Driven and Autonomous Driving Models -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 attention as Elon Musk spoke at length about Tesla’s robotaxi plans, licensing FSD and their plans to launch an Airbnb like service for autonomy. Will Tesla really hit the June 2025 timeline for unsupervised autonomy in Austin, Texas? Anything is possible, but the precedent is that the launch will be delayed, along with a potential nationwide expansion in 2026. Then there is the potential to license FSD (Full Self-Driving), will Tesla really do it and what will the impact be on the global auto industry? As Tesla works towards full autonomy (unsupervised), Waymo continues to expand. This week Waymo announced that they are taking roadtrips to 10+ markets beginning with San Diego and Las Vegas this year, along with opening the Atlanta market to employees. Additionally, Waymo began offering highway service to employees in Los Angeles. Then there is Kodiak, which made history this week, becoming the first company to sell an autonomous truck to a third party—Atlas Energy. The episode concludes with discussion of Zoox’s challenges in the competitive autonomous vehicle market, particularly in Las Vegas and San Francisco. Episode Chapters 0:00 Secretary Sean Duffy 2:59 Washington Post: If Self-Driving Cars are Safer than the Alternative, What’s to Lose? 7:02 Tesla Q4 2024 Earnings 9:28 FSD Unsupervised Launch 13:58 Capital Markets & Analysts 16:48 LiDAR Narrative 21:30 Licensing Tesla FSD 26:20 FSD is Coming to Semi 28:51 Kodiak Makes History 31:28 Tesla Cortex Training Cluster 32:32 Waymo Goes Fully Autonomous on LA Freeways (Employees Only) 35:21 Waymo Opens Atlanta to Employees 37:29 Waymo’s 10 City Road Trip 41:06 Zoox 45:06 Super Bowl 46:09 Next Week Recorded on Thursday, January 30, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
Pete Bigelow , Senior Reporter, Automotive News and Sergey Litvinenko , Co-Founder & CEO of Koop joined Grayson Brulte on The Road to Autonomy podcast to discuss the insurance challenges surrounding SAE Level 3 vehicles and how the insurance requirements will change with higher levels of automation. In this in-depth discussion, Grayson, Pete and Sergey explore the complex landscape of Level 3 semi-autonomous vehicles and their associated liability challenges. The conversation delves into why major automakers such as GM and Ford have retreated from developing full self-driving systems to instead focus on driver assistance systems. In the long-term, this could prove to be a costly mistake. During the discussion they also spoke about the emerging complexities of insuring robotaxis in Las Vegas and how the “Vegas risk” could impact underwriting. Recorded on Wednesday, January 22, 2025 Episode Chapters 0:00 Scaling Level 3 6:10 Not All Level 3 Systems are Equal 8:43 Underwriting Level 3 12:45 In-Cabin Monitoring / Driver Responsibility 15:33 Who’s Responsible in the Event of a Crash? 17:11 Can Consumers Tell a Level 2 system from a Level 3 system? 22:08 Why Would an OEM Invest in Level 3? 26:55 Level 4 Licensing Liability 30:09 Foldable Wheel 33:30 Open Container in Robotaxis 41:10 Robotaxi Liability 44:33 National Autonomous Vehicle Framework 47:44 Autonomy Market Outlook -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective. At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle landscape? Only time will tell. Episode Chapters 0:00 Trump's Back 2:38 Autonomous Vehicle Policy and Who Matters 8:17 Elon vs O'Brien and The Teamsters 12:38 U.S. vs China 17:57 Inceptio Technology IPO 22:55 Dara Khosrowshahi AV Comments at Davos 28:25 Tesla FSD Two Lane Highway Exit 31:21 Rising Insurance Costs for Uber in LA 33:44 Waymo Growth Projections 37:21 Next Week Recorded on Saturday, January 23, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
Peter Vaughan Schmidt , CEO, Torc joined Grayson Brulte on The Road to Autonomy podcast to discuss how Torc is preparing to launch commercial operations in Texas. Torc’s strategic relocation from Albuquerque to Fort Worth, Texas was a move that aligned with changing market dynamics. The regulatory environment combined with a growing demand for freight movement, makes Texas the ideal market to launch s commercial autonomous trucking operations. Looking ahead to 2027, Torc plans to launch commercial autonomous trucking operations in Texas. When the service is launched, customers will purchase autonomous-ready Cascadias from Freightliner, own the asset and subscribe to Torc’s virtual driver service. Recorded on Tuesday, January 14, 2025 Episode Chapters 0:00 Torc Moves from Albuquerque to Texas 4:37 Autonomous-Ready Cascadias 8:57 Preparing for Driver-Out Operations 11:01 Torc’s Perception System 12:22 From a Robotics Stack to an AI Stack 15:26 Autonomous Truck Policy 17:08 AI’s Is Accelerating Torc’s Commercial Launch 20:32 Scaling Commercial Operations 22:39 Buying an Autonomous Truck Powered by Torc 24:24 Torc Business Model 30:07 Autonomous Truck Maintenance 34:09 Capital Allocation Strategy 37:21 Outside Capital 39:44 Additional OEMs 41:05 Waymo 43:29 Autonomous Trucking Market 45:17 Torc Outlook -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy. To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and the role that China could potentially play in accelerating that effort. Episode Chapters 0:00 The Council for Economic Resilience DC Event 2:05 Congressman Duffy’s Transportation Secretary Confirmation Hearing 4:04 Optimism in DC 9:09 Rising Insurance Costs 11:01 The NYC Unlock for Autonomous Vehicles 14:27 Autonomy Politics 22:10 TikTok / Trump Inauguration 25:16 Chinese Autonomous Vehicles in the U.S. 30:03 Zeekr: Waymo’s Unforced Error 33:41 Does Waymo Need more OEM partners? 35:49 Pony AI 39:01 Next Week Recorded on Saturday, January 19, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
David Welch , Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss how Waymo won the robotaxi race as Detroit walked away two times. There are major shifts happening in the autonomous vehicle industry as Waymo scales up operations and Tesla prepares to introduce the Cybercab . At CES last week, Jensen Huang, Co-founder & CEO of NVIDIA highlighted autonomous vehicles multi-trillion dollar potential. As Waymo and Tesla have accelerated, traditional automakers have largely abandoned their in-house autonomous vehicle development programs. Ford shutdown Argo AI and GM shutdown Cruise , potentially opening the door for companies such as Wayve and Nuro that are pursuing a licensing model. Then there is May Mobility which is emerging as an interesting player in the autonomous vehicle industry, with strong relationships Toyota and NTT, along a planned expansion with Lyft in Atlanta. By the end of 2025, the robotaxi market could look completely different. Recorded on Tuesday, January 7, 2025 Episode Chapters 0:00 2025 Autonomy Market Outlook 2:53 Did GM Pull the Plug on Cruise Too Soon? 9:23 Zoox IPO? 10:52 Could Amazon Integrate Zoox into Prime? 12:03 Waymo 2025 Outlook 14:21 Does Uber Need a Fragmented Market to Win in Robotaxis? 15:27 Rename Robotaxis, America Taxis 17:30 Waymo in NYC? 20:40 Will a National Autonomous Vehicle Framework Spur Investments? 23:31 May Mobility 28:55 Tesla Robotaxi 33:30 Vision Only 35:24 AI 37:12 Detroit’s Autonomy Strategy -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 Recorded on Friday, January 10, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
Michael Morris, Director of Transportation, North Central Texas Council of Governments (NCTCOG) and Nick Konen , Director of Strategic Development, Hillwood joined Grayson Brulte on The Road to Autonomy podcast to discuss how Texas is building the future of autonomous freight and supply chains. AllianceTexas Smart Port in North Texas represents a groundbreaking vision for the future of freight and logistics, combining advanced infrastructure with automation and autonomy. Located at one of America’s largest inland ports, the development features 60 million square feet of existing warehouse space, with another 60 million planned over the next 30 years. The project leverages unique assets including the Alliance Airport handling 2.1 billion pounds of cargo annually, BNSF’s intermodal facility moving a million containers yearly, and strategic placement along I-35. Through a $80 million federal grant and $96 million in private investment, the Smart Port is implementing dedicated truck lanes, advanced sensor networks, and infrastructure designed for autonomous trucks. Recorded on Thursday, December 19, 2024 Episode Chapters 0:00 AllianceTexas Smart Port 3:11 Planning for Growth 8:27 Texas Innovation 15:40 Warehouse Automation 18:58 Roadway Sensors 24:04 Dedicated Autonomous Truck Lanes 30:10 Automation Jobs 34:31 Freight Tunnels 36:57 Apprenticeships 41:12 Economic Impact of AllianceTexas Smart Port 46:27 Future of Autonomy & Automation in North Texas -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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 Recorded on Friday, January 3, 2025 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
David Liu , CEO & Co-Founder, Plus joined Grayson Brulte on The Road to Autonomy podcast to discuss Plus’ global vision for autonomous trucking. Plus is taking a global approach to autonomous trucking as a technology enabler rather than a fleet operator with three global OEM partnerships with Traton Group , Hyundai Commercial Vehicle, and IVECO. These partnerships are enabling Plus to focus solely on building a virtual driver, while the partners develop and build the physical truck. Currently Plus is testing their autonomous driving software in the United States, Sweden, and Japan as they prepare for commercial operations in 2027 with their OEM partners. Recorded on Wednesday, December 18, 2024 Episode Chapters 0:00 Founding of Plus 2:55 Is 2025 The Year Autonomy Goes Mainstream? 5:24 Plus / Traton Partnership 7:06 Plus / Hyundai Commercial Vehicle Partnership 8:38 Partnership Development 12:09 Global Testing, Development and Operations 14:54 Data Models 17:06 Low Power / Small On-Board Hardware 23:53 Vision Only 27:28 Redundancy 29:53 Developing and Maintaining Trust 32:49 Plus Business Model 36:17 Advancements in AI 41:09 Future of Plus -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla FSD 13, autonomous trucking’s regularity roadblocks and Waymo’s path to offering service at theSan Francisco International (SFO) Airport. Tesla’s FSD 13 is as a major technical leap forward. While we have been impressed with its more natural driving style and improved responsiveness to traffic flow, it’s not ready for deployment on the Cybercab. Later the conversation shifts to recent government actions affecting the autonomous vehicle industry, including the Biden administration’s denial of warning triangle exemptions for autonomous trucks and the introduction of AVSTEP, a new voluntary reporting framework from NHTSA. The podcast concludes with an analysis of Waymo’s potential expansion to San Francisco International Airport and broader implications for autonomous vehicle deployments. Episode Chapters 0:00 Tesla FSD 13 15:21 Cybercab / FSD Driver-Out Predictions 19:09 FMCSA Warning Triangle Exemptions 26:33 AV STEP 33:20 DOGE 35:24 Scaling Autonomous Vehicles in China 38:35 Waymo is One Step Closer to SFO Deployment 41:24 Waymo on Highways and Future Airport Deployments 46:41 Light Mapping / No Mapping Approach to Autonomy 47:26 2025 Outlook Recorded on Saturday December 28, 2024 -------- About The Road to Autonomy 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/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…
 
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