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The Road to Autonomy
Grayson Brulte
359 episodes
1 day ago

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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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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Technology
Business,
Society & Culture
Episodes (20/359)
The Road to Autonomy
Episode 359 | Autonomy Markets: Waymo's PR Problem and Tesla's Missed Deadlines
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city.  Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026. Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES? Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses. Episode Chapters 0:00 Lights Out in San Francisco 2:44 Why Did Waymo’s Freeze When the Power Went Out? 8:34 Remote Drivers 15:00 Robotaxi in Austin 18:33 Scaling Robotaxi  22:48 Autonomous Vehicle Policy 24:47 Austin Incident Reports  27:17 Uber’s Ever-Changing Narrative  30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles  32:38 Foreign Autonomy Desk 40:26 CES Recorded on Sunday, January 4, 2026 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ 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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1 day ago
41 minutes 42 seconds

The Road to Autonomy
Episode 358 | How the Permian Basin is Accelerating Kodiak's Commercialization Plans
Pete Bigelow, Public Relations Manager, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss his firsthand experience in the Permian Basin and how the region acts as a "literal and figurative sandbox" for autonomous trucking.
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1 week ago
45 minutes 27 seconds

The Road to Autonomy
Episode 357 | Automating Logistics Yards with Computer Vision
Darin Brannan, CEO & co-founder of Terminal Industries joined Grayson Brulte on The Road to Autonomy podcast to discuss transforming the logistics yard into a fully automated environment using computer vision and agentic AI. 
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2 weeks ago
41 minutes 10 seconds

The Road to Autonomy
Episode 356 | Autonomy Markets: Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss HYPR’s emergence from stealth following an exclusive ride, Tesla’s removal of safety attendants in Austin, Waymo’s reported $110 billion valuation, and the speculation of Sterling Anderson becoming the next CEO of GM.
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2 weeks ago
41 minutes

The Road to Autonomy
Episode 355 | Self-Driving on 33 Watts: How HYPR Labs Trained a Model for Just $850
Tim Kentley Klay, CEO & co-founder of HYPRLABS, joined Grayson Brulte on The Road to Autonomy podcast to discuss how the company is achieving autonomous driving in downtown San Francisco using just 33 watts of compute and zero simulation or HD maps. 
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3 weeks ago
36 minutes 46 seconds

The Road to Autonomy
Episode 354 | Autonomy Markets: 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 moving away from NVIDIA.
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3 weeks ago
53 minutes 23 seconds

The Road to Autonomy
Episode 353 | How Robotaxis Solve the "RideShare Lottery" Problem
Ed Olson, Founder & CEO of May Mobility joined Grayson Brulte on The Road to Autonomy to discuss how May Mobility is eliminating the "rideshare lottery" by executing an asset-light strategy that prioritizes hybrid vehicles and global partnerships to deliver a consistent, premium robotaxi experience.
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4 weeks ago
46 minutes 7 seconds

The Road to Autonomy
Episode 352 | Autonomy Markets: 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. 
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1 month ago
34 minutes 50 seconds

The Road to Autonomy
Episode 351 | The Million Robot Bet: Why Enterprise Wins Before Homes
Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto,, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes.
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1 month ago
52 minutes 55 seconds

The Road to Autonomy
Episode 350 | Autonomy Markets: 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 Abu Dhabi launch and the China vs U.S. robotaxi wars.
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1 month ago
32 minutes 27 seconds

The Road to Autonomy
Episode 349 | Autonomous Private Pods, Public Prices: The $20M/Mile Solution to a $2B/Mile Problem
Glydways Founder and Co-CEO Mark Seeger explains how a mesh network of private, autonomous pods offers a scalable, $20 million-per-mile solution to the global congestion crisis.
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1 month ago
52 minutes 54 seconds

The Road to Autonomy
Episode 348 | Autonomy Markets: Waymo's Six Stages of Autonomy
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion.
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1 month ago
36 minutes 8 seconds

The Road to Autonomy
Episode 347 | The Next Autonomous Vehicle M&A Wave Starts Below the Line
Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG joined Grayson Brulte on The Road to Autonomy podcast to discuss the emerging wave of autonomous vehicle partnerships, the hidden value in fleet operations, and the coming M&A consolidation that will reshape the industry.
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1 month ago
51 minutes 11 seconds

The Road to Autonomy
Episode 346 | Autonomy Markets: 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 Airport. Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles spread across all markets. In the autonomous trucking market, Kodiak continues to demonstrate that the economics work. With 10 fully driverless trucks generating revenue in the Permian Basin, the company logged 5,200 paid hours last quarter, up 166% from Q2, a meaningful validation of the model. Wrapping up the conversation, Grayson and Walt examine why technology leadership means nothing without scalable manufacturing partnerships and now how autonomous trucking is pulling ahead of robotaxis on business model execution, and what global expansion in Abu Dhabi and Singapore signals about the global competitive landscape. Episode Chapters 0:00 Waymo Expands to Highways 3:58 Vehicle Supply 16:56 California Airports 19:28 Tesla FSD Update 21:42 Uber Ski 25:21 Kodiak 29:40 Foreign Autonomy Desk 30:40 Next Week Recorded on Thursday, November 13, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ 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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1 month ago
31 minutes 44 seconds

The Road to Autonomy
Episode 345 | Autonomy Markets: 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.
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1 month ago
40 minutes 43 seconds

The Road to Autonomy
Episode 344 | Autonomy Markets: 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 one of the industry’s most-watched partnerships.  Jensen Huang’s latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA’s automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems. While NVIDIA appears poised to compete with its customers, Waymo and Uber’s partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market. Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber’s platform. The episode closes with updates on Aurora’s strategic pivot and the Foreign Autonomy Desk, covering Baidu’s expansion in Hong Kong, Uber’s European ambitions, and continued progress in Tesla’s FSD rollout. Episode Chapters 0:00 NVIDIA's Autonomy Ambitions  7:13 Waymo & Uber's Fracturing Relationship 9:35 Nuro's Upcoming Launch on Uber in San Francisco  11:51 Gemini is Coming to Waymo 14:05 Boston's Autonomous Vehicle Blunder 15:43 Seattle's Challenging Political Environment  17:34 Political Coalitions  19:36 Aurora's Pivot 25:32 Tesla Robotaxi / FSD 14 Updates 30:04 Foreign Autonomy Desk 33:08 Next Week Recorded on Thursday, October 30, 2025 -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ 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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2 months ago
34 minutes 3 seconds

The Road to Autonomy
Episode 343 | GM’s Return to Autonomy
GM is re-entering the autonomous vehicle market with a renewed focus on profitability and consumer trust, launching a hands-free, eyes-free driving system under Sterling Anderson’s leadership, beginning with the 2028 Cadillac Escalade IQ.
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2 months ago
43 minutes 20 seconds

The Road to Autonomy
Episode 342 | Autonomy Markets: Tesla's Robotaxi Scale Plan, NVIDIA's Autonomy Ambitions
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership.
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2 months ago
40 minutes 4 seconds

The Road to Autonomy
Episode 341 | Autonomy Markets: Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth.
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2 months ago
33 minutes 4 seconds

The Road to Autonomy
Episode 340 | Magna's Vision for Autonomy Begins at Level 2
David Doria, Director of Engineering - Automated Driving, Magna joined Grayson Brulte on The Road to Autonomy podcast to discuss Magna's approach to developing autonomous driving systems.
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2 months ago
38 minutes 38 seconds

The Road to Autonomy

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.