Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)
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Joined November 2019
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.@Uber is targeting 700 robotaxis on its platform by year-end. More than 500 of those robotaxis are @Waymo today and they are going away in the future.
This week on Autonomy Markets, @gbrulte and @WaltLightShed analyze Uber's fleet targets, @Tesla's shift from Cybertruck to Cybercab, and the race to scale autonomy globally.
Episode Chapters
0:00 Waymo’s Right Hook to Uber
5:11 Uber’s 700 Robotaxis
14:50 Uber's Narrative Pivot to Delivery
18:31 Uber's Jill Hazelbaker Departs for @OpenAI
20:31 Winding Down Cybertruck for Cybercab
23:20 Tesla Robotaxi & Waymo Market Expansions
25:27 @Lyft Earnings
28:54 @KodiakRobotics Earnings
36:14 @Torc_Robotics Aims for 2026 Driver-Out
37:26 Red Tape Desk: Texas Elections & the Threat of Local Robotaxi Control
39:43 Foreign Autonomy Desk
45:21 Next Week
The road goes on forever and the Field Reports keep on turning.
Having the best time at @Baidu_Inc World 2026 in Beijing 🇨🇳
Robotaxi field reports coming soon to The @RoadToAutonomy
Field Work is Team Work!
You never know where The Road to Autonomy team will show up next.
Hello from Beijing China!
Here for @Baidu_Inc World 2026
Looking forward to learning more about their Apollo Go Robotaxi program (& riding in it) + Apollo World their new world model for Physical AI
Lots of new Field Reports in the works.
Field Work Continues!
Another adventure to Asia begins!
Should be an exciting 3 weeks ahead
& make sure to follow The @RoadToAutonomy to see all the field reports from the trip
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This Week in The Autonomy Economy presented by @Koop_AI, @Waymo filed for divorce from @Uber as the Blue Tsunami creates a sea of uncertainty.
roadtoautonomy.com/waymo-ube…
Japan is writing pedal-less, steering-wheel-free robotaxis into a unified certification framework starting in December.
Japan's goal is 10,000 Level 4 vehicles by fiscal 2030.
With @Waymo partnering with @ToyotaMotorCorp and @Wayve_AI together with @Nissan, the path is there.
As Japan goes all-in on autonomy, @RobGsix and @gbrulte analyze what it means for the global autonomy economy on Autonomy Signals presented by @KPMG.
A dark money campaign is trying to stop robotaxis in the United States as Japan embraces full autonomy.
These dark money groups have spent over $2.6 million on ads in DC trying to stop autonomy, roughly the same amount the two top mayoral candidates spent combined.
Now the question is who is behind this effort. This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze what it means for the global autonomy economy.
Episode Chapters
0:00 KPMG Sponsor Introduction
1:58 Signal 1: Dark-Money Coalitions Are Trying to Stop Robotaxis
37:01 Signal 2: Japan Greenlights Full Autonomy
55:02 Signal 3: Cleared for Autonomous Takeoff
Tune into Autonomy Signals today as @gbrulte and @RobGsix discuss Japan’s all-in autonomy strategy. 🇯🇵
This week in Japan I met many Government officials. What resonated in every conversation: importance of self-driving for national strategy, belief in end-to-end AI, desire to bring autonomy broadly, especially to rural and aging population and kei cars! @wayve_ai will support!
The Road to Autonomy is always in the field!
I just had a fantastic experience this morning getting a demo of the @wayve_ai Driver in downtown San Francisco, CA
Cankut Durgun, Co-Founder, President & COO of @Martiteknoloji, sees a significant possibility that Türkiye will manufacture robotaxis in the future.
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