Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?
Autonomy Markets25 Jan 2025

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

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


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Episoder(106)

Waymo Takes the World While Tesla Takes the NHTSA Test

Waymo Takes the World While Tesla Takes the NHTSA Test

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Tokyo and Singapore, NHTSA’s ongoing audit of Tesla’s Cybercab in Austin and Bolt’s plan to deploy up to 25...

19 Sep 37min

Jason Calacanis on the Robotaxi Endgame

Jason Calacanis on the Robotaxi Endgame

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi ...

12 Sep 1h 37min

Cybercab Day Arrives as Robotaxis Become Bankable

Cybercab Day Arrives as Robotaxis Become Bankable

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s first ever debt raise.Tes...

5 Sep 1h 1min

Cybercab Is Coming, Waymo Isn’t Impressed

Cybercab Is Coming, Waymo Isn’t Impressed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous v...

30 Aug 1h

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s string of supervised launches in Europe and ...

22 Aug 42min

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permit...

15 Aug 48min

Can Uber's Robotaxis Scale?

Can Uber's Robotaxis Scale?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVID...

8 Aug 48min

Is ADAS the Trojan Horse Into Autonomy?

Is ADAS the Trojan Horse Into Autonomy?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win ...

1 Aug 42min

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