The Road to Autonomy

• Episode 300 | Scaling Sidewalk Autonomy: How Serve Robotics Is Reinventing Last Mile Delivery

  Ali Kashani, Co-Founder & Serve Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss how sidewalk delivery robots are transforming the economics and experience of last-mile delivery. Ali shares the origin story of Serve Robotics, which was incubated within Postmates and later spun out of Uber into a publicly traded company. What began as a simple idea, delivering small items with small autonomous robots has grown into a rapidly scaling business operating in cities across the U.S., including Los Angeles, Miami, and Dallas. As Serve Robotics continues to expand, the company is evolving into a full-fledged robotics platform with multiple revenue streams spanning advertising, delivery, licensing, and potentially something even bigger in the future.Episode Chapters0:00 Founding of Serve Robotics2:07 Deliveries4:26 Deploying Sidewalk Robots9:53 Deployment Markets15:11 A Robotics Company19:37 Wing Partnership21:20 Restaurant Deliveries & Packaging27:53 Comparing Gen 2 to Gen 3 Robots29:59 Testing Before Deploying32:37 New Markets33:49 Advertising Business37:33 Growing Delivery Volume39:37 The Evolution of Sidewalk Robots42:07 Key TakeawaysRecorded on Wednesday, May 14, 2025--------About The Road to AutonomyThe 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/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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• Episode 299 | Autonomy Markets: Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move

  This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s recall, Tesla’s most recent NHTSA letter and Sterling Anderson’s surprise move to join GM as EVP & Chief Product Officer.For the first time ever, Waymo had a fleet-wide recall after a series of minor collisions involving stationary objects, a recall that was fixed with a simple over-the-air update. As Waymo updated their vehicles, Tesla was once again under regulatory scrutiny, this time about their upcoming FSD Unsupervised launch in Austin.Could NHTSA’s request for more information, give Elon Musk and Tesla an off-ramp as they work to further develop FSD prior to deploying fully autonomous robotaxis. In an unexpected twist, former Aurora co-founder Sterling Anderson joined GM as EVP & Chief Product Officer. His move to GM signals a potential major strategic shift for GM, especially in the wake of its decision to shutdown Cruise.With Mr. Anderson’s background in autonomy, software-defined vehicles, and hardware integration from his time at Tesla and Aurora, the hire suggests GM may be quietly rebuilding its autonomy strategy. Whether this positions him as a future CEO candidate or simply as the architect of GM’s next-generation vehicle roadmap, it’s a development that we will be following on Autonomy Markets.Episode Chapters0:00 Sterling Anderson Joins GM3:34 The Impact of Sterling’s Departure on Aurora5:53 Uber’s Autonomy Investments7:16 Aurora, a Company in Crisis13:04 Kodiak15:30 Bot Auto17:45 Wayve / Uber Partnership21:58 WeRide’s Hong Kong IPO22:46 Waymo’s Lingering Zeekr Problem25:27 Waymo’s NHTSA Recall27:18 Waymo Road Trips28:47 Is Waymo Expanding Too Quickly?30:10 Could NHTSA Delay Tesla’s June Robotaxi Launch?33:38 Market Perception of Tesla FSD36:29 Unforced Error of The Week38:40 Next WeekRecorded on Thursday, May 15, 2025--------About The Road to AutonomyThe 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/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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• Episode 298 | Scaling Autonomy: Waymo's Advantage, Uber's Strategy and Tesla's Challenge

  David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Waymo’s growing competitive advantage in the market, Uber’s strategy and the many challenges facing Tesla.Waymo continues to strengthen its market share in the robotaxi sector, recently announcing a strategic partnership with Magna to significantly expand autonomous vehicle manufacturing capabilities. While Uber leverages its robust marketplace platform to drive substantial demand for autonomous rides through key partnerships, Waymo has diversified manufacturing to meet demand.Tesla, despite its ambitions with Full Self-Driving (FSD), faces ongoing technical challenges, including difficulties accurately identifying pedestrians, animals, and school zones, underscore the complexity in deploying fully autonomous vehicles at scale.Simultaneously, the autonomous vehicle industry’s competitive landscape remains fluid, as traditional automakers struggle with limited autonomy programs and unclear strategies. With renewed investor interest, fresh funding rounds, and upcoming commercial deployments, the autonomous mobility market is entering a pivotal phase. Autonomy companies must now navigate strategic decisions concerning scale, partnerships, and profitability.Episode Chapters0:00 Scaling Waymo’s Operations3:58 Tesla FSD5:17 Tesla’s Upcoming Austin Robotaxi Launch7:47 Did GM Pull the Plus on Cruise Too Early?11:33 GM’s Continued Investments in EVs14:48 Software16:35 Licensing Autonomy & OEM Partnerships20:41 Foxconn Contract Manufacturing AVs25:53 Uber’s Autonomous Vehicle Fleet Strategy28:50 Uber / Waymo Relationship34:33 Zoox35:31 Alphabet’s Commitment to Waymo37:28 Merge Waymo One into Uber?39:12 Car Rental Companies40:32 Autonomy as a Business44:52 Key TakeawaysRecorded on Thursday, May 8, 2025--------About The Road to AutonomyThe 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/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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• Episode 297 | Autonomy Markets: What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?

  This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waymo needs more vehicles and the continued fragmentation of the robotaxi market. Mr. Anderson’s sudden departure sent shockwaves through the industry, raising critical questions about his next move and the potential impact on Aurora’s partnership with Volvo, along with Uber’s reaction. Yet, curiously, none of these questions were raised by analysts on the company’s earnings call, leaving investors and industry insiders to speculate.Meanwhile, Waymo appears to be scaling faster than its fleet can support. With 1,500 vehicles on the road today and another 2,000 expected by next year, the company has yet to activate highway operations, likely due to the increased wait times it would cause in already constrained markets.As Uber doubles down on global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potently leaving them at a competitive disadvantage. As Uber aggressively ramps up its global autonomous vehicle partnerships, Waymo appears to have cooled on Lyft, potentially putting Lyft at a growing competitive disadvantage in the evolving autonomy economy.Episode Chapters0:00 On The Road2:03 Sterling Anderson Resigns from Aurora7:55 Autonomous Trucking Revenue Metrics of Success9:39 Waymo’s New Factory12:38 How Many Cars Does Waymo Need in a Market?15:41 Autonomy Markets On The Road in D.C.20:30 Growth of Robotaxis on Uber & Lyft25:48 Is Uber Accelerating the Growth of Chineses AVs in Europe?30:13 What’s Going on at Zoox?34:25 Rivian’s Autonomy Ambitions37:42 Next WeekRecorded on Friday, May 9, 2025--------About The Road to AutonomyThe 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/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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• Episode 296 | Autonomous Trucking Is Reviving Local Communities, One Route at a Time

  Earl Adams Jr., Vice President for Policy and Regulatory Affairs, Plus joined Grayson Brulte on The Road to Autonomy podcast to discuss how autonomous trucking is poised to transform local communities, economically, socially, and operationally. In Texas, Plus is actively working to deploy fully autonomous trucks in partnership with International by 2027. As part of the preparation for launch, Earl is meeting with community leaders, elected officials and community colleges in an effort to build transparency and trust with the local communities. When autonomous trucks are deployed, they will make our roads safer and they will have a positive economic benefit on society. The economic benefits of autonomous trucking will be felt in local communities as they will strengthening local businesses through increased spending in local communities.Autonomous trucking isn’t just about moving freight, it’s about creating opportunity without debt, while revitalizing communities, one route at a time.Episode Chapters0:00 Autonomous Trucking Policy4:20 Economic Impact of Autonomous Trucking5:58 Public Trust10:51 Community Colleges12:28 Impact on Society17:29 California DMV Autonomous Trucking Rulemaking 22:48 Hours of Service 27:57 Building & Maintaining Trust35:21 Autonomous Trucking Industry 40:35 Key Takeaways Recorded on Wednesday, April 30, 2025--------About The Road to AutonomyThe 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/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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