The Road to Autonomy

Angus Pacala, Co-Founder and CEO, Ouster joined Grayson Brulte to discuss the launch of the native color REV8 LiDAR and how Ouster is positioning itself as the foundational sensing and perception layer for the physical AI economy.
The LiDAR industry is currently undergoing a continual thinning out as the market shakes out and separates companies with strong marketing from those with high-quality, safety-critical products. Ouster has distinguished themselves by developing their own in-house custom silicon that delivers performance improvements historically seen in the broader semiconductor industry.
The introduction of native color, developed through partnerships with Fujifilm and DxOMark, provides roboticists with synchronized color and depth, allowing for better perception in fields such as agriculture and urban navigation, where sensing the state of a stoplight or the color of a plant is essential for autonomous decision-making.
With Ouster’s recent acquisition of StereoLabs, the company has further expanded its reach into the humanoid and short-range robotics markets, offering a unified sensing platform that covers everything from long-range LiDAR to high-detail stereo vision.
As Physical AI continues to accelerate, Ouster aims to be the sensing company for the autonomy economy.

Episode Chapters
0:00 AUTNMY AI
0:36 Changing LiDAR Industry
03:56 Introducing REV8
13:42 Building Trust with Safety-Critical LiDAR
17:53 Why Custom Silicon is Ouster's Moat
25:33 Color Science Behind REV8
33:28 Can Color LiDAR Replace Cameras?
36:36 StereoLabs Acquisition
40:07 Ouster as a Sensing Company
49:46 Defense Applications
52:14 Future of Ouster

--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.
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.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s Las Vegas field work riding in Zoox and Motional robotaxis, Uber’s earnings and the path to driver-out, and autonomous trucking earnings.
The first thing Grayson did when he landed in Vegas was try to order a Zoox, but the service was not available until 11 AM and when it finally came online shortly after 11 AM, the wait time for the vehicle to arrive was 67 minutes.
So he opened the Uber app and tried to order a Motional robotaxi, where he was paired with a Motional in under five minutes. During the one hour and seven minute Zoox wait time, he was able to ride down and back in two different Motional vehicles between Resorts World and the Luxor, arriving back with 21 minutes to spare.
While he was in town, Grayson conducted field work at the Zoox depot where he counted more Toyota Highlander test vehicles than purpose-built Zoox robotaxis coming out of the depot. He also visited with the Nuro team at their test track at the Las Vegas Motor Speedway.
While Grayson was busy conducting field work, Tesla crossed 10 billion FSD Supervised miles, while Uber’s autonomy overhang continues as the benchmark for deploying robotaxis is driver-out, not with safety attendants.
Wrapping up the conversation, Grayson and Walt discussed the latest earnings from Aurora and Kodiak and what Grayson learned at the ACT Expo in Las Vegas.

Episode Chapters
00:00 Field Work: Motional, Zoox and Las Vegas
20:57 Uber's Autonomy Overhang
23:50 Discounting Uber's Partnership with Waymo
26:44 Nuro and Lucid Prepare to Scale
32:52 Autonomous Trucking's Presence at the ACT Expo
34:41 Aurora, Kodiak Updates from Earnings
37:13 Politics and Autonomous Trucking in California
39:01 The No Safety Attendant Bar for Autonomous Trucking
44:10 Next Week

--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.
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.

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Tesla’s Unsupervised Robotaxi expansion to Dallas and Houston, Wisk Aero doubling its Gen 6 flight test fleet, and Meta’s acquisition of Assured Robot Intelligence (ARI).
Tesla recently launched Unsupervised Robotaxi in Houston and Dallas without chase vehicles, a structural shift from their January Austin debut where chase vehicles initially trailed the vehicles. The company’s Unsupervised Robotaxi fleet has grown to north of 36 vehicles across the Austin, Dallas, and Houston markets.
As Tesla continues to scale, Wisk Aero doubled their Gen 6 test fleet and successfully completed the first uncrewed flight of its second production prototype in Hollister, California. While the technical milestone is impressive, it does not shorten the regulatory distance to FAA type certification for autonomous passenger operations, a path categorically more complex than the one Joby and Archer are navigating with piloted aircraft.
Then there is Meta, which acquired Assured Robot Intelligence (ARI) and folded the team into their Superintelligence Labs. This acquisition is the clearest signal yet that Meta is positioning its robotics AI models to become the Android of humanoid robotics, potentially enabling ecosystem partners to accelerate hardware deployments with an open-source operating system.

Episode Chapters
00:00 AUTNMY AI
01:31 Signal 1: Tesla Scales Unsupervised Robotaxis
30:41 Signal 2: Wisk Aero Doubles Gen 6 Test Fleet
50:32 Signal 3: Meta Acquires Assured Robot Intelligence (ARI)

--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

Subscribe today: 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.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Bot Auto’s fully autonomous commercial run from Houston to Dallas, Aurora’s expanded partnership with Hirschbach, and Uber’s CTO publicly criticizing Waymo on X over safety.
With Bot Auto completing a 231 mile commercial paid run with no human in the cab, no safety driver, and no observer, the conversation evolves into a deeper discussion around the imminent Waymo robotaxi moment for autonomous trucking, with Kodiak operating fully autonomous in the Permian Basin and Aurora announcing a non-binding 500 truck MOU with Hirschbach representing roughly 15 percent of the carrier’s fleet.
While in Houston, Grayson conducted field work riding in a Tesla Unsupervised Robotaxi in the Cypress neighborhood, where he counted 24 robotaxis staged for launch at the Tesla service center, while observing that both the Tesla and Waymo vehicles drove aggressively in a similar manner to Houstonians.
More signs emerged this week of the deteriorating relationship between Waymo and Uber as the CTO of Uber made a post on X accusing a Waymo of an aggressive maneuver against a Muni bus in San Francisco, a rare public criticism from a partner in a public forum, reinforcing the deteriorating relationship that appears to be on the verge of a divorce.
On the Foreign Autonomy Desk, Grayson and Walt discuss China suspending new autonomous vehicle permits following the Baidu Apollo Go incident in Wuhan where 200 robotaxis simultaneously froze on March 31st, and WeRide’s partnership with Lenovo to deploy 200,000 robotaxis over the next five years against a current fleet of 1,125 vehicles.

Episode Chapters
00:00 Field Work: Bot Auto Launches Fully Autonomous Commercial Service
05:42 Aurora's Expanded Partnership with Hirschbach
08:53 Congressman Ro Khanna's Anti-Autonomy Stance
11:18 Uber and Hertz Partner for Robotaxi Fleet Servicing
18:40 Avomo, Moove, and Uber's Fragmented Autonomy Strategy
20:07 Uber CTO Publicly Criticizes Waymo on X
24:13 Waymo's Next City: Cincinnati or Kansas City?
27:30 Tesla Unsupervised Robotaxi in Houston
34:37 China Suspends New Autonomous Vehicle Permits
39:14 WeRide and Lenovo to Deploy 200,000 Robotaxis
40:54 Next Week

--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.
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.

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss the WeRide and Lenovo autonomous vehicle partnership, Pronto’s first deal under Atoms with Mariana Minerals, and Bot Auto’s 231 mile driver out commercial run from Houston to Dallas.
WeRide and Lenovo recently announced a five year non-binding partnership at Auto China 2026 to deploy 200,000 autonomous vehicles, a 200x scale from WeRide’s current global fleet of 1,023 vehicles, with Lenovo’s HPC 3.0 compute platform accelerating the growth. The HPC 3.0 platform performs under extreme temperatures with a focus on reducing emissions, signaling that the UAE, Saudi Arabia, and the European Union could be potential deployment markets.
AUTNMY AI‘s proprietary OMEGA algorithm estimates fleet ownership costs between $10 and $20 billion. No funding partner or fleet owner partner has been announced to date.
While WeRide and Lenovo made headlines this week, Pronto announced its first post-Atoms acquisition deal with Mariana Minerals. The mining company will deploy Pronto’s autonomous haulage trucks at the Copper One mine in southeastern Utah, beginning with three trucks and scaling to fifteen by year end.
Then there is Bot Auto, which made history this week as the first company to deploy an autonomous truck for paid commercial over-the-road freight on the Houston to Dallas lane. The Road to Autonomy team was on the ground to witness Bot Auto successfully complete a 231 mile fully autonomous driver-out commercial run, no human in the cab, no observer, no individual with a CDL.
A field report will be released next Tuesday.

Episode Chapters
00:00 AUTNMY AI
02:00 Signal 1: WeRide and Lenovo Partner to Accelerate Autonomous Vehicle Deployments
26:21 Signal 2: Pronto Deploys Autonomous Haulage Trucks with Mariana Minerals
44:30 Signal 3: Bot Auto Goes Driver-Out Over-the-Road

--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.

Subscribe today: 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.