Episode 314 | From the Permian Basin to AI: How Oil and Natural Gas Fuel the Future
Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how the powerful intersection of traditional energy and emerging technology are fueling the growth of AI data centers. The Permian Basin with its layered geology and massive reserves continues to attract investment as this prolific oil and natural gas region remains essential to U.S. energy independence. Despite geopolitical uncertainties and high interest rates in the United States, oil markets have proven remarkably resilient.Natural gas is quickly becoming the engine fueling the growth of AI data centers and the digital economy. From pipelines and LNG exports to the economics of co-located power generation, oil and gas aren’t just legacy fuels, they’re foundational to the future of automation, AI, and global prosperity.Episode Chapters0:00 Current Events Impact on Oil Markets2:59 Strategic Petroleum Reserve (SPR)4:02 Permian Basin 6:33 Global Oil Demand11:58 Natural Gas Markets 16:16 AI Data Centers22:42 Natural Gas Production and Consumption 27:10 Pipelines28:23 Geology of the Permian Basin30:25 Quarterly OutlookRecorded on Tuesday, July 1, 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/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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Episode 313 | Autonomy Markets: Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s gradual move away from owning and operate a fleet of robotaxis, Moove’s growing fleet ownership ambitions and Ford’s LiDAR demands. Moove, a company backed by Uber, is in the process of raising $1.2 billion in debt to purchase Waymo vehicles. Is this yet another signal that Waymo is preparing to shift away from operating a capital-intensive robotaxi business and instead focusing on licensing the Waymo Driver? If this is indeed a signal, what impact will this have on the rideshare industry?As Waymo business appears to be evolving, Ford CEO Jim Farley has publicly declared that any autonomous driving system Ford licenses must use LiDAR. Is this bravado aimed at Tesla, or a genuine strategy?Closing out the episode, Grayson and Walt discuss the failure of the AI preemption clause in the Big Beautiful Bill.Episode Chapters0:00 Moove's $1.2 Billion Dollar Debt Raise4:30 Rideshare Usage in 20 Years12:55 Breaking Down AVOMO and Moove16:45 Uber's Growing Autonomous Vehicle Fleet Asset Ambitions 20:38 Ford's LiDAR Demands22:32 Is Ford Talking to Waymo Again?24:50 Wayve Drive in The Big Apple27:56 Big Beautiful Bill30:29 Next WeekRecorded on Thursday, July 3, 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/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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Episode 312 | The Most Interesting Company in Autonomy
Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss Applied Intuition’s evolution from a tooling platform to a multi-domain vehicle intelligence powerhouse.As Applied Intuition continues to grow, they remain focused on staying paranoid, avoiding arrogance, and learning from companies such as Microsoft to navigate technological shifts. Whether it’s building autonomous trucking stacks, enabling collaborative autonomy, or creating seamless digital passports for drivers and passengers, Applied Intuition is positioning itself to become the de facto platform for vehicle intelligence.Episode Chapters0:00 What's Next for Applied Intuition? 9:16 Autonomous Trucking11:46 Autonomy for Defense 15:37 OpenAI Partnership 21:59 Applied Passport25:10 Microsoft of Autonomy30:04 Vehicle Intelligence42:33 Over-the-Air Software Updates 45:34 Meta V-JEPA 249:29 Licensing 54:44 HiringRecorded on Friday, June 20, 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.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in Austin, OpenAI’s growing autonomous driving ambitions, Waymo’s future and Foxconn’s strategic partnership with Elektrobit.The launch of Tesla’s robotaxi has sparked polarized reactions with some hailing it as revolutionary, while others have focused on the safety attendant and the limited ODD (Operational Design Domain). During the episode, Grayson and Walt discussed how this measured rollout contrasts with the overhyped expectations, while also emphasizing that no company, including Waymo has scaled robotaxis without any operational issues. Beyond Tesla, the hosts explored how Foxconn’s new partnership with Continental’s Elektrobit could position it as a contract manufacturer for next-generation autonomous fleets, potentially opening doors for tech giants with autonomous driving ambitions, OpenAI, Nvidia, and Meta to enter the sector.While Waymo is the clear leader in the development and commercialization of robotaxis today, their long-term business ambitions remain shrouded in mystery.Episode Chapters0:00 Tesla Robotaxi Launch6:19 Robotaxi and Waymo Cost Structure Comparsion10:59 Tele-Operations13:28 The Growth of Robotaxi15:15 NHTSA19:00 What’s Next for Robotaxi?24:36 Uber & Waymo Open Atlanta Market25:49 Waymo at Airports26:33 Waymo Needs Policy Help29:25 Will Waymo and Lyft Be Friends Again?30:24 Does Waymo Want to Be in the Robotaxi Business?33:49 Is Travis Kalanick Buying Pony AI’s U.S. Operations with Uber’s Backing?36:30 Foxconn / Elektrobit Partnership43:17 Will Waymo Via Ever Come Back?44:03 Autonomous Delivery Bots47:44 VW ID. Buzz AD50:46 Next WeekRecorded on Thursday, June 26, 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 310 | Scaling the Last Mile: Coco Robotics, OpenAI, and the Future of Autonomous Delivery
Zach Rash, Co-Founder & CEO, Coco Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss the growing autonomous delivery market and how Coco is scaling operations to meet demand. Coco Robotics has built and deployed thousands of cost-efficient, urban-optimized delivery robots designed for high-throughput in dense cities like Los Angeles, Miami, Chicago, and Helsinki. From rising consumer demand and tipping fatigue to tightening labor regulations, market conditions are accelerating the need for scalable, autonomous delivery solutions. As the conversation evolves, Zach shares insights into Coco Robotics hybrid autonomy approach, the economics of remote supervision, and the company’s growing partnership with OpenAI to build next-gen driving models.Episode Chapters0:00 Current State of Robotic Delivery Market04:29 Advertising 09:04 Form Factors11:28 Delivery Logistics 14:01 Weather Extremes16:32 Packaging 21:17 Merchant Partners 24:01 Robot Operations 31:22 OpenAI Partnership 35:26 End-to-End Model38:27 Manufactoring Robots 41:12 Deploying Delivery Robots into Markets 47:41 Future of Coco Robotics Recorded on Monday, June 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.
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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