The Road to Autonomy®

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The Road to Autonomy®

The Road to Autonomy®

@RoadToAutonomy

Applied Intelligence for The Autonomy Economy powered by @AUTNMYAI

Autonomy Economy Newsletter → Katılım Kasım 2019
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
Autonomy Markets: Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @BotAutoAV's fully autonomous commercial run from Houston to Dallas, @Aurora_Inno's expanded partnership with Hirschbach, and @Uber's CTO publicly criticizing @Waymo on X over safety. 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_AI and @Lenovo to Deploy 200,000 Robotaxis 40:54 Next Week $AUR, $GOOGL, $UBER, $WRD
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
Mining operations at the former Copper One mine in the Lisbon Valley had been inactive since 2024, partly due to high operating costs. In late 2025, @MarianaMinerals acquired it and is now reviving it with an autonomy-first restart powered by their proprietary Mariana OS. Autonomy is enabling Mariana Minerals to cut mining costs by 50% and refining costs by 30%. Without autonomy, the mine would still be shuttered, with autonomy it is a business. @gbrulte and @RobGsix discuss it on Autonomy Signals.
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
The hub and spoke depot model is the hidden infrastructure layer of autonomy that is not discussed enough. @gbrulte and @WaltLightShed break down the hub and spoke depot strategy on Autonomy Markets. $HTZ, $UBER
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
This Week in the Autonomy Economy, we witnessed @BotAutoAV launch fully autonomous commercial operations from Houston to Dallas, miles driven on @Tesla FSD Supervised surpassed 10 billion and China suspended the issuance of new autonomous driving licenses. These stories and more in This Week in The Autonomy Economy. Read and subscribe today: roadtoautonomy.com/truckin-autono…
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
China has suspended new autonomous vehicle permits after 200 Baidu Apollo Go robotaxis simultaneously froze in Wuhan on March 31st. Meanwhile China continues to export autonomy to the world as part of an initiative that we have coined the Autonomous Belt and Road Initiative. @gbrulte and @WaltLightShed on Autonomy Markets.
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
This week, @WeRide_AI and @Lenovo announced a 200,000 autonomous vehicle deployment over five years. @AUTNMYAI estimates the direct fleet ownership cost to be between $10 to $20 billion. Now the questions become, who funds it and who owns the assets? @gbrulte and @RobGsix break it down on Autonomy Signals. $WRD
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
Since last November, we have been following the signals that the partnership between @Uber and @Waymo is in trouble. A new post from Uber CTO @praveenTweets on April 29th reinforces our view that the relationship is coming to an end. @gbrulte and @WaltLightShed break it down on Autonomy Markets. $UBER, $GOOGL
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
On our Autonomy Markets podcast, we have been covering the deteriorating @Uber / @Waymo relationship since it first emerged last year. This post on @X and the fact it has not been taken down, is just another sign in a long list of signals that point to the status of the relationship.
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Ethan McKanna
Ethan McKanna@ethanmckanna·
I think it’s pretty clear at this point that Waymo x Uber isn’t going to last much longer I don’t think Waymo needs Uber (not mentioned in any of the many new cities announced), and it seems like Uber doesn’t think they need Waymo now that they have stronger partnerships like Nuro that are nearing launch. Hope they just rip the bandaid off and give us Waymo app in Austin soon, but might be a while depending on terms of the contract. I’ll definitely be interested in checking out Nuro in SF this summer, curious to see how the product turns out. So far feels like the AV experience on Uber has been lackluster at best.
Praveen Neppalli@praveenTweets

Scary @Waymo moment in SF today - it overtook a Muni bus in the wrong lane at a signal, didn’t stop, and aggressively tried to squeeze between me and the bus. Had the bus driver and I not steered away, this could have been a serious incident. Big fan of AVs, but perception ≠ judgment. Edge cases matter!

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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
@Keller This has been discussed in-depth on Autonomy Markets since it was first annoucned. In fact we call this an un-forced error.
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Keller Cliffton
Keller Cliffton@Keller·
Wow, I just learned that Waymo's next-gen robotaxi is built on top of a Chinese vehicle platform. Is Google's vision really to build a national autonomous rideshare across the US on top of a Chinese car? This seems insane. Is this common knowledge?
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
This week @BotAutoAV deployed an autonomous truck with no human in the cab on a 231 mile run from Houston to Dallas. We were there to witness it. @gbrulte and @RobGsix discuss launching fully autonomous commercial trucking operations on Autonomy Signals.
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
With @Meta's recent acquisition of ARI (Assured Robot Intelligence), it's a good time to explore the back catalog. Last November, Co-Founder @LerrelPinto and Hugh Nguyen of @KPMG joined @gbrulte on The Road to Autonomy podcast. During the episode they discussed why the immediate future of humanoid robotics lies in enterprise applications like data centers and manufacturing, with a vision to deploy one million robots by 2030. youtu.be/_yqrFqN_COI
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
Autonomy Signals: WeRide and Lenovo, Pronto Does a Deal, Bot Auto Goes Driver Out This week on Autonomy Signals, @gbrulte and @RobGsix discuss the @WeRide_AI and @Lenovo autonomous vehicle partnership, @ProntoAI's first deal under Atoms with @MarianaMinerals, and @BotAutoAV's 231 mile driver-out commercial run from Houston to Dallas. Episode Chapters 00:00 @AUTNMYAI 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
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
Investors want to see wins today and revenue today. That is why dual use matters: it lets companies put points on the board today without losing sight of the ultimate goal. Taylor Brownstein, Director, Technology Investment Banking at TD Cowen explains why on The Road to Autonomy podcast.
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The Road to Autonomy® retweetledi
Rob Grant
Rob Grant@RobGsix·
Autonomous Helicopters; Autonomous Excavators, Autonomous Tractors, Autonomous Trucks - this episode has it all!
The Road to Autonomy®@RoadToAutonomy

Autonomy Signals: When a Military Signal Isn’t Necessarily a Commercial One This week on Autonomy Signals, @gbrulte and @RobGsix discuss autonomous military cargo helicopters, @CaterpillarInc's acquisition of Monarch Tractor’s intellectual property, and the termination of the PlusAI and Churchill Capital IX SPAC merger. Episode Chapters 00:00 @AUTNMYAI 01:16 Signal 1: Airbus Completes 4th Flight Test of the MQ-72C Autonomous Cargo Helicopter 23:29 Signal 2: Caterpillar Acquires Monarch Tractor IP 47:17 Signal 3: PlusAI and Churchill Capital IX SPAC Termination

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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
How does any robotaxi operator catch up to @Waymo Unit economics. Taylor Brownstein, Director, Technology Investment Banking at TD Cowen explains why on The Road to Autonomy with @gbrulte.
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The Road to Autonomy®
The Road to Autonomy®@RoadToAutonomy·
59 days ago on Autonomy Markets, @gbrulte correctly predicted Portland as one of @Waymo's next cities. Today, Waymo announced Portland. $GOOGL
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