The Road to Autonomy®

Accelerating Physical AI Adoption in Agriculture Danny Bernstein, Founder & CEO of RESERVOIR joined @gbrulte on The Road to Autonomy to discuss Physical AI and the growing role it is playing in agriculture. Today, less than 2% of specialty crop agriculture is automated. To change that, RESERVOIR acquired the farm infrastructure and launched a venture fund dedicated to Ag tech and Physical AI. Episode Chapters 00:00 Less than 2% of Specialty Crop Agriculture is Automated 07:32 Physical AI on Farms 13:35 The Six to Nine Month Farm Access Problem 18:49 Inside Reservoir Farms 26:01 The Olympic Village of Ag Tech 32:29 Building Trust with Farmers 43:19 The Growth of Automation and Autonomy on Farms 47:50 The Future of Automation and Autonomy on Farms

The Olympic Village of Ag Tech Today in Salinas, CA, RESERVOIR is home to the densest collection of ag tech companies ever assembled in one place.

Less than 2% of specialty crop agriculture is automated. The other 98% is the opportunity.

@ColtonInvests @Waymo @WaltLightShed

@RoadToAutonomy @Waymo Sure, then it’s not a Robotaxi for a few months more, don’t see the drama. This partnership looks pretty big

You forgot a very important detail, with safety drivers. A vehicle with safety drivers is not a robotaxi.

@ColtonInvests Nope. Safety drivers = no robotaxi. All @Waymo vehicles in commercial operations today do not have safety drivers. Waymo operates robotaxis, not science projects.

@RoadToAutonomy Most providers launch with a safety driver at first. Waymo has months of testing with safety drivers before commercializing. I think it’s pretty smart for Uber to make revenue during that process. If the turnaround is a while (like Tesla taking 9+ months), then I agree.

Nvidia Just Made Its Move on Autonomous Driving Days before GTC 2026, @gbrulte and @WaltLightShed predicted on Autonomy Markets that @NVIDIA would open-source their autonomous driving stack while tying it to Nvidia chips, and that's exactly what Jensen Huang delivered today with the with the Alpamayo 1.5 model. $NVDA

Autonomy Markets: @gbrulte and @WaltLightShed walked the Cybercab production line at Giga Texas and came away with one conclusion: @Tesla is building to scale.

This Week in the Autonomy Economy presented by @Koop_AI, we hit the road and headed to Austin, @Uber turned on the printing press and Tokyo continues to emerge as a leading robotaxi market. These stories and more in This Week in The Autonomy Economy. Read and subscribe today: roadtoautonomy.com/field-report-r…

Autonomy Markets headed to Austin and found the elusive Unsupervised @Robotaxi. No safety attendant. No chase car. @gbrulte and @WaltLightShed doing field work.

Autonomy Markets: We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line This week on Autonomy Markets, @gbrulte and @WaltLightShed rode in a @Tesla Unsupervised @Robotaxi, walked the Cybercab production line at Giga Texas, and broke down @Uber's big week of autonomous vehicle partnership announcements and what it means for the market. Episode Chapters 00:00 Riding in a Tesla Unsupervised Robotaxi 5:45 Robotaxi Ride Experiences (Both Supervised and Unsupervised) 11:25 Tesla's Austin Depot 19:58 Walking the Cybercab Production Line at Giga Texas 26:43 @Waymo in Austin 29:24 Uber Needs an Autonomous Vehicle Tier 31:07 Uber's Big Week of Partnership Announcements 42:52 Zoox's Sudden Change in Narrative 51:53 @Wayve_AI Partners with @Qualcomm 53:34 U.S. DOT is Embracing Autonomy 56:44 Autonomous Trucking 1:02:00 Foreign Autonomy Desk 1:02:43 Next week $TSLA, $UBER, $GOOGL, $QCOM, $AMZN

Merging LiDAR Performance with Radar Robustness Matthew Carey, Co-Founder & CEO, Teradar, joined @gbrulte on The Road to Autonomy podcast to discuss the company's emergence from stealth with $150 million in funding and the creation of a brand-new category of terahertz (THz) sensors. Episode Chapters 00:00 Teradar Emerges from Stealth 03:01 Limitations of Existing Sensor Technologies 05:54 Introducing Terahertz Sensing 08:00 Defense and Battlefield Applications 11:11 Modular Sensor Architecture 17:00 Early Development and Startup Challenges 26:54 Why Teradar Chose Boston 36:11 Autonomous Vehicles and Weather 46:06 Scaling Teradar

This Week in the Autonomy Economy presented by @Koop_AI, we hit the road and headed to Silicon Valley for @KodiakRobotics' Signal event, @Waymo expanded to Miami Beach and opposing autonomous vehicles and trucks is emerging as the new litmus test for Democratic politicians. These stories and more in This Week in The Autonomy Economy. Read and subscribe today: roadtoautonomy.com/field-report-w… $GOOGL

Politics, not technology, is the only thing keeping @Waymo from the curb at SFO. On Autonomy Markets, @gbrulte makes the call. Once Waymo is granted curbside access, they will take 30% of airport market share from @Uber and @Lyft within 12 months. 📈 $GOOGL, $UBER, $LYFT

Autonomy Markets: Waymo Hits the Highway and Should Build Its Own Pit Crew This week on Autonomy Markets, @gbrulte and @WaltLightShed report on their latest fieldwork from Silicon Valley and London, examining the @Waymo experience at SFO and why Waymo should bring fleet management operations in-house. Episode Chapters 00:00 Silicon Valley and London Field Work 18:40 Google Gemini 20:59 Waymo in London 25:27 Waymo's Miami Beach Expansion 29:16 Waymo's Fleet Management Strategy 31:55 Autonomous Vehicles in Virginia, Not This Year 34:56 Waabi's Robotaxi Messaging 39:06 @Glydways Expansion 42:47 Foreign Autonomy Desk 43:26 Next Week

As @Waymo prepares to launch commercial service in London, Europe appears to be the next expansion market. $GOOGL

No Lidar, No HD Maps, Six Cameras, One Chip, Autobrains Igal Raichelgauz (@IRaichelgauz), Founder & CEO of @Autobrains_AI joined @gbrulte on The Road to Autonomy podcast to discuss their strategic partnership with @VinFastofficial to develop an affordable, mass-market robo-car. Episode Chapters 00:00 How the VinFast Deal Came Together 03:16 Skills-Based Agentic AI Architecture 07:16 Six Cameras, 360° Coverage, Low Compute 09:37 Air-to-Road: Satellite Imagery Replaces HD Maps 12:40 Robo-car Vision 15:10 The $30K Fully Autonomous Car 20:20 The Thinking Layer 24:22 20 Teraflops, Sub-20ms Latency, Edge Computing 27:58 No Lidar: The Vision-Only Thesis 28:59 The Future of Autobrains

.@NVIDIA reported $6 billion in revenue generated by Physical AI, as CFO Colette Kress projected that autonomous vehicles will scale from thousands to millions within the next decade, not decades. $NVDA

This Week in the Autonomy Economy presented by @Koop_AI, @Waymo accelerated their multi-city expansion, @NVIDIA reported that physical AI now accounts for $6 billion in annual revenue, and @Wayve_AI raised $1.2 billion at an $8.6 billion valuation. These stories and more in This Week in The Autonomy Economy. Read and subscribe today: roadtoautonomy.com/waymo-accelera… $GOOGL, $NVDA

As @Uber highlights their Chinese robotaxi partnerships in the UAE, the company's geopolitical risks grow. $UBER