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Episode 335 | Autonomy Markets: Does Tesla FSD 14 Matter?
Manage episode 508742979 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.
What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners.
Later the conversation then turns to Waymo’s London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy?
Is it time to acknowledge they won’t be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren’t yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.
Episode Chapters
0:00 FSD 14
6:44 Waymo Eyes London Expansion
9:17 Does Uber Launch Robotaxis in Nashville without Waymo?
11:35 Waymo Market Predictions
15:13 Tesla Market Predictions
17:53 Amazon’s Continued Commitment to Zoox
23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi
28:43 Nissan ProPilot powered by Wayve
31:08 Kodiak Goes Public
32:22 Next Week
Recorded on Thursday, September 25, 2025
--------
About The Road to Autonomy
The 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.
338 episodes
Share
Manage episode 508742979 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.
What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners.
Later the conversation then turns to Waymo’s London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy?
Is it time to acknowledge they won’t be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren’t yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.
Episode Chapters
0:00 FSD 14
6:44 Waymo Eyes London Expansion
9:17 Does Uber Launch Robotaxis in Nashville without Waymo?
11:35 Waymo Market Predictions
15:13 Tesla Market Predictions
17:53 Amazon’s Continued Commitment to Zoox
23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi
28:43 Nissan ProPilot powered by Wayve
31:08 Kodiak Goes Public
32:22 Next Week
Recorded on Thursday, September 25, 2025
--------
About The Road to Autonomy
The 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.
338 episodes
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Similar to The Road to Autonomy
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continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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