Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)
The Road to Autonomy Indices →
Joined November 2019
- Tweets2.2K
- Following8
- Followers4.1K
- Likes2.3K
Pinned Tweet
Curbside drop-off and pickup at @SATairport with @Waymo is a great experience.
Waymo opened public access on Wednesday, October 14th. We were there on Opening Day.
This is the Field Report.
$GOOGL
Announcements are one thing. Deployments are another.
The robotaxi number reported to the @TxDMV is not necessarily the number that is deployed.
@gbrulte and @WaltLightShed discuss the ever changing narrative around press releases on Autonomy Markets.
.@XPENG_Global is building a robotaxi business without plans to become the fleet operator.
On Autonomy Signals presented by @KPMG, @RobGsix and @gbrulte analyze XPENG's YOYO strategy.
$XPEV
This Week in The Autonomy Economy, presented by @Koop_AI the gap between autonomous hype and reality is growing.
roadtoautonomy.com/gap-betwe…
Special Field Correspondent @DavidMoss is in the field!
This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze the @NHTSAgov safety inquiry into @Robotaxi in school zones, @XPENG_Global's robotaxi strategy and a Føtex supermarket testing humanoids after-hours.
Episode Chapters
0:00 KPMG Sponsor Introduction
2:44 Signal 1: Tesla @Robotaxi NHTSA School Zone Safety Inquiry
27:00 Signal 2: XPENG Introduces its YOYO Robotaxi Service
49:50 Signal 3: Supermarket Humanoids Hit The Night Shift In Denmark
At @SATairport, @Waymo drops you right at the curb in front of the door, and Grayson timed it at under four minutes from car to security. At @flySFO, that same trip still starts with a long walk and a tram ride.
This week on Autonomy Markets, @gbrulte and @WaltLightShed analyze airport access as the next robotaxi unlock, whether @Robotaxi has earned the green check in Austin, when Cybercab comes online in Dallas.
Episode Chapters
0:00 Waymo San Antonio Airport Experience
05:57 @Motionaldrive’s Las Vegas Technical Center & Hyundai IONIQ 5 Upfitting
08:33 Private Ownership vs. Robotaxi Fleets
12:58 Human Factors and SAE Level 4
14:27 Autonomy Subscriptions
16:04 Dallas and Europe Field Reports
18:03 @Uber's Management Turmoil
21:21 Uber's Lofty 15 City Robotaxi Goal
23:29 Growing Number of Cybercabs in Austin
28:01 Cybercab's Pending Dallas Launch
32:01 Waymo Opens Nashville Airport (BNA) Service
36:11 Zoox’s NHTSA Authorization for Hayward, California
38:17 @Wayve_AI's Potenial Volkswagen Deal
41:18 @AppliedInt
43:29 Red Tape and Regulations
56:48 Verne's Shift Towards Fleet Management
59:25 Next Week
📄 Read the Full Transcript & Analysis
roadtoautonomy.com/transcrip…
New Field Report from Spencer coming soon!
How does XPENG’s VLA 2.0 NGP handle Paris traffic?
I went to find out. Here’s the condensed drive, including intersections, stop signs, and parking.
Watch: youtu.be/f6Gd9uoNZWM
Full 30+ minute drive with full commentary coming soon on @RoadToAutonomy. Thank you @XPENG_Global for letting me try out your system!
204 days ago @gbrulte and @RobGsix discussed the signals pointing to a potential @Waymo Toronto expansion.
Today, those signals became fact.
xitter.cf/Waymo/status/211104235…
Autonomy Signals: Tesla Optimus Delayed as China Holds the Magnets
This week on Autonomy Signals, @gbrulte and @RobGsix discuss @Tesla_Optimus delays driven by China's rare earth export controls, the EU's push to slow AI regulation and what it means for autonomous vehicles, and @Waymo's potential expansion into Canada.
Episode Chapters
00:00 @AUTNMYAI
00:24 Signal 1: Potenial Tesla Optimus Gen 3 Delay
23:35 Signal 2: Europe Delays Classifying L4 Autonomous Vehicles as High Risk
48:45 Signal 3: Waymo Eyes Canadian Expansion
51:29 Closing
$TSLA, $GOOGL
How will a humanoid know where it is in your house
@AaronMNathan of @PointOneNav answers that question on The Road to Autonomy with @gbrulte.
Drones have to keep a safe distance from each other in the sky, and that comes down to location.
With @PointOneNav, delivery drones can fly closer together, which means more deliveries.
This comes as no surprise to those who watched @scotsrule08 Dallas Field Report.
xitter.cf/roadtoautonomy/status/…
Some crops grow down, not up, so farmers can't see them.
With @PointOneNav, farmers can record exactly where each seed went and treat only that spot, saving about 80% on water, fertilizer and pesticides with the same or better yields.