Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA. As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begin Atlanta early rider access in November 2024. Then there is Zoox which announced a new partnership with the Vegas Golden Knights and delayed their Vegas robotaxi launch until 2025 as part of the announcement. Wrapping up the episode, Grayson and Walter discuss Xiaodi Hou's new start-up, Bot Auto and Uber Freight's growing role in the autonomous trucking ecosystem. Episode Chapters0:00 10/10 Tesla We Robot Event1:50 Venture Capitalists and Wall Street's Outlook on Autonomy Investments5:25 Perhaps a Two Passenger Tesla Robotaxi?7:06 Tesla Semi10:14 Waymo's Increased Testing of the Zeekr Vehicle 13:18 California's Autonomous Vehicle Bills Vetoed18:20 Waymo Begins Early Rider Access in Austin20:51 Zoox / Golden Knights Partnership 25:25 AVRide26:43 Sidewalk Delivery Bots30:12 Bot Auto33:38 Next WeekThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠ LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠Sign up for research here.⁠⁠The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠[email protected]

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