U.S. Chinese Autonomous Vehicle Ban Tesla We Robot Event GM Surprise Move and a Waymo LA Prediction

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or import of vehicles that have hardware and software integrated into the vehicle connectivity system (VCS) and software integrated into the Automated Driving System from China and Russia. They explored the potential impact of the proposed rule and what the broader implications for trade relations could be in the future.Later the conversation delves into Waymo’s LA expansion and Grayson predicts Waymo will open the service to all members of the public within the next two months. As Waymo prepares to open the service to the public in LA, Grayson and Walter examine the communication strategies of autonomous vehicle companies, making the case for more transparent and frequent updates to build public support and investor confidence.As investor hype is building as we get closer to Tesla’s “We Robot” event on October 10th, could GM try and get ahead of Tesla’s 10/10 event and make an announcement at GM investor day on 10/8 about a potential personally owned autonomous vehicle?Wrapping up the episode, Grayson and Walter debate the decision by Apple to shut down Project Titan.Episode Chapters0:00 U.S. Commerce Department Proposed Autonomous Vehicle Ruling4:10 Upcoming Autonomous Vehicle Policy Hearings in Texas8:44 Uber / WeRide Partnership11:13 Zoox16:53 Waymo’s LA Expansion19:52 Airport Pickups in Autonomous Vehicles22:18 Autonomous Vehicle Media Strategies26:16 Shrinking LiDAR Market28:12 Tesla’s 10/10 We Robot Invites Are Out29:53 GM Investor Day on 10/833:06 Jony Ive & Apple36:02 Augmented Reality in Autonomous Vehicles39:37 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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