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 Chapters
0:00 U.S. Commerce Department Proposed Autonomous Vehicle Ruling
4:10 Upcoming Autonomous Vehicle Policy Hearings in Texas
8:44 Uber / WeRide Partnership
11:13 Zoox
16:53 Waymo’s LA Expansion
19:52 Airport Pickups in Autonomous Vehicles
22:18 Autonomous Vehicle Media Strategies
26:16 Shrinking LiDAR Market
28:12 Tesla’s 10/10 We Robot Invites Are Out
29:53 GM Investor Day on 10/8
33:06 Jony Ive & Apple
36:02 Augmented Reality in Autonomous Vehicles
39:37 Next Week
Recorded on September 26, 2024
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