Episode 231 | Autonomy Markets: U.S. Chinese Autonomous Vehicle Ban, Tesla’s ‘We Robot’ Event, GM’s 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 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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