This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss autonomous trucking reaching an inflection point as @Gatik_AI expands middle-mile autonomous operations with @PepsiCo as Volvo Autonomous Solutions targets $3 billion in revenue. Later in the episode, they analyze @Waymo's $220 million acquisition of @Apple's Arizona proving ground, @Tesla's permit application for up to 5,000 robotaxis in Las Vegas, and Chinese robotaxis accelerated deployment in Europe. Episode Chapters 00:00 Gatik Goes Driver-Out with PepsiCo 02:51 Volvo Targets $3 Billion in Autonomous Transport Revenue 06:54 @EinrideOfficial Goes Public 08:58 Tesla Files for Clark County Robotaxi Permit 11:52 Waymo Acquires Apple's Arizona Proving Ground 13:39 @Wayve_AI and Uber Open the UK Interest List 16:20 @Baidu_Inc Added to the Pentagon's Designation List 18:31 Foreign Autonomy Desk 27:13 @NebiusAI Launches a Physical AI Lab 28:14 Next Week

.@Tesla's 5,000 Nevada @Robotaxi filing is a market signal, not a deployment plan. @gbrulte and @RobGsix explain why on Autonomy Signals presented by @KPMG.

This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze @Tesla's application to operate 5,000 robotaxis in Las Vegas as its Austin fleet contracts to an estimated 20 to 25 vehicles, raising the question of whether the filing is a market saturation signal or an operational commitment. Later in the episode, they analyze @Waymo's $220 million purchase of Apple's former proving grounds in Wittmann, Arizona and the @Neolix_AI partnership with Quickbot to solve the last 50 meters of autonomous delivery. Episode Chapters 00:00 Signal 1: Tesla's Big Austin Expansion and Las Vegas Robotaxi Ambitions 22:47 Signal 2: Waymo Buys Apple's Former Proving Grounds 44:07 Signal 3: Neolix Partners with Quickbot to Solve the Last 50 Meters 56:42 @AUTNMYAI

Hertz Isn't Just a Rental Car Company Anymore Gil West, CEO of @Hertz joined @gbrulte on The Road to Autonomy podcast to discuss the launch of Oro Mobility and how a century of fleet operations is helping robotaxis to scale. Episode Chapters 00:00 Hertz's Turnaround 1:18 Oro Mobility 4:43 Hertz's Infrastructure Advantage 13:29 Robotaxi Technicians 15:36 Robotaxis and Rideshare are Complementary 19:27 Infrastructure Permitting 22:26 Peaks and Valleys of Assets Ownership 25:47 Inspiration for Oro Mobility 28:28 Hertz as a Platform Business 30:28 Managing the Turnaround 34:21 Defining Success for Oro Mobility 35:22 Hertz Over the Next Century 37:03 @AUTNMYAI $HTZ

If you're trying to understand where autonomous vehicles are actually headed—not just the headlines—@RoadtoAutonomy remains one of the best podcasts in the industry. In this episode, @gbrulte and @WaltLightShed cover: • Waymo's Texas and Florida expansion • Robotaxis vs autonomous trucking • Uber's global AV strategy • Aurora share sales and capital allocation • Amazon Freight's growing ambitions • Supply chain and semiconductor geopolitics • The future of autonomous freight Highly recommended for anyone following autonomy from an investor, operator, or policy perspective. $AUR $KDK $FDXF $UBER $GOOGL $PCAR $DMLRY $VOLVY #AutonomousTrucking #AutonomousTrucks #DriverlessTrucks #AutonomousVehicles Link below: youtu.be/PpVXS1NVF7c?si=1xTf…

This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Uber and @WeRide_AI's expansion across Europe in an effort to catch up to @Waymo. Episode Chapters 00:00 @SpaceX IPO 3:53 WeRide and Uber Expand Across Europe 7:39 Waymo Registers 45 Zeekrs in Texas 10:30 Waymo's New Tampa Depot 15:36 Uber Sells Down Its @Aurora_Inno Stake 16:33 Why @Amazon Hasn't Bought an Autonomous Trucking Company? 23:04 @Avrideai Robotaxis in Texas 25:26 @ServeRobotics Moves Into Laundry 26:29 @Ferrari Rules Out Autonomy 28:56 Foreign Autonomy Desk 30:27 Next Week $WRD

This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze @Uber's robotaxi push across Europe, FedEx Freight's embracement of autonomous trucks and the AUKUS alliance accelerating the deployment of unmanned undersea vehicles at scale. Episode Chapters 00:00 Signal 1: @Uber's European Robotaxi Strategy 33:19 Signal 2: AUKUS Accelerates Unmanned Undersea Autonomy 56:16 Signal 3: FedEx Freight CEO Flips the Script 01:09:26 @AUTNMYAI

Over the last 90 days, @Aurora_Inno, @KodiakRobotics, @BotAutoAV, @Waabi_AI and @Gatik_AI have been operating autonomous trucks in Texas. @Einrideofficial has not, why? @RyanJoyceVoice, CEO & Co-Founder of @GenLogs shares what the camera-verified road data reveals about where and how often autonomous trucks actually run, not what the press releases say.

He used to track terrorists, but now he tracks trucks. @RyanJoyceVoice, Co-Founder and CEO of @GenLogs, joined @gbrulte to break down how a nationwide camera network became the ground truth layer for the freight economy. Episode Chapters 00:00 From Tracking Terrorists to Tracking Trucks 04:10 Building the Ground Truth Camera Network 07:32 The Verification Layer for Insurance 11:01 The Scale of Cargo Theft and Fraud 14:16 Anomaly Detection and the Intelligence Playbook 18:34 Combating Human Trafficking 21:41 Fingerprinting Every Truck in America 26:22 90-Day Snapshot of Six Autonomous Trucking Companies 34:48 Protecting High-Value Loads 41:13 The Future of GenLogs in an Autonomous World 45:04 @AUTNMYAI

This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Waymo's widening lead, the Ojai rollout's political fault lines, and the new Texas autonomous vehicle and truck database. Episode Chapters 00:00 Waymo Deploys the Ojai 06:40 Waymo Production Math 08:55 Waymo's Expanding Lead 15:15 Texas Automated Motor Vehicle Lookup 25:00 @Wayve_AI Labs 32:10 3,760 Miles Across Canada. No Interventions. 36:15 @Zoox Gets a Pass 39:15 Foreign Autonomy Desk 40:20 Next Week $GOOGL

.@Stellantis has partnered with @Wayve_AI as the company under new management shifts towards a partnership over build model for advanced autonomous driving systems. @gbrulte and @RobGsix break down what it means on Autonomy Signals presented by @KPMG. $STLA

.@Figure_Robot has officially crossed the commercial Rubicon that separates R&D-focused humanoid startups from revenue-generating enterprise vendors. @gbrulte and @RobGsix explain why on this week's edition of Autonomy Signals presented by @KPMG.

Private equity is rolling up the landscape industry and forward-thinking operators are not buying autonomous mowers to cut a single employee. Instead they are buying them to solve the labor problem and unlock growth. Michael Brandt, Co-founder & CEO of @RCMowersUSA explains why.

This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix discuss @Figure_Robot's first commercial humanoid deployment at a @JCPenney distribution center, @Stellantis' partnership with @Wayve_AI and @StarshipRobots surpassing 10 million autonomous deliveries. Episode Chapters 00:00 Signal 1: Figure AI Signs Commercial Agreement with Catalyst Brands 18:10 Signal 2: Stellantis Partners with Wayve to Deploy L2 in U.S. 41:06 Signal 3: Starship Technologies Surpasses 10 Million Autonomous Deliveries 59:13 @AUTNMYAI

As robotaxis spread, luxury may soon mean having a human driver. See what I have to say in this piece by Joann Muller at Axios axios.com/2026/05/09/robotax…

Michael Brandt, Co-Founder and CEO, @RCMowersUSA joined @gbrulte on The Road to Autonomy podcast to discuss autonomous mowers and how they unlock scale for an industry that is labor constrained. Episode Chapters 00:00 @AUTNMYAI 00:36 Founding of RC Mowers 05:56 Landscape Labor Crisis 09:21 Autonomous Mower Stack 11:54 Deploying Autonomous Mowers 20:46 Autonomous Mowing at Airports 25:47 Autonomous Mowing 32:11 Private Equity Landscape Industry Roll Up 38:12 Autonomy-First Landscape Company 46:48 American Manufacturing in Green Bay 50:54 The Future of RC Mowers

House Transportation and Infrastructure Committee Chairman @RepSamGraves and Ranking Member Representative @RepRickLarsen released the text of the BUILD America 250 Act, a bipartisan five-year surface transportation reauthorization bill that includes the first-ever federal framework for autonomous trucks. If passed and signed into law in its current form, the bill would provide regulatory preemption for autonomous trucking in the United States and authorize nearly $30 million annually through 2031 for workforce development grants. @RobGsix explains why the bill is considered must-pass legislation, and what the workforce development authorization signals about how the federal government intends to manage the transition to autonomous trucking.

This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Waymo's undisputed global lead, the growing consumer-driven shift towards supervised ADAS (Level 2 ), and autonomous trucking's inflection point. Episode Chapters 00:00 Walt's Silicon Valley Field Report 07:20 Why @Tesla Won't Add LiDAR 11:05 @Uber's AV Labs and the Data Question 13:13 ADAS Opportunity 18:40 Waymo's Noisy Week 23:45 London Further Opens the Door to Robotaxis 26:23 Build America 250 Act 29:44 @Wayve_AI x @Stellantis 31:34 Foreign Autonomy Desk 34:44 Next Week