Rob Grant retweeted
.@Tesla lists San Antonio as one of the next @Robotaxi markets. We visited all three depot sites the week before earnings.
Two had the permit applications pulled, and a third had no visible construction yet.
Depots are a leading indicator of when a company is going to scale robotaxi operations in a market.
@gbrulte explains why on Autonomy Signals presented by @KPMG.
Rob Grant retweeted
.@BedrockRobotics recently raised $600 million to retrofit excavators for autonomy.
On Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze the benefits of retrofit kits vs OEM-built heavy-duty autonomy.
Rob Grant retweeted
Catch the latest episode of #AutonomyMarkets now. Watch or listen on your favorite podcast player.
Toyota Gives Waymo Scale and a Path to Your Driveway
@GOOGL
lightshedtmt.com/ls_media/ep…
Rob Grant retweeted
With @ToyotaMotorCorp building line-fit robotaxis, @Waymo no longer has a vehicle constraint and now has a path to personally owned autonomous vehicles.
This week on Autonomy Markets, @gbrulte and @WaltLightShed analyze the Waymo/Toyota deal, Tesla @Robotaxi's Houston expansion, and the latest Field Report from Orlando.
Episode Chapters
0:00 Waymo and Toyota Partnership
06:36 Personally Owned Waymo Toyota Vehicles
09:18 Waymo's Volume Ramp to 2030 and the Impact on Rideshare
11:53 Waymo Expands Service Coverage by 250 Square Miles
13:15 Alphabet Earnings
16:08 Waymo's California Advantage
18:20 Orlando Field Report
33:17 Tesla Robotaxi Houston Expansion
35:47 Tesla Extends Robotaxi Service Hours
37:47 @Aurora_Inno Delays Its Truck Milestone
41:28 Non Binding vs. Binding Autonomous Trucking Deals
46:13 @Gatik_AI Class 7 Truck Spotted in Plano
51:46 @Rivian's Autonomy Plans
55:07 Foreign Autonomy Desk
1:00:08 Next Week
Maybe it would be better called the bz4u - busy for you! After all, once you order it, it’s yours and only yours!
Toyota will assemble Waymo-equipped bZ4X electric SUVs directly on its factory line in Japan ahead of planned robotaxi rollouts in Tokyo and the UK. theverge.com/transportation/…
Rob Grant retweeted
.@AUTNMYAI's OMEGA continues to lead the market.
208 days ago, @AUTNMYAI's OMEGA uncovered a Japanese-language media briefing given by @Waymo Chief Product Officer @Saswat101 where there were statements made about what was to come with the @ToyotaMotorCorp relationship.
Today, that signal became reality.
roadtoautonomy.com/tokyo-way…
All trick, mostly local treat, Tesla casts a spell to claim a Robotaxi “win” by swarming Austin with 1,000+ Cybercabs. But Waymo still haunts 7x more miles nationwide. 👻🎃💀
Registrations are not rides. @Tesla's Texas robotaxi fleet crossed 1,000 vehicles, but the metric that matters is paid commercial unsupervised miles, with deadhead miles reported separately.
In off-road autonomy, @BedrockRobotics raised $600 million to retrofit excavators, and a @Purdue lab built a drone that tracks a person through a forest without GPS.
These are the signals this week on Autonomy Signals with @gbrulte and @RobGsix presented by @KPMG.
Episode Chapters
0:00 KPMG Sponsor Introduction
1:47 Signal 1: Tesla Floods Texas With Cybercabs
27:16 Signal 2: Bedrock Robotics Raises $600 Million
50:35 Signal 3: Purdue Builds a Drone That Can Find You
A good decision is based on knowledge - Plato. @RoadToAutonomy’s OMEGA knew first and thus those that know us, knew first.
208 days ago, @AUTNMYAI's OMEGA uncovered a Japanese-language media briefing given by @Waymo Chief Product Officer @Saswat101 where there were statements made about what was to come with the @ToyotaMotorCorp relationship.
Today, that signal became reality.
roadtoautonomy.com/tokyo-way…
Rob Grant retweeted
.@AUTNMYAI's OMEGA puts the odds at 50/50 that @GM launches eyes-off highway autonomy on the Cadillac Escalade IQ by the end of 2028.
Even if GM delivers, buyers already have options from @Tesla and others. As @RobGsix puts it on Autonomy Signals presented by @KPMG, "I made a really great VCR, when everyone's moved on to streaming."
Rob Grant retweeted
Special Field Correspondent @DavidMoss rode in a @Waymo Ojai around Las Vegas.
This is the Field Report.
A pessimists take. The market generally rewards fast-growing technology companies with recurring revenue, strong customer retention, and the potential to dominate a large market. What CNBC views as niche today, is what smart observers see as opportunity tomorrow.
As Waymo expands overseas, it remains a niche cash-burning business cnbc.com/2026/10/28/as-waymo…
It’s mind blowing to consider what World Models are capable of achieving!
Congrats @BotAutoAV and @May_Mobility! A big win for all involved, including the DIU and DOW
DIU has selected Fort Benning and Fort Hood as pilot locations for the next phase of the Robotic Operations for Autonomous Delivery and Sustainment (ROADS) prize challenge.
Five companies are advancing to Phase III: @ForterraDefense / @May_Mobility , @AppliedInt, @perronerobotics, @Overland_AI_X / @Gatik_AI and @BotAutoAV were selected for further development and on base evaluations.
ROADS will help establish the operational, safety, and installation processes required to move commercial autonomy from isolated demonstrations toward repeatable deployment across the @DeptofWar.
Rob Grant retweeted
Farm robots that work in simulation sometimes fall apart in the field, and on average ag robotics startups wait six to nine months after raising venture capital before they even get access to a farm.
@DynamicWebPaige, AI Developer Relations Lead at @GoogleDeepMind, and Danny Bernstein, Founder & CEO of @ReservoirFarms, joined @gbrulte on The Road to Autonomy to discuss rugged physical AI and automation on farms.
Episode Chapters
00:00 Rugged Physical AI Goes Mainstream
01:02 Google DeepMind's Robotics Ambitions
04:11 Bonsai Robotics' $60,000 Autonomous Tractor
06:43 Why Startups Wait Months to Reach a Farm
10:17 Building Trust Between Growers and Engineers
14:45 Physical AI as a Growth Market
16:24 How Robotics Moved to the Center at Google
18:31 Broccoli Bred for Automation
22:44 Gemini Vision for Crop Scanning
24:39 Is Agriculture Ready for Automation?
26:34 Physics Replacing Chemicals
29:57 Weather Next and Google Earth Engine
33:17 The Future of Physical AI
35:19 @AUTNMYAI
Rob Grant retweeted
Vehicle supply, not capital, is the binding constraint on @Waymo reaching 20,000 robotaxis by the end of 2027.
This week on Autonomy Signals, presented by @KPMG, @gbrulte and @RobGsix analyze Waymo's push into Madrid and Toronto, Neolix's nearly $400 million Series E and Malaysian expansion, and why @AUTNMYAI's OMEGA puts the odds at 50% that @GM delivers eyes off personal autonomy by 2028.
Episode Chapters
0:00 KPMG Sponsor Introduction
1:45 Signal 1: Waymo Is Scaling
23:35 Signal 2: Neolix Goes Global
38:37 Signal 3: GM Bets Big on Personal Autonomy
Rob Grant retweeted
.@Waymo has a staging lot right across Lady Bird Lake to serve downtown Austin. But keeping vehicles clean remains a challenge.
This is the Field Report.
The Autonomy Economy is getting wild, and Autonomy Signals is here to tame it:
*Waymo targets 20K robotaxis globally, from Madrid to Toronto
*Neolix bags $400M to flood Southeast Asia
*GM skips the Robotaxi drama this time around to sell eyes-off personal AVs by 2028
Vehicle supply, not capital, is the binding constraint on @Waymo reaching 20,000 robotaxis by the end of 2027.
This week on Autonomy Signals, presented by @KPMG, @gbrulte and @RobGsix analyze Waymo's push into Madrid and Toronto, Neolix's nearly $400 million Series E and Malaysian expansion, and why @AUTNMYAI's OMEGA puts the odds at 50% that @GM delivers eyes off personal autonomy by 2028.
Episode Chapters
0:00 KPMG Sponsor Introduction
1:45 Signal 1: Waymo Is Scaling
23:35 Signal 2: Neolix Goes Global
38:37 Signal 3: GM Bets Big on Personal Autonomy
Rob Grant retweeted
Special Field Correspondent @DavidMoss took @Zoox to the @LASairport and back. It was a tale of two rides.
The trip to the airport brought phantom braking and a missed turn. The trip back flawlessly handled the construction zone.
This is the Field Report.