Rob Grant

.@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.

.@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.

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

Physical AI is where the cloud was 15 years ago, and it will scale much faster. Dermot O'Driscoll of @Arm shares why the next barriers for robotics are generalization and integration on The Road to Autonomy with @gbrulte.

.@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."

Special Field Correspondent @DavidMoss rode in a @Waymo Ojai around Las Vegas. This is the Field Report.

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

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

.@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.

Autonomy Signals will be released tomorrow (Sunday) at 10am EST.

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.

The Physical AI market is growing, and @Arm's low power architecture is powering it. Dermot O'Driscoll, Vice President, Go-To-Market for Physical AI at Arm, explains how a common architecture enables companies to scale Physical AI on The Road to Autonomy with @gbrulte. $ARM

110 days ago, @AUTNMYAI's OMEGA uncovered a @Waymo filing in Spain, Waymo Iberia SL, signaling a new market. Today, that became a reality. Waymo announced it is coming to Spain, beginning with Madrid, with service set to begin in 2027. nitter.cf/Waymo/status/211248727…

Small incidents chip away at regulator trust. When the big one comes, the patience is gone. @RobGsix explains why trust is key to scaling robotaxis on Autonomy Signals presented by @KPMG.

Getting a @Waymo at @flySFO requires a long walk and an AirTrain ride. But it's well worth it, says @gbrulte. This is the Field Report.

All of the ground-truth data gathered from our Field Reports is exclusively available to @AUTNMYAI OMEGA subscribers. Interested in becoming a subscriber? Reach out today. roadtoautonomy.com/contact/

The @USArmy's new autonomy command is opening the software stack, creating a pathway for more companies to work with the Army. @RobGsix explains why on Autonomy Signals presented by @KPMG.