Episode 262 | Autonomy Markets: CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

The Road to Autonomy

内容由The Road to Autonomy and Grayson Brulte提供。所有播客内容（包括剧集、图形和播客描述）均由 The Road to Autonomy and Grayson Brulte 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3d ago 43:24

MP3•单集首页

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will become the first multi-trillion dollar robotics industry at CES 2025.

While the momentum shift has been significant, legacy OEMs are facing headwinds and long-term challenges as Ford shutdown Argo AI, GM shutdown Cruise and VW continues to struggle with software. Then there is Uber and their robotaxi headwinds. Does Uber have to become the “everything app” to survive?

There are a lot of questions to be answered as the autonomy markets enter 2025 including business models, regulation, and public acceptance.

Episode Chapters

0:00 CES 2025

4:39 Autonomous Trucking Policy

7:21 Waymo Zeekr Robotaxi

11:50 What is the Meaning of Launching in a Market?

13:28 Autonomous Vehicle Components

18:12 Legacy OEMs and Ubers Role in Autonomy

26:32 Aurora’s Warning Triangle Petition

29:02 Viewer Question: Who Buys Uber and Lyft?

33:04 Uber, the Everything App?

34:49 CES 2025 Key Takeaways

37:50 CES 2026

40:07 Waymo as a Getaway Car

42:03 Next Week

Recorded on Friday, January 10, 2025

--------

About The Road to Autonomy

The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

263集单集