The Road to Autonomy®
@RoadToAutonomy
Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)
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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
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Special Field Correspondent @scotsrule08 visited @Waymo's future @Avis depot in Dallas, where roughly 40 DC fast charging points are going in under new canopies, with paver driveways and vehicle ramps already built.
At Waymo's operational depot a few miles away, the chargers sit on skids and appear to run on generators, not the grid.
This is the Field Report.
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Wouldn’t it be cool if you could send your own car to grab groceries, then pizza, then drop a @FedEx package while you’re at work?
That’s the idea behind @GoAutolane.
@Ben_Seidl explains it on The Road to Autonomy.
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Send your own car to grab groceries. No delivery fee. No driver. That is the future, and it’s exactly what @GoAutolane is building.
@Ben_Seidl shares his vision for the future of autonomous delivery on The Road to Autonomy with @gbrulte.
Episode Chapters
0:00 Inspiration for Autolane
4:34 Autolane's Quest to Remain Independent
11:06 Deploying at Stanford Shopping Center
13:02 Chapter One: Orchestration
16:46 Autolane Zones
26:41 Fleet Ownership
28:36 Underwriting Autonomous Delivery
33:53 Matching Supply and Demand
37:29 French Fry Test
39:38 QSR Delivery
46:59 Sidewalk Dots, Drones, and Humanoids
54:35 Plaid for the Autonomy Economy
57:42 @AUTNMYAI
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On Autonomy Markets, @Jason shared his robotaxi endgame.
Over the next 24 months, several robotaxi companies will achieve unsupervised operations, benefiting @Uber.
When and if Alphabet spins out @Waymo, they will have to buy a car company.
@Tesla already owns the stack and the factory. They are not playing catch up.
@gbrulte and @WaltLightShed debate it with Jason.
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This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix discuss @Tesla's upcoming Cybercab commercial launch and their self-certification path, @Waymo's California monopoly and @Softbank's $200M bet on @GravisRobotics.
Episode Chapters
0:00 KPMG Sponsor Introduction
01:50 Signal 1: Cybercab Launch is on the Horizon
39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly
1:11:11 Signal 3: SoftBank's $200M Bet on Gravis Robotics
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The "regulatory limitation will make it easier for @Tesla to self-certify the safety of its camera-only driving system, which has been heavily scrutinized" - @RobGsix as told to @Axios.
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This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze the @Tesla FSD Supervised Cannonball Run record set by @DavidMoss, @Scotsrule08 and @OwenSparks, seniors' growing adoption of FSD Supervised and @Baidu_Inc launching supervised RT6 robotaxi testing in London on both @Uber and @Lyft.
Episode Chapters
0:00 KPMG Sponsor Introduction
01:30 Signal 1: Tesla FSD Supervised Cannonball Run Record
26:23 Signal 2: Seniors are Embracing FSD
51:47 Signal 3: Baidu Begins Robotaxi Testing in London
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🚨 BREAKING NEWS: @Waymo is expanding to Korea
The company registered a new entity in Seoul, titled Waymo Korea on July 24, 2026.
$GOOGL
This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze @Tesla's Unsupervised @Robotaxi launch in Miami, @Waymo's July 4th stumble in San Francisco and @Momenta's 414X oversubscribed IPO on the Hong Kong Stock Exchange.
Episode Chapters
00:00 KPMG Sponsor Introduction
01:16 Signal 1: Tesla Launches Unsupervised Robotaxi in Miami
38:38 Signal 2: Waymo's July 4th Stumble in San Francisco
1:11:27 Signal 3: Momenta IPOs on the Hong Kong Stock Exchange
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🚨 BREAKING NEWS: @Waymo is expanding to the Netherlands 🇳🇱.
The company registered a new entity in Amsterdam, titled Waymo Netherlands BV on June 15, 2026.
🚨 BREAKING NEWS: @Waymo is expanding to Spain and potentially Portugal as well.
The company registered a new entity in Spain, titled Waymo Iberia SL on June 11, 2026.
This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix were joined by @DavidMoss, @DevinOlsenn and @scotsrule08 where they discussed their 3,782 miles zero-intervention journey across Canada in @Tesla Model 3 running FSD 14.3.
What happened along the way says everything about the current state of Tesla FSD.
Episode Chapters
00:00 Signal: 3,782 miles Across Canada
11:11 Camera Occlusion
17:04 What FSD Unsupervised Actually Requires
32:44 OMEGA's Take
45:09 Where's Next?
56:45 @AUTNMYAI
$TSLA
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