podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Grayson Brulte
Shows
Autonomy Markets
Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential new partnership with Toyota, the launch of Aurora's driver-out commercial operations and Uber's continued effort to challenge the autonomy duopoly.On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla’s upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight.As Uber became Aurora's first commercial customer, the rideshare side of their business continued to double-d...
2025-05-03
37 min
Autonomy Markets
Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi launch and Aurora's long-promised driver-out launch. In a post announcing the milestone on X, Waymo used the term "generalizable Waymo Driver”, potentially hinting that the company may move away from HD maps. Could Waymo be moving towards an end-to-end approach in similar fashion to Tesla?Tesla that is actively preparing to launch their robotaxis in Austin this June. Will they launch in June, or will they delay until July as Elon Mus...
2025-04-26
32 min
Autonomy Markets
Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out commercial launch and Lyft’s expansion into Europe through the acquisition of FREENOW.Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by a $100 million PIPE and a 100-truck order from Atlas Energy that signals strong market confidence. Aurora’s long-anticipated driver-out commercial launch is drawing closer, with industry watchers counting the days and parsing every signal for an indication of launch.On the platform side of aut...
2025-04-19
43 min
Autonomy Markets
Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft. In Austin, Way...
2025-04-12
39 min
Autonomy Markets
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future with autonomous vehicles and the winners and losers from the latest round of tariffs.Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber...
2025-04-05
50 min
Autonomy Markets
Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C. and the emerging opportunity in autonomous trucking.Texas is thriving capital of autonomous trucking with Aurora, Bot Auto, Kodiak, Torc and Waabi all having a presence in the state. Now autonomous vehicle companies are flocking to the state with Avride, May Mobility, Waymo and Zoox all having a presence in the state.While Texas emerges as the capital of autonomy, Waymo continues to solidify its lead as the world leader in robotaxis. With their le...
2025-03-29
48 min
Autonomy Markets
Waymo’s Big Week and Elon’s Promises
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious plans for launching a FSD Unsupervised. As Waymo begins mapping SFO, there are still hurdles that the company has to overcome before offering commercial service, as their current permit prohibits transporting commercial goods or passengers. When Waymo applies for their ground transportation operating permit, The Teamsters are expected to oppose Waymo’s permit application it in an effort to block the service. Despite this potential challenge, we expect commer...
2025-03-22
49 min
Autonomy Markets
Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s Bay Area expansion and what it means for the great highway and airport unlocks, our visit to May Mobility in Ann Arbor and Amazon’s struggles with Zoox.Waymo has expanded its service area in the Bay Area by 50%, adding 27 square miles in Silicon Valley, for residents only at this time. Is this restriction due to a vehicle shortage? It very well could be, as Waymo continues to scale at a rapid pace in multiple markets.Is airport pick-up and drop-off at San Francisco Inte...
2025-03-15
45 min
Autonomy Markets
Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo's launch in Austin, Alphabet's strong commitment to Waymo and Hyundai's robotaxi ambitions. On March 5, Waymo launched exclusively on the Uber app in Austin. However, riders cannot guarantee a Waymo vehicle, as there is no dedicated Waymo tier in the app. This lack of certainty could dilute the premium Waymo experience, as users do not know what type of vehicle they will be paired with when ordering a ride.As Waymo scales its operations globally, Hyundai is emerging as a major player in the robotaxi market. This week, A...
2025-03-08
38 min
Autonomy Markets
Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plans for a robotaxi network in California.Waymo continues to scale, surpassing 200,000 paid weekly rides across Los Angeles, San Francisco, and Phoenix. As the service grows, a group of power riders has emerged, including one rider in San Francisco spending over $900 a month on Waymo rides.In California, Waymo now operates a fleet over 730 autonomous vehicles, while Tesla currently operates zero. That is about to change as Tesla has applied for a transp...
2025-03-01
37 min
Autonomy Markets
Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous vehicle fleet market, and Waabi’s driver-out strategy.Lyft’s manifesto highlights the potential for private car owners to integrate their personally-owned autonomous vehicles into the Lyft network, a concept similar to Elon Musk’s vision for Tesla owners. For this to become a reality and for autonomous vehicles to scale effectively, a national regulatory framework is essential.During his Senate confirmation hearing for Deputy Secretary of Transportation this week, Steven Bradbury expresse...
2025-02-22
49 min
Autonomy Markets
Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt’s recent trip to San Francisco, where he observed more aggressive driving from Waymo vehicles and spotted a FasTrak transponder—hinting that the great highway unlock is imminent.In the markets, Aurora and Lyft reported earnings, with Aurora’s market cap soaring to $17 billion—triple Lyft’s $5 billion. On its earnings call, Aurora emphasized its driver-out readiness and their hardware kit approach, mirroring Kodiak’s SensorPods. If hardware kits are the future of autonomy, power could shift from OEMs to autonomous driving developers, opening new market opportu...
2025-02-16
43 min
Autonomy Markets
Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system. With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of a...
2025-02-08
51 min
Autonomy Markets
Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla’s Q4 earnings, Waymo’s road trip and Kodiak’s historical announcement. It was Tesla this week that captured investors attention as Elon Musk spoke at length about Tesla’s robotaxi plans, licensing FSD and their plans to launch an Airbnb like service for autonomy. Will Tesla really hit the June 2025 timeline for unsupervised autonomy in Austin, Texas? Anything is possible, but the precedent is that the launch will be delayed, along with a potential nationwide expansion in 2026. Then there is the potential to license FSD (Full...
2025-02-01
46 min
Autonomy Markets
Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump's administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective. At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle technology will be ready for primetime within two years, but not commercially viable for a decade—potentially a strategic move to control the autonomy narrative ahead of their February 5th earnings report. Is this a hedge or a genuine assessment of the autonomous vehicle la...
2025-01-25
42 min
Autonomy Markets
Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Economic Resilience that focused on the future of autonomous vehicle and truck policy. With President Trump being sworn into office next week, there is an opportunity to usher in the golden age of autonomy. To usher in the golden age of autonomy, there has to be a national autonomous vehicle framework that includes trucks weighing over 10,001 pounds. Grayson and Walt discuss what it might take for that to become a reality and t...
2025-01-19
41 min
Autonomy Markets
CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs
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 ans...
2025-01-11
43 min
Autonomy Markets
2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?
In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo's technical advancements and steady expansion made the company the clear leader in robotaxis in 2024. While Waymo cemented their role as the leader in robotaxis, Tesla is nipping at their heels as the company prepares to introduce a robotaxi service with the Cybercab. As Waymo and Tesla advanced in 2024, investors fears in Uber's robotaxi strategy only escalated. While investors fear Uber's robotaxi prospects, investors cheered when GM shutdown Cruise. Was this the right...
2025-01-04
43 min
Autonomy Markets
Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla FSD 13, autonomous trucking’s regularity roadblocks and Waymo’s path to offering service at theSan Francisco International (SFO) Airport. Tesla’s FSD 13 is as a major technical leap forward. While we have been impressed with its more natural driving style and improved responsiveness to traffic flow, it’s not ready for deployment on the Cybercab. Later the conversation shifts to recent government actions affecting the autonomous vehicle industry, including the Biden administration’s denial of warning triangle exemptions f...
2024-12-29
49 min
Autonomy Markets
Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Apple’s potential return to the robotaxi market through Foxconn, Waymo's expansion to Japan and Uber's fleet strategy. Rather than building their own autonomous driving system from the ground-up, Apple could partner with Wayve to power the autonomous system, while Foxconn could be the contract manufacturer to build the vehicle. This approach would mirror Apple’s historical approach of gradually developing in-house capabilities while initially relying on partners, as they did with iPhone modems and chips. Additionally this week, Waymo announced a road trip...
2024-12-21
39 min
Autonomy Markets
GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the dramatic turn of events that led GM to abruptly shut down Cruise, just days before a planned driver-out launch in Houston. The decision, made by CEO Mary Barra, reportedly stems from fears of another incident. With the decision to pull the plug on Cruise, GM burnt $9 billion of investment dollars with nothing to show for it. The Cruise shutdown highlights the ongoing challenges of how traditional automakers are approaching autonomy. As traditional automakers falter, Waymo and Tesla continue to accelerate as the market is beginning to...
2024-12-14
35 min
Autonomy Markets
Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Miami, Uber and Lyft's future in the era of autonomy and Tesla's releases of FSD 13.Waymo is expanding to Miami in 2025 without one of their partners—Uber. Instead, Waymo chose Moove as their fleet management partner. Could this signal something more broad, as Moove is also taking over the fleet management operations for Waymo in Phoenix? Tesla released Full Self-Driving (FSD) 13.2 this week and it appears to have lived up with the hype with Alphabet CEO, Sundar Pichai acknowledging that he currently views Waymo and Te...
2024-12-07
46 min
Autonomy Markets
Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo's public launch in LA, Zoox's debut in San Francisco and the emergence of Bot Auto. This week Waymo removed the waitlist and opened the service to the public in Los Angeles in an 80 square mile area. Even though the public can now ride in the vehicles, there are extended wait times (up to 40 minutes) and the inability to use freeways, increasing the average ride time. Without freeways, the Waymo service is limited in major markets such as LA and San Francisco becaus...
2024-11-16
34 min
Autonomy Markets
Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomous Driving, their increased weekly ridership and how a shortage of skilled mechanics and technicians could slow down the growth of the Waymo One service. As Waymo grows their service, Zoox is now preparing to join the party and launch a robotaxi service in both San Francisco and Las Vegas next year. While Zoox is about to join the robotaxi party, Tesla and their desire to launch a robotaxi service continues to divide the public and the mar...
2024-11-02
44 min
Autonomy Markets
Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the opening of the autonomy IPO market and investors increasing desire to own autonomous vehicle companies. On October 23rd, Tesla’s stock rallied 20% following earnings that beat the street and Elon Musk’s continued commentary about Tesla’s robotaxi ambitions. WeRide completed its NASDAQ IPO raising $440M on October 25th, the same day Waymo announced a massive $5.6B funding round led by Alphabet with participation from Tiger Global and Sliver Lake.Episode Chapters0:00 Capital Markets are Open3:07 Tesla Robotaxi Service in Palo Alt...
2024-10-26
38 min
Autonomy Markets
More Details Emerge on Tesla’s FSD 13 Robotaxi Bet, Uber’s Ambitions, Emerging Autonomy IPO Market
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the details emerging from Tesla’s robotaxi unveiling at We, Robot. Tesla’s robotaxi is projected to have a 200-mile range with FSD 13 powering Full Self-Driving Unsupervised. Could FSD 13 be Tesla’s breakthrough autonomy moment? Or will it be a later version of FSD? Later the conversation shifts to the emerging news about Uber’s potential acquisition of Expedia and what that acquisition would mean to both the travel and autonomy markets.The IPO market for autonomy is heating up, as Horizon Robotics has filled fo...
2024-10-19
40 min
Autonomy Markets
Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the markets mixed market reaction.While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service. Overall, the We Robot event...
2024-10-13
36 min
Autonomy Markets
Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's highly anticipated 10/10 We Robot event and what could be announced. Could Optimus have a friend? Could Tesla introduce Full Self-Driving (Supervised) for Tesla Semi? Will the robotaxi be a two passenger vehicle? There are lots of questions that will be answered next week live on the Warner Bros. backlot in Burbank, CA. As Tesla is poised to potentially change the market, Waymo has begun their early rider program in Austin, Texas in a 37 square mile ODD. Next up for early rider, Atlanta. We expect Waymo to begi...
2024-10-06
34 min
Autonomy Markets
U.S. Chinese Autonomous Vehicle Ban Tesla We Robot Event GM Surprise Move and a Waymo LA Prediction
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or import of vehicles that have hardware and software integrated into the vehicle connectivity system (VCS) and software integrated into the Automated Driving System from China and Russia. They explored the potential impact of the proposed rule and what the broader implications for trade relations could be in the future.Later the conversation delves into Waymo’s LA expansion and Grayson predicts Waymo will open the service to all members of the public with...
2024-10-02
40 min
The Road to Autonomy
Autonomy Markets: U.S. Chinese Autonomous Vehicle Ban, Tesla’s ‘We Robot’ Event, GM’s Surprise Move and a Waymo LA Prediction
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or import of vehicles that have hardware and software integrated into the vehicle connectivity system (VCS) and software integrated into the Automated Driving System from China and Russia. They explored the potential impact of the proposed rule and what the broader implications for trade relations could be in the future. Later the conversation delves into Waymo’s LA expansion and Grayson predicts Waymo will open the service to all members of the public within th...
2024-09-29
40 min
Autonomy Markets
Waymo Potential Pivot to Hyundai and Zoox Upcoming Launch
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential pivot away from Zeekr to Hyundai, Zoox’s commercialization strategy and why Uber is the platform for autonomy.Waymo’s potential deal with Hyundai for the IONIQ 5 platform could mark the end of Waymo’s deal with Zeekr, ending what we have termed an unforced error. If Waymo is indeed abandoning the Chinese made Zeekr, could there be a broader shakeout of Chinese technology in the autonomous vehicle industry?Then there is Zoox which is operating in a secretive manner as they prepa...
2024-09-25
33 min
Autonomy Markets
Silicon Valley Changing Autonomous Vehicle Landscape Licensing Experiences and Personal AV Ownership
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the latest developments in the autonomous vehicle industry, drawing insights from Grayson's recent trip to Silicon Valley.There is an emerging shift towards developing autonomous driving stacks and licensing the technology to OEMs and mobility platform providers. Nuro is embracing this trend as they announced their new business models this week.As the autonomous vehicle business models change, consumer exceptions are changing in parallel. There is an increasing focus on premium experiences in autonomy as both startups and global OEMs begin to develop...
2024-09-25
45 min
Autonomy Markets
Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery
Grayson Brulte and Walter Piecyk, discuss Wall Street's perspective on autonomy, the implications that autonomy could have on Uber and whether it's a strength or weakness for Uber. Along with the impact of Tesla entering the robotaxi market and the growth of Waymo.Later in the conversation they explore topics such as the potential for autonomous vehicles to be marketed as a premium service, the challenges of integrating Chinese-made vehicles into U.S. markets, and the future of food delivery services. Episode Chapters0:00 Wall Street's Perspective on Autonomy3:33 Uber
2024-09-25
43 min
The Road to Autonomy
Risky Business: Navigating Risk Aversion in an Autonomous World
Matt McLelland, VP of Sustainability and Innovation, Covenant joined Grayson Brulte on The Road to Autonomy podcast to discuss why certain trucking companies aversion to risk could slow down innovation and have negative economic consequences on their businesses if they delay the rollout of autonomous trucks.This is a thought-provoking, unstructured yet insightful conversation about the complex relationship between risk aversion and the development of autonomous vehicles and autonomous trucks. During the conversation, Grayson and Matt explore how society’s growing fear of risk is stifling progress in the autonomous trucking industry, drawing parallels to historical examples of tran...
2024-06-04
43 min
The Road to Autonomy
Autonomy Economy: Tesla's Robotaxi Gamble: License FSD to Automakers or Go At It Alone
Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Autonomy Economy podcast to discuss Tesla’s robotaxi gamble and the prospects for Tesla to license FSD. In this wide-ranging conversation, Grayson and Pete dive into the bold promises and ambitious plans surrounding Tesla’s bid to launch CyberCab and a robotaxi service. As Tesla prepares to unveil more details on August 8th, they analyze what it could mean for the future of autonomy and mobility.Grayson and Pete explore whether Tesla will actually show two separate vehicle models — one with traditional controls (potentially the Model 2...
2024-05-16
51 min
Building Better with Brandon Bartneck
#193 – Grayson Brulte | SAE Tomorrow Today – The Path(s) to Commercial Adoption for Autonomous Vehicles
As host of SAE Tomorrow Today, Grayson Brulte operates at the intersection of economics, politics, and technology to help listeners navigate emerging technologies and understand their impact on mobility. Grayson Brulte discusses the most interesting questions and topics in the autonomous vehicle industry, including the challenges of artificial timelines and the importance of realistic milestones. He shares insights into the robotaxi space and the potential business models for autonomous vehicles. Grayson also explores different applications of autonomy, such as shuttles and privately owned vehicles. He discusses the value and economics of autonomy in long-haul trucking and the...
2024-02-04
50 min
The Road to Autonomy
Rail Industry: On the Rails of Economic Growth
Matt Soule, CEO and Co-Founder, Parallel Systems joined Grayson Brulte on The Road to Autonomy podcast to discuss how Parallel Systems will act as an economic growth engine for the rail industry. The conversation begins with Matt discussing how Parallel Systems business has evolved since he last joined Grayson Brulte on The Road to Autonomy roughly year ago. During this time, Parallel has been testing their Gen2 vehicle in the United States and has deployed a Gen1 vehicle overseas. As they gear up to deploy their Gen2 vehicle, the company is preparing up to test railwort...
2023-10-31
37 min
The Road to Autonomy
The Road to Profitable Autonomy
Alan Ohnsman, Senior Editor, Forbes joined Grayson Brulte on The Road to Autonomy podcast to discuss Gatik and the road to profitable autonomy. The conversation begins with Alan and Grayson discussing AB 316 — the future of autonomous trucking in California. The State wants to support the tech and get it out there, and sees the benefits of that. But at the same time you have active opposition from a very powerful labor group that represents a lot of truckers in the State of California. – Alan OhnsmanThe conversation expands from policy to the future of AI and Ga...
2023-09-12
55 min
The Road to Autonomy
2023 Autonomous Vehicle Market Outlook
David Welch, Detroit Bureau Chief, Bloomberg and Author of Charging Ahead, General Motors, Mary Bara, and the Reinvention of an American Icon joined Grayson Brulte on The Road To Autonomy Podcast to discuss his 2023 outlook on the autonomous vehicle market. The conversation begins with David sharing his outlook for the autonomous vehicle market in 2023. David shares his thoughts on the market and insights into how investors are currently valuing autonomous vehicle companies.As the conversation evolves, Grayson asks David if it is time for Aurora to split the business in two and focus solely on autonom...
2023-01-31
43 min
The Road to Autonomy
The Rideshare Drivers’ Perspective
Harry Campbell, The Rideshare Guy joined Grayson Brulte on The Road To Autonomy Podcast to discuss the current state of the rideshare industry from the drivers’ perspective. The conversation begins with Harry sharing his thoughts on the current state of the rideshare business. One thing that has defined the rideshare is the shortage of drivers. The shortage on the supply side, and this extends to the macro environment too. Many industries across the board have kind of reported for various reasons that they cannot hire enough workers, and Uber and Lyft have been no stranger to that. ...
2022-06-14
55 min
The Road to Autonomy
The Health of Electric Vehicle Batteries
Scott Case, Co-Founder & CEO of Recurrent joined Grayson Brulte on The Road To Autonomy Podcast to discuss using data to understand the true health of electric vehicle batteries.The conversation begins with Grayson asking Scott about the BloombergNEF 2040 electric vehicle forecast. I think every forecast made by everyone is wrong and too low. – Scott CaseWith over 9,000 vehicles currently on the Recurrent platform and the market for electric vehicle sales projected to grow globally 17.25% annually into 2040, Recurrent is preparing for the rapid growth of their platform. The Recurrent platform is gathering insights...
2022-05-31
42 min
The Road to Autonomy
Think Big. Do Big.
Greg Rodriguez, Mobility Policy Principal, Stantec joined Grayson Brulte on The Road To Autonomy Podcast to discuss autonomous vehicle policy, federal infrastructure funding, and how both policy and funding impact the deployment of autonomous vehicles and trucks. The conversation begins with Greg sharing his thoughts on the current state of autonomous vehicle policy at the federal level.It changes yearly, if not daily. One word to describe it all right now, lacking. – Greg RodriguezWith the start, stop nature of how autonomous vehicle legislation has progressed on Capital Hill, Greg and Grayson discuss the c...
2022-03-15
48 min
The Road to Autonomy
Investing in The Future
Reilly Brennan, General Partner, Trucks VC joined Grayson Brulte on The Road To Autonomy Podcast to discuss investing in the future.The conversation begins with Reilly and Grayson discussing what is going to happen when consolidation begins in the autonomous vehicle industry.This is a period of consolidation because you have essentially a lot of the robo-taxi ideas turned into commercial applications, probably around logistics and parcels. – Reilly BrennanThen there are the startups such as Bear Flag Robotics (acquired by John Deere – August 2021) and Gatik that have been focused on specific applications since day on...
2022-03-08
54 min
The Road to Autonomy
Peak of The New Gold Rush
Sean Ackley, eMobility Segment Lead, Americas, Hitachi joined Grayson Brulte on The Road To Autonomy Podcast to discuss why the electric vehicle industry is at the peak of the new gold rush.The conversation begins with Sean discussing how he first became interested in electric vehicles. From building a performance golf cart to electric race cars, he shares insight into how his passion for racing turned into building his own EVs and eventually a career.From passion to a career, Sean has incredible real-world insight into EVs. With this insight in mind, Grayson asks Sean what...
2022-02-01
50 min
The Road to Autonomy
Electrifying an Iconic Brand
Pete Bigelow, Senior Reporter, covering self-driving tech and the future of mobility, Automotive News joined Grayson Brulte on The Road To Autonomy Podcast to discuss Ford and the electrification of an iconic brand.The conversation begins with Grayson and Pete discussing the incredible performance of Ford under CEO Jim Farley in the public markets. As Ford electrifies their brand, the company has implemented a savvy strategy built around iconic Ford brands: F-150 and Mustang.As car companies such as Ford begin to electrify their lineup of vehicles, it’s important not to lose sight of the ci...
2022-01-25
51 min
The Road to Autonomy
Narratives Shape Reality
Finch Fulton, Vice President of Policy and Strategy, Locomation joined Grayson Brulte on The Road To Autonomy Podcast to discuss the current state of autonomous trucking policy and why narratives shape reality.The conversation begins with Finch sharing his outlook for 2022 and what he is expecting to see in the autonomous trucking industry. The potential impact of the April 2021 Executive Order Establishing the White House Task Force on Worker Organizing and Empowerment on autonomous trucking.With rising inflation, labor politics, and a lack of truck drivers, Grayson and Finch discuss how autonomous trucking can shore up t...
2022-01-11
1h 03
The Road to Autonomy
Doubling Down on Innovation
Dustin Koehl, Senior Vice President Of Sales, U.S. Xpress joined Grayson Brulte on The Road To Autonomy Podcast to discuss why U.S. Xpress is doubling down on innovation and what the future of the trucking industry looks like in the coming years.The conversation begins with Dustin sharing an overview of U.S. Xpress and why the company is constantly doubling down on innovation. From Variant which is reengineering the truck diver experience for the better to autonomous trucking which will shore up the chain, U.S. Xpress is constantly focused on the future of trucking...
2022-01-04
51 min
The Road to Autonomy
Commercializing Autonomous Vehicles
David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road To Autonomy Podcast to discuss commercializing autonomous vehicles and the growth of the electric vehicle market in the United States.The conversation begins with David sharing his thoughts on the current state of the autonomous vehicle industry.Right now you are kind of seeing a race to get some sort of autonomous business to market. – David WelchAs autonomous vehicle companies prepare to commercialize their service, Grayson and David discuss the strategic advantages that Cruise has with GM/Honda and Argo AI has with...
2021-12-21
52 min
The Road to Autonomy
Commodities Digital Twin
Ellen Carey, Global Head of Sustainability, Circulor joined Grayson Brulte on The Road To Autonomy Podcast to discuss the global supply chain and the importance of tracking commodities in real-time.The conversation begins with Ellen and Grayson discussing the sustainability of the global supply chain.We are thinking about our supply chains at more levels and more deeply than we have ever before. – Ellen CareyExpanding the supply chain conversation from Christmas toys to electric vehicles, Grayson asks Ellen when do we get to the point where there is clear transparency on how the ra...
2021-12-07
41 min
The Road to Autonomy
The Vegas Experience
Chris Anderson, President, Sala Consulting joined Grayson Brulte on The Road To Autonomy Podcast to discuss the Vegas Experience and why mobility companies can offer unique immersive autonomous vehicle experiences only in Vegas.The conversation begins with Chris discussing the current state of the Las Vegas Economy.It’s recovering quickly. It’s going really well. If you go down to the Strip on a Thursday, Friday, Saturday night, Sunday, it is packed as it ever was. – Chris AndersonOver the years, Vegas has constantly reinvented itself and introduced new trends that would be expor...
2021-11-29
33 min
The Road to Autonomy
An All-Electric Future
Dr. Dean Bushey, Vice President, Global Social Innovation Business, Hitachi joined Grayson Brulte on The Road To Autonomy Podcast to discuss an all-electric vehicle future.The conversation begins with Dean discussing his 25-year career in the United States Air Force and his first-hand experience with unmanned aircraft.When you fly a drone, you actually get combat hours. – Dr. Dean BusheyFrom military applications of unmanned aircraft to civilian applications, Grayson asks Dean his thoughts on the consumer drone market. It’s an exciting market with a lot of use cases.If you look...
2021-11-15
48 min
The Road to Autonomy
Trucking is The Right Problem To Solve
Don Burnette, Co-Founder & CEO of Kodiak Robotics joined Grayson Brulte on The Road To Autonomy Podcast to discuss why trucking is the right problem to solve.The conversation begins with Don discussing the early days of the Google Self-Driving Project.The early days were really an exciting time for those of us who were aware of the self-driving industry, which was very few folks at the time. – Don BurnetteIt was during this time that Don began to understand the business use case challenges that would soon come to face the self-driving car indust...
2021-10-12
52 min
The Road to Autonomy
Deploying Sustainable Autonomous Vehicles
Prashanthi Raman, Senior Director, Global Government Affairs, Cruise joined Grayson Brulte on The Road To Autonomy Podcast to discuss deploying sustainable autonomous vehicles.The conversation begins with Prashanthi discussing why she wants to make the world a better place and what she learned from her mother.To [my mother] honor, reputation, people being able to trust you is something that you need to hold sacred. That is something that I really carry with me. – Prashanthi RamanWith a background steeped in health care, Grayson asks Prashanthi when she thinks health care services will be avail...
2021-10-06
38 min
The Road to Autonomy
Continuous Commitment to Innovation
Abhijit Ganguly, Managing Director, Goodyear Ventures joined Grayson Brulte on The Road To Autonomy Podcast to discuss Goodyear’s continuous commitment to innovation.The conversation begins with Abhijit discussing Goodyear’s continuous commitment to innovation since 1898.We have a rich history and proven track record of innovating in the mobility space. – Abhijit GangulyAt CES 2020, Goodyear announced the Goodyear Ventures fund.We announced the fund at CES with the goal of letting everyone know that we were ready to build these strategic relationships with startups. – Abhijit GangulyA little over a year...
2021-09-28
41 min
The Road to Autonomy
A Brave New World
Cameron Gieda, Director of Business Development, Spartan Radar joined Grayson Brulte on The Road To Autonomy Podcast to discuss why 4D radar is a brave new world.The conversation begins with Grayson and Cameron talking about surfing, sharks, and the impact Jaws had on society. The movie and the music make you think twice before getting in the water now.Learning to kinda overcome those primal fears and other fears that were generated by media is a challenge, but it is quite cathartic when you can finally relax in that situation understanding the odds. – Cameron Gieda
2021-09-23
46 min
The Road to Autonomy
AllianceTexas: Developing The Future
Ian Kinne, Director, Logistics Innovation, Hillwood joined Grayson Brulte on The Road To Autonomy Podcast to discuss AllianceTexas and the Mobility Innovation Zone.The conversation begins with Ian describing the vision behind Hillwood’s AllianceTexas development, a 27,000-acre development that has generated $92 billion in economic impact and created over 63,000 jobs in just 30 years.Our platform grew from being a land development company to an industrial development company to a mixed-use development company which is now Alliance. – Ian KinneWith Texas seeing unprecedented growth of companies either expanding or relocating their headquarters, there is still room...
2021-09-07
41 min
The Road to Autonomy
The Platform For Autonomy
Danny Shapiro, Vice President, Automotive, NVIDIA joined Grayson Brulte on The Road To Autonomy Podcast to discuss why NVIDIA is the platform for enabling autonomy.The conversation begins with Grayson and Danny discussing how NVIDIA developed the platform for autonomous vehicles and why NVIDIA first entered the automotive market.We’ve created an open platform. It’s an accelerated computing platform for autonomous vehicles. – Danny ShapiroIn 1999, NVIDIA invented the GPU to overcome performance bottlenecks of the CPU.Think of it as lanes on a highway, where a CPU maybe would be a dual-core...
2021-08-24
39 min
The Road to Autonomy
Current State of The Public Mobility Markets
Alan Ohnsman, Senior Editor, Forbes joined Grayson Brulte on The Road To Autonomy Podcast to discuss the public mobility markets. From SPACs to Tesla to traditional IPOs, Grayson and Alan discuss the current state of the public mobility markets, electric vehicles, autonomous vehicles, and autonomous trucking.The conversation begins with Alan and Grayson discussing the current state of the SPAC market.SPAC activity in both the EV and AV space is just astonishing. I think there is an increasing concern about the quality of some of these offerings. Not all companies are created equal. Not all s...
2021-08-10
53 min
The Road to Autonomy
The Data Will Always Set You Free
Andy Smart, Safety & Technical Standards Specialist joined Grayson Brulte on The Road To Autonomy Podcast to discuss why the data will always set you free when an organization embraces and implements a culture of safety.The conversation begins with Andy talking about the first time he experienced mobility freedom when he got his first bike at age ten in Scotland. Today, Andy rides a fixed-gear bike without brakes as he wants to be in control and fully aware of his surroundings at all times.It’s all about the awareness of your surroundings and your connec...
2021-07-27
1h 11
The Road to Autonomy
The World Runs on Arm
Robert Day, Director, Autonomous Vehicles, Arm joined Grayson Brulte on The Road To Autonomy Podcast to discuss why the world runs on Arm.The conversation begins with Robert discussing Arm’s partnership approach and how over 190 billion devices around the world contain Arm-based chips.It’s really all about the partnership approach. It’s all about working with our silicon partners and giving them the right technology to allow them to address the different markets they want to put their silicon into. – Robert DayFocusing on Arm’s partnership approach, Robert discusses how Arm was able t...
2021-07-06
48 min
The Road to Autonomy
Building Better Basics: City of San José
Jordan Sun, Chief Innovation Officer, City of San José joined Grayson Brulte on The Road To Autonomy Podcast to discuss building better basics in the City of San José through innovation and technology.The conversation begins with Jordan discussing his time serving two tours of duty (2012 and 2020) in Afghanistan with the U.S. Army. Comparing and contrasting his experiences, Jordan talks about his time and what he learned during each tour of duty. During his 2020 tour of duty, Jordan and his team built and shipped a software product from the battlefield.Continuing to serve his countr...
2021-06-08
47 min
The Road to Autonomy
The World’s First Publicly Traded Autonomous Vehicle Company: TuSimple
Cheng Lu, President & CEO, TuSimple joined Grayson Brulte on The Road To Autonomy Podcast to discuss taking TuSimple public and the company’s plans for growth.The conversation begins with Cheng discussing why TuSimple chose to go public as a traditional IPO rather than a SPAC and what the journey was like to become the world’s first publicly traded autonomous vehicle company.We priced above our range. We raised $1.3 billion dollars as a company. We have a market cap of $8 billion dollars. – Cheng LuTaking a step back, Grayson asks Cheng about his time stud...
2021-06-01
46 min
The Road to Autonomy
The Geopolitics of the Global Mineral Supply Chain
Mark P. Mills, Senior Fellow Manhattan Institute, Faculty Fellow Northwestern University School of Engineering, and Partner in Montrose Lane, an Energy-Tech Venture Fund joined Grayson Brulte on The Road To Autonomy Podcast to discuss the geopolitics of the global mineral supply chain.The conversation begins with Mark discussing his review of the book Unsettled by Physicist Steven Koonin in the Wall Street Journal and how it led to the Manhattan Institute’s Facebook page being temporarily suspended. Grayson raises the point about debates and how debates were instrumental in the founding of The United States.Shifting gea...
2021-05-25
57 min
The Road to Autonomy
The Crucial Role Memory Plays in Automotive
Robert Bielby, Senior Director of Automotive System Architecture & Segment Marketing, Micron joined Grayson Brulte on The Road To Autonomy Podcast to discuss the crucial role that memory plays in automotive.With the automotive industry focused on electrification and statements made by Jim Farley, CEO of Ford, and Bryan Salesky, Co-Founder & CEO of Argo AI about the computer power needed for self-driving cars, Grayson asks Robert to share his thoughts on how to best optimize for energy efficiency in autonomous vehicles.We are focused on how do we optimize power consumption. – Robert BielbyWith over 30...
2021-05-21
49 min
The Road to Autonomy
Enabling In-Vehicle Experiences and Commerce
John Absmeier, Chief Technology Officer, Lear Corporation joined Grayson Brulte on The Road To Autonomy Podcast to discuss Seating as a Service and how Xevo will enable in-vehicle experiences and commerce.The conversation begins with John discussing his time in the United States Marine Corps and what he learned as a Sergeant E5 motor transport mechanic. John learned leadership skills that have translated into an extremely successful career as an innovator and business leader.As a young engineer, John worked on the inductive charge panel connection system for the GM EV1.I got highl...
2021-05-11
41 min
The Road to Autonomy
Economic Impact of the U.S. Oil Industry
Dean Foreman, Chief Economist, American Petroleum Institute (API), and Prentiss Searles, Petroleum Marketing Policy Manager, American Petroleum Institute (API) joined Grayson Brulte on The Road To Autonomy Podcast to discuss the economic impact of the U.S. oil industry.The conversation begins with Dean sharing an overview of the current state of the U.S. oil markets.We have historically strong demand, potentially record demand this year and next combined. Weak drilling activity, weak investment. That opens the question of just the extent that the U.S. can participate in this recovery. – Dean ForemanThe...
2021-05-06
37 min
The Road to Autonomy
Brightline: The Mobility Experience Company
Patrick Goddard, President of Brightline Trains joined Grayson Brulte on The Road To Autonomy Podcast to discuss how Brightline is building a mobility experience company.The conversation begins with Patrick discussing how his background in hospitality partly inspired the way Brightline was developed and how it is managed today. Customer service and the emotional connection with the experience are the keys to success in the experience business.We are first and foremost an experience-focused company. – Patrick GoddardPrior to boarding the train, the customer journey begins the moment that individual leaves their home or hotel...
2021-04-27
50 min
The Road to Autonomy
The Future of Parking: Integrated Payments & Mobility Hubs
Neil Golson, Executive Vice President of Marketing and Strategic Partnerships, FLASH joined Grayson Brulte on The Road To Autonomy Podcast to discuss how software and partnerships are enabling the future of parking —integrated payments and mobility hubs.The conversation begins with Neil sharing his insight into the current state of the parking business. While parking demand is still down 65% pre-COVID, the industry is beginning to rebound as consumers begin to travel again.FLASH has an interesting insight into the parking industry as they do not own the asset, they are the software layer that enables parkin...
2021-04-21
45 min
Explain to Shane
From idea to interstate: Getting more autonomous vehicles on the road (with Grayson Brulte)
Autonomous vehicles (AVs) are gaining traction in states where regulations encourage advanced technology to ride alongside traditional transportation. But in areas where AVs are in everyday traffic, issues like driver safety and data collection are being watched by policymakers. For both innovators and lawmakers, there remain many lessons to be learned about the opportunities and challenges posed by this new technological twist on auto traffic.On this episode, Shane is joined by Grayson Brulte, co-founder of Brulte & Company — a Florida-based consulting firm that helps AV innovators develop and market their products. Recently, Grayson has discussed the future of self...
2021-04-20
26 min
The Road to Autonomy
Cyber Intelligence
Bryan Hurd, Vice President, Chief of Office, Aon Cyber Solutions (Stroz Friedberg) joined Grayson Brulte on The Road To Autonomy Podcast to discuss the current state of cybersecurity and why cyber intelligence is critically important for Governments and Publicly Traded Companies.The conversation begins with Bryan discussing the founding of the U.S. Navy’s First Cyber-Counterintelligence Program at Naval Criminal Investigative Service (NCIS). Expanding upon the founding of the program, Bryan goes onto discuss Cliff Stoll, “Hanover hackers” and nation-state cyber attacks.Then there is the emerging threat of the non-nation state of hackers which are hav...
2021-04-14
50 min
The Road to Autonomy
Augmented Reality: Window To The World
Chen-Ping Yu, Co-Founder & CEO, Phiar joins Grayson Brulte on The Road To Autonomy Podcast to discuss why augmented reality is the window to the world.The conversation begins with Chen-Ping discussing his time at Stony Brook University followed by Harvard. At Harvard, Chen-Ping was a Postdoctoral Research Fellow in the Cognitive and Neural Lab where he studied the brain.I had the pleasure to work with a group of cognitive and neural scientists to combine what they have learned about the brain with deep-learning computer vision. – Chen-Ping YuIt was during his time driving...
2021-03-30
38 min
The Road to Autonomy
The New Economy of Movement
Chris Ballinger, Founder & CEO, MOBI (Mobility Open Blockchain Initiative) joins Grayson Brulte on The Road To Autonomy Podcast to discuss the new economy of movement.The conversation begins with Chris discussing international economics, monetary economics, and private money.Marginalism. The idea that prices are determined on the margin. That it is the margin that matters. It’s the marginal transaction that determines the cost, the opportunity, the opportunity cost. – Chris BallingerWith over 28 years of experience in the finance industry, Chris shares his thoughts on digital currency and the potential impact of regulation on digit...
2021-03-23
42 min
The Road to Autonomy
Florida: A Growing and Diversified Economy
Dr. Jerry Parrish, Chief Economist and Director of Research, Florida Chamber Foundation joins Grayson Brulte on The Road To Autonomy Podcast to discuss the diverse and growing economy of Florida.The conversation begins with Dr. Parrish discussing the current state of the Florida economy and The Florida Scorecard. Expanding upon the conversation about the economy, Dr. Parrish talks about The Florida 2030 Blueprint and what the Florida Chamber is doing to prepare for the continued growth of the Florida population.Before COVID, Florida since 2015 was creating 1 out of every 11 jobs in this county. – Dr. Jerry ParrishToda...
2021-03-16
46 min
The Road to Autonomy
Human Intuition for Autonomous Vehicles
James Gowers, Vice President of Strategy & Business Development, Perceptive Automata joins Grayson Brulte on The Road To Autonomy Podcast to discuss developing human intuition for autonomous vehicles.The conversation begins with James talking about leading the Harvard Business School soccer team to two National Championships and what he learned about teamwork as an Army Ranger in the German Federal Armed Forces.Being part of a team, being a leader does not mean that you are autocratic. The more important way to lead is by influencing. Being a solid part of the team, carrying your weight, and...
2021-03-02
51 min
The Road to Autonomy
Automating Grocery Delivery
Pradeep Elankumaran, Co-Founder & CEO of Farmstead joins Grayson Brulte on The Road To Autonomy Podcast to discuss automating grocery delivery.The conversation begins with Pradeep sharing how bad experiences with grocery delivery led to the founding of Farmstead. Armed with an idea, Pradeep posted the idea on Nextdoor Mountain View to see if there was a demand for his idea of a better grocery delivery experience. Indeed there was a demand. In 2 days, 200 new potential customers expressed interest in the idea.One of the key selling points to those potential Farmstead customers the substitution policy.W...
2021-02-23
42 min
The Road to Autonomy
Fashionably Late to Autonomy: Understanding Market Dynamics
Çetin Meriçli, Co-Founder & CEO of Locomation joins Grayson Brulte on The Road To Autonomy Podcast to discuss what he saw in the market when he launched Locomation into a maturing autonomous trucking market in 2018.The conversation begins with Çetin discussing growing up in Istanbul, Turkey, and how his family encouraged curiosity and asking questions to learn.Curious to us was something that was particularly promoted in our family. – Çetin MeriçliWith unlimited curiosity and an always learning philosophy, Çetin taught himself computer programing when his Uncle gifted him a small home computer.
2021-02-16
44 min
The Road to Autonomy
The Building Blocks of Mobility
Sahas Katta, Founder & CEO of Smartcar joins Grayson Brulte on The Road To Autonomy Podcast to discuss the building blocks of mobility – standardized APIs (Application Programming Interface).The conversation begins with Sahas discussing the founding of Smartcar and growing up in Silicon Valley. Growing up in Silicon Valley has its advantages as one is able to build and develop a network early in life.This network becomes extremely valuable as one is exposed to new and emerging technologies prior to individuals located in other geographical regions. Expanding upon this, Grayson asks Sahas when the automotive indust...
2021-02-09
40 min
The Road to Autonomy
Data is the New Space Race
Dr. Pippa Malmgren, Former Presidential Advisor, Economist, Best-Selling Author, and Policy Analyst joins Grayson Brulte on The Road To Autonomy Podcast to discuss why data is the new space race.The conversation begins with Pippa sharing insight into what her father, Mr. Harald Malmgren, a senior advisor to four consecutive U.S. Presidents (President John F. Kennedy, President Lyndon Johnson, President Richard Nixon, and President Gerald Ford) taught her about relationships.My dad taught me how important it is to have trusted relationships even with people who are your opponents. – Dr. Pippa MalmgrenWhen...
2021-02-02
36 min
The Road to Autonomy
The Brand is the Experience
Roger Webb, Lifetime Student of the Restaurant Industry joins Grayson Brulte on The Road To Autonomy Podcast to discuss why the brand is the experience.The conversation begins with Roger sharing the story of how he first met Dave Thomas, Founder of Wendy’s. Later he shares his experience of when he first joined Wendy’s as the company opened its third restaurant.Today there over 6,500 Wendy’s around the world and the brand is known and loved by millions of individuals. From the VP of Franchise to a Wendy’s franchisee, Roger had an incredible...
2021-01-26
39 min
The Road to Autonomy
Automating Fleet Optimization
Aarjav Trivedi, Founder & CEO of Ridecell joins Grayson Brulte on The Road To Autonomy Podcast to discuss how digitizing and automating fleet management leads to increase revenue and profitability for logistics and mobility companies.The conversation begins with Aarjav discussing the founding of Ridecell 1.0 in Atlanta, GA. The experience of waiting for the bus in the cold and not knowing if and/or when the bus would show up gave Aarjav the inspiration to change transportation.Three years in a row this experience on an almost daily basis grinds into you this feeling – there has got to...
2021-01-19
46 min
The Road to Autonomy
Thermal Imaging: Making Roads Safer
John Eggert, Automotive Business Development, FLIR Systems joins Grayson Brulte on The Road To Autonomy Podcast to discuss how thermal imaging is making roads safer.The conversation begins with John sharing his thoughts on the current state of the autonomous vehicle industry while looking back to 2015 when he first started his career in the industry.[The industry] has become a lot more professional. – John EggertToday, the industry as a whole is spending money more wisely. It’s maturing, but certain companies still do not have a path to profitability. Expanding upon this, Grayson...
2020-12-31
39 min
The Road to Autonomy
Disrupt Yourself or the Market Will
Chase Koch, President of Koch Disruptive Technologies (KDT), and Andrew Smith, CEO & Founder of Outrider join Grayson Brulte on The Road To Autonomy Podcast to discuss automation, partnerships, and the power of the Koch network for principled disruptive entrepreneurs.The conversation begins with Grayson sharing a high-level overview of Koch Industries and the company’s economic impact globally. Koch Industries is a private company that generates annual revenues of $115 billion according to Forbes and employs over 130,000 individuals in 70 countries around the world.Following the introduction of Koch Industries, Chase explains the Koch Laboratory approach to entrepreneu...
2020-12-22
48 min
The Road to Autonomy
What’s Next: Insight from an Angel Investor
Joshua Schachter, Investor, and Founder of Self Racing Cars joins Grayson Brulte on The Road To Autonomy Podcast to discuss what’s next and the current state of investing in the private markets.The conversation begins with Joshua sharing his thoughts on new trends that he is starting to see emerge and his philosophy regarding investing. One of his key investment traits is the emotional deal in which he invests based on his gut and intuition.Out of the two-hundred plus companies [that I have invested in] this has probably happened 6,7,8 times, but 5 of those have I...
2020-12-15
42 min
The Road to Autonomy
Gas Stations of the Future: Electric Charging Hubs
Colin Roche, Co-Founder & CEO of Swiftmile joins Grayson Brulte on The Road To Autonomy Podcast to discuss gas stations of the future - electric charging hubs.The conversation begins with Colin telling the story of how entering a raffle during a Christmas party and eventually winning an electric bike inspired him to co-found Swiftmile.Taking a step back in history, Colin shares the story of how he came up with the idea for Penagain during an all-day Saturday detention during High School. Penagain has gone on to sell millions of pens around the world. Colin tells...
2020-12-01
34 min
The Road to Autonomy
Shangri-La of Mobility: Robotaxis
Alvaro Ramis, VP of Business Development and Alliances, Bestmile joins Grayson Brulte on The Road To Autonomy Podcast to discuss why robotaxis are the Shangri-La of mobility.The conversation begins with Alvaro talking about his career which started in banking and later the travel industry, before joining the mobility industry. Throughout his career, Alvaro has always had a focus on innovation.My background is someone who feels extremely comfortable with uncertainty. – Alvaro RamisStaying on the theme of being extremely comfortable with uncertainty, Alvaro joined Car2Go in 2014 as Chief Marketing Officer. When he fir...
2020-11-25
39 min
The Road to Autonomy
Insurance Markets and the Digital Economy
Jillian Slyfield, Digital Economy Practice Leader, Aon joins Grayson Brulte on The Road To Autonomy Podcast to discuss the current state of the insurance markets and the digital economy.The conversation begins with Jillian sharing a high-level overview of Aon and the current state of the insurance markets.It’s the hardest market that we have seen in 25 years. – Jillian SlyfieldWith a hard market comes reduced capacity in the marketplace which leads to increased pricing for renewals.The markets are hardening with anywhere from 25-40 %, sometimes, even more, delivering at times a 7...
2020-11-10
35 min
The Road to Autonomy
Mobility SPACs: Hype or Reality?
David Welch, Detroit Bureau Chief, Bloomberg joins Grayson Brulte on The Road To Autonomy Podcast to discuss the mobility SPAC market.The conversation begins with David sharing his thoughts on the current state of the mobility SPAC market. He brings up the valid point of who is conducting the scouting and due diligence on the deals.Grayson then asks David about the supposed due diligence that Steve Girsky’s VectoIQ Acquisition Corp. did prior to merging with Nikola and taking the company public via a SPAC transaction. Building upon that conversation, David talks about the in-pro...
2020-11-03
46 min
The Road to Autonomy
Autonomous Trucking Logistics
Jordan Coleman, General Counsel and Vice President of Policy, Kodiak Robotics joins Grayson Brulte on The Road To Autonomy Podcast to discuss autonomous trucking logistics.The conversation begins with Jordan talking about his journey from corporate lawyer to start-up lawyer. His love of being a lawyer and working on transformative technology and what happened when Kodiak Robotics Co-Founders, Don Burnette, and Paz Eshel asked Jordan to join Kodiak as General Counsel.As my parents like to say, I was a lawyer when I was two-years old at the dinner table, well before I ever went to l...
2020-10-27
49 min
The Road to Autonomy
California's Electric Future
Russ Mitchell who covers the rapidly changing global auto industry (with special emphasis on California, including Tesla, electric vehicles, and driverless cars) at The Los Angeles Times once again joins Grayson Brulte on The Road To Autonomy Podcast to discuss California’s Electric Future.The conversation begins with a discussion about California Governor Newsom’s executive order to phase out gasoline-powered cars. Why this was politically savvy to appeal to the climate front, but the uncertainly that this will cause around the economics as an electric vehicle costs on average 30% more than a gasoline-powered car.Grayson a...
2020-10-20
44 min
The Road to Autonomy
Innovation Improves Lives
Jesse Blumenthal, Vice President, Technology & Innovation, Stand Together and Director, Technology & Innovation at the Charles Koch Institute joins Grayson Brulte on The Road To Autonomy Podcast to discuss how innovation improves lives.The conversation begins with a discussion around innovation in society and the positive impacts it has had throughout history.Innovator used to be basically a synonym for a heretic. An innovator meant someone who challenge[s] the King or challenged the Church. – Jesse BlumenthalAs more individuals are able to try new things, there are more attempts at innovation which has a positi...
2020-10-13
50 min
The Road to Autonomy
Global Perspective on Mobility and Cities
John Rossant, Founder & CEO of Commotion and Chairman of the NewCities Foundation joins Grayson Brulte on The Road To Autonomy Podcast for a global conversation about mobility and cities.The conversation begins with a discussion around public transportation in Paris, New York, and Los Angeles. Grayson and John discuss the culture of cities and why this is one of the main defining factors of how and why public transportation is used in cities around the world.From a discussion around culture and public transportation, Grayson shifts the conversation back to Paris where John started his career...
2020-10-06
47 min
The Road to Autonomy
Privacy-First Approach to Mapping
James Wu, CEO & Co-Founder of DeepMap joins Grayson Brulte on The Road To Autonomy Podcast to discuss mega-trends, high-precision maps, and DeepMap’s privacy-first approach to HD Maps.In this episode, Grayson and James discuss HD mapping and how HD maps are enabling all SAE Levels of autonomy. The conversation starts with James discussing why he founded DeepMap with Mark Wheeler in 2016 and the opportunity they saw in the market to increase HD map efficiency.The self-driving car problem is really hard. Hardest of all is driving without a map. It is an unsolved problem today...
2020-09-29
46 min
The Road to Autonomy
Culture of Safety and Innovation
Chuck Price, Chief Product Officer, TuSimple joins Grayson Brulte on The Road To Autonomy Podcast to discuss TuSimple's culture of safety and innovation.In this episode, Grayson and Chuck start by discussing the economics of applying autonomy to fleets of trucks. Grayson asks Chuck if TuSimple ever considered creating a self-driving car.In the founding of TuSimple, Chuck discusses why the founding team focused solely on trucking from day one. The team saw a difference in the economics of self-driving trucks.We did see a difference. We saw that there were specific economic p...
2020-09-22
39 min
The Road to Autonomy
Brands, Experiences and the Future of Mobility
Pete Bigelow, Senior Reporter, Automotive News, and Host of the Shift Podcast joins Grayson Brulte on The Road To Autonomy Podcast to discuss brands, experiences, and the future of mobility.In this episode, Grayson and Pete explore how autonomous vehciles will create new opportunities for brands to develop and curate bespoke frictionless experiences.From sports to outdoor adventures to luxury experiences, in the future, you will no longer have to worry about forgetting to pack an item for your trip.If you are taking a branded self-driving car to a football game, the vehi...
2020-09-15
47 min
The Road to Autonomy
Doing Good In The World
Jody Kelman, Director of Product Management, Self-Driving Platform, Lyft joins Grayson Brulte on The Road To Autonomy Podcast to discuss why self-driving cars are creating a better world.In this episode, Grayson and Jody discuss curiosity and how it led to Jody securing an internship in the Irish Government during college. After graduating from college, Jody packed up once again and headed to Uganda to join a Non-Governmental Organization (NGO).From a global curiosity conversation to a United States Presidential Transition, Jody has a deep understanding of global affairs and society in general.Br...
2020-09-01
42 min
The Road to Autonomy
Innovation is a Good Thing. Innovation is a Job Creator.
Jonny Morris, Head of Policy at Embark Trucks joins Grayson Brulte on The Road To Autonomy Podcast to discuss the intersection of policy, regulation, and technology.In this episode, Grayson and Jonny discuss the regulatory environment and the misconceptions around self-driving trucks. Jonny discusses the hurdles that need to be overcome before trucks are regularly driving autonomously on public roads around the United States.Building upon Jonny's background in The White House we dive into policy and discuss how self-driving trucks will create new jobs. With Embark's transfer hub strategy, Embark is creating new jobs in...
2020-08-25
40 min
The Road to Autonomy
Developing an Autonomous Future
Gopal Rajegowda, Senior Vice President at Related and a Managing Partner of Related Urban-Southeast joins Grayson Brulte on The Road To Autonomy Podcast to discuss how Related is developing for an autonomous future. In this episode, Grayson and Gopal discuss reimagining City Place in West Palm Beach, FL into Rosemary Square and the future of retail experiences.Gopal touches on the work Related did with Gehl to reimage public spaces, optimize green spaces, walkability all the while ensuring that the environment is welcoming and approachable for all ages. Continuing the conversation, Grayson and Gopal discuss the rumor...
2020-04-02
30 min
The Road to Autonomy
The Business of Self-Driving Cars
Russ Mitchell who covers the rapidly changing global auto industry, with special emphasis on California, including Tesla, electric vehicles and driverless cars at The Los Angeles Times joins Grayson Brulte on The Road To Autonomy Podcast to discuss the business of self-driving cars.In this episode, Grayson and Russ discuss the business of self-driving cars, Tesla’s bulls vs bears and Waymo’s recently announced $2.25 billion investment round from outside investors. As the funding conversation evolves, they touch on the possibility of Alphabet breaking out Waymo revenue and spinning out Waymo as a new publicly-traded company.Co...
2020-03-17
31 min
The Road to Autonomy
Henry Morrison Flagler and The Future of Mobility in Florida
Christopher Emmanuel, Director of Infrastructure & Governance Policy and Director of Autonomous Florida, Florida Chamber of Commerce joins Grayson Brulte on The Road To Autonomy Podcast following an afternoon spent at the Henry Morrison Flagler Museum in Palm Beach, FL.On the inaugural episode of The Road To Autonomy, Grayson Brulte sits down with Christopher Emmanuel, Director of Infrastructure & Governance Policy and Director of Autonomous Florida to discuss the innovations that Henry Morrison Flagler developed with The Florida East Coast Railway/Florida East Coast Hotel Companies and the impact that Flagler’s legacy has had on Florida.Bu...
2020-03-10
29 min
Beyond Streets
#050: AVs, Brands, and Trust - Grayson Brulte, Brulte & Co and Mike Scrudato, Munich Re (at AVS19)
Will there be a Napster of Mobility? SAFE Greg and Pete met up with Grayson Brulte (Brulte & Co.) and Mike Scrudato (Munich Re) at AVS 2019 to discuss the importance of brand trust for the adoption of AVs. In this episode we discuss the importance of branding for new technologies and Munich Re's new product, AVerified, which is meant to build trust in AVs through third-party verification.Keep up with Grayson on Twitter @GBrulte and on his website: https://www.brulteco.com/Keep up with Mike on Twitter @MJSdado3.As always, you can also keep up with the Mobility Podcast on...
2019-08-30
38 min