Autonomy Markets: Qualcomm Sells the Chip While Mobileye Eyes the Fleet
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye‘s differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and the New York State Legislature failing to advance an autonomous driving bill.
As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts.
On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm’s automotive business climbs toward $10 billion by fiscal 2029.
Before segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla’s robotaxi turning one year old still short of 100 cars in Austin, Uber’s week of deals and Waymo pausing service around a World Cup stadium, on highways and in some cases heavy rain, leading the hosts to wonder if there is a sensor issue.
On the Foreign Autonomy Desk, China’s Autonomous Belt and Road Initiative continues to accelerate across the globe with Pony.ai launching commercial service in Singapore, Baidu partnering with Swiss Post and WeRide and Uber preparing to launch commercial service in Switzerland.
Episode Chapters
0:00 Back from Hiatus
01:46 New York Continues to Be Hostile to Autonomous Vehicles
05:07 Uber Continues Global Robotaxi Expansion
06:56 The Rise of Non-Binding MOUs
10:28 Waymo Opens Nashville Market
12:16 Waymo's On-Going Sensor Issues
14:53 Tesla Robotaxi One-Year Launch Anniversary
16:12 Mobileye's Robotaxi Fleet Ambitions
21:04 Qualcomm's Growing Automotive Business
28:50 May Mobility's European Expansion
35:36 China’s Autonomous Belt and Road Initiative Continues
36:47 Zoox Design Update
38:27 Nvidia's Neibus Investment
41:20 The Road to Autonomy Indices Launch
43:58 Next Week
Follow The Road to Autonomy Indices
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About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.
Sign up for This Week in The Autonomy Economy newsletter
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts.
On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm’s automotive business climbs toward $10 billion by fiscal 2029.
Before segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla’s robotaxi turning one year old still short of 100 cars in Austin, Uber’s week of deals and Waymo pausing service around a World Cup stadium, on highways and in some cases heavy rain, leading the hosts to wonder if there is a sensor issue.
On the Foreign Autonomy Desk, China’s Autonomous Belt and Road Initiative continues to accelerate across the globe with Pony.ai launching commercial service in Singapore, Baidu partnering with Swiss Post and WeRide and Uber preparing to launch commercial service in Switzerland.
Episode Chapters
0:00 Back from Hiatus
01:46 New York Continues to Be Hostile to Autonomous Vehicles
05:07 Uber Continues Global Robotaxi Expansion
06:56 The Rise of Non-Binding MOUs
10:28 Waymo Opens Nashville Market
12:16 Waymo's On-Going Sensor Issues
14:53 Tesla Robotaxi One-Year Launch Anniversary
16:12 Mobileye's Robotaxi Fleet Ambitions
21:04 Qualcomm's Growing Automotive Business
28:50 May Mobility's European Expansion
35:36 China’s Autonomous Belt and Road Initiative Continues
36:47 Zoox Design Update
38:27 Nvidia's Neibus Investment
41:20 The Road to Autonomy Indices Launch
43:58 Next Week
Follow The Road to Autonomy Indices
--------
About The Road to Autonomy
The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.
Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.
Sign up for This Week in The Autonomy Economy newsletter
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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