Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)
The Road to Autonomy Indices →
Joined November 2019
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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.
Special Field Correspondent @scotsrule08 recently rode in an @XPENG_Global G9L around Paris with Next Generation Pilot (NGP) engaged.
This is the Field Report.
In Austin, @Muse ordered our lunch and had it delivered via @goAutolane.
This is the Field Report.
.@Arm is projecting that the Physical AI compute market will grow from $25 billion today to $200 billion in the early 2030s.
Dermot O'Driscoll, VP of Go-To-Market for Physical AI at Arm, joined @gbrulte on The Road to Autonomy to discuss Arm's Robotics Capability Framework and the growing Physical AI market.
Episode Chapters
0:00 Growth of Physical AI Explosion
02:33 Arm's Heritage in Automotive & Mobile Compute
06:02 Why Low-Power Architecture Unlocks Robotics
08:00 Scaling Physical AI & Standardizing Capabilities
10:00 Arm's Robotics Capability Framework
13:35 Ecosystem Defragmentation
18:30 High-Performance Compute Constraints
22:00 Standardizing Robotic Architectures
25:19 Arm's Physical AI Business Unit
27:24 Comparing Physical AI Growth to Early Cloud Adoption
31:57 Robotaxi Compute Architecture
35:45 In-Vehicle Infotainment Experiences
37:56 $200B Compute Market Opportunity
42:26 Industrial Markets
47:34 5-Year Outlook for Physical AI
49:01 @AUTNMYAI
$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.
xitter.cf/Waymo/status/211248727…
🚨 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.
ALT Waymo Spain Company - The Road to Autonomy
🕵️ More Field Reports are on the way!
On my way to see @KRoelandschap in Amsterdam 🇳🇱
Another exciting Tesla FSD field report coming soon to the @RoadToAutonomy
According to @DerSpiegel, @VW has reportedly chosen @Wayve_AI to power L2+ ADAS for @Porsche and @Audi. Where does that leave @Mobileye?
@gbrulte and @WaltLightShed analyze the changing landscape on Autonomy Markets.
Curbside drop-off and pickup at @SATairport with @Waymo is a great experience.
Waymo opened public access on Wednesday, October 14th. We were there on Opening Day.
This is the Field Report.
$GOOGL
Announcements are one thing. Deployments are another.
The robotaxi number reported to the @TxDMV is not necessarily the number that is deployed.
@gbrulte and @WaltLightShed discuss the ever changing narrative around press releases on Autonomy Markets.
.@XPENG_Global is building a robotaxi business without plans to become the fleet operator.
On Autonomy Signals presented by @KPMG, @RobGsix and @gbrulte analyze XPENG's YOYO strategy.
$XPEV
This Week in The Autonomy Economy, presented by @Koop_AI the gap between autonomous hype and reality is growing.
roadtoautonomy.com/gap-betwe…
