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 move? Or this another example of traditional automakers being unable to innovate a create new tech forward products? All this and more on this week’s edition of Autonomy Markets.
Episode Chapters
- 0:00 2025 Autonomy Markets Outlook
- 7:21 Share Buybacks
- 9:07 Traditional Automotive OEMs
- 15:07 Leaning into The Future
- 17:45 Tesla Q4 2024 Deliveries
- 18:35 Tesla FSD (Full Self-Driving) Take Rates
- 22:25 Tesla Cybertruck/Trump Hotel Attack
- 25:21 Elon Musk’s Focus on Policy
- 27:36 Beijing Gives Green Light to Autonomous Vehicles
- 30:46 Autonomy M&A
- 34:11 MAG 7
- 35:56 Waymo
- 37:32 Warning Triangles
- 42:19 CES 2025
