PLAY PODCASTS
The Road to Autonomy

The Road to Autonomy

421 episodes — Page 9 of 9

Ep 21Episode 21 | 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 entrepreneurship.We can give entrepreneurs with a lot of upside a place to experiment, grow, and transform their technology and their business model to help them unlock their potential. – Chase KochKoch Disruptive Technologies (KDT) vision is to be the preferred partner in accelerating value creation for principled disruptive entrepreneurs while helping to transform Koch Industries.Koch Industries success comes in part from the company’s Market Based Management (MBM) philosophy which was developed by Mr. Charles Koch. This same philosophy is applied to Koch Disruptive Technologies and the Koch Laboratory.It’s the whole Joseph Schumpeter model, disrupt yourself or the market will. – Chase KochKoch incentives every employee to create value not just for their P&L, but for the entire organization. Expanding upon this conversation, Chase explains Koch’s Republic of Science approach and how it benefits founders who work with Koch Disruptive Technologies.One of the companies that Koch Disruptive Technologies has invested in is Outrider. Andrew Smith, CEO & Founder shares his inspiration for why he founded Outrider and what the market opportunity is for Outrider.One of the biggest market opportunities facing today’s business leaders is essentially to reinvent how we move things, power things, produce things to support higher and higher standards of living. – Andrew SmithWhile leading an expedition to the Arctic National Wildlife Refuge to witness the caribou migration, Andrew came up with the idea for Outrider.Outrider is the perfect example of how innovation allows us to avoid unnecessary tradeoffs. – Andrew SmithGrayson asks Andrew, why yard automation. Andrew explains that there are over 10 billion tons of cargo moving around the United States on a daily basis. A majority of the cargo is moving over trucks and yard trucks are being used to move the trailers around yards.Automation has become more and more a key driver for our transformation vision across all of our businesses. – Chase KochThe partnership with Koch Industries gives Outrider a massive path to scaling operations. Andrew talks about his working relationship with Chase and how their organizations are working together.Chase expands upon Andrew’s thoughts and shares his own thoughts on the power of relationships and partnerships. Additionally, they discuss their mutual commitment to the environment and sustainability.The Koch Industries vision is applied to everything that Koch does:We want to create products, services, and solutions that are better than customers’ alternative but do this responsibility while always consuming fewer resources. – Chase KochOver the past five years, Koch Industries has invested over $30 billion in technology alone. This investment in technology is only going to continue to grow.Using fewer resources and being a sustainable company is one of the key goals of Outrider. Sustainability is core to who Outrider is as a company.Wherever your gift is, you have to lean into it. Where passion meets your gift, you have to lean into because that is how you are going to unlock your potential. – Chase KochPrior to founding Outrider, Andrew founded ATDynamics and sold it to STEMCO in 2015. During his time running ATDynamics, Andrew learned a lot and he shares his knowledge and how this experience prepared him for Outrider.To succeed in transportation logistics, it’s not just about fancy technology. It’s about reliability, simplicity, and durability. – Andrew SmithAndrew discusses why having the right investors is key to succeeding. The team at Outrider works closely with their investors including Prologis to ensure that the company is creating value.Prologis is working with Outrider to ensure that their warehouse yards are designed for yard automation. Increasing the efficiencies of the yard benefits both Prologis and their customers.Closing out the conversation, Chase and Andrew share their thoughts on the future of automation and supply-chain management.Recorded on Friday, December 11, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two b

Dec 22, 202048 min

Ep 20Episode 20 | 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 IPOed. – Joshua SchachterInvesting in tech start-ups is based on patterns and that is what Joshua looks for when he is making an investment.By the time people have identified trends, it’s a little lagging. – Joshua SchachterWhile fintech is hot now, it’s an area that Joshua is currently not investing in, despite his experience on Wall Street. Joshua spent a decade on Wall Street working for Morgan Stanley.Before fintech became an identified trend, Joshua’s long-standing relationship with Jack Dorsey led to an early investment in Square. This conversation evolves into a discussion about reputation and it’s importance in investing.I will absolutely take it on the chin to make sure that a founder is not screwed over. – Joshua SchachterWith a great reputation, one can build life-long relationships. To learn a new industry, one must invest. This is one of the main reasons why Joshua created Self Racing Cars. He wanted to develop relationships in a sector where he did not have any connections.Joshua goes onto explain what Self Racing Cars is and how his love of racing inspired the event. Grayson asks Joshua about how he is planning to maintain the homebrew club feel of the event as it scales and becomes more popular.This conversation evolves into the current state of markets. With a red-hot IPO market and stocks of electric vehicle companies soaring, Grayson asks Joshua to share his thoughts on the current state of the private market.It’s a much more slowly moving system. I think venture goes throw waves of contraction and relaxation. – Joshua SchachterAs a seed-stage investor, Joshua looks for companies that have a market value of $10 – $12 million. Investing at this stage is risky and takes years to realize returns.With the current global pandemic, Grayson asks Joshua what new opportunities might be bubbling up for investors in the private market. Additionally, why investors are following the herd mentality by investing large sums into loss-making electric vehicle startups.Expanding upon his thoughts, Joshua explains the difference between enabling and enabled companies. An electric vehicle start-up (excluding Tesla) is an enabled company as the companies depend on battery technology to create and deliver their product.There are still a lot of enabling technologies that have yet to be unlocked. In the future, new technologies will be invented which completely change the current state of the electric vehicle market.New technologies (such as autonomous vehicles) will become mainstream one day. But before they get there, there will be a massive round of consolidation in the industry. Grayson and Joshua have a lively discussion around investments in autonomous vehicle companies and the current state of the market.The shape of organizations will change as consolidation begins. Joshua explains the impact that this will have on the teams that are working on the technology. With Uber ATG being in the news (and eventually sold to Aurora), Grayson and Joshua discuss the program and why it was not in Uber’s best interest to start the program.Looking at programs and acquisitions, Grayson shares his thoughts on Zoox and why Amazon made a brilliant purchase. With Amazon being the “Everything Store”, Grayson and Joshua discuss why the Amazon Prime Mobility tier might one day become a reality.Looking at the competitive advantages that certain companies have as they look to enter the autonomous vehicle sector, Grayson discusses why the Apple Store will be one of Apple’s competitive advantages. Joshua goes onto explain Voyage‘s competitive advantage with master-planned communities. The master-planned community strategy was one of the main reasons why Joshua invested in Voyage.Closing out the conversation, Grayson and Joshua discuss the current state of the autonomous vehicle market and who will ultimately be the winners.Recorded on Friday, December 4, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter

Dec 15, 202042 min

Ep 19Episode 19 | Becoming a Chef: Timing, Passion, and Risk

Chef Hugo Bolanos, Executive Chef, and Co-Founder, Búho Rouge joins Grayson Brulte on The Road To Autonomy Podcast to discuss timing, passion, and risk.The conversation begins with Hugo sharing his memories of growing up in Guatemala and the influence that his grandfather and father had on his life.After a bad investment in textiles, Hugo’s father took a huge gamble and moved the family to America to provide his family a better quality of life for his family. Twenty years after moving to America, the family was able to achieve U.S. Citizenship.Wanting to achieve the American Dream, Hugo wanted to shoot for gold and enter the restaurant business by becoming a waiter at 17. At that time the required age to be a waiter was 21. During the interview, the manager of the restaurant offered Hugo an opportunity as a runner, but he had to prove himself.During that time in the kitchen, Hugo developed a relationship with Chef Fred Iwasaki who would become his very own “Mr. Miyagi”. Wanting to learn to be a chef, Hugo asked Chef Iwasaki to teach him.The Chef replied:I will not pay you anything. If you want to come in, I will pay you in lessons. You come in the morning, you clean the bathrooms, you clean the floors, and if you can hack it- at the end of the day I will teach you a lesson every single day.One day a chef did not show up for work and Hugo got his first big break as a Line Chef. When the restaurant closed its doors, Chef Iwasaki took Hugo to cook at the Oscars as part of the Wolfgang Puck Catering team. This was a life-changing moment for Hugo which would go on to alter the course of his career.At that time in his life, he wanted to work at the Cheesecake Factory, which was always busy and looked cool. Hugo went through six interviews, including a physiological test and he ultimately did not get the job.I tell myself all the time when I drive by the Cheesecake Factory, if I would have gotten that job, it would have changed my whole life. It would have taken me down a different road. – Chef Hugo BolanosAfter being turned down for the Cheesecake Factory job, Hugo received a phone call from his mentor, Chef Iwasaki, who invited him to join him once again cooking for Wolfgang Puck Catering. This time it was not for the Oscars, but a private party at the home of the actor David Carradine in Beverly Hills.Hugo was in charge of driving the catering van this evening. This evening turned into a make or break moment. When the party was over, backing out the van, Hugo crashed into Wolfgang Puck’s prototype Mercedes.With the fear of getting fired, Hugo went into the party to inform Chef Wolfgang Puck that he had crashed the van into his car. Wolfgang asked if was OK and told him that it was fine.You have to get over your own fears to see what you are capable of. – Chef Hugo BolanosThe next day, Hugo had to report to Spago for a demo for Chef Charlie Trotter. Feeling like “death”, Hugo shows up and has no idea what is about to happen. Will his parents get a phone call. Will he lose his job. What will happen?During this time, Wolfgang Puck and Chef Lee Hefter were talking about the event and how it went. Wolfgang told Chef Hefter about the incident which did not go over well, to say the least.As Wolfgang makes the rounds during the demo, he locks eyes with Hugo and says:You are that stupid kid who hit my car.Wolfgang calls over Chef Hefter, who respects Hugo for the fact that he showed up at Spago after the incident. Chef Hefter transferred Hugo from Catering to Spago to repay the debt. Once again it was about timing as Hugo owned the situation.Hugo ended up spending 10 years at Spago working his way up to #3 in the kitchen. When famous chefs such as Daniel Boulud or Alain Ducasse would visit Spago, Hugo would ask to join their operations for a summer to learn new cooking techniques.He made it happen and paid his own way. The world’s kitchens were Hugo’s internship.You cannot cook great food or give a great experience unless you received that great food. Received that great experience and seen that for yourself. – Chef Hugo BolanosFrom Spago, Hugo transferred to the Hotel Bel-Air where he created the annual End-of-Summer Barbecue. This conversation evolves into a discussion around not giving up when facing obstacles in life.With COVID-19 impacting the world, Hugo’s dream of opening his own restaurant was starting to diminish. Having to make a big life decision, Hugo pivoted and shifted to a takeaway restaurant business – Búho Rouge.With takeaway food, packaging and ingredients are crucial. Grayson and Hugo have an in-depth conversation around packaging and foods that can be packaged for takeaway and delivery.Building upon packaging, Grayson asks Hugo for his thoughts on cloud kitchens and what the experience will look like for customers when the food is delivered.I am looking for whatever that next platform is. – Chef Hugo BolanosClosing out the conversation, Grayson and Hugo discuss culinary exper

Dec 9, 202055 min

Ep 18Episode 18 | 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 the story of how he grew the business, secured manufacturing, and had a positive impact on society.Grayson steers the conversation back towards Swiftmile and asks Colin about one of his first bosses, Alex Edelstein who told him to:Go Make Something Happen. – Alex EdelsteinLater Alex Edelstein became the first investor in Swiftmile after a dinner in which Colin said:What if the world really adopts these PETS (personal electric transports)? – Colin RocheAlex wrote the check on the spot, reinforcing the strength of life-long relationships.2015 was a banner year for Swiftmile as the company raised its first investment and was one of the winners of Verizon’s Powerful Answers contest. Swiftmile won $250,000 and developed a long-term relationship with Verizon.What is the big picture? How can we impact the world? – Colin RocheColin asked this question to his team prior to entering the contest. Today, Swiftmile is having a positive impact on the world by increasing renewable transportation in cities around the world.With investment and guidance from Thayer Ventures, Swiftmile is expanding into the hospitality industry.A big part of our plan is working with hotels. – Colin RocheBy having a micromobility hub at the hotel, guests will be able to experience cities in new and fun ways with little to no friction. The hubs will end up becoming part of the experience and integrated into the hotel’s guest app.Micromobility solutions are also being deployed on Military bases to assist troops moving around the base. Colin discusses Swiftmile’s current deployments at U.S. Military bases and the positive impact that their solution is having on base life.From cities to hotels to Military bases, Swiftmile is aiming to become the gas station for micromobility solutions.Swiftmile will become a gas station for scooters. – Colin RocheBuilding upon this comment, Colin expands upon this statement while taking history into account. This evolves into a conversation about Standard Oil and the initial roll-out of Standard Oil gas stations.Grayson raises the question, what would Standard Oil be without Henry Morrison Flagler? Would there have been vertical integration and distribution innovation that would have allowed Standard Oil to stay ahead of the competition?Staying ahead of the curve, Swiftmile is planning to add new forms of charging to the stations while planning for the eventual consolidation in the micromobility industry.Closing out the conversation, Grayson asks Colin about the economics of micromobility charging and why charging infrastructure is one of the keys to enabling profitable scooter deployments.Recorded on Tuesday, November 17, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Dec 1, 202034 min

Ep 17Episode 17 | 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 first tried a free-floating car-share service, Alvaro thought the following:It was that moment when I opened that car with my app that the lights turned on. I walked into the vehicle and the panel told me hello with my name. I was like man, this is the future. I fell in love. – Alvaro RamisBringing this conversation full circle, Grayson asks Alvaro about the current state of free-floating car sharing. The market is stagnating due to competition from Uber and Lyft and the inherent asset-heavy business model.Staying on the topic of asset-heavy business models, Grayson and Alvaro discuss who is going to own the autonomous vehicles on their balance sheet. Will it be the banks? Will it be rental car companies?Alvaro go into discussing who will “go to school” to learn the model of asset-heavy mobility as the industry and venture capital firms continue to focus on asset-light companies. Without the asset, there is no mobility service.The future of mobility is about electric, shared, and autonomous. – Alvaro RamisWhile the future may be electric, shared, and autonomous, it has to be profitable. As autonomous mobility companies continue to focus on the robotaxi business, they are starting to diversify into trucking as there is a clear path to revenue and profitability.Waymo has their Waymo Via service which is focused on the delivery of goods and Aurora is now expanding into self-driving trucks. Both Waymo and Aurora were solely focused on the robotaxi market until the path to revenue and profitability was marginalized for the short-term.The end game is the robotaxi. That is the big prize. That is the Shangri-La of mobility. It’s the biggest market by a lot. – Alvaro RamisIs there a path to profitability in the robotaxi business? With highly indebted businesses, Alvaro makes the comparison to the telecommunications industry.Grayson agrees with the comparison, but he states the case that the robotaxi business will not spit-off nearly as much cash as the AT&Ts and Verizons of the world. Robotaxi companies will not be able to pay a 4%+ dividend.However, the Beep's and Voyages of the world which operate in controlled environments with captive audiences will be able to generate large amounts of cash and eventually become extremely profitable.Once you have an enclosed environment, you can add more services around it. Also, you are not fighting for that customer in a similar environment that you would have in a traditional ride-hailing market where you would have to buy the supply and demand which is a race to the bottom. – Alvaro RamisAutonomous vehicle companies operating in these environments will not face the same customer acquisition costs as the robotaxi business.However, a majority of autonomous vehicle start-up founders are still attracted to Shangri-La, while Oliver Cameron, CEO of Voyage is instead focused on the riches in niches business model.Building upon the business model conversation, Grayson asks Alvaro about the current state of autonomy in Europe. Europe is behind the United States in terms of funding, deployments, partnerships, and legislation.To operate an SAE Level 4 autonomous vehicle in Europe today, companies have to apply for an exemption. This process is cumbersome and challenging with national security issues playing a large role.National Security is a huge issue for the deployment of autonomous vehicles. Grayson and Alvaro go on to have an in-depth conversation about national security and what has to be done to ensure that remote operations of AVs are secure.You cannot allow artificial intelligence or autonomous vehicles to decide where to go when a terrorist attack happens in a city. – Alvaro RamisThe issue of terrorism and the potential of a terrorist attack is very real and it is an issue that the autonomous vehicle industry needs to plan for as they build out their remote operations. As part of VW’s autonomous vehicle deployment for the 2022 World Cup in Qatar, the Government required remote operations in case of a potential incident.Closing out the conversation, Grayson and Alvaro discuss the development and deployment of autonomous vehicles in China.Shangri-La is not technology per se, its the problems that it solves. – Alvaro RamisRecorded on Thursday, November 12, 2020--------About The Road to AutonomyThe Road

Nov 25, 202039 min

Ep 16Episode 16 | American Success Story: AutonomouStuff

Bobby Hambrick, Founder & CEO, AutonomouStuff and Chief Autonomous Officer, Hexagon joins Grayson Brulte on The Road To Autonomy Podcast to discuss the founding of AutonomouStuff, the acquisition by Hexagon, and why AutonomouStuff is an American success story.The conversation begins with Bobby telling the story of how he founded AutonomouStuff in a barn in his backyard and eventually sold his house and rental properties to scale the company.I was born with this natural innate motivation and this drive to succeed. I have always taken this fearless approach to accomplish whatever task I had on hand. – Bobby HambrickAs the company grew, Bobby reinvested every dollar that the company made back into the company to help it grow. He grew the company without venture capital as he invested in himself and his company. Every month Bobby operated the company it was was profitable.The conversation naturally evolves into SPACs and why companies are going public with little to no revenue and zero profitability. Grayson and Bobby discuss the importance of operating a business that is profitable.Building upon this, Bobby shares an insightful story from when he was interviewing an engineer who did not know how to use tools. This opened his eyes in a meaningful way.Hard work and common sense can get you a long way. To be a successful entrepreneur, being smart is not enough. You have to be able to understand how things work and even more important is the power of the relationships that you have. – Bobby HambrickThe ethic of hard work was ingrained into Bobby during his time growing up in the Midwest. The Midwest historically has had a reputation of hard work. Understanding this, Bobby founded and scaled the company in Morton, Illinois.As Bobby was contemplating selling the company to Hexagon he thought about the following:If I am going to sell to a larger company, I want to take care of the people who helped me. They are like family to me. – Bobby HambrickAs part of the transaction, there was a clause that AutonomouStuff would stay in Morton for good. The impact that AutonomouStuff has had on the town of Morton cannot be measured. It is felt at the dinner table when employees discuss building the future and their travels around the world.CES 2020 was one of those moments when it all came together when Hexagon showcased AutonomouStuff right next to the Google installation. Bobby goes on to explain that is merely just the beginning for AutonomouStuff. With the resources of Hexagon, the future is extremely bright for AutonomouStuff.While the future is bright for AutonomouStuff, the rest of the industry is going through growing pains.This is marathon This is not a sprint to whoever can show the best concept of driving around in the urban area. This is a serious business, people are spending billions of dollars and now they are realizing that it is not that easy.This is probably one of the biggest engineering challenges of mankind. – Bobby HambrickClosing out the conversation, Bobby shares his advice for entrepreneurs who want to start their own business while staying true to their roots.Recorded on Friday, November 6, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Nov 17, 202036 min

Ep 15Episode 15 | 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 70% year-over-year increase in costs. – Jillian SlyfieldThe hardening markets are not just leading to price increases for companies, insurance companies are also reducing their capacity. Aon is working with it’s clients to ensure that they are prepared for the current state of the insurance markets.The current state of the insurance markets conversation evolves into one about being underinsured. With significant price premium increases, some companies are having to make hard decisions about how much insurance they can afford and what to do to ensure they are still properly insured for risk.The insurance market is currently facing the “perfect storm” due to the current state of the world. Jillian dives into the issues that are affecting the insurance markets, which is leading to increased premium increases.It all flows up to the reinsurance markets, very data driven underwriting in that space. – Jillian SlyfieldAs more certainty comes into view on monetarily policy and elections, the insurance markets should start to stabilize. Monetary policy and elections have direct effects on markets across the globe.Looking at the capital markets, one of the biggest trends of 2020 has been SPACs (Special Purpose Acquisition Company) which have raised $51.3 billion this year as compared to $111.6 billion raised in traditional IPOs.Grayson asks Jillian how the insurance is different for SPACs as compared to traditional IPOs and how underwriters view the risk of SPACs.Interestingly the markets see SPACs being less risky than a traditional IPO, which can be very positive. – Jillian SlyfieldThe biggest risk for a company going public either through a SPAC or a traditional IPO is the D&O (Directors and Officers) insurance. For a company going public, insurer selection is extremely important and that the carrier understands your business model and industry.Aon works with their clients to ensure that if this then that scenario happens, their clients are fully protected with the right insurance.Claims occur all of the time. That is why the insurance is there. That is why you have strong advisors like Aon beyond you. Should something arise, you get the best counsel possible. – Jillian SlyfieldStaying on the theme of working with clients, Grayson asks Jillian how Aon works with underwriters to properly insure asset-light companies. The risk issues, the data used for underwriting is different for asset-light companies.Jillian gives a masterclass on how insurance can be used to protect third-party transactions such as Airbnb and Uber. Looking to understand these asset-light businesses, underwriters are actively using the products and services to fully understand the business.By driving for Uber or listing your home on Airbnb, underwriters are experiencing how the business operates first-hand and what potential risks are associated with the business model. This hands-on approach allows underwriters to properly understand the risk.With an autonomous future on the horizon, Grayson and Jillian discuss what happens when autonomous vehicles are operating in cities around the world. Autonomous vehicles do not get distracted or sleepy, which will lead to a decrease in claims.Jillian goes onto explain how insurance carriers are planning for a future with autonomous vehicles and who will be responsible for the risk and pay the insurance premiums.Expanding upon this conversation, Grayson and Jillian discuss how underwriters are looking at insuring self-driving trucks and delivery bots.Closing out the conversation, Grayson asks Jillian what impact will mobility and innovation have on the broader insurance market over the next 25 years.Recorded on Tuesday, October 20, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Nov 10, 202035 min

Ep 14Episode 14 | 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-progress Nikola / GM deal that has yet to close.Expanding upon the conversation around Nikola and GM, Grayson asks David if Nikola would even have made it through a traditional IPO. David does not think Nikola would have made it through a traditional IPO process.David suggests that GM originally did the deal with Nikola because the company had a hot stock at the time. Was the Nikola stock craze driven by retail investors on Robinhood? Perhaps, but we do not know.Now SoftBank and Apollo Global Management have announced that are launching SPACs.Real money is getting into the game. To me, that is a good sign. Those guys are professionals who invested in everything from publicly traded stocks already to startups and other private players.They have made a lot of money so it’s more clear that they know how to do due diligence.It’s a better bet than the more well-known SPACs that are out there. – David WelchCould this be a trend of blue-chip investment companies investing in less-risky electric mobility companies? BlackRock has invested billions in Rivian and Arrival. Both companies are being deemed less-risky than other mobility start-ups by the market. Rivian also has backing from Amazon.Staying on the Amazon theme, Grayson and David discuss Amazon and mobility. What are the plans for Zoox? Will Amazon end up acquiring Rivian? Does Amazon introduce a mobility Prime service in the future powered by Zoox?Amazon could have their own competitor to Uber and Lyft with Zoox controlled self-driving vehicles. – David WelchBut who wants to own and manage the fleet? Does someone buy Hertz out of bankruptcy to carve out an autonomous vehicle management business? Or does Penske expand outside of trucks into autonomous vehicles?Rounding out the fleet management conversation, Grayson asks David to share his thoughts on the Great Pivot from Self-Driving Cars to Self-Driving Trucks. The two discuss the economics of self-driving trucks and how the business has a path to profitability.Did this path to profitability, impact Waymo’s decision to introduce self-driving trucks as the Waymo Via service? Grayson and David discuss Alphabet’s appetite to continue investing in Waymo without revenue.When Alphabet breaks out Waymo revenue for the first time, it will have a positive impact on Alphabet’s stock price. One just has to look to the time when Amazon broke out AWS (Amazon Web Services) revenue and the impact the revenue breakout had on Amazon’s stock.While Waymo is developing the Waymo Driver, Embark, Kodiak, and TuSimple have been focused solely on trucking from day one. Does this give them a competitive advantage? Perhaps.Grayson and David go on to discuss the Universal Driver debate and how developing autonomous technologies for trucks operating on highways is different than developing the tech for dense urban environments such as San Francisco.Staying on the theme of companies that are developing the Universal Driver, Grayson and David discuss Aurora and their many pivots. The two discuss Aurora’s business model and their seemingly never-ending stream of partnerships with no commercially viable products. Evolving into a larger discussion, the two discuss the need for partnerships in the autonomous vehicle industry.Closing out the conversation, Grayson asks David when Tata Motors will make a move and introduce self-driving Jaguars and Land Rover Range Rovers through a partnership with an autonomous vehicle company.Recorded on Friday, October 16, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Nov 3, 202046 min

Ep 13Episode 13 | 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 law school. – Jordan ColemanExpanding upon the dinner table conversation, Grayson asks Jordan to dive into family dinners and to share his insight into what his family would discuss over dinner. Jordan credits his parents and family for encouraging him to explore intellectual curiosity and have healthy debates.My dinner table was a debate club, my dinner table was public speaking 101 and my dinner table was definitely law school 101. – Jordan ColemanThe conversation evolves from the dinner table to a discussion on why autonomous trucks and what problems autonomous trucks can solve. The impact autonomous trucks will have on the economy and society as a whole.The economy can not function well without a well functioning logistics system. – Jordan ColemanAutonomous trucks will make the roadways of the United States safer for every single driver and passenger on the road. Autonomous trucks will be safer than human drivers as they do not get distracted, they do not drink and drive and they do not tailgate.For individuals who grew up in the ’80s with a third-row rear-facing seat in the back of their parent’s station wagons commonly known as the way-back, don’t worry your children will still be able to play the “Truck Honk Game”.There is nothing more mom and apple pie Americana than pulling the old air horn sign and the truck honking that horn. – Jordan ColemanThe perception team at Kodiak is actively working on ensuring that when a child does the “Truck Honk” arm pull, the autonomous truck will honk.In addition to working on the “Truck Honk”, Kodiak is actively delivering loads in Texas and learning how to operate in Texas. Kodiak is developing a technology that is solving pain-points and ensuring customer happiness.While Kodiak is purely focused on highway driving for autonomous trucks, a majority of the autonomous industry is focused on passenger vehicles in dense urban environments such as San Fransisco. San Fransisco is a notoriously complex city to drive in (both human and autonomously), not to mention a stringent regulatory environment.With the uncertainty around business models and the complexity of driving in dense urban environments, Grayson asks Jordan about “The Great Pivot to Autonomous Trucking” and why companies are pivoting from passenger vehicles to trucks.Part of the pivot is being driven by the economics of autonomous trucking as there is a clear path to profitability. The other part of the pivot is being driven by the fact that autonomous highway driving is an easier problem to solve than driving in dense urban environments.Then there is the opportunity based on trends, the growth of e-commerce, and cooking at home with farm-to-table ingredients. These goods and ingredients are shipped to consumer homes on trucks.Wrapping up the conversation, Grayson and Jordan discuss the economics of autonomous trucks, the trend of asset-light businesses, and why autonomous trucking as-a-service will become a reality in the future.Recorded on Tuesday, October 13, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Oct 27, 202049 min

Ep 12Episode 12 | 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 and Russ go onto discuss why this might create a grey market for gasoline-powered cars and what the supply chain for electric vehicles currently looks like in the Congo and China.Following on this topic, they go onto discuss the conditions in which these minerals are mined, and if consumers will take the same active approach to blood cobalt as they took to blood diamonds and demand ethical mining.Russ who lives in Berkeley, CA says that his friends who drive electric vehicles have not even thought about the ethical mining of cobalt. Companies are currently focused on shoring up the mineral supply chain at the moment.While the supply chain and the ethical mining of minerals for electric vehicles remain a concern, the bigger question still remains: “How do you recycle electric vehicle batteries”. Grayson and Russ go onto to discuss this issue and how EV batteries can be reused for backup batteries for homes.In California, Toyota and Honda were the top two selling brands in 2019, accounting for over 30% of all new vehicles sold in the State. Grayson and Russ go onto discuss why Toyota and Honda have to start investing in fully-electric vehicles today to not lose market share in California when new gasoline-powered car sales are banned.In the late 2000s, the Toyota Prius was the “It Car” when it became a Hollywood status symbol thanks in-part to Leonardo DiCaprio who was driven to the 2008 Oscars in a Prius. Not to mention the thousands of photographs of him driving around LA in the car.Today, Toyota no longer has the “It Car”, but they popularized the idea of driving an environmentally friendly car. The current “It Car” is Tesla.While California may be on the edge of emerging trends, consumers are still not sold on electric cars. Only 2% of the 17 million light cars and trucks sold in the United States in 2019 were electric.Could this be due to charging and charge time? Grayson and Russ discuss why consumers want to charge quickly and efficiently. This conversation raises the question, can the energy grid handle an increase in new electric vehicles?With new electric vehicles coming on the market, Grayson and Russ discuss what the market would look like without Tesla’s Model 3. They go on to discuss how Elon Musk built Tesla into a brand that is a lifestyle choice for millions of individuals.Grayson goes onto discuss how Elon Musk captured the public’s imagination that an electric can be cool, part of your lifestyle, accessible and approachable.This evolved into a deep conversation about Tesla and what Elon has to do to continue to dominate the public’s imagination on electric vehicles. While the public’s imagination is important, quality control is even more important.Wrapping up the conversation, they discuss the current state of the electric vehicle market and when brands such as Porsche, Land Rover, and Mercedes will make their big moves to gain EV market share from Tesla.Recorded on Tuesday, October 6, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Oct 20, 202044 min

Ep 11Episode 11 | 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 positive impact on society. Following on this trend, the conversation expands to platforms and how they grow knowledge in society through access to information.Today billions of individuals around the world access information through a simple search or a scroll of a newsfeed. But in 1992, that was not the case as only 10 million individuals around the world had Internet access. In 1994, only 24% of Americans had a computer at their home.During the Clinton Administration, President Clinton and Vice President Gore encouraged the private sector to lead on the internet and develop technologies that will help usher in the “New Economy”.It is the policy of the United States that the private sector should lead on the internet. Internet innovation should be lead by the private sector and not the public sector.During the mid-’90s, consumers did not have a credit card on file. There was a healthy level of skepticism about doing business online. This all changed when the Clinton Administration stepped up and lead on innovation.Staying on the topic of policy and innovation, Grayson and Jesse discuss the AV Start Act and why a national framework for autonomous vehicles is needed. Individuals do not think about driving from Boston to New Hampshire, but without a national framework, they will have to as the autonomous vehicle will not be able to travel over State lines.While there is the national issue of an autonomous vehicle framework, there is the California State issue of Prop 22 and AB5. AB5 came to be law because of special interests and their desire to curtail the rapidly growing gig economy.While special interests and the politicians who they back are trying to slow down innovation, entrepreneurs across America continue to innovate and look to the future.Tech Moves Faster than Government and that is a good thing. – Jesse BlumenthalStaying on topic. Grayson and Jesse discuss the politics of ride-sharing, the gig economy, and the economic impact on society. The gig economy gives individuals flexibility and voters value flexibility.With voters valuing flexibility, they also value their privacy. Apple has clearly demonstrated that consumers value privacy. While this approach works for Apple, it might not work for other companies.Apple’s approach to privacy will benefit the company if and when they decide to introduce an autonomous vehicle service.Closing out the conversation, Grayson and Jesse discuss what can be done to ensure that America continues to lead on innovation. Innovation that will improve lives and create new opportunities for entrepreneurs to build companies with outcome-based approaches.Recorded on Tuesday, September 29, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Oct 13, 202050 min

Ep 10Episode 10 | 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 as the Europe Editor of BusinessWeek. While in the City of Lights, John saw the oncoming decline of print and joined the Publicis Groupe after a meeting and long negotiation with Maurice Lévy.After several years of leading communications and public affairs, John became Executive Chairman of PublicisLive, producer of the annual World Economic Forum in Davos, Switzerland. John shares his insights into Davos and how logistically challenging it is to put on the World Economic Forum each and every year.Putting that all together is like putting a man on the moon in terms of complexity. – John RossantStaying on the theme of the World Economic Forum, Grayson asks John to share his thoughts on the 2021 WEF Theme; “The Great Reset“. John shares his thoughts on what a dense urban environment will look like in a post-COVID world.The conversation veers into a conversation about travel and virtual reality. John believes the future will be defined in a metaverse world. Grayson follows up by asking John about what impact a metaverse world will have on cities.I find the idea of putting on a headset and walking down a canal in Venice in a three-dimensional way is pretty interesting. – John RossantKeeping with a global flair, the conversation shifts into Saudi Arabi where Crown Prince Mohammad Bin Salman Al Saud is developing a city for the 21st Century with 21st Century technology from the ground up called NEOM.NEOM imagines a city that does not have to built around the motor car. In fact, there won’t be a place in NEOM for the individually owned motor car. – John RossantThe idea of NEOM is to build a city from the ground-up that takes into account two of the big mega-trends of the modern world: mobility and energy.Combining all of John’s career experiences, John and Grayson discuss the founding on CoMotion and why John chose to build the company in LA.If LA could change, any city could change. – John RossantStaying on the theme of LA, they discuss what LA will look like in the future and the role Urban Air Mobility will play in moving goods and individuals around the city.With the 2028 Summer Olympics coming to LA, they discuss what transportation will look like for spectators who come to LA to enjoy the experience of watching the Olympic Games in-person.Wrapping up the conversation, John shares his vision on the future of mobility and cities.Recorded on Tuesday, September 15, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Oct 6, 202047 min

Ep 9Episode 9 | 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. - James Wu, CEO & Co-Founder, DeepMapWithout a highly accurate map that updates in real-time, self-driving cars do not have a prior understanding of the environment. Self-driving cars use HD maps to increase efficiency and safety.A 2019 Harvard Business School Case Study on DeepMap detailed the following:Self-driving is not just a technology challenge. It’s also an economic challenge, an infrastructure challenge, a public safety challenge, and a marketing challenge.  This challenge is shared amongst every organization working on self-driving technology. DeepMap is betting big on the trend towards a self-driving future. We firmly believe mapping is critical for increased safety and reliability, at an affordable cost.James Wu, CEO & Co-Founder, DeepMap as featured in the Harvard Business School Case Study: DeepMap: Charting the Road Ahead For Autonomous Vehicles (2019)It is not just Harvard Business School that is taking notice, Wall Street is also paying attention. Goldman Sachs invested in DeepMap as part of its Series B round in 2019. James speaks about what it is like to have Goldman Sachs as an investor.[Goldman Sachs] is able to offer us a broader of the global market for autonomy. They also provide support for strategic partners. - James Wu, CEO & Co-Founder, DeepMapThe investment in DeepMap was not Goldman Sachs’ first investment in autonomy. In 2007, Goldman invested $100 million in Mobileye. Mobileye was later acquired by Intel for $15.3 billion in 2017.DeepMap’s mapping service provides a solution for all levels of autonomy.We must get L2 + right if we are going to reach Level 4 or 5. - James Wu, CEO & Co-Founder, DeepMapHD Maps enhance the safety and reliability of Level 2 autonomy for drivers around the world. The conversation then naturally evolves into how to create an HD map and how the map updates in real-time.Bringing the conversation back to the business of mapping, Grayson asks James why he made the decision to focus on privacy by allowing DeepMap’s customers to own the data generated by DeepMap’s HD mapping service.Closing out the conversation, Grayson asks James what the future holds for DeepMap.Recorded on Tuesday, September 22, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Sep 29, 202046 min

Ep 8Episode 8 | 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 pain points in trucking. Robotaxis were solving a problem that didn't appear to exist.It was a fantasy, it was science fiction. It was a future were cities did not have to have individually owned cars. Where parking issues would be resolved. This is a grand vision without clear economic drivers. - Chuck Price, Chief Product Officer, TuSimpleThe conversation then veers into the universal driver debate and the great pivot to self-driving trucks from self-driving cars. Chuck shared his open and honest opinion on the universal driver.I do not believe there is such a thing as a universal driver. It's a marketing term. - Chuck Price, Chief Product Officer, TuSimpleWrapping up the conversation around the economics of self-driving trucks and why the universal driver is not the correct approach, the conversation shifts to TuSimple's culture of safety and innovation.TuSimple has a corporate culture of safety which they call 'SafeGuard". SafeGuard applies to every single employee in the company no matter what their job function or title is. From the individuals working on the trucks to the engineers writing the code to the executives leading corporate strategy, each and every employee is measured on their contribution to safety.What Did You Do To Contribute to Safety? - Chuck Price, Chief Product Officer, TuSimpleSafety is built into every aspect of what the company does, from the office to the depots to the on-road deployments. Drivers and safety engineers (Left and Right Seaters) go through six months of formal training before they are even able to touch the autonomy in the truck. Each and every safety driver goes through a drug test prior to being allowed in the vehicle.TuSimple treats it's drivers as Blue Angels as the company requires them to operate at the highest ability at all-times. When drivers and safety engineers leave the depot, they are monitored in real-time with in-cabin monitoring and drive cams to ensure the highest level of safety.The culture of safety and innovation is attracting partners such as UPS, Penske, U.S. Xpress, and McLane Company Inc. to work with TuSimple. As TuSimple scales, the company is working with Navistar to develop SAE Level 4 self-driving trucks at the factory which are safety certified.Rounding out the conversation, Grayson and Chuck talk about the economics of self-driving trucks and how TuSimple Self-Driving Trucks can show an ROI after the first 24 months of purchase. Recorded on Tuesday, September 8, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Sep 22, 202039 min

Ep 7Episode 7 | 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 vehicle will be stocked with all of the items you need for tailgating experience. No more worrying about who will be the designated driver, no more worrying about traffic or who is going to go to the store. The entire experience will be managed by the sports team.Continuing on the brand theme, Pete and Grayson discuss how FCA created shareholder value by spinning out Ferrari as a publicly traded company. The conversation then veers into the value of the JEEP brand and if FCA might spin JEEP out as a separately publicly traded company as well.Could FCA make the decision to spin-out JEEP and then announce and all-electric JEEP to capture the market’s excitement for electric vehicles and better position the company to compete with Rivian?The conversation then evolves into a deep dive discussion around electric vehicles, the EV supply chain and the current state of the EV market. What automaker will make the most strategic move to capture market share? Did GM outmaneuver Ford on electric vehicle strategy? Pete and Grayson debate and discuss EV strategies and how these strategies will effect the future of autonomy.Rounding out the conversation, they discuss the industry’s desire to have passengers face each other in SAE Level 4 autonomous vehicles. Where the autonomous vehicle industry is heading and what the future holds for autonomy.Recorded on Monday, September 7, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy podcast and 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.

Sep 15, 202047 min

Ep 6Episode 6 | California's Prop 22

Mike Murphy, Political Strategist and Co-Host of Hacks on Taps joins Grayson Brulte on The Road To Autonomy Podcast to discuss the political implications of California's Prop 22 on the rideshare industry and the gig economy.In this episode, Grayson and Mike dive deep into California politics, as Mike pulls back the curtain on how a referendum campaign is managed. While trends fashion trends might start in California, political trends also start there and spread across the globe.With the introduction and passing of AB5 in 2019, politicians in California declared war on jobs and the gig economy. Prop 22 is on the ballot for November 2020, which would define rideshare and delivery drivers as independent contractors.As we dive deep into policy, Mike discusses how political consultants are in the back-channel discussion business. The fine line they walk before scrambling to launch a political initiative.This is why it is always a smart idea to play tough from the beginning. It saves, time, headaches, and money.Recorded on Monday, August 31, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Sep 9, 202040 min

Ep 5Episode 5 | 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.Bringing the conversation full-circle, we shift into why it is important to take the first meeting with interesting individuals and how that openness led to Jody and Grayson’s friendship.The conversation then shifts to a hyper-local conversation focused on self-driving developments. As Lyft beings to roll-out self-driving technology, the company is working to ensure a safe, clean ride experience.From the student who can now visit a museum to an entrepreneur who opens an autonomous in-vehicle nail-salon. The possibilities of what self-driving cars can enable are endless.For children, self-driving cars can unlock unlimited possibilities to experience new learning environments leading to a life long love of learning and curiosity.Curiosity can take you around the world. Curiosity can take you to the ocean to study marine biology. Curiosity will take you anywhere you want to go. The Lyft self-driving network will make unlocking curiosity possible for millions of individuals around the United States.Recorded on Monday, August 24, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Sep 1, 202042 min

Ep 4Episode 4 | 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 the trucking industry.The Embark model is a transfer hub model that combines the strengths of the traditional truck driver with the strengths of an automated driving system. The automated driving system does not get distracted and can drive long periods of time. When the self-driving truck arrives at an Embark transfer hub, a traditional driver takes the load for the final mile of delivery.Innovation is a Good Thing. Innovation is a Job Creator.- Jonny Morris, Head of Policy, Embark TrucksEmbark is solving a problem by playing to strengths of the current state of automation. Continuing the conversation, Jonny and Grayson discuss the jobs that will be created by self-driving trucks. Why the industry has historically not attracted women and the economics of self-driving trucks.Closing out the conversation, Jonny offers his advice on Self-Driving Trucks to Democratic Presidential Nominee, Joe Biden.Recorded on Tuesday, August 18, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Aug 25, 202040 min

Ep 3Episode 3 | 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 that City Place was one of Rick Caruso’s inspirations for The Grove in Los Angeles, CA.Following up on this, they dive into the trend of walkable mix-use developments that incorporate great retail brands, culinary experiences, and hotels into developments. Building on their discussion around culinary experiences, they take a step into the past as Gopal tells a story about negotiating with Chef Thomas Keller to open Per Se at The Shops at Columbus Circle.Stepping into the future, Grayson leads the conversation towards turning culinary experiences upside down by bundling a mobility service with a fine-dining experience and why that could happen in Florida at a Related development. Enhancing the customer experience by bundling a mobility service with fine-dining is extreme hospitality. Benefiting both the owners and customers.Highlighting the experience at Grant Achatz’s Alinea in Chicago, Grayson ponders what the experience would be like if Chef Achatz could curate the experience in an autonomous vehicle before a guest even steps foot in the restaurant. Closing out the conversation, Gopal discusses the common notion that you never have a second chance to make a first impression and how art has transformative powers in communities.Recorded on Wednesday, January 16, 2019--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Apr 2, 202030 min

Ep 2Episode 2 | 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.Concluding their conversation, Grayson and Russ discuss the self-driving car industry at-large being based in California and the reluctance of officials in California to embrace the business side of self-driving cars. They also touch on the TSLAQ debate and the industry’s pivot to trucking and how self-driving trucks will transform the shipment of goods.Recorded on Tuesday, March 3, 2020--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy podcast and 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.

Mar 17, 202031 min

Ep 1Episode 1 | 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.Building on Flagler’s Florida legacy (which was mainly focused on hospitality and tourism) the conversation evolves into what many consider the modern-day The Florida East Coast Railway Company - Brightline (Virgin Trains). Concluding their conversation, Grayson and Christopher discuss Disney and the value of the Disney brand as it directly relates to the future of mobility in Florida.Recorded on Friday, December 6, 2019--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor’s Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as 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.

Mar 10, 202029 min