Qualcomm Sells the Chip While Mobileye Eyes the Fleet

Qualcomm and Mobileye are betting on opposite ends of the robotaxi stack, and this week Grayson Brulte and Walter Piecyk break down who's selling chips, who's chasing fleets, and why Europe is becoming the next robotaxi battleground. --------------------------- 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 Nebius Investment 41:20 The Road to Autonomy Indices Launch 43:58 Next Week --------------------------- ► Subscribe    / @roadtoautonomy   -------- 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™ powered AUTNMY AI. 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: https://www.roadtoautonomy.com/ae/ Follow The Road to Autonomy Indices: https://indices.roadtoautonomy.com/ #RoadToAutonomy #AutonomyMarkets #Robotaxi