The Road to Autonomy®

Institutional Intelligence for the Autonomy Economy powered by @AUTNMYAI | Indices: Robotaxi (.RCI) · Autonomous Trucks (.ATCI) · Delivery Bots (.DCI)

[The Road to Autonomy® @RoadToAutonomy]

Special Field Correspondent @scotsrule08 recently rode in an @XPENG_Global G9L around Paris with Next Generation Pilot (NGP) engaged.

This is the Field Report.

[The Road to Autonomy® @RoadToAutonomy]

The Physical AI market is growing, and @Arm's low power architecture is powering it.

Dermot O'Driscoll, Vice President, Go-To-Market for Physical AI at Arm, explains how a common architecture enables companies to scale Physical AI on The Road to Autonomy with @gbrulte.

$ARM

[The Road to Autonomy® @RoadToAutonomy]

The Inspector is back out in the field! 🕵️

[Grayson Brulte @gbrulte]

New The @RoadToAutonomy Field report coming next week!

@Waymo at @Fly_Nashville.

[The Road to Autonomy® @RoadToAutonomy]

@ben_seidl @Muse @goautolane @DoorDash @Uber We are HUGE fans of @Muse! The @goautolane experience just enhances it!

[The Road to Autonomy® @RoadToAutonomy]

In Austin, @Muse ordered our lunch and had it delivered via @goAutolane.

This is the Field Report.

[The Road to Autonomy® @RoadToAutonomy]

.@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, Vice President, Go-To-Market for Physical AI at Arm, explains why on The Road to Autonomy.

$ARM

[The Road to Autonomy® @RoadToAutonomy]

📄 Read the Full Transcript & Analysis

https://t.co/bZ34KzxlMU

[The Road to Autonomy® @RoadToAutonomy]

.@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

[The Road to Autonomy® @RoadToAutonomy]

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.

https://t.co/kHiO2jFlSa

[The Road to Autonomy® @RoadToAutonomy]

🚨 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.

[The Road to Autonomy® @RoadToAutonomy]

🕵️ More Field Reports are on the way!

[David Moss @DavidMoss]

On my way to see @KRoelandschap in Amsterdam 🇳🇱

Another exciting Tesla FSD field report coming soon to the @RoadToAutonomy

[The Road to Autonomy® @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.

[The Road to Autonomy® @RoadToAutonomy]

Small incidents chip away at regulator trust. When the big one comes, the patience is gone.

@RobGsix explains why trust is key to scaling robotaxis on Autonomy Signals presented by @KPMG.

[The Road to Autonomy® @RoadToAutonomy]

📄 Read the Field Report

https://t.co/Cil1nWWdQn

[The Road to Autonomy® @RoadToAutonomy]

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

[The Road to Autonomy® @RoadToAutonomy]

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.

[The Road to Autonomy® @RoadToAutonomy]

.@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

[The Road to Autonomy® @RoadToAutonomy]

@scotsrule08 @koop_ai BINGO!

[The Road to Autonomy® @RoadToAutonomy]

This Week in The Autonomy Economy, presented by @Koop_AI the gap between autonomous hype and reality is growing.

https://t.co/Zf3qgpVPco

[The Road to Autonomy® @RoadToAutonomy]

Special Field Correspondent @DavidMoss is in the field!

[David Moss @DavidMoss]

FSD field reports coming soon from France, Belgium, Denmark & Netherlands

[The Road to Autonomy® @RoadToAutonomy]

📄 Read the Field Report

https://t.co/5sb2c0Z4pp

[The Road to Autonomy® @RoadToAutonomy]

Getting a @Waymo at @flySFO requires a long walk and an AirTrain ride. But it's well worth it, says @gbrulte.

This is the Field Report.