Hertz Isn't Just a Rental Car Company Anymore
Gil West, CEO of @Hertz joined @gbrulte on The Road to Autonomy podcast to discuss the launch of Oro Mobility and how a century of fleet operations is helping robotaxis to scale.
Episode Chapters
00:00 Hertz's Turnaround
1:18 Oro Mobility
4:43 Hertz's Infrastructure Advantage
13:29 Robotaxi Technicians
15:36 Robotaxis and Rideshare are Complementary
19:27 Infrastructure Permitting
22:26 Peaks and Valleys of Assets Ownership
25:47 Inspiration for Oro Mobility
28:28 Hertz as a Platform Business
30:28 Managing the Turnaround
34:21 Defining Success for Oro Mobility
35:22 Hertz Over the Next Century
37:03 @AUTNMYAI
$HTZ
If you're trying to understand where autonomous vehicles are actually headed—not just the headlines—@RoadtoAutonomy remains one of the best podcasts in the industry.
In this episode, @gbrulte and @WaltLightShed cover:
• Waymo's Texas and Florida expansion
• Robotaxis vs autonomous trucking
• Uber's global AV strategy
• Aurora share sales and capital allocation
• Amazon Freight's growing ambitions
• Supply chain and semiconductor geopolitics
• The future of autonomous freight
Highly recommended for anyone following autonomy from an investor, operator, or policy perspective.
$AUR $KDK $FDXF $UBER $GOOGL $PCAR $DMLRY $VOLVY
#AutonomousTrucking#AutonomousTrucks#DriverlessTrucks#AutonomousVehicles
Link below:
youtu.be/PpVXS1NVF7c?si…
This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Uber and @WeRide_AI's expansion across Europe in an effort to catch up to @Waymo.
Episode Chapters
00:00 @SpaceX IPO
3:53 WeRide and Uber Expand Across Europe
7:39 Waymo Registers 45 Zeekrs in Texas
10:30 Waymo's New Tampa Depot
15:36 Uber Sells Down Its @Aurora_Inno Stake
16:33 Why @Amazon Hasn't Bought an Autonomous Trucking Company?
23:04 @Avrideai Robotaxis in Texas
25:26 @ServeRobotics Moves Into Laundry
26:29 @Ferrari Rules Out Autonomy
28:56 Foreign Autonomy Desk
30:27 Next Week
$WRD
He used to track terrorists, but now he tracks trucks.
@RyanJoyceVoice, Co-Founder and CEO of @GenLogs, joined @gbrulte to break down how a nationwide camera network became the ground truth layer for the freight economy.
Episode Chapters
00:00 From Tracking Terrorists to Tracking Trucks
04:10 Building the Ground Truth Camera Network
07:32 The Verification Layer for Insurance
11:01 The Scale of Cargo Theft and Fraud
14:16 Anomaly Detection and the Intelligence Playbook
18:34 Combating Human Trafficking
21:41 Fingerprinting Every Truck in America
26:22 90-Day Snapshot of Six Autonomous Trucking Companies
34:48 Protecting High-Value Loads
41:13 The Future of GenLogs in an Autonomous World
45:04 @AUTNMYAI
This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Waymo's widening lead, the Ojai rollout's political fault lines, and the new Texas autonomous vehicle and truck database.
Episode Chapters
00:00 Waymo Deploys the Ojai
06:40 Waymo Production Math
08:55 Waymo's Expanding Lead
15:15 Texas Automated Motor Vehicle Lookup
25:00 @Wayve_AI Labs
32:10 3,760 Miles Across Canada. No Interventions.
36:15 @Zoox Gets a Pass
39:15 Foreign Autonomy Desk
40:20 Next Week
$GOOGL
.@Stellantis has partnered with @wayve_ai as the company under new management shifts towards a partnership over build model for advanced autonomous driving systems.
@gbrulte and @RobGsix break down what it means on Autonomy Signals presented by @KPMG.
$STLA
.@Figure_robot has officially crossed the commercial Rubicon that separates R&D-focused humanoid startups from revenue-generating enterprise vendors.
@gbrulte and @RobGsix explain why on this week's edition of Autonomy Signals presented by @KPMG.
Private equity is rolling up the landscape industry and forward-thinking operators are not buying autonomous mowers to cut a single employee. Instead they are buying them to solve the labor problem and unlock growth.
Michael Brandt, Co-founder & CEO of @RCMowersUSA explains why.
This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix discuss @Figure_Robot's first commercial humanoid deployment at a @JCPenney distribution center, @Stellantis' partnership with @Wayve_AI and @StarshipRobots surpassing 10 million autonomous deliveries.
Episode Chapters
00:00 Signal 1: Figure AI Signs Commercial Agreement with Catalyst Brands
18:10 Signal 2: Stellantis Partners with Wayve to Deploy L2++ in U.S.
41:06 Signal 3: Starship Technologies Surpasses 10 Million Autonomous Deliveries
59:13 @AUTNMYAI
As robotaxis spread, luxury may soon mean having a human driver.
See what I have to say in this piece by Joann Muller at Axios axios.com/2026/05/09/rob…
Michael Brandt, Co-Founder and CEO, @RCMowersUSA joined @gbrulte on The Road to Autonomy podcast to discuss autonomous mowers and how they unlock scale for an industry that is labor constrained.
Episode Chapters
00:00 @AUTNMYAI
00:36 Founding of RC Mowers
05:56 Landscape Labor Crisis
09:21 Autonomous Mower Stack
11:54 Deploying Autonomous Mowers
20:46 Autonomous Mowing at Airports
25:47 Autonomous Mowing
32:11 Private Equity Landscape Industry Roll Up
38:12 Autonomy-First Landscape Company
46:48 American Manufacturing in Green Bay
50:54 The Future of RC Mowers
House Transportation and Infrastructure Committee Chairman @RepSamGraves and Ranking Member Representative @RepRickLarsen released the text of the BUILD America 250 Act, a bipartisan five-year surface transportation reauthorization bill that includes the first-ever federal framework for autonomous trucks.
If passed and signed into law in its current form, the bill would provide regulatory preemption for autonomous trucking in the United States and authorize nearly $30 million annually through 2031 for workforce development grants.
@RobGsix explains why the bill is considered must-pass legislation, and what the workforce development authorization signals about how the federal government intends to manage the transition to autonomous trucking.
This week on Autonomy Markets, @gbrulte and @WaltLightShed discuss @Waymo's undisputed global lead, the growing consumer-driven shift towards supervised ADAS (Level 2++), and autonomous trucking's inflection point.
Episode Chapters
00:00 Walt's Silicon Valley Field Report
07:20 Why @Tesla Won't Add LiDAR
11:05 @Uber's AV Labs and the Data Question
13:13 ADAS Opportunity
18:40 Waymo's Noisy Week
23:45 London Further Opens the Door to Robotaxis
26:23 Build America 250 Act
29:44 @Wayve_AI x @Stellantis
31:34 Foreign Autonomy Desk
34:44 Next Week
This week on Autonomy Signals, @gbrulte and @RobGsix discuss the BUILD America 250 Act introduced by @RepSamGraves and @RepRickLarsen that includes the first-ever federal framework for autonomous trucks, @XPENG_Global's first mass-produced robotaxi, and the @CAS__Science / @ESA SMILE mission.
Episode Chapters
00:00 @AUTNMYAI
1:32 Signal 1: BUILD America 250 Act
37:39 Signal 2: XPENG Pure Vision Robotaxi
58:51 Signal 3: ESA/China SMILE Mission Reaches Orbit
$XPEV
Inside Kodiak's Autonomous Trucking Operation in the Permian Basin Field Report
@gbrulte headed to the Permian Basin and spent two days visiting @KodiakRobotics autonomous trucking operations and their partner Atlas Energy Solutions (@sand_atlas), conducting depot
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