David Liu, CEO of Plus AI joined Grayson Brulte on The Road to Autonomy podcast to discus staking the company public and their strategic roadmap for commercializing autonomous trucking.

As Plus AI prepares to complete their merger with Churchill Capital Corp IX in early February, the conversation explores the shift from fleet trials to an asset-light software model that empowers Traton to build factory-integrated autonomous trucks powered by the Plus virtual driver.

By training a single AI driver on a vast, globally diverse dataset, encompassing conditions from snowy Sweden to the Texas Triangle, Plus AI is developing a scalable technology stack designed to safely automate the global freight industry, as the company targets a 2027 commercial launch.

Episode Chapters

0:00 Going Public

1:33 Fleet Trials

6:01 Driver-Out Decision

7:56 Traton Partnership

11:27 Redundant Chassis

14:01 Public Milestones

16:43 Asset Ownership

18:14 Expanding in Spain and Japan

23:00 Real-world Driving Data

26:16 Simulation

27:43 Alpha Data

29:02 Traton R&D Investment

33:01 What to Watch For as Plus AI Goes Public

Recorded on Friday, January 23, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ strategic acquisition of Diligent Robotics.

It finally happened. Tesla has removed safety attendants from a select group of vehicles in Austin. While this initial fleet is limited and operating in a specific geofence and utilizing chase cars, Grayson and Walt view this as a critical validation of the technology.

Looking ahead, Grayson predicts the operational domain will expand significantly in Austin over the next 60 days, with the Phoenix metro region slated as the next target market for deployment. As Tesla went safety attendant-out, Waymoopened the Miami market for limited commercial service within a 60-square-mile area, with one major caveat, no Miami Beach.

On the Foreign Autonomy Desk, Grayson and Walt discuss Geely’s plan to deploy 100,000 methanol-powered robotaxis in China and the South Korean government’s selection of Gwangju as the nation’s first dedicated autonomous vehicle testing zone.

Episode Chapters

0:00 Tesla Removes Safety Attendant in Austin

9:19 Operational Efficiency

10:33 Alex Roy Goes Coast-to-Coast with Zero FSD Interventions

14:15 Drive on FSD, Get a Discount

18:25 FSD is Expanding as Prices are Increasing

23:31 New Robotaxi Markets

24:53 Waymo Launches Miami Markets

28:33 Vandalizing Waymo's

32:20 Serve Robotics Acquires Diligent Robotics

36:41 Foreign Autonomy Desk

39:21 Next Week

Recorded on Friday, January 23, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sergey Litvinenko, Co-Founder & CEO of Koop, joined Grayson Brulte on The Road to Autonomy podcast to discuss the financial and operational structures required to insure fleets of personally owned autonomous vehicles.

As Tesla prepares to scale the Cybercab in 2026, the conversation explores the shift from personal ownership to personally owned fleets, where individuals form companies to own and operate commercial robotaxi businesses.

During the episode, Sergey explains how the insurance P&L for a fleet owner is transformed by real-world behavior data, which serves as a more accurate risk predictor than traditional human-centric metrics. By leveraging high-fidelity data and specialized subrogation models, Koop is developing a framework that manages liability between the fleet owner and the vehicle manufacturer, clearing the path for the Autonomy Economy to scale through third-party ownership.

Episode Chapters

0:00 The Emergence of the Tesla Network

3:07 Insuring Cybercab and Personally-Owned Teslas

8:59 Insuring and Deploying Personally-Owned Autonomous Vehicle Fleets

22:50 Insurance Underwriting Capacity

25:22 Insurance Products

27:50 Changing Driving Habits

31:14 Reinsurance

32:30 Liability with No Pedals and Steering Wheel

38:38 Fleet Management

41:55 Future of Insuring Autonomous Vehicle Fleet Operations

Recorded on Friday, January 16, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing Waymopartnership language and Waymo’s upcoming expansion to Sydney.

In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from “exclusively available on Uber” to simply “available on Uber” when promoting Waymo rides.

On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform.

Episode Chapters

0:00 Verizon Outage

1:45 New York’s Unkind Welcome to Autonomous Vehicles

9:19 Robotaxi and Waymo Face-off in Austin

12:47 Autonomy Markets Merch

14:15 FSD Goes Subscription Only on Valentine’s Day

17:18 Waymo Eyes Australian Expansion

21:03 Tensor Auto

24:06 Stack AV

26:14 Plus AI Expands to Japan

28:33 Foreign Autonomy Desk

30:33 Next Week

Recorded on Thursday, January 15, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Don Burnette, Founder & CEO, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss taking Kodiak public and why the company's strategy has always been about de-risking autonomy with optionality.

As part of their de-risking strategy, Kodiak has deployed an asset-light business model where partners including Atlas Energy Solutions own and operate the trucks, allowing Kodiak to focus on the AI software.

During the episode, Grayson and Don discuss the strategic importance of Kodiak’s partnership with Bosch to develop a redundant, OEM-agnostic platform that unlocks scale across multiple OEMs. With their partnerships and business model intact, Kodiak is preparing to launch driver-out commercial over-the-road operations in the second half of the year, setting the stage for a broader expansion into physical AI.

Episode Chapters

0:00 Taking Kodiak Public

3:36 Asset-Light Autonomous Trucking Business

12:10 Unstructured Driving

14:31 Kodiak's Platform Agnostic Strategy

21:45 Bosch Partnership

27:47 Preparing for Driver-Out Over-The-Road Operations

34:10 Over-The-Road Business Model

25:38 Future of Kodiak

Recorded on Monday, January 12, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans.

Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox? Do they overhaul management, make an acquisition, or simply shut it down and move on?

While Zoox struggled, NVIDIA introduced their open-source Alpamayo AI models under an Apache 2.0 license to accelerate the development of autonomous vehicles and sell more GPUs.

Closing out the show, the discussion shifts to hardware and global expansion, contrasting Waymo’s bulky new Ojai vehicle with the well-designed Lucid-Nuro robotaxi.

Episode Chapters

0:00 CES 2026

2:13 Zoox CES Experience

8:41 NVIDIA’s CES Announcements

12:45 SAE Level 2

16:59 Waymo Ojai

19:31 Lucid / Nuro Robotaxi

21:29 Does Uber Need to Vertically Integrate Autonomy in the Future?

25:05 Waymo / Uber Relationship

27:37 Tensor Auto

32:49 Foreign Autonomy Desk

34:35 Disgrace of The Week

38:24 Next Week

Recorded on Friday, January 9, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city.

Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026.

Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES?

Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses.

Episode Chapters

0:00 Lights Out in San Francisco

2:44 Why Did Waymo’s Freeze When the Power Went Out?

8:34 Remote Drivers

15:00 Robotaxi in Austin

18:33 Scaling Robotaxi

22:48 Autonomous Vehicle Policy

24:47 Austin Incident Reports

27:17 Uber’s Ever-Changing Narrative

30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles

32:38 Foreign Autonomy Desk

40:26 CES

Recorded on Sunday, January 4, 2026

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pete Bigelow, Public Relations Manager, Kodiak joined Grayson Brulte on The Road to Autonomy podcast to discuss his firsthand experience in the Permian Basin and how the region acts as a "literal and figurative sandbox" for autonomous trucking.

During the episode Grayson and Pete discuss Kodiak's operational partnership with Atlas Energy Solutions, the hardening of technology against extreme weather and road conditions, and how these industrial learnings are accelerating Kodiak’s timeline for driverless highway operations in the second half of 2026.

Episode Chapters

0:00 Permian Pete

3:50 Permian Basin

8:02 Automation in the Permian Basin

11:10 Learnings from the Permian Basin

16:01 Permian Basin Operations

18:49 SensorPods

23:50 Kodiak's Diversified Business Model

27:34 Autonomous Trucking Regulations

30:15 Permian Basin Road and Traffic Conditions

35:49 Permian Pete's Ride Experience

41:31 Autonomy Markets Outlook

Recorded on Friday, December 19, 2025

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.