This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway precision and occasional cautious, jerky driving behavior that sets this version apart from previous releases.As Tesla rolls out FSD 14, NHTSA has launched a preliminary investigation into FSD. Meanwhile, Waymo is looking to potentially expand to Minnesota, after the company hired four lobbyists as part of an effort to changes to state laws that still require human drivers in autonomous vehicles.Across the Atlantic, Sweden has approved Tesla to test FSD on public roads, a clear signal that countries are beginning to embrace autonomy. Yet, in the U.S., significant opportunities remain untapped. From Chicago to Minneapolis, Charlotte to Tampa, major metro markets still await large-scale robotaxi deployments. Episode Chapters0:00 FSD 147:30 Preliminary NHTSA Tesla Investigation12:50 FSD Approval in Sweden14:56 Waymo Eyes Minnesota Expansion17:07 Potential Waymo Expansion Markets22:18 Wayve Correction22:47 DoorDash27:05 Lyft / Tensor Auto Partnership31:35 Aurora’s Warning Triangle Waiver36:12 Next Week Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email:
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