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The AV Market Strategist

Daniel Abreu Marques

The AV Market Strategist breaks down strategic developments, market dynamics, and competitive moves in the autonomous vehicle industry to reveal where the market is truly heading.

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Substack
PricingFreemiumPublishesWeekly
Issues79Founded2 years agoLast Issue10 days ago
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Latest Issues

The $12.8B race to run AV fleets, WeRide & Uber to launch Robotaxis in Zurich and Mobileye turns Operator

👋 Welcome back everyone,

Six names in autonomy signed deals that looked like they were arguing with each other. Waymo, Mobileye, Stellantis, Wayve, WeRide, Uber. Read the headlines and you get a pile of unrelated robotaxi announcements. R...

10 days ago
22
4

18 EU Ministers Sign an AV Pact, Tesla Eyes 5,000 Vegas Robotaxis & the Tesla-SpaceX Signal

👋 Welcome back everyone,

Europe spent years being told it had already lost the autonomy race. This week it answered. Not with a flashy deployment, but with the one thing it has actually been missing. Eighteen transport ministers sat down...

17 days ago
26
3

WeRide Hits Madrid, Tesla's Map Grows but Its Fleet Doesn't, NVIDIA Wants to Be the Robotaxi Standard

👋 Welcome back everyone,

Two companies dominated the newsflow this week, and not separately. NVIDIA and Uber moved together. NVIDIA used GTC Taipei to position DRIVE Hyperion as the common platform for the whole robotaxi industry, and Ube...

24 days ago
23
7

Pony AI +395% Robotaxi Revenue, Tesla's Robotaxi Fleet is shrinking and Waymo launched Ojai

👋 Welcome back everyone,

Big week, and a revealing one. Waymo started putting the public into the Ojai, its first vehicle built from the ground up for autonomy, with a body made in China by Geely’s Zeekr. Tesla went the opposite direction...

a month ago
25
6

Baidu: 3.2 million driverless rides Q1/2026, Wayve Wins Second OEM Deal, UK Opens the Door for AVs

👋 Welcome back everyone,

Big week. Wayve scored its second OEM deal, the UK formally opened the door to commercial robotaxis, Waymo paused freeways in four cities and surface streets in six more, Musk made another year-end FSD promise, an...

a month ago
23
6

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  • Daniel Abreu Marques

    I'm Daniel, and I work in strategy and market intelligence for autonomous driving. As a student of the market, I analyze market developments, monitor players, and try to connect the dots.

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