The AV Market Strategist
Daniel Abreu MarquesThe 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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 74 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
Deep Dive Pony.ai: Business Model, Unit Economics, Fleet Data, Financials and More
As I announced recently, I will be publishing dedicated company deep dives exclusively for those of you who have chosen to support AV Market Strategist with a paid subscription, even though my weekly newsletter has always been free and rema...
Deep Dive: WeRide Q1/2026 Earnings, Waymo expands to 1,400sq miles service area
👋 Welcome back everyone,
This week was a mixed bag for Waymo. Coverage grew 27% to 1,400 square miles, but new CPUC data shows California growth slowing, a software recall covers nearly 4,000 vehicles, and a London petition is trying to h...
Tesla hits 10B FSD Miles, Uber Q1 2026 Earnings and Nuro gets driverless permit
👋 Welcome back everyone,
I'm writing this from Lago Maggiore, where I'm taking a few days off after two days at the Automated Mobility Summit in Zurich.
Vacation or not, I’m here for you to break down what happened this week.
Let’s dive...
AV Funding Tripled to $21B, China Freezes Robotaxi Permits, Waymo goes Portland
👋 Welcome back everyone,
Another busy week. We start with a macro overview, AV funding hit a record in Q1 and Goldman put fresh numbers on the 2035 robotaxi market. From there, we walk through this week’s expansion and partnership announc...
Tesla's Q1 2026: Clean Beat, $25B Capex Pivot, And A Robotaxi Promise Quietly Rewritten
👋 Welcome back everyone,
Earnings week. One of the most-watched names in the industry filed a quarter that, depending on how you read it, was either a strong beat or a quiet pivot in tone. Wall Street is still arguing which one.
Meanwhi...
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The writers behind this newsletter.
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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