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 | 84 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
Tesla Q2 2026: 3 New Robotaxi Markets, 36% Fewer Paid Miles & Waymo Puts a Date on the Uber Divorce
👋 Welcome back everyone,
I am writing this from Bari, in the south of Italy, where I am on holiday with my family. The sea is twenty metres away but I was not going to let a week off stop me from getting you the news and my take on it, so...
Uber vs. Waymo in D.C. - The Robotaxi Fight Moves to the Rulebook
👋 Welcome back everyone,
Two numbers tell you where the robotaxi fight moved this week: 85% and $6M. The first is the share of rides that would have to stay with human drivers under legislative language an Uber lobbyist circulated in New...
Waymo Adds 4 Cities but Loses the 4th of July & Tesla Goes Unsupervised in Miami
👋 Welcome back everyone,
The dividing line in autonomy used to run between camera and lidar, between Waymo’s caution and Tesla’s speed. This week it moved. The line now runs between operators who can prove their safety record with data an...
Waymo's Grand European Expansion & The Waymo-Uber Break-Up Begins in Phoenix
👋 Welcome back everyone,
Waymo is making very deliberate moves in Europe. Four legal entities in four countries, all filed within a few weeks. The ambition is unmistakable, and Waymo is far from the only player positioning itself on the c...
Momenta's $9B IPO Decoded, UNECE Writes the First Global Driverless Rulebook & Waymo Lands in Munich
👋 Welcome back everyone,
This week handed us a genuinely direction-setting piece of news. In Geneva, the UN body that harmonizes the world’s vehicle rules adopted the first global framework for fully driverless cars.
But as in any week,...
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Authors
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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