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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 91 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
Tesla Launches the Cybercab, Waymo Opens Three Cities and Borrows $3 Billion
👋 Welcome back everyone,
Everybody was waiting for Thursday.
Tesla launched the Cybercab in Austin, the two-seater with no steering wheel and no pedals. It was one of the most anticipated events in this industry this year.
Tesla’s compe...
Waymo Comes to Munich, Takes Aim at Tesla and Buys a Curb in Vegas
👋 Welcome back everyone,
Waymo had a busy week.
Its first EU city, a curb deal in Las Vegas, and ten AI lessons that never mention Tesla and are unmistakably about Tesla.
Meanwhile in China, Beijing moved to make manufacturers answer fo...
Pony AI's +691% Robotaxi Revenue & Nevada Approves 7,000 Robotaxis
👋 Welcome back everyone,
This week Waymo collected a permit for 1,000 vehicles in Nevada, opened Houston to every rider in the city, and announced its own chip. Pony.ai reported earnings and published its gross margin, its operating expen...
WeRide Q2 2026: 40% Overseas Revenue, 37.5% Gross Margin & the Number That Decides 2029
👋 Welcome back everyone,
This week gave us four announcements from Uber’s partner bench, one Waymo tragedy that was not Waymo’s fault, a large regulatory approval, and a Chinese earnings call that finally put a number on a business model...
Uber Q2/2026: $10 billion AV investment, 120,000 vehicles, and less than 0.5% of trips
👋 Welcome back everyone,
This week Uber reported Q2 earnings, and the autonomy part of that call is worth going through line by line, so that is where we start. Uber’s AV partners then supplied most of the rest of the week, from NVIDIA an...
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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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