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The AV Market Strategist

Daniel Abreu Marques
Tens of paid subscribers

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
Substack
PricingFreemiumPublishesWeekly
Issues97Founded2 years agoLast Issue6 days ago
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Latest Issues

Waymo Heads to Canada & Another Hint in the MOIA Puzzle

👋 Welcome back everyone,

Waymo kept expanding this week, at home and abroad. Tesla is once again dealing with questions about how its Robotaxis drive, and about who drives them when they get stuck. The UK now officially has a second city...

6 days ago
16
1

Tesla Renames FSD for Europe & VW Picks Wayve?

👋 Welcome back everyone,

This week’s news fell into three groups.

The driver: Waymo took it out of its cars in Detroit, and Tesla explained why its robotaxis in Austin still stop at 11pm.

The permissions: Slovakia is about to become the...

13 days ago
18
4

Waymo's German OEM Leaked? & Tesla's European Comeback

👋 Welcome back everyone,

This week’s newsflow fell into three groups.

The numbers: Tesla and Rivian both delivered more cars in the third quarter than expected.

The rules: Europe is still debating Tesla’s FSD, and California signed a ne...

20 days ago
13
1

Waymo’s 54% Fleet Growth in Texas & Wayve signs Mercedes-Benz

👋 Welcome back everyone,

Waymo had another busy week, and all of it pointed towards expansion. This time the growth came from new riders and more vehicles on the road, and Waymo’s new safety data showed why it can afford both.

In Europe,...

a month ago
19
2

Waymo's Secret Plan for Berlin & Bolt's 25,000 Lucid Vehicles for Europe

👋 Welcome back everyone,

Waymo had another strong expansion week, and this one was the broadest in the company’s history. Las Vegas opened to the public as the fifteenth city. Tokyo got a 2027 date and two named partners. Singapore got a...

a month ago
20
3

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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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