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 | 77 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
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...
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...
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...
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...
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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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