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 | 88 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
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...
Momenta Gets All of Germany, Zoox Wins the First Commercial Robotaxi Exemption & Baidu starts testing in London
👋 Welcome back everyone,
August did not slow anything down.
Germany granted a permit that changes who is allowed to test where. London added a Chinese robotaxi developer, on both major ride-hail platforms. Singapore put a price on autono...
Overview: The AV Fleet Operations Layer
Who runs the robotaxis? The full 2026 map of AV fleet operations: Flexdrive, Moove, Avomo, Avis, Hertz, Transdev, Element and Rydera, city by city.
👋 Welcome back everyone,
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...
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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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