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 | 93 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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avmarketstrategist.substack.comLatest Issues
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...
Europe's First Fully Driverless Robotaxi Rides & Spain's First L4 Permit
👋 Welcome back everyone,
Europe had its best robotaxi week in months. Three wins, and not one of them came from a European stack.
Across the Atlantic, Waymo went live on the Lyft app in Nashville, in a structure that has not existed anyw...
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...
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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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