Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss how Detroit is handing tariffs, the slow adoption of electric vehicles and consumers increasing interest in autonomous vehicles.
Detroit’s automakers are grappling with a future that is no longer electric, it’s autonomous. After racing full steam ahead towards electric vehicles, the momentum has stalled as consumers are opting for hybrids. Even as consumers opt for hybrids, they are increasingly interested in autonomy and the emergence of personally-owned autonomous vehicles.
However, the question still remains whether traditional OEMs have the will or the ability to develop in-house and commercialize an autonomous driving system that is reelable and scaleable. If they can not develop it in-house, they will have to license the technology with the risk of becoming a contract manufacturer for the autonomy industry.
Episode Chapters
0:00 The Mood in Detroit
4:17 Tariffs / Exporting Detroit
6:54 Electrification
9:30 Will Economic Uncertainty Lead to the Rise of Personally-Owned Autonomous Vehicles?
15:03 Jeep, an Autonomy Brand
17:26 GM & Ford’s Fully Autonomous Aspirations
19:55 Rising Road Fatalities
26:59 Tesla Will Drive Me Home Trend
28:49 No Steering Wheel, No Pedals
30:58 Waymo Hyundai Robotaxis are Made in America
31:45 Factories of The Future
35:19 Scaling Waymo
40:56 Tesla’s June Robotaxi Launch
43:20 Aurora Driver-Out in Texas
48:51 What To Look for in The Markets
Recorded on Monday, April 7, 2025
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