HeyJaredThe AV Market Strategist
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.
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 28, 2026
- Audience
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- Earliest in this view
- Aug 1, 2026
Latest issues
Waymo’s 54% Fleet Growth in Texas & Wayve signs Mercedes-Benz (opens the original)
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👋 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, Wayve signed its third carmaker, Switzerland is about to launch a paid robotaxi service with a safety driver still on board, and Tesla ran into trouble in Brussels.⏱️ ~8900 words, 40 minute readAD<a class="image-link image2" href="https://www.autonomysummits.com/t
The UK's Autonomous Vehicle Permit Process Explained (opens the original)
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Who decides whether a robotaxi can legally drive on London roads without a driver?Is it the Department for Transport?Is it the VCA?Is it the DVSA?The answer: all three.Plus one more that most people forget.The Secretary of State for Transport formally grants the permit.The DVSA runs the process and reviews the operation.The VCA assesses the vehicle and its software.And then there is Transport for London.<s
Waymo's Secret Plan for Berlin & Bolt's 25,000 Lucid Vehicles for Europe (opens the original)
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👋 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 2028 date and a government. Berlin turned out to have been in preparation all along, which nobody outside the Berlin Senate administration knew. Allianz signed on to build the insurance and claims layer for Europe. And Hyundai finally told us the quarter the firs
beti: The French AV Operator Behind WeRide's First European Robobus (opens the original)
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beti is a French operator of automated mobility networks, and a spin-off from Bertolami, a family coach business that has moved people around rural France for 75 years. CEO Benjamin Beaudet explains the layer of the autonomous driving industry nobody photographs: the people and software that keep a driverless bus service running once the driver is gone.Before beti existed, the family studied its own routes and asked a simple question — if the driver is no longer on board, who does everything els
Europe's First Fully Driverless Robotaxi Rides & Spain's First L4 Permit (opens the original)
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👋 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 anywhere before.Then Minneapolis moved to put a paid human in the driver’s seat of every robotaxi in the city. Waymo calls it a de facto ban.⏱️ ~7600 words, 34 minute readAD<a class="image-link image2" href="https://www.autonomysummits.com/tickets?utm_source=av_market_
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