Once you go Cybercab, you don’t go back. This week on Autonomy Markets, @gbrulte and @WaltLightShed break down their fieldwork from Austin and Dallas. They rode Cybercab, @Robotaxi, @AvrideAI, and @May_Mobility robotaxis. They also rode in @KodiakRobotics and @Aurora_Inno autonomous trucks. Plus they put on their inspector hats and visited depots. Episode Chapters 0:00 Once You Go Cybercab, You Don't Go Back 03:56 Robotaxi in Dallas 09:01 Cybercab Wait Times, Pickups and Routing in Austin 12:10 Austin Robotaxi Depots 13:45 Avride's Austin Depot 16:02 @Zoox's Dallas Depot 17:22 May Mobility in Arlington 20:17 Kodiak Targets Driver-Out on Dallas to Houston by Year-End 24:19 Avride in Dallas and the Uber Partner Math 26:46 @Hyundai Is the Quiet Winner in Robotaxis 27:30 Walt Amends His View on Upfitting 30:57 @Tesla's Vertical Integration and Supercharger Advantage 33:06 Aurora Investor Day and the 1,000 Truck Target 40:22 President Xi's Visit and a Wake-Up Call for Detroit 47:01 Foreign Autonomy Desk 49:33 Next Week

.@RoushOfficial and @MagnaInt are world-class upfitters that can help both robotaxi and autonomous trucking companies scale. @gbrulte and @WaltLightShed analyze upfitting on Autonomy Markets.

Is @Zoox’s Texas roll-out going to be slower than the market is predicting? We were on the ground in Texas and visited their Austin and Dallas depots and what we saw gives indications of a much slower rollout then thge market is predicting. @gbrulte shares insights from his Texas Field Work on Autonomy Markets.

.@MercedesBenz has growing autonomy ambitions with a new @Wayve_AI partnership to complement their existing relationships with @NVIDIA and @Momenta_AI. @gbrulte and @RobGsix analyze what these deals mean on Autonomy Signals presented by @KPMG.

.@Figure_robot’s Helix 2.5 neural network zero-shot across 30 unseen homes. Bed making, towel folding, toy tidying. Success rate climbed from 9% to 56%. @gbrulte and @RobGSix analyze the signal on Autonomy Signals presented by @KPMG.

.@Hyundai is quietly emerging as a big winner in robotaxis. @Waymo, @AvrideAI, and @MotionalDrive all use the IONIQ 5 platform.

Once you go Cybercab, you don’t go back. No steering wheel, no pedals, just sofa seats, and a screen that feels like you are in a living room. @gbrulte shares his Cybercab experience on Autonomy Markets. $TSLA

The Road to Autonomy Robotaxi Confidence Index continues to trend higher.

.@May_Mobility's SPAC has an enterprise value of $1.4B with $10M in 2025 revenue at a 27% gross margin, and a ~$93M annual cash burn. With no redemptions, the transaction gives May roughly 3.6 years of runway. The $120m PIPE covers about 1.3 years. @RobGsix breaks it down on Autonomy Signals presented by @KPMG.

📄 Read the Full Transcript & Analysis roadtoautonomy.com/transcrip…

Autonomy SPACs are back with @May_Mobility's proposed merger with ACP Holdings Acquisition Corp at a $1.4 billion valuation. @MercedesBenz is partnering with @Wayve_AI for L2+ autonomous driving. @Figure_Robot's Helix 2.5 zero-shot home-chore success climbed from 9% to 56%. These are the signals this week on Autonomy Signals with @gbrulte and @RobGsix presented by @KPMG. Episode Chapters 0:00 KPMG Sponsor Introduction 01:45 Signal 1: May Mobility's SPAC 27:52 Signal 2: Mercedes Partners Wayve on Autonomous Driving 47:07 Signal 3: Figure AI Introduces Helix 2.5

When a delivery shift runs late, fleets put a runner in the side seat. The driver focuses on the route, the runner takes the package to the door and hops back in. @Lee_Redden learned this from drivers and built LastFeet for that seat.

Zoox Las Vegas Field Report coming soon!

The LastFeet robot rides shotgun, the driver loads the package onto the robot, and the robot delivers the package to the door. @Lee_Redden is solving the last 50 feet problem for delivery.

Special Field Correspondent David Moss is in the field. Viva Las Vegas Field Reports drop next week.

The last 50 feet of delivery needs its own bespoke robot. @Lee_Redden’s LastFeet robot has four legs for high van steps and doorsteps, plus wheels on the feet to scoot between stops, which increases speed and uptime.

Misleading headlines are shaping how the public, policymakers, and markets interpret autonomy. The headline gets the clicks and sets the narrative, while the facts stay buried deep in the story, if they are even in the story.