AI and Software
Robotaxis and autonomy
self-driving cars, robotaxi services
- Episodes
- 26
- Share
- 2.5%
- Shows
- 23
- Net sentiment
- +0.68
Up from 1.4% of episodes in the weeks before; net sentiment was +0.80.
Bullish 17Mixed 3Neutral 4Bearish 2
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 17
- Chinese cars are reaching hands-free driving quickly, with a clear path to full autonomy by 2035.Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed · In Good Company with Nicolai Tangen · Sep 30
- Robotaxi services are spreading to more cities and will likely disrupt the taxi industry.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
- Autonomous driving is already far safer than humans and should massively expand the ride-hail market.David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion · The a16z Show · Oct 4
- Guest argues Tesla's vision-only, vertically integrated approach will make robotaxis far cheaper than Waymo.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
- Autonomous taxi ecosystem projected to add trillions in revenue over the coming decade.How to Lead in a Fast Changing World | Cathie Wood's Advice in 17 Minutes · Evan Carmichael - Believe: Unlocking Your True Potential · Oct 4
- Autonomous driving is far safer than humans and expected to massively expand the ride-hail market.Uncapped #58 | David George from a16z · Uncapped with Jack Altman · Oct 1
Show 11 moreShow fewer
- Autonomous driving is seen as safer than humans, with large potential savings in lives and medical costs.Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live · Moonshots with Peter Diamandis · Sep 29
- Waymo's rapid weekly mileage and paid rides show a wide lead over Tesla in self-driving.Our Monthly Portfolio Update - September 2026 · Equity Mates Investing Podcast · Oct 4
- Hosts describe Tesla autopilot as a life-changing commuting experience, though it still needs intervention.Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN · TBPN · Oct 3
- Local world-model simulation is presented as improving self-driving safety and efficiency.AI leaves the screen for physical reality · Chat GPT Podcast · Oct 3
- Waymo is praised as potentially life-saving, while Tesla's robotaxi timeline is seen as overpromised.Is Gen Z Completely Cooked? With Ed Elson · The Compound and Friends · Oct 2
- Management argues autonomous vehicles will need large memory loads, opening a future edge-device market.Micron (MU): Pre-selling $32B of memory that doesn't exist [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 1
- Driverless truck and delivery pilots expand autonomous logistics deployments in the US.September 2026 Robotics Recap · Robotics 24/7 Podcast · Sep 30
- Full self-driving is driving Tesla demand and may be a major future driver of sales.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- Speakers expect robotaxis to upend car ownership and create new fleet-based income opportunities.Bitcoin DOUBLED The Last Time Rates Got This High | Mark Yusko · The Wolf Of All Streets · Sep 29
- Host argues Tesla's self-driving experience is viral and could drive car purchases.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
- Waymo rides are described as a transformative sci-fi experience, with Tesla's robotaxi ambitions noted.Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2 · RiskReversal Pod · Sep 28
Bearish 2
- Hosts ridicule Tesla's firefighter guidance for robotaxi accidents as a safety concern.Jensen Huang wants you to hate him like other tech bros · Business Pants · Sep 28
- Glover criticizes vehicles that remove driver control and embed surveillance, portraying automation as a risk to autonomy.Former Green Beret on Doomsday Prepping, Potential Revolution, and What to Do When Chaos Erupts · The Tucker Carlson Show · Sep 28
Mixed 3
- Waymo's Denver traffic-law gap and Nashville expansion were discussed, with hosts doubting near-term rollout speed.Take Pictures Of Your Cat For Uber Money and Uber Updates And Hard Truths · The GIG Economy Podcast · Sep 28
- Autonomous ag helicopters seen as safer for spraying but disrupting the pilot career path.Episode 116: Why Quality Maintenance Protects Aircraft Value | Joe LaRue · The Vertical MRO Podcast · Sep 28
- Waymo reported a rider to police, raising privacy and surveillance concerns for robotaxi passengers.Episode 273 - ShinyHunters Allegedly Hack the FBI, China's AI Copied the US's Homework, Waymo Snitches, OreoGate Was an Ad · PEBCAK Podcast: Information Security News by Some All Around Good People · Sep 28
Neutral 4
- Discussed factually as autonomous systems design, with no clear investing angle on autonomy markets.Palmer Luckey: Autonomous Weapons Are Ancient and Why Anduril Won't Build Humanoids | Moonshots Live | EP #295 · Moonshots with Peter Diamandis · Sep 28
- Hosts discuss Lucid and Rivian as possible Apple robotaxi fleet acquisitions without a clear investment verdict.The 5 Companies Apple Must Buy · This Week in Startups · Sep 28
- Drone delivery faces regulatory and liability hurdles, so impact will be slow; autonomous trucks seen as more imminent.Wholesale Change: AD Buys Back SupplyForce, Rexel's $1.4B Data Center Bet, and Is Walmart Distribution's Sleeping Giant? · The Wholesale Change Show · Sep 29
- Physical AI and autonomous systems are discussed as a broad trend, mainly in public safety drones.Axon vs. Motorola: The Public Safety Stock Battle (MSI, AXON) · Chip Stock Investor Podcast · Sep 29
Around it
Companies named
- Tesla 13
- Waymo 6
- Uber 4
- Lowe's2
- Horizon Robotics2
- Alphabet 2
Shows that covered it most
- Moonshots with Peter Diamandis2
- In Good Company with Nicolai Tangen2
- TBPN2
- Business Pants1
- PEBCAK Podcast: Information Security News by Some All Around Good People1
- RiskReversal Pod1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial