AI and Software
Robotaxis and autonomy
self-driving cars, robotaxi services
- Episodes
- 35
- Share
- 3.7%
- Shows
- 35
- Net sentiment
- +0.50
Up from 1.9% of episodes in the weeks before; net sentiment was +0.62.
Bullish 14Mixed 5Neutral 13Bearish 3
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 14
- Driverless trucks are testing well in Texas and companies are nearing safety readiness for wider rollout.Driverless Trucks Are Coming. Good Luck Getting Them to Honk. · WSJ Tech News Briefing · Oct 22
- Army leaders argue autonomy spans a range of maturity levels and is already useful, pushing adoption forward.Why Autonomy is Not a Monolith for the Army · Aerospace & Defense Technology · Oct 22
- Autonomous maritime systems are gaining operational proof and wider adoption across navies and allies.Updates from HighCom, Shield AI, CEA, Droneshield & Greenroom Robotics at Land Forces 2026 · Australian Defence Magazine Podcast · Oct 22
- Tesla's Grok-enabled self-driving and summon features are presented as impressive, pointing to strong future autonomy products.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- Joint venture with Dubai Future Foundation aims to roll out autonomous port and freight vehicles at scale.IP Group highlights £1.56B UK spinout investment as scale-up funding gap widens · Proactive - Interviews for investors · Oct 22
- Potential SpaceX-Tesla combination could accelerate robotics and humanoid robot development.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
Show 8 moreShow fewer
- Tesla's robotaxi scaling is expected to beat Waymo in major US cities over five years.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- Full self-driving subscription take rates and robotaxi progress could drive Tesla's valuation.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Waymo is scaling to half a million paid rides weekly with new cities and partnerships planned.Sundar Pichai on Gemini 4 and the AI compute crunch · Sources with Alex Heath · Oct 21
- Waymo's autonomy could become a trillion-dollar business across ride-hailing, trucking and logistics.20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer · 20VC · Oct 19
- Speaker sees Waymo as a potential trillion-dollar business spanning ride-hailing, trucking and logistics.20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 19
- Waymo's safety record suggests autonomous driving is close to outperforming human drivers.The End Is Nigh. Buy Here? · The Acquirers Podcast · Oct 22
- Musk argued robotaxis are a higher-margin future business for Tesla.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
- Hosts express hope for self-driving cars that would improve safety.FAA Drone Crackdown: $75,000 Fines, FBI Drone School & Shield AI X-BAT Copy title · UAV News Talk – Drone News, eVTOLs, UAS Policy & Air Mobility · Oct 20
Bearish 3
- Self-driving scaling is slow; Tesla's robotaxi fleet is only dozens of cars, far from broad deployment.Why Tesla needs its cars to fly · The Vergecast · Oct 22
- Robotaxi progress is slow and unproven at scale, with no material milestones announced.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Tesla delayed unsupervised self-driving again, pushing it out to around next year's second quarter.Oct 22: AI-Found PHP2Shell Flaw and Anthropic's Claude Duet · Valley Morning Briefing · Oct 22
Mixed 5
- Waymo uses Chinese-built car frames replaced with its own software, raising supply chain and security questions.Episode #112: From the PC to the Robot Dog: How Do Normal People Get Through the Next Shift? · Stewart Squared · Oct 22
- Tesla's autonomy and robotaxi promises are a long-dated narrative supporting the valuation, with repeated delays.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
- Musk predicted Tesla will dominate passenger miles, but regulatory approval for unsupervised cabs remains unclear.9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26 · Squawk on the Street · Oct 22
- Combined resources could accelerate autonomous driving innovation, but outcomes depend on execution.The Ask: What happens if the Musk Empire gets solidified with the Tesla/SpaceX merger? #SGToday · CNA938 Rewind · Oct 22
- Physical AI and robotics are cited as synergies for a Tesla-SpaceX combination, with Chinese competition noted.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
Neutral 13
- Autonomous ground vehicles carrying lasers, drones and logistics payloads are presented factually as concepts and programs.Ukraine Claims 50% Jet Shahed Kills; Laser Trucks | Oct 21, 2026 · The AI War Brief · Oct 22
- Tesla's Roadster demo and past self-driving promises were discussed skeptically, with the hosts noting timelines slip.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- LiDAR's role in autonomous vehicles and drone autonomy is discussed factually, with industry players like Velodyne and Luminar mentioned.The Business of Drone Autonomy: Hardware, Defense, and AI | Stefan Hrabar, Emesent · The Drone Ultimatum · Oct 19
- Musk's Roadster demo is discussed mainly as spectacle, with little direct investing analysis.We spent 8 hours finding the best stuff on X. Here it is. · My First Million · Oct 23
- Discussed only as autonomy stacks the military may buy separately from the aircraft.The Future Of Fighter Jets - EP 93 Hermeus With Zach Shore And A.J. Piplica · Core Memory · Oct 21
- Self-driving discussed as an example of physical AI using world models for counterfactual planning.Physical AI at NVIDIA · Software Engineering Daily · Oct 20
Show 7 moreShow fewer
- Self-driving is mentioned only briefly as an example of physical intelligence still taking time.Ep 67. Problem First, Technology Second : Dr Wanli Min on Industrial AI · Money Majlis · Oct 23
- Robotics discussed as inventions on a list, with no investing angle.TIME’s 2026 Best Inventions: Apple CEO John Ternus Leads the Charge Into Tech’s Future · Cheddar RSS · Oct 23
- Brief discussion of Tesla's flying nitrogen-powered Roadster concept.Meta Made A Frontier Model, Google Still Can't Even With Gemini 4 · Nerd Snipe with Theo and Ben · Oct 22
- Robotaxi opportunity compared against Starlink and orbital compute in the merger debate.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Tesla FSD is used as an analogy for the data flywheel robotics may eventually reach.Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots · Training Data · Oct 20
- Brief mention of Robinson's unmanned aircraft work and integration of unmanned assets with crewed aircraft.Episode 198: Why the U.S. Army Chose the R66 for Flight Training | David Smith · The Helicopter Podcast · Oct 20
- Robot training depends on large real-world recording datasets that take years to build.Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026 · Real Vision · Oct 19
Around it
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.
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