This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends, CaoCao launching robotaxi operations in Hangzhou, and Boeing offloading Wisk, SkyGrid and Insitu to Archer Aviation in a deal that trades equity for cash flow.

Episode 439 | Autonomy Markets: Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

Hosted by Grayson Brulte, The Road to Autonomy delivers institutional-grade intelligence on autonomous vehicles, autonomous trucking, robotaxis, and the capital flows shaping the market.Every episode combines primary field research, proprietary data, and conversations with the operators, investors, and policymakers building the autonomy economy.Three shows comprise the feed:The Road to Autonomy (Tuesdays): Flagship, in-depth conversations and analysis with the architects of the autonomy economy.Autonomy Signals, presented by KPMG (Thursdays): AUTNMY AI co-founders Grayson Brulte and Rob Grant analyze the underlying technical and regulatory signals moving the market.Autonomy Markets (Saturdays): Grayson Brulte and Walter Piecyk, Partner &amp; TMT Analyst, LightShed Partners and General Partner, LightShed Ventures break down the week in autonomy from a Wall Street and investment perspective.With over 400 episodes, The Road to Autonomy has become the trusted source for hedge funds, analysts, and executives who need to understand the emergence of the autonomy economy and the growth of physical AI.