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Robotics & Autonomy
Robotaxi, FSD, embodied intelligence and the machine economy.
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Waymo Passes 300 Million Miles as Kodiak Signs 75 Driverless Trucks Into a Per-Mile Contract
Robotics & Autonomous Driving Weekly | Issue 010
2026.10.29
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Waymo Passes 300 Million Miles as Kodiak Signs 75 Driverless Trucks Into a Per-Mile Contract
Robotics & Autonomous Driving Weekly | Issue 010
Tesla Puts Robotaxi Miles and Optimus Production Into Earnings, but Full Unit Economics Remain Missing
Robotics & Autonomous Driving Weekly | Issue 009
Physical AI Starts Selling Data and Components, While Regulation and Cash Flow Still Gate Scale
Robotics & Autonomous Driving Weekly | Issue 008
Anduril Commits $3.7 Billion to Arsenal-2 as Defense Tech Moves Into Capital-Intensive Manufacturing
Special Update | Arsenal-2 × Virginia Class × Private Capital × Outcome-Based Procurement
Waymo’s First $5 Billion Loan: Robotaxi Expansion Meets the Cost-of-Capital Test
Special Update | Funding Optionality × Unit Economics × FCF × Debt Service
Regulation Starts Adapting to Driverless Operations, but Robot Orders Still Are Not Cash Flow
Robotics & Autonomous Driving Weekly | Issue 007
Pentagon Creates an Autonomous Warfare Command, Institutionalizing Physical-AI Demand
Critical Event Update | Autonomous Warfare × Uncrewed Systems × Physical AI
Robotaxis Enter the Operating-System Race as Waymo Widens Its Lead
Robotics & Autonomous Driving Weekly | Issue 006
Mercedes and Wayve Sign Production Deal, Moving End-to-End Driving AI Into Global Vehicle Integration
Critical Event Update | End-to-End Driving AI × OEM Production Proof
Agility Digit 5 Enters Auditable Operations
Robotics & Autonomous Driving | Research Memo | Commercial Evidence Strengthened
Waymo Moves From City Replication to International Operations
Robotics & Autonomous Driving Weekly | Issue 005
Physical AI Is Not Cooling, but the Valuation Logic Is Shifting
Robotics & Autonomous Driving Weekly | Issue 004
Cybercab Is Live, but Tesla Has Not Yet Proven Robotaxi Economics
Robotics & Autonomous Driving Weekly | Issue 003
Law Is Catching Up With Technology, but Capital Still Runs Ahead of Revenue
Robotics & Autonomous Driving Weekly | Issue 002
From technical capability to scalable paid deployment
Robotics & Autonomous Driving Weekly | Issue 001