Episode
CES 2026: The Autonomy Narrative Just Changed
- Podcast
- Autonomy Markets
- Published
- Jan 10, 2026
- Duration seconds
- 2350
- Processing state
processed- Canonical source
- https://podcasters.spotify.com/pod/show/lightshed-ventures5/episodes/CES-2026-The-Autonomy-Narrative-Just-Changed-e3df0pg
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Summary
This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans. Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox ? Do they overhaul management, make an acquisition, or simply shut it down and move on? While Zoox struggled, NVIDIA introduced their open-source Alpamayo AI models under an Apache 2.0 license to accelerate the development of autonomous vehicles and sell more GPUs. Closing out the show, the discussion shifts to hardware and global expansion, contrasting Waymo’s bulky new Ojai vehicle with the well-designed Lucid-Nuro robotaxi. Episode Chapters 0:00 CES 2026 2:13 Zoox CES Experience 8:41 NVIDIA’s CES Announcements 12:45 SAE Level 2 16:59 Waymo Ojai 19:31 Lucid / Nuro Robotaxi 21:29 Does Uber Need to Vertically Integrate Autonomy in the Future? 25:05 Waymo / Uber Relationship 27:37 Tensor Auto 32:49 Foreign Autonomy Desk 34:35 Disgrace of The Week 38:24 Next Week Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth…