CES 2026: The Autonomy Narrative Just Changed

Описание: Grayson Brulte and Walter Piecyk discuss CES 2026, discussing Zoox's performance on the Las Vegas Strip, NVIDIA's open-source plans and the hardware clash between Waymo's Ojai and the Lucid-Nuro robotaxi .

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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.

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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

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Recorded on Friday, January 9, 2026

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