Is the Future of Autonomy, Licensing and Contract Manufacturing?

Описание: David Welch, Detroit Bureau Chief at Bloomberg, joined Grayson Brulte on The Road to Autonomy podcast to explore whether Waymo’s potential shift to licensing its self-driving technology and Foxconn’s ambitions to manufacture robotaxis signals a new era in which legacy automakers, financiers, and service providers reshape the future of autonomy through contract manufacturing and strategic partnerships.

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David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss the future of autonomy.

Is Waymo preparing to pivot away from owning and operating robotaxi fleets towards licensing the Waymo Driver to companies such as Toyota, and perhaps even Ford and GM? If Waymo were to fully pivot to a licensing model, it could establish a new model in which legacy OEMs become contract manufacturers for autonomous driving developers.

With legacy OEMs acting as contract manufacturers, a new ecosystem would emerge in which OEMs build the vehicles, finance companies carry them on their balance sheets, service providers manage operations, and autonomous driving developers supply the autonomous driving systems under licensing agreements.

Meanwhile, Foxconn has ambitions to become the contract manufacturer of choice for robotaxi developers. If Foxconn were to enter the sector at scale, who would become the fleet operator? Who would finance the vehicles and own them on their balance sheet?

Today, there are still more questions than answers when it comes to the future of autonomy. Yet despite this current uncertainty, the outlines of the industry’s next era are beginning to take shape.

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Episode Chapters
0:00 Ford’s LiDAR Demands
4:16 Financing Autonomous Driving Platforms
5:44 Would GM Sell The Origin Platform to Cruise?
13:24 GM & Politics
15:38 Foxconn
21:34 Licensing Autonomous Driving Systems
23:15 Fully-Electric Pick-up Trucks
30:21 Tesla
32:35 Breaking out Robotaxi Revenue
36:11 Waymo
41:41 May Mobility on Lyft
43:16 Toyota
44:53 Waymo OEM Partnerships
46:02 What To Look For in the Markets

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Recorded on Monday, July 7, 2025

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