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Secteur · Semaine 44 de 2026

Automobile et mobilité

Ce dont le secteur débat, où il va selon ceux qui en parlent, et ce que font ceux qui ont une longueur d’avance.

La transition énergétique
0,7 %
Voitures et mobilité
1,4 %
Personnes citées
16

Généré par IA Questions, positions et liens nommés par un modèle d’IA à partir des citations et chiffres de cette page. Chaque citation est vérifiée mot pour mot avec sa source ; les chiffres viennent uniquement des enquêtes affichées. Comment ces pages sont faites

Automobile et mobilité

Médias

Automobile et mobilité

Opinions

Les questions dont le domaine débat, et chaque camp dans les mots de ceux qui le défendent.

How quickly can autonomous vehicles move into commercial operation?

Near-term expansion

Autonomous services and trucking are nearing commercial operation, with vehicle volumes and markets set to grow.

Fully commercial operations before New Year's Eve is what I'll put out there as a marker. That's where I think they're going.

Grayson BrulteThe Road to Autonomy, 10 oct. 2026 · d’une transcription automatiqueSignaler un problème

I'm going on the record, I'm saying by Q1, Waymo launches commercial driver out service with their own APS permit in the uk, but he who holds the permit holds the keys.

Grayson BrulteThe Road to Autonomy, 17 oct. 2026 · d’une transcription automatiqueSignaler un problème

2 citations de plus avec Pro

Uneven, uncertain rollout

Commercial scale will take time, and pace, permits, and local uncertainty can limit planned deployments.

At its current pace, they're not going to meet 20,000 vehicles. So that pace has to get even faster. Otherwise, you know, we would estimate them maybe hitting 14,000 vehicles or so.

Rob GrantThe Road to Autonomy, 25 oct. 2026 · d’une transcription automatiqueSignaler un problème

It's gonna be a while to that service gets to meaningful scale in either market.

Grayson BrulteThe Road to Autonomy, 24 oct. 2026 · d’une transcription automatiqueSignaler un problème

2 citations de plus avec Pro

How should regulation balance autonomous-vehicle safety and deployment?

Safety with innovation

Regulation should address safety while allowing innovation and deployment to proceed.

Nobody's sitting here saying there should be no regulation. I think appropriate level of regulation, you balance that safety with Innovation.

Rob GrantThe Road to Autonomy, 9 oct. 2026 · d’une transcription automatiqueSignaler un problème

Fatal crashes typically result from compounding factors—like low visibility, high speeds, and poor road design—that even sober drivers cannot always overcome.

Mauricio PeñaChief Safety Officer, WaymoWaymo blog, 8 oct. 2026Signaler un problème

Rules vary by jurisdiction

Without shared preemption, local rules may differ and add requirements that complicate deployment.

And because we have no federal preemption and there's no state preemption here, you could see even very crude ways of doing it requiring certain physical changes to the vehicle to identify it as an autonomous vehicle.

Rob GrantThe Road to Autonomy, 9 oct. 2026 · d’une transcription automatiqueSignaler un problème

So my guess is, particularly if in the scenario you put it where the House and maybe even the Senate flipped to Democratic hands, I don't see the Democrats extending preemption into this area.

Rob GrantThe Road to Autonomy, 9 oct. 2026 · d’une transcription automatiqueSignaler un problème

1 citation de plus avec Pro

Should automakers prioritize new technology or lower costs?

Cost before more tech

Automakers should use existing technology to reduce costs and focus on manufacturability and supply resilience.

What I've grown to appreciate more in these last couple years being in industry is how important designing for cost, designing for manufacturability and understanding one's supply chain is to having a viable product.

Geoff NormanAutoline After Hours, 26 oct. 2026 · d’une transcription automatiqueSignaler un problème

My experience is the most of the OE customers are not interested in that right now. They have plenty of technology. They've invested a lot in technology. Now it's, how do we take the cost out with the technology that we have?

David CollettiAutoline After Hours, 2 oct. 2026 · d’une transcription automatiqueSignaler un problème

1 citation de plus avec Pro

Build EV demand

Higher local EV demand is the route to expanding domestic battery manufacturing and realizing the EV market's potential.

I'll tell you the way to have the biggest impact on the domestic battery manufacturing industry is by having high demand. If you get high demand here locally, that domestic manufacturing will follow very quickly.

Kurt KeltyShift Key with Robinson Meyer, 7 oct. 2026 · d’une transcription automatiqueSignaler un problème

The EV market is much, many times bigger than you'll ever get in the ESS market. So the, and we think, I mean, I think the upside here is tremendous on the EV market side.

Kurt KeltyShift Key with Robinson Meyer, 7 oct. 2026 · d’une transcription automatiqueSignaler un problème

Automobile et mobilité

Émotions

Ce qu’ont compté des enquêtes publiées en interrogeant les gens du domaine et de son entourage.


Pouls

Pouls : ce que disent les lecteurs

Des lecteurs qui ont répondu, pas un échantillon représentatif.

Automobile et mobilité · Mastodon · Bluesky

Ce que les gens partagent

Les liens qui circulent et la part des publications sur le domaine cette semaine, comptés sur Mastodon et Bluesky.

Les plus partagés cette semaine

  1. 1
    Closing Central Madrid To Cars Resulted In 9.5% Boost To Retail Spending, Finds Bank Analysis

    Forbes · 178 comptes l’ont partagé · en tendance depuis 2 jours

Liens : les plus partagés sur des serveurs Mastodon, classés par un modèle d’IA. Publications : un échantillon aléatoire de Bluesky, classé par un modèle d’IA.

Automobile et mobilité

Direction

Forecasts point to expanding autonomous services and vehicle volumes, while commercial scale remains uncertain and depends on deployment pace and operating conditions.

You're getting things in place for a volume ramp in 28, 29 and ultimately that date 2030, which is like how many cars these guys and Tesla at that point can have on the road.

Walter PiecykThe Road to Autonomy, 31 oct. 2026 · d’une transcription automatiqueSignaler un problème

So conservative math says it's 8 to 10x growth in the next five years.

Dermot O'DriscollThe Road to Autonomy, 20 oct. 2026 · d’une transcription automatiqueSignaler un problème

Automobile et mobilité

Objectifs et visions

Prévisions et visions, avec la date où elles ont été dites et celle où l’on pourra les vérifier.

  1. But I also think the new metric, or if you want to say the updated amended end metric should be paid commercial unsupervised miles and then have a subset of that breaking down deadhead miles.

    Grayson BrulteThe Road to Autonomy, 30 oct. 2026 · d’une transcription automatiqueSignaler un problème
  2. Ouverte

    If and when a personally owned Waymo Toyota autonomous vehicle becomes available, you will see that trend towards one car ownership only accelerate.

    Grayson BrulteThe Road to Autonomy, 31 oct. 2026 · d’une transcription automatiqueSignaler un problème
  3. Ouverte

    It's going to become a defining factor if a global OEM sells a car or it doesn't sell a car. The future is autonomous. The future is not human driven.

    Grayson BrulteThe Road to Autonomy, 31 oct. 2026 · d’une transcription automatiqueSignaler un problème

27 de plus dans le suivi des prévisions Pro

Automobile et mobilité

Confusions

Des idées répandues, et ce que montrent les sources.

On dit souvent

Autonomous vehicles are already close to meaningful commercial scale.

Ce que montrent les sources

Some forecasts anticipate launches and rapid growth, while another says meaningful scale in the markets discussed remains a way off.

I'm going on the record, I'm saying by Q1, Waymo launches commercial driver out service with their own APS permit in the uk, but he who holds the permit holds the keys.

Grayson BrulteThe Road to Autonomy, 17 oct. 2026 · d’une transcription automatiqueSignaler un problème

On dit souvent

Automakers' next move is simply to add more technology.

Ce que montrent les sources

One industry account says customers already have substantial technology investment and are now asking how to reduce cost with what is in place.

My experience is the most of the OE customers are not interested in that right now. They have plenty of technology. They've invested a lot in technology. Now it's, how do we take the cost out with the technology that we have?

David CollettiAutoline After Hours, 2 oct. 2026 · d’une transcription automatiqueSignaler un problème

Automobile et mobilité

Une longueur d’avance

Ce que disent faire aujourd’hui ceux qui ont une longueur d’avance.

  1. Bring engineering, purchasing, manufacturing, finance, product planning, and design together on one platform team.

    The first platform team was the LH and it was cross functional engineering, purchasing, manufacturing, finance, product planning, design, all working together on the same team and got that one launched.

    Chris TheodoreAutoline After Hours, 16 oct. 2026 · d’une transcription automatiqueSignaler un problème
  2. Use virtual development and lighter, less expensive materials to reduce the need for physical iterations.

    Instead of building and testing everything, can you do stuff virtually so you're not building and testing as many iterations as we have in the past? And then are there lighter materials, less expensive materials to put in the tires?

    David CollettiAutoline After Hours, 2 oct. 2026 · d’une transcription automatiqueSignaler un problème
  3. Separate fleet operations from technology provision, with partners handling on-the-ground operations.

    Xpeng says it will not operate the fleets. It won't be a fleet operator. It will act as a technology provider and ecosystem enabler, earning from hardware sales services and commission sharing and handing offline operations to global partners.

    Rob GrantThe Road to Autonomy, 16 oct. 2026 · d’une transcription automatiqueSignaler un problème
  4. Integrate vertically and source materials directly to reduce exposure to supply disruptions.

    I think it also de risks us from supply disruptions, being vertically, vertically integrated and having our own source of materials. I'd say it's more from a resilience standpoint, ensuring supply.

    David CollettiAutoline After Hours, 2 oct. 2026 · d’une transcription automatiqueSignaler un problème

Automobile et mobilité

Sujets et secteurs

Là où ce domaine rejoint d’autres sujets, métiers et secteurs.

Semaine 44 de 2026 · 16 personnes citées

Automobile et mobilité

Discussion

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