.@Arm is projecting that the Physical AI compute market will grow from $25 billion today to $200 billion in the early 2030s. Dermot O'Driscoll, VP of Go-To-Market for Physical AI at Arm, joined @gbrulte on The Road to Autonomy to discuss Arm's Robotics Capability Framework and the growing Physical AI market. Episode Chapters 0:00 Growth of Physical AI Explosion 02:33 Arm's Heritage in Automotive & Mobile Compute 06:02 Why Low-Power Architecture Unlocks Robotics 08:00 Scaling Physical AI & Standardizing Capabilities 10:00 Arm's Robotics Capability Framework 13:35 Ecosystem Defragmentation 18:30 High-Performance Compute Constraints 22:00 Standardizing Robotic Architectures 25:19 Arm's Physical AI Business Unit 27:24 Comparing Physical AI Growth to Early Cloud Adoption 31:57 Robotaxi Compute Architecture 35:45 In-Vehicle Infotainment Experiences 37:56 $200B Compute Market Opportunity 42:26 Industrial Markets 47:34 5-Year Outlook for Physical AI 49:01 @AUTNMYAI $ARM

Curbside drop-off and pickup at @SATairport with @Waymo is a great experience. Waymo opened public access on Wednesday, October 14th. We were there on Opening Day. This is the Field Report. $GOOGL

Getting a @Waymo at @flySFO requires a long walk and an AirTrain ride. But it's well worth it, says @gbrulte. This is the Field Report.

This week on Autonomy Signals presented by @KPMG, @gbrulte and @RobGsix analyze the @NHTSAgov safety inquiry into @Robotaxi in school zones, @XPENG_Global's robotaxi strategy and a Føtex supermarket testing humanoids after-hours. Episode Chapters 0:00 KPMG Sponsor Introduction 2:44 Signal 1: Tesla @Robotaxi NHTSA School Zone Safety Inquiry 27:00 Signal 2: XPENG Introduces its YOYO Robotaxi Service 49:50 Signal 3: Supermarket Humanoids Hit The Night Shift In Denmark

At @SATairport, @Waymo drops you right at the curb in front of the door, and Grayson timed it at under four minutes from car to security. At @flySFO, that same trip still starts with a long walk and a tram ride. This week on Autonomy Markets, @gbrulte and @WaltLightShed analyze airport access as the next robotaxi unlock, whether @Robotaxi has earned the green check in Austin, when Cybercab comes online in Dallas. Episode Chapters 0:00 Waymo San Antonio Airport Experience 05:57 @Motionaldrive’s Las Vegas Technical Center & Hyundai IONIQ 5 Upfitting 08:33 Private Ownership vs. Robotaxi Fleets 12:58 Human Factors and SAE Level 4 14:27 Autonomy Subscriptions 16:04 Dallas and Europe Field Reports 18:03 @Uber's Management Turmoil 21:21 Uber's Lofty 15 City Robotaxi Goal 23:29 Growing Number of Cybercabs in Austin 28:01 Cybercab's Pending Dallas Launch 32:01 Waymo Opens Nashville Airport (BNA) Service 36:11 Zoox’s NHTSA Authorization for Hayward, California 38:17 @Wayve_AI's Potenial Volkswagen Deal 41:18 @AppliedInt 43:29 Red Tape and Regulations 56:48 Verne's Shift Towards Fleet Management 59:25 Next Week