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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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Autonomous Vehicles Business with Fexingo: Self-Driving Cars, Trucks, and Mobility Companies

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by Fexingo

80 episodes

Updated Daily

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Podcast Overview

Every trading day, Lucas and Luna sit down with the latest market data, earnings reports, and macro indicators to dissect the business of autonomous vehicles — not the demo reels, but the balance sheets. They track how Waymo, Tesla, Cruise, and Aurora are burning cash, who’s winning the LIDAR cost war, and what the Fed’s rate decisions mean for SPACs that went public with $2 billion valuations and $0 revenue. The show lives in the tension between the technology’s promise and the industry’s capital-intensive reality. When a new Robotaxi approval drops in San Francisco or a trucking pilot launches in Texas, Lucas brings the numbers (unit economics, regulatory timelines, insurance liabilities) and Luna pushes back on the narratives — is this a real inflection point or just another press release? They break down the supply chain for compute chips, the labor economics of trucking, and the liability frameworks forming around autonomy. For listeners who already follow the sector and need to separate signal from noise — not for enthusiasts who just want to hear about lidar specs. The question they always return to: which of these companies will still be independent in five years? #AutonomousVehicles #SelfDrivingCars #Robotaxi #Waymo #Tesla #Cruise #AuroraInnovation #LIDAR #AutonomousTrucking #SPACs #ElectricVehicles #MobilityTech #SupplyChain #Regulatory #Technology #Business #FexingoBusiness #BusinessPodcast Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

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Publishing Since

5/19/2026

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Recent Episodes

June 30, 2026

Why Autonomous Trucks Are Avoiding California

In this episode of Autonomous Vehicles Business with Fexingo, Lucas and Luna dig into a concrete number: California accounts for roughly 12% of U.S. trucking tonnage, yet autonomous truck developers are routing their operations through Texas, Arizona, and the Southeast. Why? The hosts trace it to a single 2024 California DMV regulation requiring a human safety operator behind the wheel at all times, effectively blocking Level 4 operations. They discuss how Aurora, Kodiak, and Waymo Via have responded, the financial implications of that decision, and whether California's regulatory stance is a speed bump or a wall. With shares of Tesla up 12% over the past five days and Rivian gaining 18.5%, the market is clearly pricing in an accelerated AV timeline—just not in the Golden State. Lucas and Luna unpack what this means for trucking routes, infrastructure investment, and the broader geography of autonomy. #AutonomousTrucks #CaliforniaDMV #AuroraInnovation #KodiakRobotics #WaymoVia #Level4Autonomy #TruckingRegulation #TexasTrucking #ArizonaAutonomous #Tesla #Rivian #Business #Technology #FexingoBusiness #BusinessPodcast #AutonomousVehicles #Logistics #SupplyChain Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

June 30, 2026

How Autonomous Vehicles Handle Police Traffic Stops

Episode 82 of Autonomous Vehicles Business with Fexingo dives into a surprisingly complex edge case: how self-driving cars interact with police during traffic stops. Lucas and Luna explore real-world testing by Waymo and Cruise, the technical challenge of interpreting hand signals and emergency lights, and the human-robot handoff dilemma. They discuss a 2025 study showing AVs fail to yield correctly in 23% of simulated police encounters, and contrast it with recent improvements in gesture-recognition AI. The episode also touches on California DMV data showing only 12 documented police-AV interactions in 2025, raising questions about enforcement gaps. Tune in for a nuanced look at the intersection of law enforcement and autonomous technology. #AutonomousVehicles #PoliceTrafficStops #Waymo #Cruise #SelfDrivingCars #EdgeCases #GestureRecognition #AI #CaliforniaDMV #AVSafety #HumanRobotInteraction #AutomotiveTech #BusinessAndTechnology #Business #Tech #FexingoBusiness #BusinessPodcast #Episode82 Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

June 29, 2026

Why Autonomous Trucks Are Stalling at Scale

Episode 80 of Autonomous Vehicles Business examines the gap between pilot programs and commercial deployment in autonomous trucking. Lucas and Luna discuss why Wall Street and freight operators are losing patience with AV trucking timelines, using recent data points: the iShares Self-Driving EV and Tech ETF (IDRV) down 7.3 percent over the past five days, and Stellantis dropping 11 percent. They explore the technology's challenges—mapping highway exits, handling weigh stations, and the high cost of safety drivers—and ask whether the industry's promise of a driverless fleet by 2028 is realistic. The episode also touches on Ford's recent rehiring of veteran engineers after AI fell short, and what that means for autonomous truck development. A focused, data-driven conversation about the roadblocks facing autonomous freight. #AutonomousTrucks #AVScaling #Trucking #FreightTech #SelfDriving #LucasAndLuna #FexingoBusiness #BusinessPodcast #AutonomousVehicles #AutonomousVehiclesBusiness #TruckingIndustry #Ford #Stellantis #Waymo #Aurora #TuSimple #Business #Technology Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>

80 total episodes available

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Frequently asked questions

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What is Autonomous Vehicles Business with Fexingo: Self-Driving Cars, Trucks, and Mobility Companies?: Every trading day, Lucas and Luna sit down with the latest market data, earnings reports, and macro indicators to dissect the business of autonomous vehicles — not the demo reels, but the balance sheets. They track how Waymo, Tesla, Cruise, and Aurora are burning cash, who’s winning the LIDAR cost war, and what the Fed’s rate decisions mean for SPACs that went public with $2 billion valuations and $0 revenue. The show lives in the tension between the technology’s promise and the industry’s capital-intensive reality. When a new Robotaxi approval drops in San Francisco or a trucking pilot launches in Texas, Lucas brings the numbers (unit economics, regulatory timelines, insurance liabilities) and Luna pushes back on the narratives — is this a real inflection point or just another press release? They break down the supply chain for compute chips, the labor economics of trucking, and the liability frameworks forming around autonomy. For listeners who already follow the sector and need to separate signal from noise — not for enthusiasts who just want to hear about lidar specs. The question they always return to: which of these companies will still be independent in five years?

#AutonomousVehicles #SelfDrivingCars #Robotaxi #Waymo #Tesla #Cruise #AuroraInnovation #LIDAR #AutonomousTrucking #SPACs #ElectricVehicles #MobilityTech #SupplyChain #Regulatory #Technology #Business #FexingoBusiness #BusinessPodcast

Keep every episode free: <a href="https://buymeacoffee.com/fexingo">buymeacoffee.com/fexingo</a>
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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