Скачать или смотреть UNPLUGGED: Why The Race To Build Robotaxis Is On

Unplugged: Why the Race to Build Robotaxis Is On was the most watched episode of SAE Tomorrow Today in 2025—and for good reason. Grayson Brulte breaks down why the robotaxi market is now vehicle-constrained, how that bottleneck creates a real opportunity for OEMs and investors, and why robotaxis could quietly become a global lifeline for struggling EV programs. Thanks for listening, sharing, and pushing the conversation forward. We’re just getting started.

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Robotaxis are scaling fast, logging millions of autonomous miles each month across the globe. Despite their rapid adoption, the industry is hitting an unexpected bottleneck: there simply aren’t enough vehicles to meet soaring demand.

With EV sales still lagging, the robotaxi boom could become a lifeline for OEMs. In this Unplugged episode of SAE Tomorrow Today (https://www.sae.org/podcasts/tomorrow...) , host Grayson Brulte (  / graysonbrulte  ) explains why the future of mobility may depend on who can build robotaxis the fastest.

Episode 309 chapters:
00:00 Introduction to Robotaxis
00:32 Current State of the Robotaxi Market
02:52 Hyundai's Strategic Moves
03:48 Waymo and Hyundai Partnership
05:14 EV Market Analysis
07:05 OEMs and the Robotaxi Opportunity
10:36 Foxconn's Potential Entry
12:45 Conclusion and Future Outlook

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Have your own thoughts on this topic? We’d love to hear from you! Share your comments, questions or ideas for future topics with Grayson on Twitter (  / gbrulte  ) or send them to [email protected] (mailto:[email protected]).

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