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Uses Substack subdomain (avmarketstrategist.substack.com). Migrating would require subscribers to re-subscribe at a new address.
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The AV Market Strategist breaks down strategic developments, market dynamics, and competitive moves in the autonomous vehicle industry to reveal where the market is truly heading.
Data updated 2 weeks ago
Data, On Average
2K subs
0%/wk
Exponential Industry
2K subs
The Data Score
2K subs
Track changes to The AV Market Strategist's percentile rankings in Technology over time
Start tracking — free| Public |
| Wayve Raises $1.5B, Waymo Now In 10 Cities And Uber Builds the AV Platform LayerMeanwhile: Tesla logged zero California miles. Again.Mar 2, 2026 | Public |
| $2.5B Hyundai - Waymo Deal & Pony.ai begins mass productionMeanwhile Baidu and WeRide expand aggressively in Middle EastFeb 16, 2026 | Public |
| Waymo Raised $16bn And Uber Earnings Call is all about AutonomyMeanwhile Tesla and Waymo got grilled by Senators and the Middle East emerges as Autonomy HubFeb 9, 2026 | Public |
| Tesla All-In Autonomy: 7 New Robotaxi Cities, $20b CAPEX, $2b Investment in xAI Meanwhile Waymo is closing the pricing gap to Uber, Lyft and opens up SFO AirportFeb 2, 2026 | Public |
| Tesla Goes Driverless & Waymo's Miami LaunchMeanwhile: Geely targets 100,000 robotaxis by 2030, China goes AV mass productionJan 26, 2026 | Public |
| NVIDIA’s Autonomy Strategy, Baidu goes driver-out in Dubai, Lucid/Uber/Nuro unveil RobotaxiMeanwhile: BYD Launches New Robotaxi Brand and Xpeng starts Robotaxi TestJan 12, 2026 | Public |
| Is Waymo’s $100B valuation defensible?Meanwhile Tesla sales fall again and WeRide, Pony.ai expand fleetsJan 5, 2026 | Public |
| Baidu to operate in London on Uber AND Lyft, Tesla FSD Shuttle in GermanyWaymo’s San Francisco blackout explainedDec 29, 2025 | Public |
140 paid
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Avg Comments
1.0
Avg Likes
14.0
Engagement Rate
0.75%· ~15 likes + comments/post
(comments + likes) / subscribers
Quality Score
Engagement vs Technology
0.75% engagement rate
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Publishing Frequency
Weekly
Last published Mar 16, 2026
1.0 posts/week avg
Technology Pricing
$12.82/mo avg
Below average(-38%)
Monetization Readiness
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