The Sunday Digest
Sunday, May 19, 2024 12 min read

The State of Autonomy: A Week of Breakthroughs

"From Waymo's expansion in Los Angeles to new regulatory frameworks in the EU, autonomous mobility took center stage this week."

The Big Story

The conversation around autonomous driving shifted from 'if' to 'where' this week. Waymo received final approval for commercial operations across nearly all of the LA basin, while Cruise announced a cautious return to manual testing in Phoenix. The dichotomy between these two trajectories highlights the technical and operational gap currently defining the space.

Aviation Deep Dive

In the skies, the 737 MAX 10's certification flight testing program reached a 50% milestone. Boeing engineers are optimistic about a late 2024 certification, which would unlock significant narrowbody capacity for United and Alaska Airlines.

"We are seeing the most significant realignment of the automotive manufacturing base since the introduction of the moving assembly line."

— Julian Vance, Senior Market Analyst

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