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The AV Market Strategist newsletter by Daniel Abreu Marques: latest issues, cadence and price

by Daniel Abreu Marques · Substack · Free · 2 a week · last issue Oct 22, 2026 · Active

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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.

Issues

22 on file since Aug 5, 2026

22 of 22 issues

AI and agentsOct 22Auve Tech’s Driverless Shuttle Playbook for Airports and BeyondRead ↗
AI and agentsOct 19Waymo Heads to Canada & Another Hint in the MOIA PuzzleRead ↗
AI and agentsOct 14Europe’s Own Path to Autonomous MobilityRead ↗
Tech business and strategyOct 12Tesla Renames FSD for Europe & VW Picks Wayve?Read ↗
Policy and societyOct 7Inside Germany's Autonomous Driving LawRead ↗
Tech business and strategyOct 5Waymo's German OEM Leaked? & Tesla's European ComebackRead ↗
AI and agentsOct 1Grab's Autonomous Vehicle Playbook for Singapore and Southeast AsiaRead ↗
Product and growthSep 28Waymo’s 54% Fleet Growth in Texas & Wayve signs Mercedes-BenzRead ↗
AI and agentsSep 23The UK's Autonomous Vehicle Permit Process ExplainedRead ↗
AI and agentsSep 21Waymo's Secret Plan for Berlin & Bolt's 25,000 Lucid Vehicles for EuropeRead ↗
AI and agentsSep 16beti: The French AV Operator Behind WeRide's First European RobobusRead ↗
AI and agentsSep 14Europe's First Fully Driverless Robotaxi Rides & Spain's First L4 PermitRead ↗
AI and agentsSep 9Robot Pit Stops for RobotaxisRead ↗
Tech business and strategySep 7Tesla Launches the Cybercab, Waymo Opens Three Cities and Borrows $3 BillionRead ↗
Tech business and strategyAug 31Waymo Comes to Munich, Takes Aim at Tesla and Buys a Curb in VegasRead ↗
AI and agentsAug 26France's Driverless Transport Rules, Explained by the AssessorRead ↗
AI and agentsAug 24Pony AI's +691% Robotaxi Revenue & Nevada Approves 7,000 RobotaxisRead ↗
Tech business and strategyAug 19How WeRide Built a Global Robotaxi Business in 9 YearsRead ↗
Tech business and strategyAug 17WeRide Q2 2026: 40% Overseas Revenue, 37.5% Gross Margin & the Number That Decides 2029Read ↗
AI and agentsAug 13The Hidden Human Layer Making Autonomous Vehicles ScalableRead ↗
AI and agentsAug 10Uber Q2/2026: $10 billion AV investment, 120,000 vehicles, and less than 0.5% of tripsRead ↗
AI and agentsAug 5The Robotaxi Industry's Real Bottleneck Is Not AI. It's the CurbRead ↗
About this newsletter

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.

Photo

None found, so the logo or initials show. Photos come from Wikimedia Commons or official company pages, never LinkedIn or image search.

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Issues per week, last 26 weeks

2 a week, measured over the last six months (or since the feed's oldest issue)

Issues by month

Writes about

AI and agents (14), Tech business and strategy (6), Policy and society (1) in the last six months.

More on ai and agents

History

Listed on Newsletters Oct 16, 2026. No changes to its feed, price, platform, status or cadence since.