Oct 2, 2026
The Dispatch: Week 40
Momenta takes Peugeot and Jeep global, Kodiak names its first driverless lane, Nissan puts autonomy on Cambridge streets, and GM puts an AI assistant on top of its fleet data.
SDV Insider · 11 min read
SDV Insider Dispatch Archive: Market Analysis & Trends
44 posts
Sep 18, 2026
The Dispatch: Week 38
Traton opens its truck OS to outside developers, the EU’s access-by-design deadline lands, Pony.ai puts its robotaxi computer in a Class 8 truck, and Hyundai concedes two years on driver assist.
SDV Insider · 10 min read
Sep 11, 2026
The Dispatch: Week 37
Honda and Nissan sign their SDV pact, the EU’s 24-hour cyber reporting clock starts today, China publishes its intelligent vehicle five-year plan, and London gets its first robotaxis.
SDV Insider · 8 min read
Aug 28, 2026
The Dispatch: Week 35
Waymo picks Munich for its first EU launch, Porsche sells its consulting arm to TCS, Beijing moves to bar under-tested vehicle software, and the first malware built to ride a car's own update channel.
SDV Insider · 10 min read
Aug 21, 2026
The Dispatch: Week 34
A Chinese autonomy stack cleared ASIL D and aimed at Europe, Nevada approved 8,000 robotaxis in one county, VW China shipped ADAS it built itself.
SDV Insider · 11 min read
Jul 17, 2026
The Dispatch: Week 29
The autonomy stack becomes a public company, the connectivity backbone gets named carriers, and unattended OTA finally hits the big rigs.
SDV Insider · 6 min read
Jul 15, 2026
Inside Blue Bird's EV and Connectivity Strategy
The EV segment leader for America's only domestic school bus maker on 3,500+ electric buses, the Sibros telematics partnership, and what the next 100 years looks like for student transportation.
SDV Insider · 2 min read
Jun 5, 2026
The Dispatch: Week 23
NVIDIA and BYD bet opposite ways on who owns the robotaxi brain, the SDV cockpit and middleware layers keep consolidating onto shared standards, and connected-car rules start picking winn
SDV Insider · 10 min read
May 29, 2026
The Dispatch: Week 22
Texas turns the AV industry transparent overnight, Stellantis hands its driving stack to Qualcomm and folds aiMotive in, and Hesai locks in another million-unit LiDAR order - this time without a press
SDV Insider · 9 min read
May 22, 2026
The Dispatch: Week 21
Congress writes Chinese LiDAR out of US infrastructure days after Mercedes signs Hesai, the SDV silicon layer industrializes in a single week, and Xpeng mass-produces its first vision-only Robotaxi.
SDV Insider · 10 min read
May 15, 2026
The Dispatch: Week 20
Open-source takes the wheel, OTA becomes a safety net, and OEM software orgs face their first real stress test.
SDV Insider · 8 min read
May 8, 2026
The Dispatch: Week 19
AI deploys at scale, autonomous trucks reach customer endpoints, and geopolitics rewires the connected vehicle supply chain.
SDV Insider · 8 min read
May 1, 2026
The Dispatch: Week 18
Connected services go platform-native, SDV stacks industrialize, and autonomy hits regulatory friction
SDV Insider · 4 min read
Apr 3, 2026
The Dispatch: Week 14
Big Tech moves deeper into the vehicle stack, OEM platforms hit validation milestones, and the race for SDV control begins to consolidate.
SDV Insider · 4 min read
Mar 13, 2026
The Dispatch: Week 11
VW and Rivian team up with Qualcomm to challenge Tesla, TomTom undergoes a leadership shake-up, and cybersecurity becomes a growing regulatory and developmental focus.
SDV Insider · 5 min read
Mar 6, 2026
The Dispatch: Week 10
Ford to issue OTA fixes at large scale, Volvo upgrades millions of vehicles, new JD Power study ranks SDV reliability and SDV growth accelerates amid rising cyber risks
SDV Insider · 6 min read
Jan 30, 2026
The Dispatch: Week 5
The largest OTA update in history? AI to arrive via OTA in 2.5 million of Volvos, VW announces first self-developed zonal architecture for China, and GM faces FTC scrutiny over connected vehicle data.
SDV Insider · 4 min read
Jan 16, 2026
The Dispatch: Week 3
Volkswagen doubles down on Qualcomm chips for SDVs, Škoda fortifies cybersecurity, Hyundai Motor Group Appoints Dr. Minwoo Park New Head for SDV Strategy
SDV Insider · 4 min read
Dec 19, 2025
The Dispatch: Week 51
Renesas goes solution-first with R-Car Gen 5, RISC-V pushes deeper into real-time control, and the SDV stack continues to consolidate around platforms, partnerships, and data ownership.
SDV Insider · 3 min read
Dec 12, 2025
The Dispatch: Week 50
From stacks to stakes: Volvo to sell software to rivals, Hyundai taps German-native as R&D Chief, Porsches Bricked in Russia, and OTA risk goes mainstream.
SDV Insider · 5 min read
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