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The Road to Autonomy

  • Autonomous VehiclesAutonomy Markets

Uber CEO Reignites The Great Waymo vs Tesla Debate

Tesla Cameras - The Road to Autonomy

Uber CEO Reignites The Great Waymo vs Tesla Debate This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara…

  • Grayson Brulte
  • August 30, 2025
  • Autonomous VehiclesAutonomy Markets

Send More Waymo’s to Atlanta ASAP and Nuro’s Big Check

Waymo Needs Cars in Atlanta - The Road to Autonomy

Send More Waymo’s to Atlanta ASAP and Nuro’s Big Check This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro’s Series E round. Waymo’s launch in…

  • Grayson Brulte
  • August 23, 2025
  • Autonomous VehiclesAutonomy Markets

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle

Tensor Auto - The Road to Autonomy

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto. A few months…

  • Grayson Brulte
  • August 16, 2025
  • Autonomous VehiclesAutonomy MarketsMarkets

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo - The Road to Autonomy

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest. While Uber publicly framed their autonomy spending as “modest”…

  • Grayson Brulte
  • August 9, 2025
  • Autonomous VehiclesAutonomy MarketsTesla Market Intelligence

Waymo Leaves Uber in Austin and the Tesla Double Standard

Waymo Interior - The Road to Autonomy

Waymo Leaves Uber in Austin and the Tesla Double Standard This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis, renewing a relationship that dates back to 2017 and the…

  • Grayson Brulte
  • August 2, 2025
  • Autonomous VehiclesAutonomy MarketsTesla Market Intelligence

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

Zoox Las Vegas Robotaxi - The Road to Autonomy

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route service…

  • Grayson Brulte
  • July 26, 2025
  • Autonomous VehiclesAutonomy Markets

Driver-Out with Avride, Nuro’s Uber Lucid Deal, Waymo’s Austin Depot

Avride Autonomous Vehicle - The Road to Autonomy

Driver-Out with Avride, Nuro’s Uber Lucid Deal, Waymo’s Austin Depot This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro’s impressive deal with Lucid and Uber, and Waymo’s Austin depot operated by AVOMO. While…

  • Grayson Brulte
  • July 19, 2025
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