Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss “Thriller in the Big D” as Waymo upstages Uber’s party in Dallas. The day before Uber was set to announce its commercial launch with…
China vs US: Who Can Scale Faster, WeRide or Waymo? This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide’s fully autonomous launch in Abu Dhabi, marking Uber’s first robotaxi deployment without a safety driver outside the United States. On WeRide’s…
Waymo’s Six Stages of Autonomy This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coining the term…
Waymo’s Highway Unlock Is Real. Its Moat Still Isn’t. This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport. Despite the expansion,…
Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions. Beneath the headlines, Tesla…
NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one…
Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership. The conversation opens with Walt’s…