Uber Sells the Dream, Waymo Logs the Autonomous MilesThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s new Autonomous Vehicle Solutions initiative, Waymo’s growing markets, and the growth of Physical AI powered by NVIDIA.As Uber’s stock languishes…
Waymo’s Shocking Data & Uber’s Infrastructure Pivot This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing reveals that Waymo…
Has Waymo Finally Solved Robotaxi Supply?This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved their vehicle supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down…
Uber’s Autonomy Myths and Realities, Waymo’s Capital Raise and Miami DepotsThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber’s defensive Myths…
12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on…
Waymo’s LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to RobotaxisThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and…
Tesla Robotaxi Underwritten and Unleashed This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ strategic acquisition of Diligent Robotics. It finally happened. Tesla has…