Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential new partnership with Toyota, the launch of Aurora’s driver-out commercial operations and…
Waymo’s Pivot? Counting Teslas and Can Aurora Beat the Clock? This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla’s pending robotaxi launch and…
Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out…
Wayve Wins, Nuro Reloads, Austin Doesn’t Guarantee Uber-Waymo’s Next Chapter This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee…
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s unforced error with the Zeekr RT robotaxi, Uber’s future with autonomous vehicles and the winners and…
Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C. and the emerging opportunity in autonomous trucking.…
Waymo’s Big Week and Elon Musk’s Promises This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO), their continued Bay Area expansion and Tesla’s ambitious plans for launching a FSD Unsupervised.…