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Baidu Apollo GoCN 81.2 ▲ +5.2 WaymoUS 77.5 ▲ +0.6 NeolixCN 74.8 ▲ +11.3 Starship TechnologiesEE 70.0 ▲ +4.3 Serve RoboticsUS 62.0 ▲ +8.5 Pony.aiCN 56.9 ▲ +1.1 WeRideCN 53.3 ▲ +0.7 Applied IntuitionUS 48.8 ▼ -5.6 KodiakUS 47.4 ▲ +3.3 DeepRoute.aiCN 44.3 ▲ +24.4 CocoUS 44.3 ▼ -1.0 AuroraUS 41.4 ▼ -3.3 TeslaUS 40.6 ▲ +0.2 Didi Autonomous DrivingCN 34.9 ▲ +10.4 ZooxUS 33.2 ▲ +0.2 May MobilityUS 33.1 ▲ +1.2 MotionalUS 32.0 ▲ +0.9 Volvo Autonomous SolutionsSE 31.2 ▲ +3.6 Avride PodUS 28.9 ▼ -4.5 AvrideUS 28.8 ▲ +3.9 Cao Cao MobilityCN 28.8 ▲ +6.7 MobileyeIL 28.3 ▲ +0.2 Bot AutoUS 28.0 ▲ +1.8 TorcUS 27.7 ▲ +6.6 WayveGB 27.6 ▼ -8.3 MeituanCN 25.0 ▼ -2.9 MomentaCN 24.6 ▼ -1.7 DoorDash DotUS 23.9 ▲ +2.9 VerneHR 23.7 ▲ +7.7 XPengCN 23.6 ▼ -1.3 WaabiCA 22.8 ▲ +3.9 MOIA AmericaDE 22.2 ▼ -0.6 AutobrainsIL 21.2 ▲ +0.1 NuroUS 19.8 ▲ +1.4 Helm.aiUS 17.6 ▲ +0.1 Stack AVUS 17.4 ▲ +3.6 Tensor AutoUS 16.4 ▲ +9.2 PlusAIUS 13.1 ▼ -2.0 HUMAINSA 2.1 – 0.0 Baidu Apollo GoCN 81.2 ▲ +5.2 WaymoUS 77.5 ▲ +0.6 NeolixCN 74.8 ▲ +11.3 Starship TechnologiesEE 70.0 ▲ +4.3 Serve RoboticsUS 62.0 ▲ +8.5 Pony.aiCN 56.9 ▲ +1.1 WeRideCN 53.3 ▲ +0.7 Applied IntuitionUS 48.8 ▼ -5.6 KodiakUS 47.4 ▲ +3.3 DeepRoute.aiCN 44.3 ▲ +24.4 CocoUS 44.3 ▼ -1.0 AuroraUS 41.4 ▼ -3.3 TeslaUS 40.6 ▲ +0.2 Didi Autonomous DrivingCN 34.9 ▲ +10.4 ZooxUS 33.2 ▲ +0.2 May MobilityUS 33.1 ▲ +1.2 MotionalUS 32.0 ▲ +0.9 Volvo Autonomous SolutionsSE 31.2 ▲ +3.6 Avride PodUS 28.9 ▼ -4.5 AvrideUS 28.8 ▲ +3.9 Cao Cao MobilityCN 28.8 ▲ +6.7 MobileyeIL 28.3 ▲ +0.2 Bot AutoUS 28.0 ▲ +1.8 TorcUS 27.7 ▲ +6.6 WayveGB 27.6 ▼ -8.3 MeituanCN 25.0 ▼ -2.9 MomentaCN 24.6 ▼ -1.7 DoorDash DotUS 23.9 ▲ +2.9 VerneHR 23.7 ▲ +7.7 XPengCN 23.6 ▼ -1.3 WaabiCA 22.8 ▲ +3.9 MOIA AmericaDE 22.2 ▼ -0.6 AutobrainsIL 21.2 ▲ +0.1 NuroUS 19.8 ▲ +1.4 Helm.aiUS 17.6 ▲ +0.1 Stack AVUS 17.4 ▲ +3.6 Tensor AutoUS 16.4 ▲ +9.2 PlusAIUS 13.1 ▼ -2.0 HUMAINSA 2.1 – 0.0
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Waymo Ojai - The Road to Autonomy

Your Ride Just Got Fewer Sensors. Problem?

This week on Autonomy MarketsGrayson Brulte and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing Waymo partnership language and Waymo’s upcoming expansion to Sydney.

In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from “exclusively available on Uber” to simply “available on Uber” when promoting Waymo rides.

On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform.

Read the Full Episode Transcript

Episode Chapters

  • 0:00 Verizon Outage
  • 1:45 New York’s Unkind Welcome to Autonomous Vehicles
  • 9:19 Robotaxi and Waymo Face-off in Austin
  • 12:47 Autonomy Markets Merch
  • 14:15 FSD Goes Subscription Only on Valentine’s Day
  • 17:18 Waymo Eyes Australian Expansion
  • 21:03 Tensor Auto
  • 24:06 Stack AV
  • 26:14 Plus AI Expands to Japan
  • 28:33 Foreign Autonomy Desk
  • 30:33 Next Week

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