Uber’s Autonomy Myths and Realities, Waymo’s Capital Raise and Miami Depots

This 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 and Realities earnings supplement, and the launch of a new segment, The Pit Stop.

The conversation heats up as Walt and Grayson debate Uber’s claim that autonomous vehicle growth is not a zero-sum game, with Grayson arguing that personal ownership and dedicated autonomous vehicle networks will eat into Uber’s market share while, Walt defends the narrative of total market expansion.

While Uber attempts to debunk autonomous vehicle myths, Grayson puts on his inspector hat for the inaugural Pit Stop segment, revealing exclusive details about Waymo’s Miami depot infrastructure, including a depot under construction near the airport and the strategic placement of fleet operations near the Design District.

Looking at the broader regulatory landscape, Grayson and Walt analyze recent Senate testimony where Waymo disclosed their use of remote assistance based in the Philippines, a move Walt classifies as an unforced error during a push for a National Autonomous Vehicle Framework.

On the Foreign Autonomy Desk, they highlight the Middle East becoming a beachhead for scale with Baidu going driver-out in Dubai and WeRide partnering with Uber, noting the region is likely the only place where US and Chinese robotaxis will coexist for the time being.

Read the Full Episode Transcript

Episode Chapters

• 0:00 Waymo Raises $16 Billion at a $126bn Valuation
• 2:35 Waymo World Powered by DeepMind
• 6:43 Uber’s Myths and Realities
• 29:03 The Pit Stop: The Inspector Goes to Miami
• 39:02 The Pit Stop: Tesla’s San Francisco Robotaxi Depot Gets Blocked
• 41:38 AVs Need Clear Rules of the Road U.S. Senate Hearing
• 48:01 Bedrock Robotics Raises $270 million
• 50:28 Foreign Autonomy Desk
• 55:04 Next Week

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