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Baidu Apollo GoCN 79.9 ▲ +3.9 WaymoUS 77.2 ▲ +0.3 NeolixCN 74.6 ▲ +11.1 Starship TechnologiesEE 65.7 – 0.0 Pony.aiCN 61.8 ▲ +6.0 Serve RoboticsUS 59.0 ▲ +5.5 WeRideCN 52.4 ▼ -0.2 Applied IntuitionUS 48.8 ▼ -5.6 CocoUS 45.9 ▲ +0.6 KodiakUS 44.5 ▲ +0.4 TeslaUS 42.9 ▲ +2.5 AuroraUS 42.2 ▲ +2.5 ZooxUS 35.6 ▲ +2.6 Bot AutoUS 33.7 ▲ +7.5 May MobilityUS 33.4 ▲ +1.0 DoorDash DotUS 32.7 ▲ +11.7 Volvo Autonomous SolutionsSE 32.4 ▲ +4.8 MotionalUS 31.2 ▼ -0.6 DeepRoute.aiCN 30.7 ▲ +10.8 Avride PodUS 29.7 ▼ -3.7 TorcUS 28.4 ▲ +7.4 MobileyeIL 28.1 – 0.0 Didi Autonomous DrivingCN 27.0 ▲ +2.5 WayveGB 26.9 ▼ -11.9 AvrideUS 25.6 ▲ +0.7 MomentaCN 25.4 ▼ -0.9 MeituanCN 25.3 ▼ -2.6 MOIA AmericaDE 23.9 ▲ +1.1 XPengCN 23.2 ▼ -1.7 Cao Cao MobilityCN 23.1 ▲ +1.0 NuroUS 21.9 ▲ +3.5 AutobrainsIL 21.4 ▲ +0.3 WaabiCA 19.2 ▲ +0.3 VerneHR 18.0 ▲ +2.0 Helm.aiUS 17.5 – 0.0 Tensor AutoUS 16.7 ▲ +9.5 Stack AVUS 16.6 ▲ +2.8 PlusAIUS 14.5 ▼ -0.6 HUMAINSA 2.1 – 0.0 Baidu Apollo GoCN 79.9 ▲ +3.9 WaymoUS 77.2 ▲ +0.3 NeolixCN 74.6 ▲ +11.1 Starship TechnologiesEE 65.7 – 0.0 Pony.aiCN 61.8 ▲ +6.0 Serve RoboticsUS 59.0 ▲ +5.5 WeRideCN 52.4 ▼ -0.2 Applied IntuitionUS 48.8 ▼ -5.6 CocoUS 45.9 ▲ +0.6 KodiakUS 44.5 ▲ +0.4 TeslaUS 42.9 ▲ +2.5 AuroraUS 42.2 ▲ +2.5 ZooxUS 35.6 ▲ +2.6 Bot AutoUS 33.7 ▲ +7.5 May MobilityUS 33.4 ▲ +1.0 DoorDash DotUS 32.7 ▲ +11.7 Volvo Autonomous SolutionsSE 32.4 ▲ +4.8 MotionalUS 31.2 ▼ -0.6 DeepRoute.aiCN 30.7 ▲ +10.8 Avride PodUS 29.7 ▼ -3.7 TorcUS 28.4 ▲ +7.4 MobileyeIL 28.1 – 0.0 Didi Autonomous DrivingCN 27.0 ▲ +2.5 WayveGB 26.9 ▼ -11.9 AvrideUS 25.6 ▲ +0.7 MomentaCN 25.4 ▼ -0.9 MeituanCN 25.3 ▼ -2.6 MOIA AmericaDE 23.9 ▲ +1.1 XPengCN 23.2 ▼ -1.7 Cao Cao MobilityCN 23.1 ▲ +1.0 NuroUS 21.9 ▲ +3.5 AutobrainsIL 21.4 ▲ +0.3 WaabiCA 19.2 ▲ +0.3 VerneHR 18.0 ▲ +2.0 Helm.aiUS 17.5 – 0.0 Tensor AutoUS 16.7 ▲ +9.5 Stack AVUS 16.6 ▲ +2.8 PlusAIUS 14.5 ▼ -0.6 HUMAINSA 2.1 – 0.0
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Waymo Interior - The Road to Autonomy

Waymo Leaves Uber in Austin and the Tesla Double Standard

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis, renewing a relationship that dates back to 2017 and the Tesla double standard.

Waymo’s multi-year partnership with Avis signals the company’s desire to maintain flexibility, rather than locking into exclusive partnerships. With Avis once again joining the autonomous vehicle industry as a service provider, could Hertz and Enterprise be next to jump back in to the industry?

As Waymo continues to expand to new markets, Tesla ha recently launched a ride-hailing service in the San Francisco Bay Area, covering a vast service area from San Jose to Berkeley, albeit with safety drivers due to California’s regulatory constraints.

Staying in the policy theme, Waymo is facing fierce resistance in Boston, where several City Council members are attempting to ban autonomous vehicles unless a safety driver is present. The opposition underscores the uphill battle autonomous vehicles companies still face in when expanding to new markets.

Then there is the Tesla double standard. No matter what the company does, someone seemingly will find something wrong, something to nitpick and something to complain about. From social media to regulatory hearings, the double standard is real, and unfortunately it is shaping some aspect of the public autonomous vehicle narrative.

Read the Full Episode Transcript

Episode Chapters

  • 0:00 Waymo Expands to Dallas
  • 2:07 Waymo Partners with Avis Once Again
  • 6:19 Dallas Robotaxi Market
  • 8:24 Rental Car Companies
  • 11:31 Waymo Highway Testing
  • 13:30 Waymo’s Unfriendly Boston Welcome
  • 19:28 Tesla’s Bay Area Ride-Hail Expansion
  • 22:04 Tesla and Waymo’s Rabid Fans
  • 25:39 Tesla Robotaxi
  • 27:48 Tesla & Waymo’s Impact on Uber
  • 29:03 Autonomous Trucking
  • 31:45 Aurora
  • 34:52 Investor Interest in Autonomous Trucking
  • 36:04 Next Week

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