Waymo’s Six Stages of Autonomy
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coining the term Waymo’s Six Stages of Autonomy.
As Waymo expands, competition is brewing in Dallas where Avride in partnership with Uber and Lyft in partnership with Mobileye will begin to operate commercial robotaxi services later this year and into next year, as Dallas begins to emerge as a major robotaxi market.
Beyond Waymo, the episode explores broader industry signals, from sidewalk delivery robots that are scaling, to Zoox’s extremely limited San Francisco deployment despite Amazon resources, and the accelerating Chinese robotaxi expansion into Europe.
Read the Full Episode Transcript
Episode Chapters
- 0:00 Waymo’s On-Going Expansion
- 2:21 Waymo’s Disney World Opportunity
- 8:04 Waymo’s Six Stages of Autonomy
- 14:45 Waymo’s Upcoming Dallas Launch
- 18:08 Dallas Robotaxi Competition
- 20:36 Waymo’s Current Political Issues
- 25:09 Scaling Delivery Robots
- 28:41 Zoox Has Scale Ambitions
- 32:34 Foreign Autonomy Desk
- 33:21 Next Week
Watch on X | Spotify
► Subscribe on The Road to Autonomy on YouTube
The future is bright. The future is autonomous. The future is The Road to Autonomy.
Subscribe to This Week in The Autonomy Economy™
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.