Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide
Autonomy Markets2 Marras 2024

Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomous Driving, their increased weekly ridership and how a shortage of skilled mechanics and technicians could slow down the growth of the Waymo One service.

As Waymo grows their service, Zoox is now preparing to join the party and launch a robotaxi service in both San Francisco and Las Vegas next year. While Zoox is about to join the robotaxi party, Tesla and their desire to launch a robotaxi service continues to divide the public and the market.


Episode Chapters0:00 Waymo3:02 Autonomous Vehicle Mechanics5:46 Uber11:20 Pricing Waymo One14:53 Economy18:12 Waymo EMMA model (End-to-End Multimodal Model) Paper21:53 Tesla Shade27:28 Zoox31:41 Aurora Delays Driver Out Until April 202538:45 Lyft39:36 WeRide


The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠⁠⁠⁠

LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠

The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠⁠⁠⁠team@lightshedtmt.com

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(97)

Has Robotaxi Begun to Scale?

Has Robotaxi Begun to Scale?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla increasing their robotaxi inventory in Texas, a controversial autonomous vehicle bill in Washington DC, Uber's acquisition...

18 Heinä 29min

Three Robotaxis in Miami, Four New Waymo Markets, One New NHTSA Letter

Three Robotaxis in Miami, Four New Waymo Markets, One New NHTSA Letter

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's unsupervised robotaxi launch in Miami, Waymo preparing to bring four new markets online, and NHTSA Administrator Morriso...

11 Heinä 37min

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded for America 250 and W...

4 Heinä 34min

Qualcomm Sells the Chip While Mobileye Eyes the Fleet

Qualcomm Sells the Chip While Mobileye Eyes the Fleet

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye's differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and...

27 Kesä 44min

Robotaxis Get the Hype, Autonomous Trucks May Get the Profits

Robotaxis Get the Hype, Autonomous Trucks May Get the Profits

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss autonomous trucking reaching an inflection point, Waymo acquiring Apple’s Arizona proving ground and Tesla filing for a robotaxi...

13 Kesä 29min

WeRide Is Catching Up to Waymo Globally

WeRide Is Catching Up to Waymo Globally

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss WeRide trying to catch up to Waymo globally, Waymo preparing to deploy Chinese-made robotaxis in Texas and the CEO of FedEx Frei...

6 Kesä 31min

Is Waymo's Lead Becoming Insurmountable?

Is Waymo's Lead Becoming Insurmountable?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's widening lead, the Ojai (Chinese-made Zeekr robotaxi) rollout's political fault lines, and the new Texas autonomous vehi...

30 Touko 40min

Waymo's Lead and Autonomous Trucking's Inflection Point

Waymo's Lead and Autonomous Trucking's Inflection Point

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s undisputed global lead, the growing consumer-driven shift toward supervised ADAS (Level 2++), and autonomous trucking’s ...

23 Touko 35min