Send More Waymo's to Atlanta ASAP and Nuro's Big Check
Autonomy Markets23 Elo 2025

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its Atlanta launch on Uber.


Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.


The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.


Episode Chapters

0:00 Robots

2:42 Nuro Series E

4:54 Delivery Robots Part 1

6:11 Fleet Management

9:24 Delivery Robots Part 2

14:26 Waymo on Uber in Atlanta

21:15 Status of Waymo and Uber's Relationship

26:58 Helm.ai Honda Expand Partnership

32:21 Alibaba's Autonomous Driving IPO

34:16 Baidu Apollo Go

36:35 Tesla FSD in Japan

38:46 Cybercab

39:32 Next Week


Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™.


The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com.


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


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

Jaksot(75)

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian’s bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively m...

13 Joulu 202553min

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss "Thriller in the Big D" as Waymo upstages Uber’s party in Dallas. The day before Uber was set to announce its commercial launch ...

6 Joulu 202534min

China vs US: Who Can Scale Faster, WeRide or Waymo?

China vs US: Who Can Scale Faster, WeRide or Waymo?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber's first robotaxi deployment without a safety driver outside...

29 Marras 202532min

Waymo's Six Stages of Autonomy

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,...

22 Marras 202537min

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose ...

15 Marras 202531min

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions. Beneath the headl...

8 Marras 202540min

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of o...

1 Marras 202534min

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anders...

25 Loka 202540min