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
Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's newly announced expansion ahead of the World Cup, the suddenly accelerating deterioration of the Uber/Waymo relationship...
16 Touko 33min
Vegas Field Report and Autonomous Trucking Earnings
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's Las Vegas field work riding in Zoox and Motional robotaxis, Uber's earnings and the path to driver-out, and autonomous...
9 Touko 45min
Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Bot Auto’s fully autonomous commercial run from Houston to Dallas, Aurora’s expanded partnership with Hirschbach, and Uber’s CTO...
2 Touko 42min
Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s dedicated Supercharger build-out for Robotaxi in Arizona, Kodiak’s autonomous trucking operations in the Permian Basin, ...
25 Huhti 36min
Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion in Florida, Uber’s continued investments in physical assets, and the potential for agentic AI to disrupt tradi...
18 Huhti 33min
Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and VW validating the ID. Buzz in Los Angeles as they prepare for commercial service, Europe’s first commercial robotaxi se...
11 Huhti 42min
Waymo Needs Another OEM and Q4 Might Be Too Late
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China.With ...
4 Huhti 46min
