Your Ride Just Got Fewer Sensors. Problem?

Your Ride Just Got Fewer Sensors. Problem?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing Waymopartnership language and Waymo’s upcoming expansion to Sydney.

In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from “exclusively available on Uber” to simply “available on Uber” when promoting Waymo rides.

On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform.


Episode Chapters

0:00 Verizon Outage

1:45 New York’s Unkind Welcome to Autonomous Vehicles

9:19 Robotaxi and Waymo Face-off in Austin

12:47 Autonomy Markets Merch

14:15 FSD Goes Subscription Only on Valentine’s Day

17:18 Waymo Eyes Australian Expansion

21:03 Tensor Auto

24:06 Stack AV

26:14 Plus AI Expands to Japan

28:33 Foreign Autonomy Desk

30:33 Next Week


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Episoder(74)

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, th...

4 Feb 50min

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, Spa...

31 Jan 54min

Tesla Robotaxi Underwritten and Unleashed

Tesla Robotaxi Underwritten and Unleashed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ st...

24 Jan 40min

CES 2026: The Autonomy Narrative Just Changed

CES 2026: The Autonomy Narrative Just Changed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans. Zoox’s performance was one of...

10 Jan 39min

Waymo's PR Problem and Tesla's Missed Deadlines

Waymo's PR Problem and Tesla's Missed Deadlines

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and...

5 Jan 41min

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk, Grayson hit the road and met with Tim Kentley-Klay of HYPRLABS in San Francisco, Tesla started removing the safety attendees in Austin ...

20 Des 202541min

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 Des 202553min

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