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(103)

Cybercab Is Coming, Waymo Isn’t Impressed

Cybercab Is Coming, Waymo Isn’t Impressed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous v...

30 Aug 1h

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s string of supervised launches in Europe and ...

22 Aug 42min

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permit...

15 Aug 48min

Can Uber's Robotaxis Scale?

Can Uber's Robotaxis Scale?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVID...

8 Aug 48min

Is ADAS the Trojan Horse Into Autonomy?

Is ADAS the Trojan Horse Into Autonomy?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win ...

1 Aug 42min

Tesla’s Robotaxi Ramp Comes Down to One Number

Tesla’s Robotaxi Ramp Comes Down to One Number

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab validation timeline, Tesla Semi FSD Supervised, Alphabet's quiet quarter on Waymo, and the Mobileye CEO steppin...

25 Jul 38min

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 Jul 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 Jul 37min

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