Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

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 service, and Waymo’s New York City dilemma.

With Uber and VW’s MOIA conducting on-road validation testing for the ID. Buzz in Los Angeles, the conversation evolves into a deeper discussion around what a launch means. Is it considered a launch if there are safety drivers?

As Uber launches new robotaxi markets with safety drivers, Waymo continues to open new markets without them. This week Waymo brought Nashville online with fully autonomous commercial service across a 60-square-mile area.

Waymo’s launch partner in Nashville is Lyft, but a post on X from Lyft CEO David Risher hinted that Lyft’s Flexdrive depot is not yet fully operational, leading Grayson and Walt to debate whether this deal came together faster than either side anticipated.

Then there is New York, a city that appears to not want autonomous vehicles. The New York City Department of Transportation did not renew Waymo’s testing permit, which expired on March 31st. Which means Waymo can no longer test in autonomous mode, but they can drive the city and gather data, acting as a mobile billboard to build local buzz and political pressure.

Wrapping up the conversation, Grayson and Walt discuss Tesla FSD 14.3.


Episode Chapters00:00 Sidewalk Robots in Philadelphia Go Overboard 01:33 Uber and MOIA Begin On-Road Validation Testing08:35 Uber/Verne/Pony AI Launch First Europe Robotaxi Service 14:46 Waymo Open Nashville Market with Lyft22:20 New York Says, No Autonomy For You!30:47 Walt's Take on Tesla FSD 14.338:34 PlusAI's Revenue Projections40:29 Next Week


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Episoder(86)

Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed

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 Apr 36min

Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?

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 Apr 33min

Waymo Needs Another OEM and Q4 Might Be Too Late

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 Apr 46min

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode in several Waymos and in Uber's autonomous vehicle partners Avri...

28 Mar 49min

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robo...

21 Mar 35min

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at G...

14 Mar 1h 4min

Waymo Hits the Highway and Should Build Its Own Pit Crew

Waymo Hits the Highway and Should Build Its Own Pit Crew

This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.Together they examine Waymo’s technical milestones...

7 Mar 44min

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