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(97)

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

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded for America 250 and W...

4 Jul 34min

Qualcomm Sells the Chip While Mobileye Eyes the Fleet

Qualcomm Sells the Chip While Mobileye Eyes the Fleet

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye's differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and...

27 Jun 44min

Robotaxis Get the Hype, Autonomous Trucks May Get the Profits

Robotaxis Get the Hype, Autonomous Trucks May Get the Profits

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss autonomous trucking reaching an inflection point, Waymo acquiring Apple’s Arizona proving ground and Tesla filing for a robotaxi...

13 Jun 29min

WeRide Is Catching Up to Waymo Globally

WeRide Is Catching Up to Waymo Globally

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss WeRide trying to catch up to Waymo globally, Waymo preparing to deploy Chinese-made robotaxis in Texas and the CEO of FedEx Frei...

6 Jun 31min

Is Waymo's Lead Becoming Insurmountable?

Is Waymo's Lead Becoming Insurmountable?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's widening lead, the Ojai (Chinese-made Zeekr robotaxi) rollout's political fault lines, and the new Texas autonomous vehi...

30 Mai 40min

Waymo's Lead and Autonomous Trucking's Inflection Point

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 Mai 35min

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