Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Miami, Uber and Lyft's future in the era of autonomy and Tesla's releases of FSD 13.Waymo is expanding to Miami in 2025 without one of their partners—Uber. Instead, Waymo chose Moove as their fleet management partner. Could this signal something more broad, as Moove is also taking over the fleet management operations for Waymo in Phoenix? Tesla released Full Self-Driving (FSD) 13.2 this week and it appears to have lived up with the hype with Alphabet CEO, Sundar Pichai acknowledging that he currently views Waymo and Tesla as the two leaders in the development and commercialization of autonomous vehicles.Episode Chapters0:00 Football0:38 Waymo Expands to Miami + Impact on Uber Partnership10:43 Uber and Lyft in the Era of Autonomy16:31 Fleet Management for Autonomous Vehicles26:17 Tesla FSD 1333:13 Waymo vs Tesla / WholeMarsBlog Ride Comparison36:59 Scaling the Tesla Cybercab40:25 Tesla Delaware Judge Ruling42:30 May Mobility Expands in Japan45:49 Next WeekThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

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Episoder(106)

Waymo Takes the World While Tesla Takes the NHTSA Test

Waymo Takes the World While Tesla Takes the NHTSA Test

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Tokyo and Singapore, NHTSA’s ongoing audit of Tesla’s Cybercab in Austin and Bolt’s plan to deploy up to 25...

19 Sep 37min

Jason Calacanis on the Robotaxi Endgame

Jason Calacanis on the Robotaxi Endgame

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi ...

12 Sep 1h 37min

Cybercab Day Arrives as Robotaxis Become Bankable

Cybercab Day Arrives as Robotaxis Become Bankable

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s first ever debt raise.Tes...

5 Sep 1h 1min

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

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