Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?
Autonomy Markets26 Apr 2025

Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla's pending robotaxi launch and Aurora's long-promised driver-out launch. In a post announcing the milestone on X, Waymo used the term "generalizable Waymo Driver”, potentially hinting that the company may move away from HD maps. Could Waymo be moving towards an end-to-end approach in similar fashion to Tesla?Tesla that is actively preparing to launch their robotaxis in Austin this June. Will they launch in June, or will they delay until July as Elon Musk hinted at on Tesla's Q1 2025 earnings call. When Tesla launches their robotaxi network, the market will change and the question becomes how does Waymo react?For the time being, all eyes are on Aurora, with just days left in April to meet their driver-out launch deadline, anxiety is building as the clock is ticking. The pressure is on to launch fully-autonomous, driver-out operations.Episode Chapters0:00 Waymo 250k Paid Rides a Week1:04 Generalizable Waymo Driver3:12 Highways Coming Soon for Waymo?4:33 Personally-Owned Waymo Vehicles?5:55 Personally-Owned Waymos Impact on Uber & Lyft 9:39 Tesla Robotaxi Launch16:59 Tesla vs Waymo Robotaxi Costs18:07 Testing FSD Supervised in Europe 19:02 Wayve Expands to Japan22:48 Uber / VW Robotaxi Partnership26:29 Toyota27:46 U.S. DOT Automated Vehicle Framework30:58 Aurora Driver-Out Countdown

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Episoder(75)

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber’s defensive Myths and Realit...

7 Feb 56min

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

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 chang...

17 Jan 31min

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

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