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(77)

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

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian’s bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively m...

13 Des 202553min

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss "Thriller in the Big D" as Waymo upstages Uber’s party in Dallas. The day before Uber was set to announce its commercial launch ...

6 Des 202534min

China vs US: Who Can Scale Faster, WeRide or Waymo?

China vs US: Who Can Scale Faster, WeRide or Waymo?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber's first robotaxi deployment without a safety driver outside...

29 Nov 202532min

Waymo's Six Stages of Autonomy

Waymo's Six Stages of Autonomy

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio,...

22 Nov 202537min

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose ...

15 Nov 202531min

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions. Beneath the headl...

8 Nov 202540min

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