Send More Waymo's to Atlanta ASAP and Nuro's Big Check
Autonomy Markets23 Aug 2025

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its Atlanta launch on Uber.


Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.


The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.


Episode Chapters

0:00 Robots

2:42 Nuro Series E

4:54 Delivery Robots Part 1

6:11 Fleet Management

9:24 Delivery Robots Part 2

14:26 Waymo on Uber in Atlanta

21:15 Status of Waymo and Uber's Relationship

26:58 Helm.ai Honda Expand Partnership

32:21 Alibaba's Autonomous Driving IPO

34:16 Baidu Apollo Go

36:35 Tesla FSD in Japan

38:46 Cybercab

39:32 Next Week


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Episoder(77)

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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode begins with Walt sharing his firsthand experience tes...

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From London to Dubai Robotaxis are Rapidly Expanding Globally

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4 Okt 202539min

Does Tesla FSD 14 Matter?

Does Tesla FSD 14 Matter?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built ...

27 Sep 202533min

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashvi...

20 Sep 202538min

Grok vs Gemini: Why AI Could Be the Most Valuable Car Real Estate

Grok vs Gemini: Why AI Could Be the Most Valuable Car Real Estate

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI’s Grok and Google’s Gemini are shaping the next wave ...

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