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
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?
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
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.
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
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
NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of o...
1 Nov 202534min
Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anders...
25 Okt 202540min
