Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide

Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomous Driving, their increased weekly ridership and how a shortage of skilled mechanics and technicians could slow down the growth of the Waymo One service.

As Waymo grows their service, Zoox is now preparing to join the party and launch a robotaxi service in both San Francisco and Las Vegas next year. While Zoox is about to join the robotaxi party, Tesla and their desire to launch a robotaxi service continues to divide the public and the market.


Episode Chapters0:00 Waymo3:02 Autonomous Vehicle Mechanics5:46 Uber11:20 Pricing Waymo One14:53 Economy18:12 Waymo EMMA model (End-to-End Multimodal Model) Paper21:53 Tesla Shade27:28 Zoox31:41 Aurora Delays Driver Out Until April 202538:45 Lyft39:36 WeRide


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Avsnitt(82)

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode in several Waymos and in Uber's autonomous vehicle partners Avri...

28 Mars 49min

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robo...

21 Mars 35min

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at G...

14 Mars 1h 4min

Waymo Hits the Highway and Should Build Its Own Pit Crew

Waymo Hits the Highway and Should Build Its Own Pit Crew

This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.Together they examine Waymo’s technical milestones...

7 Mars 44min

Uber Sells the Dream, Waymo Logs the Autonomous Miles

Uber Sells the Dream, Waymo Logs the Autonomous Miles

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the launch of Uber Autonomous Solutions and Waymo's continued to expansion. As Uber’s stock faces pressure from the overhang of ...

28 Feb 53min

Waymo's Shocking Data & Uber's Infrastructure Pivot

Waymo's Shocking Data & Uber's Infrastructure Pivot

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing rev...

21 Feb 40min

Has Waymo Finally Solved Robotaxi Supply?

Has Waymo Finally Solved Robotaxi Supply?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028....

14 Feb 52min

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

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