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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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 Dec 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 Dec 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 Dec 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

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