Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Miami, Uber and Lyft's future in the era of autonomy and Tesla's releases of FSD 13.Waymo is expanding to Miami in 2025 without one of their partners—Uber. Instead, Waymo chose Moove as their fleet management partner. Could this signal something more broad, as Moove is also taking over the fleet management operations for Waymo in Phoenix? Tesla released Full Self-Driving (FSD) 13.2 this week and it appears to have lived up with the hype with Alphabet CEO, Sundar Pichai acknowledging that he currently views Waymo and Tesla as the two leaders in the development and commercialization of autonomous vehicles.Episode Chapters0:00 Football0:38 Waymo Expands to Miami + Impact on Uber Partnership10:43 Uber and Lyft in the Era of Autonomy16:31 Fleet Management for Autonomous Vehicles26:17 Tesla FSD 1333:13 Waymo vs Tesla / WholeMarsBlog Ride Comparison36:59 Scaling the Tesla Cybercab40:25 Tesla Delaware Judge Ruling42:30 May Mobility Expands in Japan45:49 Next WeekThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

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LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for research here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, Spa...

31 Jan 54min

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

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