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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Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping th...

18 Okt 202533min

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

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...

11 Okt 202536min

From London to Dubai Robotaxis are Rapidly Expanding Globally

From London to Dubai Robotaxis are Rapidly Expanding Globally

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navi...

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 ...

13 Sep 202542min

Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”. Waymo announced plans to expand ...

6 Sep 202542min

Uber CEO Reignites the Great Waymo vs Tesla Debate

Uber CEO Reignites the Great Waymo vs Tesla Debate

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made...

30 Aug 202531min

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