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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Send More Waymo's to Atlanta ASAP and Nuro's Big Check

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its A...

23 Aug 202540min

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto.A few months after ...

16 Aug 202553min

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest. While Uber publicly framed their autonomy spending a...

9 Aug 202538min

Waymo Leaves Uber in Austin and the Tesla Double Standard

Waymo Leaves Uber in Austin and the Tesla Double Standard

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and t...

2 Aug 202536min

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route ser...

26 Juli 202546min

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While...

19 Juli 202541min

We Rode in Tesla’s Robotaxi, Here's Our Experience

We Rode in Tesla’s Robotaxi, Here's Our Experience

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Austin, Texas to experience Robotaxi firsthand.After spending the week in Austin and experiencing Robotaxi firsthand, we came ...

12 Juli 202536min

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous driving ambitions, Waymo's future and Foxconn's strategic partner...

5 Juli 202532min

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