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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CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries after NVIDIA CEO Jensen Huang declared it will becom...

11 Jan 202543min

2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the growth of big tech. Waymo's technical advancements...

4 Jan 202543min

Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO

Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla FSD 13, autonomous trucking’s regularity roadblocks and Waymo’s path to offering service at theSan Francisco International...

29 Dec 202449min

Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy

Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Apple’s potential return to the robotaxi market through Foxconn, Waymo's expansion to Japan and Uber's fleet strategy. Rather t...

21 Dec 202439min

GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future

GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the dramatic turn of events that led GM to abruptly shut down Cruise, just days before a planned driver-out launch in Houston. T...

14 Dec 202435min

Tesla Fleet API, Cybercab Hype and the Pony AI IPO

Tesla Fleet API, Cybercab Hype and the Pony AI IPO

This week Tesla unveiled their fleet API which could be a precursor to Tesla introducing a Cybercab service with 3rd party fleet operators. The company also begun the process of strategically position...

30 Nov 202437min

Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know

Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know

A significant shift in autonomous vehicle policy appears imminent with President-elect Trump’s plans to implement a national autonomous vehicle framework. Key cabinet appointments, including Congressm...

23 Nov 202438min

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