Send More Waymo's to Atlanta ASAP and Nuro's Big Check
Autonomy Markets23 Aug 2025

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 Atlanta launch on Uber.


Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.


The Atlanta launch has raised questions about the long-term future of Uber and Waymo's partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.


Episode Chapters

0:00 Robots

2:42 Nuro Series E

4:54 Delivery Robots Part 1

6:11 Fleet Management

9:24 Delivery Robots Part 2

14:26 Waymo on Uber in Atlanta

21:15 Status of Waymo and Uber's Relationship

26:58 Helm.ai Honda Expand Partnership

32:21 Alibaba's Autonomous Driving IPO

34:16 Baidu Apollo Go

36:35 Tesla FSD in Japan

38:46 Cybercab

39:32 Next Week


Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™.


The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com.


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