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Anthropic IPO Primer

Ep. 108: Waymo Goes to Wall Street

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and ⁠Walter Piecyk⁠ discuss Waymo’s first ever debt raise, the latest ⁠The Road to Autonomy Field Reports⁠ and the emergence of London as an autonomy capital. Grayson views the debt raise as a clear signal of aggressive expansion, while Walt sees securing access to capital markets as a…

Ep. 107: We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and ⁠Walter Piecyk⁠ discuss Grayson’s San Francisco Field Work where he rode in a ⁠Wayve⁠ vehicle on the freeway, compared ⁠Waymo’s⁠ Jaguar I-PACE and Ojai robotaxis back-to-back, attended DoorDash’s Dash Forward event, and found Travis Kalanick’s Atoms autonomous vehicle on the streets of San Francisco. Grayson’s verdict on…

Ep. 106: The Robotaxi Reality Check You Won’t Get From an Investor Deck

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and ⁠Walter Piecyk⁠ discuss their Texas Field Work where they rode in Cybercab, Waymo, Avride, May Mobility robotaxis, Kodiak and Aurora autonomous trucks, and inspected depots across Austin and Dallas. Grayson’s verdict on ⁠Tesla’s⁠ Cybercab is simple. Once you go Cybercab, you don’t go back. In Austin, wait…