This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s co-CEO Tekedra Mawakana dropping a Mike Tyson-like right hook on Uber during a Bloomberg interview, exposing the reality of their pending divorce just as Uber reported earnings. With Uber projecting 700 fully driverless vehicles by year-end, Grayson and Walt point out that over…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expanded partnership with Toyota, bringing factory-line integration to an autonomous bZ4X fleet in Japan by 2027. With the Toyota and Hyundai manufacturing partnerships, Grayson says Waymo now has the manufacturing capacity and capital to dominate the robotaxi market globally, while Walt views the…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss field reports from Nashville, Dallas and Houston, takeaways from Tesla’s earnings call, Waymo’s accelerating fleet growth, a mysterious effort to stop robotaxis in Washington, D.C. In Nashville, Grayson tours two Waymo depots near Nashville International Airport (BNA), including a hillside facility with an estimated…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss new field reports from San Antonio and Dallas, management turnover at Uber, Tesla’s Cybercab progress in Austin and upcoming Dallas expansion, regulatory shifts across the US and Europe, and Wayve’s momentum in securing major OEM partnerships. Grayson shares his experience taking a Waymo ride…
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