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…
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…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Tokyo and Singapore, NHTSA’s ongoing audit of Tesla’s Cybercab in Austin and Bolt’s plan to deploy up to 25,000 Lucid robotaxis in Europe. Today, Tesla has roughly 40 Cybercabs operating in Austin, and Grayson believes Tesla is respectfully holding at its…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi endgame and whether local governments will cap the deployment of autonomous vehicles. Jason earns the first clappy hat of the…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s first ever debt raise. Tesla officially opened Cybercab to the public in Austin on September 3rd, with paid rides across the full operational design domain (ODD) in a vehicle with no…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous vehicles in Clark County. Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo’s Zeekr-built Ojai, including a visit to…
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