This week on Autonomy Markets, Grayson Brulte and Walter Piecyk preview Tesla’s upcoming FSD robotaxi launch, Waymo’s continued interest in personally-owned autonomous vehicles and Aurora’s stumbles. As we approach June, all eyes are on Austin in anticipation of Tesla’s highly awaited robotaxi launch. With real-world testing already underway, Tesla is taking a measured yet impactful approach by prioritizing…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s recall, Tesla’s most recent NHTSA latter and Sterling Anderson’s surprise move to join GM as EVP & Chief Product Officer. For the first time ever, Waymo had a fleet-wide recall after a series of minor collisions involving stationary objects, a recall that was…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waymo needs more vehicles and the continued fragmentation of the robotaxi market. Mr. Anderson’s sudden departure sent shockwaves through the industry, raising critical questions about his next move and the potential impact on Aurora’s partnership…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential new partnership with Toyota, the launch of Aurora’s driver-out commercial operations and Uber’s continued effort to challenge the autonomy duopoly. On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential pivot away from HD maps, their 250,000 fully autonomous rides per week milestone, Tesla’s pending robotaxi launch and Aurora’s long-promised driver-out launch. In a post announcing the milestone on X, Waymo used the term “generalizable Waymo Driver”, potentially hinting that the company may…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety leading up to Aurora’s driver-out commercial launch and Lyft’s expansion into Europe through the acquisition of FREENOW. Kodiak has officially filed to go public in a $2.5 billion SPAC deal, backed by…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments. Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s unforced error with the Zeekr RT robotaxi, Uber’s future with autonomous vehicles and the winners and losers from the latest round of tariffs. Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate…
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