This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plans for a robotaxi network in California. Waymo continues to scale, surpassing 200,000 paid weekly rides across Los Angeles, San Francisco, and Phoenix. As the service grows, a group of power riders has…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDAR market, the emerging personally-owned autonomous vehicle fleet market, and Waabi’s driver-out strategy. Lyft’s manifesto highlights the potential for private car owners to integrate their personally-owned autonomous vehicles into the Lyft network, a concept similar…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt’s recent trip to San Francisco, where he observed more aggressive driving from Waymo vehicles and spotted a FasTrak transponder—hinting that the great highway unlock is imminent. In the markets, Aurora and Lyft reported earnings, with Aurora’s market cap soaring to $17 billion—triple Lyft’s…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system. With Uber scaling fleet operations…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump’s administration on the autonomous vehicle and truck industries. With tensions brewing between labor interests and technology companies, the hosts analyzed who might ultimately gain ground from a policy perspective. At Davos, Uber CEO Dara Khosrowshahi said autonomous vehicle…