This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian’s bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively moving away from NVIDIA. Is the introduction of “Autonomy+”, a new software subscription priced to undercut competitors a risky distraction or a necessary move…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the “Thriller in the Big D” as Waymo upstages Uber’s party in Dallas. The day before Uber was set to announce its new partnership with Avride, Waymo stole the spotlight by announcing they went driver-out in the same city. During the episode Grayson and Walt analyzed the fallout from this…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide’s fully autonomous launch in Abu Dhabi, marking Uber’s first robotaxi deployment without a safety driver outside the United States. On WeRide’s earnings, the company announced a fleet of 1,600 autonomous vehicles with 750 robotaxis, while Pony.ai announced plans to triple its…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coin Waymo’s Six Stages of Autonomy. As Waymo expands, competition is brewing in Dallas where Avride in partnership with…
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