This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport. Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles,…

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and ⁠Walter Piecyk⁠ discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions.  Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry’s most-watched partnerships. Jensen Huang’s latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own…

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership. The conversation opens with Walt’s firsthand insights from Tesla’s Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts”…