This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at Giga Texas. Together they experienced Tesla’s unsupervised roboataxi operations in Austin, specifically the moment they hailed and rode in a fully unsupervised Tesla…
This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London. Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the launch of Uber Autonomous Solutions and Waymo’s continued to expansion. As Uber’s stock faces pressure from the overhang of future autonomy, the company is attempting to shift the narrative by pitching a suite of services including training data, enriched mapping, and AV insurance.…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing reveals that Waymo currently operates 3,000 autonomous vehicles supported by only 70 remote assistance agents worldwide. Grayson calls the ratio definitive proof of Waymo’s technology…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear…
You must be logged in to post a comment.