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…
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,…
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