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The Company in Anthropic’s S-1 Is Already Gone

Ep 80: Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber’s Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market. It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it…

Ep 79: We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

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…

Ep 78: Waymo Hits the Highway and Should Build Its Own Pit Crew

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…

Ep 77: Uber Sells the Dream, Waymo Logs the Autonomous Miles

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.…

Ep 76: Waymo’s Shocking Data Release & Uber’s Infrastructure Pivot

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…