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”…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth. Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes,…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions. The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR. Wayve’s strategy of working hand-in-hand with OEMs sets it apart from Tesla’s vision-only approach, allowing…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi. What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Lyft’s dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%. Grayson and Walt examine the strategic implications of this non-exclusive deal, where…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI’s Grok and Google’s Gemini are shaping the next wave of “car real estate.” Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”. Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview. During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar…
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