This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo’s on-going difficulties with its Atlanta launch on Uber. Waymo’s launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto. A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest. While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company’s Q2 2025 earnings call that more OEM partnerships and AV deals…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and the emerging Tesla double standard. Waymo’s multi-year partnership with Avis signals the company’s desire to maintain flexibility, rather than locking into exclusive partnerships. With…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route service in Las Vegas. Tesla’s Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro’s impressive deal with Lucid and Uber, and Waymo’s Austin depot operated by AVOMO. While in Austin last week, Grayson and Walt met with Avride, experienced a fully autonomous ride in their Hyundai IONIQ 5, and spent time with…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Austin, Texas to experience Robotaxi firsthand. After spending the week in Austin and experiencing Robotaxi firsthand, we came away truly impressed. Tesla did it, they cracked full self-driving with a vision-only system. From our very first ride we noticed how the autonomous driving system…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s gradual move away from owning and operate a fleet of robotaxis, Moove’s growing fleet ownership ambitions and Ford’s LiDAR demands. Moove, a company backed by Uber, is in the process of raising $1.2 billion in debt to purchase Waymo vehicles. Is this yet…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in Austin, OpenAI’s growing autonomous driving ambitions, Waymo’s future and Foxconn’s strategic partnership with Elektrobit. The launch of Tesla’s robotaxi has sparked polarized reactions with some hailing it as revolutionary, with some hailing it as a revolutionary milestone and others scrutinizing the…
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s return to the Big Apple, a revealing new Waymo rider survey, political grandstanding in Texas aimed at delaying Tesla’s robotaxi launch, and the emergence of potential new players in autonomous driving sector, Meta and OpenAI. Waymo announced plans to resume testing in New…
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