Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and VW validating the ID. Buzz in Los Angeles as they prepare for commercial service, Europe’s first commercial robotaxi service, and Waymo’s New York City dilemma.

With Uber and VW’s MOIA conducting on-road validation testing for the ID. Buzz in Los Angeles, the conversation evolves into a deeper discussion around what a launch means. Is it considered a launch if there are safety drivers?

As Uber launches new robotaxi markets with safety drivers, Waymo continues to open new markets without them. This week Waymo brought Nashville online with fully autonomous commercial service across a 60-square-mile area.

Waymo’s launch partner in Nashville is Lyft, but a post on X from Lyft CEO David Risher hinted that Lyft’s Flexdrive depot is not yet fully operational, leading Grayson and Walt to debate whether this deal came together faster than either side anticipated.

Then there is New York, a city that appears to not want autonomous vehicles. The New York City Department of Transportation did not renew Waymo’s testing permit, which expired on March 31st. Which means Waymo can no longer test in autonomous mode, but they can drive the city and gather data, acting as a mobile billboard to build local buzz and political pressure.

Wrapping up the conversation, Grayson and Walt discuss Tesla FSD 14.3.


Episode Chapters00:00 Sidewalk Robots in Philadelphia Go Overboard 01:33 Uber and MOIA Begin On-Road Validation Testing08:35 Uber/Verne/Pony AI Launch First Europe Robotaxi Service 14:46 Waymo Open Nashville Market with Lyft22:20 New York Says, No Autonomy For You!30:47 Walt's Take on Tesla FSD 14.338:34 PlusAI's Revenue Projections40:29 Next Week


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Episoder(106)

Waymo Takes the World While Tesla Takes the NHTSA Test

Waymo Takes the World While Tesla Takes the NHTSA Test

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Tokyo and Singapore, NHTSA’s ongoing audit of Tesla’s Cybercab in Austin and Bolt’s plan to deploy up to 25...

19 Sep 37min

Jason Calacanis on the Robotaxi Endgame

Jason Calacanis on the Robotaxi Endgame

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi ...

12 Sep 1h 37min

Cybercab Day Arrives as Robotaxis Become Bankable

Cybercab Day Arrives as Robotaxis Become Bankable

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s first ever debt raise.Tes...

5 Sep 1h 1min

Cybercab Is Coming, Waymo Isn’t Impressed

Cybercab Is Coming, Waymo Isn’t Impressed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous v...

30 Aug 1h

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s string of supervised launches in Europe and ...

22 Aug 42min

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permit...

15 Aug 48min

Can Uber's Robotaxis Scale?

Can Uber's Robotaxis Scale?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVID...

8 Aug 48min

Is ADAS the Trojan Horse Into Autonomy?

Is ADAS the Trojan Horse Into Autonomy?

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win ...

1 Aug 42min

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