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
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
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
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.
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
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?
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?
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
