Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

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Autonomy Markets

Grayson Brulte and Walter Piecyk

62 episodes

2 days ago

Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.

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Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

Autonomy Markets

40 minutes 44 seconds

2 days ago

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions.

Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what’s next, Uber is sending mixed messages to the market while engineers across Silicon Valley begin exploring alternatives to Nvidia’s GPUs.

Wrapping up the conversation, Grayson and Walt discuss what happens when the world’s largest autonomy players diverge on strategy and long-standing partnerships begin to falter.

Episode Chapters

0:00 Waymo’s Three City Expansion

2:11 Waymo & Uber’s Relationship

4:21 Managing Robotaxi Fleets

14:56 Robotaxis at Airports

16:40 Uber’s Autonomy Messaging Strategy

23:12 NVIDIA and the Growing Demand for new Chips

25:45 Applied Intuition

28:19 Tesla

37:14 Foreign Autonomy Desk

40:02 Next Week

Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™.

The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com.

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