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Episode 303 | Autonomy Markets: Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum

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Manage episode 485998184 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in June 12th in Austin, Waymo’s relationship with Uber and Senator Lummis’ Autonomous Vehicle Advancement Act.

Tesla’s initial robotaxi deployment in Austin will launch with just 10 Model Ys operating within a limited operational design domain (ODD). While modest in scale, investor interest is intensifying as Tesla plans to gradually expand its service area, potentially surpassing Waymo’s current coverage in Austin by year-end.

Meanwhile, Waymo and Uber face mounting pressure as Tesla enters the market. Speculation continues to grow around Waymo’s long-term partnership with Uber, raising questions about whether Waymo will pursue a hybrid strategy with Uber or focus solely on their Waymo One platform.

A potential partnership with Toyota could offer Waymo both strategic clarity and political capital, especially as U.S. lawmakers look to advance the Autonomous Vehicle Acceleration Act of 2025, a bill that could potentially lay the groundwork for a national autonomous framework.

Episode Chapters

0:00 Tesla Robotaxi Launch

6:56 Tesla Model Y Self-Delivery

8:16 Tesla Robotaxis on the Highway

10:20 New Tesla Robotaxi Markets

12:23 Waymo Announcements

18:05 Waymo / Uber Relationship

27:32 What if Tesla Bundled Robotaxi Rides with a Car Lease?

29:17 Autonomous Vehicle Advancement Act

33:13 Unforced Error of the Week

35:07 Next Week

Recorded on Friday, May 30, 2025

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About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

305 episodes

Artwork
iconShare
 
Manage episode 485998184 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s robotaxi launch in June 12th in Austin, Waymo’s relationship with Uber and Senator Lummis’ Autonomous Vehicle Advancement Act.

Tesla’s initial robotaxi deployment in Austin will launch with just 10 Model Ys operating within a limited operational design domain (ODD). While modest in scale, investor interest is intensifying as Tesla plans to gradually expand its service area, potentially surpassing Waymo’s current coverage in Austin by year-end.

Meanwhile, Waymo and Uber face mounting pressure as Tesla enters the market. Speculation continues to grow around Waymo’s long-term partnership with Uber, raising questions about whether Waymo will pursue a hybrid strategy with Uber or focus solely on their Waymo One platform.

A potential partnership with Toyota could offer Waymo both strategic clarity and political capital, especially as U.S. lawmakers look to advance the Autonomous Vehicle Acceleration Act of 2025, a bill that could potentially lay the groundwork for a national autonomous framework.

Episode Chapters

0:00 Tesla Robotaxi Launch

6:56 Tesla Model Y Self-Delivery

8:16 Tesla Robotaxis on the Highway

10:20 New Tesla Robotaxi Markets

12:23 Waymo Announcements

18:05 Waymo / Uber Relationship

27:32 What if Tesla Bundled Robotaxi Rides with a Car Lease?

29:17 Autonomous Vehicle Advancement Act

33:13 Unforced Error of the Week

35:07 Next Week

Recorded on Friday, May 30, 2025

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

305 episodes

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