Episode 326 | Autonomy Markets: Send More Waymo's to Atlanta ASAP and Nuro's Big Check
Description
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.
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 coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride.
The Atlanta launch has raised questions about the long-term future of Uber and Waymo’s partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.
Episode Chapters
0:00 Robots
2:42 Nuro Series E
4:54 Delivery Robots Part 1
6:11 Fleet Management
9:24 Delivery Robots Part 2
14:26 Waymo on Uber in Atlanta
21:15 Status of Waymo and Uber’s Relationship
26:58 Helm.ai Honda Expand Partnership
32:21 Alibaba’s Autonomous Driving IPO
34:16 Baidu Apollo Go
36:35 Tesla FSD in Japan
38:46 Cybercab
39:32 Next Week
Recorded on Thursday, August 21, 2025
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