Episode 345 | Autonomy Markets: Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script
Description
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
Recorded on Friday, November 7, 2025
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