Episode 378 | Autonomy Markets: Waymo Hits the Highway and Should Build Its Own Pit Crew

This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off.This leads to a broader discussion on Waymo’s rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson’s attempt to use the Tesla’s robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes.Over in London, Walt reported on the skepticism of London’s black taxi drivers regarding Waymo’s efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark.Episode Chapters00:00 Silicon Valley and London Field Work18:40 Google Gemini20:59 Waymo in London25:27 Waymo's Miami Beach Expansion29:16 Waymo's Fleet Management Strategy 31:55 Autonomous Vehicles in Virginia, Not This Year34:56 Waabi's Robotaxi Messaging 39:06 Glydways Expansion 42:47 Foreign Autonomy Desk43:26 Next WeekRecorded on Friday, March 6, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.