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All Episodes

Autonomy Markets — 98 episodes

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Title
1

Tesla’s Robotaxi Ramp Comes Down to One Number

2

Has Robotaxi Begun to Scale?

3

Three Robotaxis in Miami, Four New Waymo Markets, One New NHTSA Letter

4

Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

5

Qualcomm Sells the Chip While Mobileye Eyes the Fleet

6

Robotaxis Get the Hype, Autonomous Trucks May Get the Profits

7

WeRide Is Catching Up to Waymo Globally

8

Is Waymo's Lead Becoming Insurmountable?

9

Waymo's Lead and Autonomous Trucking's Inflection Point

10

Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships

11

Vegas Field Report and Autonomous Trucking Earnings

12

Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy

13

Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed

14

Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?

15

Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo

16

Waymo Needs Another OEM and Q4 Might Be Too Late

17

We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots

18

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?

19

We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line

20

Waymo Hits the Highway and Should Build Its Own Pit Crew

21

Uber Sells the Dream, Waymo Logs the Autonomous Miles

22

Waymo's Shocking Data & Uber's Infrastructure Pivot

23

Has Waymo Finally Solved Robotaxi Supply?

24

Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots

25

12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin

26

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis

27

Tesla Robotaxi Underwritten and Unleashed

28

Your Ride Just Got Fewer Sensors. Problem?

29

CES 2026: The Autonomy Narrative Just Changed

30

Waymo's PR Problem and Tesla's Missed Deadlines

31

Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

32

Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

33

Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling

34

China vs US: Who Can Scale Faster, WeRide or Waymo?

35

Waymo's Six Stages of Autonomy

36

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

37

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

38

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

39

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

40

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

41

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

42

From London to Dubai Robotaxis are Rapidly Expanding Globally

43

Does Tesla FSD 14 Matter?

44

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

45

Grok vs Gemini: Why AI Could Be the Most Valuable Car Real Estate

46

Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?

47

Uber CEO Reignites the Great Waymo vs Tesla Debate

48

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

49

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle

50

Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo

51

Waymo Leaves Uber in Austin and the Tesla Double Standard

52

Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi

53

Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot

54

We Rode in Tesla’s Robotaxi, Here's Our Experience

55

Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR

56

Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo's Future

57

Waymo Goes to NYC, Rider Survey Reveals Strategy, Can Texas Stop Tesla? Is Meta Eyeing Autonomy?

58

Tesla Goes Driver Out, Unraveling the Tenuous Waymo Uber Relationship, Will The UK Leave the EU Behind Again?

59

Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs

60

Tesla’s Robotaxi Launch Confirmed, Waymo and Uber's Future Together, AV Policy Gains Momentum

61

Tesla's FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous

62

Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move

63

What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?

64

Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly

65

Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?

66

Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe

67

Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter

68

Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers

69

Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks

70

Waymo’s Big Week and Elon’s Promises

71

Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem

72

Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push

73

Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams

74

Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets

75

Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans

76

Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing

77

Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone

78

Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?

79

Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem

80

CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs

81

2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?

82

Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO

83

Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy

84

GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future

85

Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare

86

Tesla Fleet API, Cybercab Hype and the Pony AI IPO

87

Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know

88

Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges

89

Self Driving's Next Chapter: Trump Policies, Lyft Partnerships, and Musk's Influence

90

Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide

91

Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round

92

More Details Emerge on Tesla’s FSD 13 Robotaxi Bet, Uber’s Ambitions, Emerging Autonomy IPO Market

93

Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution

94

Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership

95

U.S. Chinese Autonomous Vehicle Ban Tesla We Robot Event GM Surprise Move and a Waymo LA Prediction

96

Waymo Potential Pivot to Hyundai and Zoox Upcoming Launch

97

Silicon Valley Changing Autonomous Vehicle Landscape Licensing Experiences and Personal AV Ownership

98

Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery