This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss new field reports from San Antonio and Dallas, management turnover at Uber, Tesla’s Cybercab progress in Austin and upcoming Dallas expansion, regulatory shifts across the US and Europe, and Wayve’s momentum in securing major OEM partnerships.
Grayson shares his experience taking a Waymo ride to the San Antonio International Airport (SAT), highlighting the seamless curbside drop-off that took under four minutes to reach security, while contrasting it with his SFO experience. With more field reports on the way, Grayson and Walt discuss key executive departures at Uber and what it might be signaling to the market.
In Austin, Tesla reportedly surpassed 300 Cybercabs as they prepare to expand Cybercab to Dallas. Across the pond in London, the politics around deploying robotaxis are heating up as Tesla rebrands FSD in Europe to Assisted Driving.
Episode Chapters
0:00 Waymo San Antonio Airport Experience
05:57 Motional’s Las Vegas Technical Center & Hyundai IONIQ 5 Upfitting
08:33 Private Ownership vs. Robotaxi Fleets
12:58 Human Factors and SAE Level 4
14:27 Autonomy Subscriptions
16:04 Dallas and Europe Field Reports
18:03 Uber's Management Turmoil
21:21 Uber's Lofty 15 City Robotaxi Goal
23:29 Growing Number of Cybercabs in Austin
28:01 Cybercab's Pending Dallas Launch
32:01 Waymo Opens Nashville Airport (BNA) Service
36:11 Zoox’s NHTSA Authorization for Hayward, California
38:17 Wayve's Potential Volkswagen Deal
41:18 Applied Intuition
43:29 Red Tape and Regulations
56:48 Verne's Shift Towards Fleet Management
59:25 Next Week
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