This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential new partnership with Toyota, the launch of Aurora's driver-out commercial operations and Uber's continued effort to challenge the autonomy duopoly.
On Tuesday, Waymo announced a potential partnership with Toyota to develop personally-owned autonomous vehicles, confirming a business pivot in an effort to counter Tesla’s upcoming robotaxi launch in Austin. Wile Waymo signals a shift in strategy, Aurora launched fully autonomous commercial operations in partnership with Uber Freight.
As Uber became Aurora's first commercial customer, the rideshare side of their business continued to double-down on autonomy, as they further fragmented the autonomy market when they announced a strategic partnership with May Mobility to deploy AVs on the platform.
Episode Chapters
0:00 Every Week
1:06 Waymo / Toyota Partnership
13:14 Managing Personally-Owned Autonomous Vehicles
15:20 Is Waymo Eyeing More Deals?
17:09 GM Blinked
18:55 Aurora Goes Driver-Out
22:05 Uber Freight
23:31 Autonomous Trucking Market
25:37 Uber /May Mobility Partnership
32:03 Uber/Lyft and Autonomy Competition
32:58 The Great Freeway Unlock
37:02 Next Week
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