This week on Autonomy Markets, Grayson Brulte and Walter Piecyk preview Tesla’s upcoming FSD robotaxi launch, Waymo’s continued interest in personally-owned autonomous vehicles and Aurora’s stumbles.
As we approach June, all eyes are on Austin in anticipation of Tesla’s highly awaited robotaxi launch. With real-world testing already underway, Tesla is taking a measured yet impactful approach by prioritizing safety.
Meanwhile, Waymo has surpassed 10 million paid rides and is signaling a strategic expansion into personally-owned autonomous vehicles.
On the freight side of autonomy, the autonomous trucking market is heating up, even as Aurora stumbles. After successfully launching driver-out commercial operations in April, Aurora was forced by its OEM partner, PACCAR to reinstate a safety driver behind the wheel, raising questions about the strength of the partnership and the company’s near-term trajectory.
Aurora’s recent stumbles come just as Waymo is re-evaluating a potential return to the autonomous trucking industry, as investors are closely monitoring how these shifting dynamics could reshape the market.
Episode Chapters
0:00 Autonomy Markets On The Road
1:12 Tesla Model Y
3:08 Tesla’s Upcoming Robotaxi Launch
9:02 Managing Vehicles on the Tesla Network
10:57 Tesla’s Competitive Threat to Uber
14:35 Waymo: 10 Million Paid Rides and Counting
16:01 Waymo at Google I/O
20:33 Waymo’s Multi-Deployment Strategy
23:30 Licensing Tesla FSD
25:33 Nuro
27:45 Aurora Goes Back to Driver-In
34:08 Is Waymo Going Back into Trucking?
35:21 Is Waymo Feeling Pressure from Tesla?
37:31 China
40:21 National Autonomous Vehicle Framework
42:07 Unforced Error of The Week / Next Week
Recorded on Friday, May 23, 2025
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