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About this Episode
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city.
Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson to push his prediction for driver-out/safety attendant out commercial service to late February or early March 2026.
Then there is Uber, a company with an ever-changing narrative around autonomy—shifting from demand-generation to hybrid networks, and now claiming mass adoption is still decades away. What will the next narrative be, and will it change once again post-CES?
Closing out the show, Grayson and Walt discuss how escalating geopolitical tensions in Venezuela and potential political shifts in the UK could force a hard reset for companies relying on Chinese autonomous technology to scale their robotaxi businesses.
Episode Chapters
0:00 Lights Out in San Francisco
2:44 Why Did Waymo’s Freeze When the Power Went Out?
8:34 Remote Drivers
15:00 Robotaxi in Austin
18:33 Scaling Robotaxi
22:48 Autonomous Vehicle Policy
24:47 Austin Incident Reports
27:17 Uber’s Ever-Changing Narrative
30:31 Miami-Dade Sheriff Deploys Autonomous Patrol Vehicles
32:38 Foreign Autonomy Desk
40:26 CES
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Hosts & Guests
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