Episode 345 | Autonomy Markets: Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions.

Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what’s next, Uber is sending mixed messages to the market while engineers across Silicon Valley begin exploring alternatives to Nvidia’s GPUs.

Wrapping up the conversation, Grayson and Walt discuss what happens when the world’s largest autonomy players diverge on strategy and long-standing partnerships begin to falter.

Episode Chapters

0:00 Waymo’s Three City Expansion

2:11 Waymo & Uber’s Relationship

4:21 Managing Robotaxi Fleets

14:56 Robotaxis at Airports

16:40 Uber’s Autonomy Messaging Strategy

23:12 NVIDIA and the Growing Demand for new Chips

25:45 Applied Intuition

28:19 Tesla

37:14 Foreign Autonomy Desk

40:02 Next Week

Recorded on Friday, November 7, 2025

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