This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Miami, Uber and Lyft's future in the era of autonomy and Tesla's releases of FSD 13.

Waymo is expanding to Miami in 2025 without one of their partners—Uber. Instead, Waymo chose Moove as their fleet management partner. Could this signal something more broad, as Moove is also taking over the fleet management operations for Waymo in Phoenix?

Tesla released Full Self-Driving (FSD) 13.2 this week and it appears to have lived up with the hype with Alphabet CEO, Sundar Pichai acknowledging that he currently views Waymo and Tesla as the two leaders in the development and commercialization of autonomous vehicles.

Episode Chapters

0:00 Football

0:38 Waymo Expands to Miami + Impact on Uber Partnership

10:43 Uber and Lyft in the Era of Autonomy

16:31 Fleet Management for Autonomous Vehicles

26:17 Tesla FSD 13

33:13 Waymo vs Tesla / WholeMarsBlog Ride Comparison

36:59 Scaling the Tesla Cybercab

40:25 Tesla Delaware Judge Ruling

42:30 May Mobility Expands in Japan

45:49 Next Week

Recorded on Thursday, December 5, 2024

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