This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system.

With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of autonomous vehicle licensing.

Episode Chapters

0:00 Traditional Automotive’s Struggles with Software and Innovation 

5:43 Uber Q4 2024 Earnings

8:00 Autonomous Vehicle REIT

13:20 Uber’s Fleet Inventory 

17:15 Uber’s Five Keys for Autonomous Vehicle Success 

32:36 Uber and Waymo’s Historical Relationship 

34:06 Waymo Fleet Expansion 

37:33 Foxconn 

41:09 Ford to License an Autonomous Driving System?

43:14 Waabi

49:27 Next Week

Recorded on Thursday, February 6, 2025

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