This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coin Waymo’s Six Stages of Autonomy.

As Waymo expands, competition is brewing in Dallas where Avride in partnership with Uber and Lyft in partnership with Mobileye will begin to operate commercial robotaxi services later this year and into next year, as Dallas begins to emerge as a major robotaxi market.

Beyond Waymo, the episode explores broader industry signals, from sidewalk delivery robots that are scaling, to Zoox’s extremely limited San Francisco deployment despite Amazon resources, and the accelerating Chinese robotaxi expansion into Europe.

Episode Chapters

0:00 Waymo’s On-Going Expansion 

2:21 Waymo’s Disney World Opportunity 

8:04 Waymo’s Six Stages of Autonomy 

14:45 Waymo’s Upcoming Dallas Launch 

18:08 Dallas Robotaxi Competition 

20:36 Waymo’s Current Political Issues 

25:09 Scaling Delivery Robots 

28:41 Zoox Has Scale Ambitions 

32:34 Foreign Autonomy Desk 

33:21 Next Week

Recorded on Thursday, November 21, 2025

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