Sign up to save your podcasts
Or
Share Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future with autonomous vehicles and the winners and losers from the latest round of tariffs.
Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?
Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber’s largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem.
Episode Chapters
0:00 Tariffs
1:05 Impact of Tariffs on Waymo
6:26 Does Waymo Need to Slim Down?
9:10 Tesla FSD Unsupervised Launch
11:41 Tariffs and The Trucking Industry
13:57 May Mobility
14:27 LiDAR Market
18:25 Energy
22:46 Uber’s Global Ambitions
25:15 Scaling Waymo
31:00 Uber App
37:23 Waymo Messaging
40:17 Zoox
41:23 Lyft
46:37 Personally-Owned Autonomous Vehicles
49:58 Next Week
Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.
The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: [email protected]
View all episodes
By Grayson Brulte and Walter PiecykThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future with autonomous vehicles and the winners and losers from the latest round of tariffs.
Waymo’s Zeekr RT robotaxi has seen its price double due to a 100% tariff on Chinese-made vehicles, igniting a debate over whether Waymo made an unforced error with their Zeekr partnership. Could tariffs either accelerate a new OEM partnership for Waymo or see them abandon it all together?
Meanwhile, Uber’s autonomy ambitions are accelerating and gaining momentum globally. This week, Uber announced a partnership with WeRide and the Dubai Road and Transport Authority to deploy robotaxis in Dubai. Could Uber’s largest autonomy market end up being outside the U.S.? Grayson and Walter debate the issue, while exploring the implications that tariffs will have on the autonomy ecosystem.
Episode Chapters
0:00 Tariffs
1:05 Impact of Tariffs on Waymo
6:26 Does Waymo Need to Slim Down?
9:10 Tesla FSD Unsupervised Launch
11:41 Tariffs and The Trucking Industry
13:57 May Mobility
14:27 LiDAR Market
18:25 Energy
22:46 Uber’s Global Ambitions
25:15 Scaling Waymo
31:00 Uber App
37:23 Waymo Messaging
40:17 Zoox
41:23 Lyft
46:37 Personally-Owned Autonomous Vehicles
49:58 Next Week
Autonomy is transforming industries and creating an entirely new economy that we call the autonomy economy™. The Road to Autonomy provides advisory and market intelligence services that helps you better understand the market and stay ahead of what’s coming next. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/
LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. Sign up for research here.
The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: [email protected]