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Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments.
Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft.
In Austin, Waymo is available exclusively through Uber. While early signs point to success, it’s far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it’s own with Waymo One.
Episode Chapters
0:00 Wayve Partners with Nissan
3:12 Autonomous Driving OEM Partnerships
5:24 Nuro Series E
7:12 Autonomous Driving Partnerships Ecosystem
13:01 Could Tesla xAI Swap Assets?
17:19 Zoox Expands Testing to LA
18:27 Will Zoox Launch Commercial Service in 2025?
20:25 Waymo Needs More OEM Partnerships
23:40 U.S. / China Policy
28:00 Europe / China Policy
31:19 Uber / Waymo Austin Data
36:49 Unforced Error of The Week
38:52 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]
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By Grayson Brulte and Walter PiecykThis week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise and why the Uber/Waymo partnership in Austin does not guarantee future deployments.
Wayve is going to power Nissan’s next-generation ProPILOT technology starting in fiscal year 2027. The deal with Nissan validates Wayve’s business model of licensing and raises the question of is Nuro next in line to secure a major OEM partnership? As the autonomy economy evolves, licensing autonomous driving systems is going to accelerate fragmentation, potentially benefitting both Uber and Lyft.
In Austin, Waymo is available exclusively through Uber. While early signs point to success, it’s far from guaranteed that the partnership will scale beyond Austin and Atlanta, especially as Waymo continues to expand on it’s own with Waymo One.
Episode Chapters
0:00 Wayve Partners with Nissan
3:12 Autonomous Driving OEM Partnerships
5:24 Nuro Series E
7:12 Autonomous Driving Partnerships Ecosystem
13:01 Could Tesla xAI Swap Assets?
17:19 Zoox Expands Testing to LA
18:27 Will Zoox Launch Commercial Service in 2025?
20:25 Waymo Needs More OEM Partnerships
23:40 U.S. / China Policy
28:00 Europe / China Policy
31:19 Uber / Waymo Austin Data
36:49 Unforced Error of The Week
38:52 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]