Autonomy Markets

WeRide Is Catching Up to Waymo Globally


Listen Later

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss WeRide trying to catch up to Waymo globally, Waymo preparing to deploy Chinese-made robotaxis in Texas and the CEO of FedEx Freight's open embracement of autonomous trucking.

As WeRide and Uber continue to expand throughout Europe and the Middle East together, Waymo continues to work towards deploying the Chinese-made Zeekr robotaxis now called the Ojai, with data suggesting they are now in Texas, in a politically risky move.

FedEx Freight CEO John Smith declared autonomous trucks ready for prime time, a signal Grayson reads alongside Amazon entering the freight business and Uber selling down another stake in Aurora. With Amazon running one of the most sophisticated freight networks in the world and FedEx now a standalone public company, the pressure on Uber Freight is building.

Wrapping up the conversation, Grayson and Walt Uber's continued European push by partnering with Autobrains on a Munich robotaxi service pending regulatory approval, and Saudi Arabia's PIF-backed Humain partnered with NVIDIA to deploy robotaxis in the Kingdom of Saudi Arabia.


Episode Chapters

00:00 SpaceX IPO

3:53 WeRide and Uber Expand Across Europe

7:39 Waymo Registers 45 Zeekrs in Texas

10:30 Waymo's New Tampa Depot

15:36 Uber Sells Down Its Aurora Stake

16:33 Why Amazon Hasn't Bought an Autonomous Trucking Company?

23:04 Avride Robotaxis in Texas

25:26 Serve Robotics Moves Into Laundry

26:29 Ferrari Rules Out Autonomy

28:56 Foreign Autonomy Desk

30:27 Next Week


The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy™ powered AUTNMY AI. Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.

Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠https://www.roadtoautonomy.com/ae/⁠⁠⁠


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]⁠⁠

...more
View all episodesView all episodes
Download on the App Store

Autonomy MarketsBy Grayson Brulte and Walter Piecyk

  • 5
  • 5
  • 5
  • 5
  • 5

5

6 ratings


More shows like Autonomy Markets

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

542 Listeners

Odd Lots by Bloomberg

Odd Lots

1,978 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,095 Listeners

Decoder with Nilay Patel by The Verge

Decoder with Nilay Patel

3,152 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,375 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,441 Listeners

CoRecursive: Coding Stories by Adam Gordon Bell - Software Developer

CoRecursive: Coding Stories

188 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

3,037 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,187 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

564 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

506 Listeners

Hard Fork by The New York Times

Hard Fork

5,539 Listeners

The Road to Autonomy by Grayson Brulte

The Road to Autonomy

31 Listeners

The Town with Matthew Belloni by The Ringer

The Town with Matthew Belloni

1,112 Listeners

Cheeky Pint by Stripe

Cheeky Pint

52 Listeners