The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Episode 346 | Autonomy Markets: Waymo's Highway Unlock Is Real. Its Moat Still Isn't.
Manage episode 519584594 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.
Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles spread across all markets.
In the autonomous trucking market, Kodiak continues to demonstrate that the economics work. With 10 fully driverless trucks generating revenue in the Permian Basin, the company logged 5,200 paid hours last quarter, up 166% from Q2, a meaningful validation of the model.
Wrapping up the conversation, Grayson and Walt examine why technology leadership means nothing without scalable manufacturing partnerships and now how autonomous trucking is pulling ahead of robotaxis on business model execution, and what global expansion in Abu Dhabi and Singapore signals about the global competitive landscape.
Episode Chapters
0:00 Waymo Expands to Highways
3:58 Vehicle Supply
16:56 California Airports
19:28 Tesla FSD Update
21:42 Uber Ski
25:21 Kodiak
29:40 Foreign Autonomy Desk
30:40 Next Week
Recorded on Thursday, November 13, 2025
--------
About The Road to Autonomy
The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
346 episodes
Share
Manage episode 519584594 series 2982710
Content provided by The Road to Autonomy and Grayson Brulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Road to Autonomy and Grayson Brulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.
Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles spread across all markets.
In the autonomous trucking market, Kodiak continues to demonstrate that the economics work. With 10 fully driverless trucks generating revenue in the Permian Basin, the company logged 5,200 paid hours last quarter, up 166% from Q2, a meaningful validation of the model.
Wrapping up the conversation, Grayson and Walt examine why technology leadership means nothing without scalable manufacturing partnerships and now how autonomous trucking is pulling ahead of robotaxis on business model execution, and what global expansion in Abu Dhabi and Singapore signals about the global competitive landscape.
Episode Chapters
0:00 Waymo Expands to Highways
3:58 Vehicle Supply
16:56 California Airports
19:28 Tesla FSD Update
21:42 Uber Ski
25:21 Kodiak
29:40 Foreign Autonomy Desk
30:40 Next Week
Recorded on Thursday, November 13, 2025
--------
About The Road to Autonomy
The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.
Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
346 episodes
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Similar to The Road to Autonomy
The power of Data is undeniable. And unharnessed - it's nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what's possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
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continue reading
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
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