Episode 270 | Autonomy Markets: Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing
The Road to Autonomy · The Road to Autonomy
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Show Notes
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system.
With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of autonomous vehicle licensing.
Episode Chapters
0:00 Traditional Automotive’s Struggles with Software and Innovation
5:43 Uber Q4 2024 Earnings
8:00 Autonomous Vehicle REIT
13:20 Uber’s Fleet Inventory
17:15 Uber’s Five Keys for Autonomous Vehicle Success
32:36 Uber and Waymo’s Historical Relationship
34:06 Waymo Fleet Expansion
37:33 Foxconn
41:09 Ford to License an Autonomous Driving System?
43:14 Waabi
49:27 Next Week
Recorded on Thursday, February 6, 2025
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