Episode 348 | Autonomy Markets: Waymo's Six Stages of Autonomy
The Road to Autonomy · The Road to Autonomy
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Show Notes
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coin Waymo’s Six Stages of Autonomy.
As Waymo expands, competition is brewing in Dallas where Avride in partnership with Uber and Lyft in partnership with Mobileye will begin to operate commercial robotaxi services later this year and into next year, as Dallas begins to emerge as a major robotaxi market.
Beyond Waymo, the episode explores broader industry signals, from sidewalk delivery robots that are scaling, to Zoox’s extremely limited San Francisco deployment despite Amazon resources, and the accelerating Chinese robotaxi expansion into Europe.
Episode Chapters
0:00 Waymo’s On-Going Expansion
2:21 Waymo’s Disney World Opportunity
8:04 Waymo’s Six Stages of Autonomy
14:45 Waymo’s Upcoming Dallas Launch
18:08 Dallas Robotaxi Competition
20:36 Waymo’s Current Political Issues
25:09 Scaling Delivery Robots
28:41 Zoox Has Scale Ambitions
32:34 Foreign Autonomy Desk
33:21 Next Week
Recorded on Thursday, November 21, 2025
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