In this episode of Autonomy Markets, Grayson Brulte) and Walter Piecyk) discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomous Driving, their increased weekly ridership and how a shortage of skilled mechanics and technicians could slow down the growth of the Waymo One service.
As Waymo grows their service, Zoox is now preparing to join the party and launch a robotaxi service in both San Francisco and Las Vegas next year. While Zoox is about to join the robotaxi party, Tesla and their desire to launch a robotaxi service continues to divide the public and the market.
Episode Chapters
0:00 Waymo
3:02 Autonomous Vehicle Mechanics
5:46 Uber
11:20 Pricing Waymo One
14:53 Economy
18:12 Waymo EMMA model (End-to-End Multimodal Model) Paper
21:53 Tesla Shade
27:28 Zoox
31:41 Aurora Delays Driver Out Until April 2025
38:45 Lyft
39:36 WeRide
Recorded on October 31, 2024
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