Waymo Needs Another OEM and Q4 Might Be Too Late

Podcast: Autonomy Markets · Grayson Brulte and Walter Piecyk

Opublikowano: 2026-04-04

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China. With Waymo opening service at the San Antonio Airport complete with curbside drop offs and a short walk to the designated rideshare pickup area, the conversation evolves into a deeper discussion about airport politics and robotaxis. Which brings us to Waymo and their current vehicle fleet. Does Waymo have enough vehicles to continue to scale at the pace they are scaling? Or do they nee...