TheBitCast

Is ADAS the Trojan Horse Into Autonomy?

Podcast: Autonomy Markets · Grayson Brulte and Walter Piecyk

Opublikowano: 2026-08-01

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into autonomy. The Waymo/Uber relationship is unraveling in public, with The Financial Times confirming Waymo will launch its own app in Austin and Atlanta in January 2028 before the contract expires that May. Both sides are airing grievances, from dirty cars and bad routing to weather no-shows and unsustainable financial terms. Grayson goes on the record that the relationship terminates early, cal...