Autonomy Markets: Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

Podcast: The Road to Autonomy · Grayson Brulte | AUTNMY AI

Opublikowano: 2026-08-15

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats. Zoox launched paid rides in Las Vegas with a $12 base fare, $1.50 per mile, and 40 cents per minute, premium pricing paired with 15 to 30 minute wait times and select destinations. Walt calls it a Disney ride, not a premium product, and once Waymo and Tesla enter the market, that pricing gets hard to defend, especially if wait times continue to be high. Staying in...