Autonomy Markets: Supervised Robotaxis Are Having a Moment Unsupervised Robotaxis Are Having a Decade

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

Opublikowano: 2026-08-22

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s series of supervised launches in Europe and Dubai. In California, Waymo is completing 1.4 million fully autonomous rides per month, a 10X growth rate over two years. Additionally, the CPUC (California Public Utilities Commission) granted Waymo commercial driverless expansion authority across 40,000 square miles, covering roughly 25 million California residents and giving Waymo an estimated two-year regulatory moat over competitors. Waymo also opened service to all riders in Houston, its 10th market, with San Antoni...