Grayson Brulte and Walter Piecyk, discuss Wall Street's perspective on autonomy, the implications that autonomy could have on Uber and whether it's a strength or weakness for Uber. Along with the impact of Tesla entering the robotaxi market and the growth of Waymo.

Later in the conversation they explore topics such as the potential for autonomous vehicles to be marketed as a premium service, the challenges of integrating Chinese-made vehicles into U.S. markets, and the future of food delivery services.

Episode Chapters

0:00 Wall Street's Perspective on Autonomy

3:33 Uber

13:01 Autonomous Vehicle Insurance

16:32 Autonomy as a Premium Service

18:55 Waymo

30:37 Uber Freight

33:42 Delivery (Uber Eats & Instacart)

38:46 Until Next Week

Recorded on September 5, 2024

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Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery

Autonomy Markets

Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery