Autonomy Markets: Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy: regulation, superhuman safety, cost-effective hardware, fleet management, and high utilization. They also discuss Waymo’s continued expansion and Ford’s willingness to license an SAE Level 4 autonomous system.

With Uber scaling fleet operations and Foxconn emerging as a potential Nissan partner, could a Foxconn-Nissan collaboration lead to licensing an autonomous driving system, selling vehicles to a REIT, and deploying them on Uber’s network? Watch to gather Grayson and Walter’s insights into the emerging world of autonomous vehicle licensing.

Episode Chapters

0:00 Traditional Automotive’s Struggles with Software and Innovation 

5:43 Uber Q4 2024 Earnings

8:00 Autonomous Vehicle REIT

13:20 Uber’s Fleet Inventory 

17:15 Uber’s Five Keys for Autonomous Vehicle Success 

32:36 Uber and Waymo’s Historical Relationship 

34:06 Waymo Fleet Expansion 

37:33 Foxconn 

41:09 Ford to License an Autonomous Driving System?

43:14 Waabi

49:27 Next Week

Recorded on Thursday, February 6, 2025

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