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
