The Road to Autonomy®

.@Uber is targeting 700 robotaxis on its platform by year-end. More than 500 of those robotaxis are @Waymo today and they are going away in the future.

This week on Autonomy Markets, @gbrulte and @WaltLightShed analyze Uber's fleet targets, @Tesla's shift from Cybertruck to Cybercab, and the race to scale autonomy globally.

Episode Chapters
0:00 Waymo’s Right Hook to Uber
5:11 Uber’s 700 Robotaxis
14:50 Uber's Narrative Pivot to Delivery
18:31 Uber's Jill Hazelbaker Departs for @OpenAI
20:31 Winding Down Cybertruck for Cybercab
23:20 Tesla Robotaxi & Waymo Market Expansions
25:27 @Lyft Earnings
28:54 @KodiakRobotics Earnings
36:14 @Torc_Robotics Aims for 2026 Driver-Out
37:26 Red Tape Desk: Texas Elections & the Threat of Local Robotaxi Control
39:43 Foreign Autonomy Desk
45:21 Next Week

It's @Robotaxi week at The Road to Autonomy.

Three new Field Reports drop this week, all LIVE from Robotaxi Markets.

$TSLA

34 badged Robotaxis and four unbadged Cybercab validation vehicles in Orlando.

We visited the @Tesla service center, the planned depot site, and rode in @Robotaxi. While the service area is small today, the pieces are being put in place for a major expansion.

This is the Field Report.

This Week in The Autonomy Economy presented by @Koop_AI, @Waymo filed for divorce from @Uber as the Blue Tsunami creates a sea of uncertainty.

roadtoautonomy.com/waymo-uber-div…

Japan is writing pedal-less, steering-wheel-free robotaxis into a unified certification framework starting in December.

Japan's goal is 10,000 Level 4 vehicles by fiscal 2030.

With @Waymo partnering with @ToyotaMotorCorp and @Wayve_AI together with @Nissan, the path is there.

As Japan goes all-in on autonomy, @RobGsix and @gbrulte analyze what it means for the global autonomy economy on Autonomy Signals presented by @KPMG.