Episode
Waymo Hits the Highway and Should Build Its Own Pit Crew
- Podcast
- Autonomy Markets
- Published
- Mar 7, 2026
- Duration seconds
- 2678
- Processing state
processed
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Summary
This week on Autonomy Markets , Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London. Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off. This leads to a broader discussion on Waymo’s rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson’s attempt to use the Tesla’s robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes. Over in London, Walt reported on the skepticism of London’s black taxi drivers regarding Waymo’s efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark. Episode Chapters 00:00 Silicon Valley and London Field Work 18:40 Google Gemini 20:59 Waymo in London 25:27 Waymo's Miami Beach Expansion 29:16 Waymo's Fleet Management Strategy 31:55 Autonomous Vehicles in Virginia, Not This Year 34:56 Waabi's Robotaxi Messaging 39:06 Glydways Expansion 42:47 Foreign Autonomy Desk 43:26 Next Week The Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com. LightShed Partners is a leading independent research firm focused on the convergence of technology, media,…