# Waymo's Lead and Autonomous Trucking's Inflection Point

Page: https://stenobird.com/podcast/autonomy-markets-7029086/waymo-s-lead-and-autonomous-trucking-s-inflection-point
Text version: https://stenobird.com/podcast/autonomy-markets-7029086/waymo-s-lead-and-autonomous-trucking-s-inflection-point.md
Podcast: [Autonomy Markets](https://stenobird.com/podcast/autonomy-markets-7029086)
Published: 2026-05-23T14:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/lightshed-ventures5/episodes/Waymos-Lead-and-Autonomous-Truckings-Inflection-Point-e3jp10p
Audio file: https://anchor.fm/s/fb7df34c/podcast/play/120406489/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-22%2F424712264-44100-2-74bbdd75061be.mp3
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JSON: https://stenobird.com/v1/public/podcasts/autonomy-markets-7029086/episodes/waymo-s-lead-and-autonomous-trucking-s-inflection-point
Duration seconds: 2151

## Resource

This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss Waymo’s undisputed global lead, the growing consumer-driven shift toward supervised ADAS (Level 2++), and autonomous trucking’s inflection point. After spending the week in Silicon Valley, Walt shared his on the ground observations amidst the backdrop of Waymo’s noisy week where the company paused service in several cities and temporarily shut down highway access. Even though Waymo had a difficult week, the company’s underlying position is unchanged, as they remain the undisputed global leader. Wayve announced a supervised L2++ point-to-point deal with Stellantis, indicating a potential pivot towards ADAS as a short-term revenue generator. Grayson views the broader growth of ADAS as being consumer-driven, with global OEMs looking to build their own version of Tesla’s FSD. Wrapping up the conversation, Grayson and Walt discussed London gearing up for robotaxis and the global growth of Chinese robotaxis. Episode Chapters 00:00 Walt's Silicon Valley Field Report 07:20 Why Tesla Won't Add LiDAR 11:05 Uber's AV Labs and the Data Question 13:13 ADAS Opportunity 18:40 Waymo's Noisy Week 23:45 London Further Opens the Door to Robotaxis 26:23 Build America 250 Act 29:44 Wayve x Stellantis 31:34 Foreign Autonomy Desk 34:44 Next Week The Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy™ powered AUTNMY AI. Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. Sign up for This Week in The Autonomy Economy newsletter: ⁠https://www.roadtoautonomy.com…

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