{"podcast":{"title":"Autonomy Markets","slug":"autonomy-markets-7029086","podcast_index_feed_id":7029086,"rss_url":"https://anchor.fm/s/fb7df34c/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/lightshed-ventures5","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/42093355/42093355-1727273754192-5d23f4ff068b9.jpg","author":"Grayson Brulte and Walter Piecyk","episode_count":88,"summary":"Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how these innovations are reshaping the auto industry and global markets.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/autonomy-markets-7029086"},"episode":{"title":"Waymo Needs Another OEM and Q4 Might Be Too Late","slug":"waymo-needs-another-oem-and-q4-might-be-too-late","published_at":"2026-04-04T14:00:00+00:00","page_url":"https://stenobird.com/podcast/autonomy-markets-7029086/waymo-needs-another-oem-and-q4-might-be-too-late","show_page_url":"https://stenobird.com/podcast/autonomy-markets-7029086","url":"https://podcasters.spotify.com/pod/show/lightshed-ventures5/episodes/Waymo-Needs-Another-OEM-and-Q4-Might-Be-Too-Late-e3hdcl8","audio_url":"https://anchor.fm/s/fb7df34c/podcast/play/117928040/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-3%2F421371324-44100-2-36e0f0e6cf3bc.mp3","summary":"This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China. With Waymo opening service at the San Antonio Airport complete with curbside drop offs and a short walk to the designated rideshare pickup area, the conversation evolves into a deeper discussion about airport politics and robotaxis. Which brings us to Waymo and their current vehicle fleet. Does Waymo have enough vehicles to continue to scale at the pace they are scaling? Or do they need an additional OEM partner? Or will an 800 volt charging architecture solve their vehicle supply issue? Walt says Waymo needs more vehicles, while Grayson predicts that Waymo will announce an additional OEM partner by the end of the year and give the market more details on their relationship with Toyota. Over in China, Baidu's Apollo Go suffered a major mishap with vehicles stopping, causing crashes and trapping passengers for up to two hours in their robotaxis, raising questions about the current state of Chinese autonomous driving technology. Wrapping up the conversation, Grayson and Walt discuss WeRide going driverless in Dubai with Uber and launching 11 vehicles in Singapore with Grab as part of the foreign autonomy desk. Episode Chapters 00:00 Waymo Expands to the San Antonio Airport 06:07 Does Waymo Need Another OEM Partner? 13:24 800 Volt Charging Architecture and Fleet Scaling 19:05 Baidu's Apollo Go Robotaxis Fail in Wuhan 23:47 China's Autonomous Belt and Road Strategy 26:33 Waabi 30:02 Tesla Austin Robotaxi Expansion 33:14 FSD 14.3 38:00 Senator Markey Remote Operators Investigation 41:34 Foreign Autonomy Desk 45:50 Next Week The Road to Autonomy is the leading market intelligence pl…","meta_description":"This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for anothe…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2817,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/autonomy-markets-7029086/episodes/waymo-needs-another-oem-and-q4-might-be-too-late/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/autonomy-markets-7029086/waymo-needs-another-oem-and-q4-might-be-too-late.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}