The Road to Autonomy Episode 352 | Autonomy Markets: Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling
Dec 6, 2025
A thrilling showdown occurs in Dallas as Waymo outshines Uber with a surprise driverless announcement. The hosts dissect Uber's marketing missteps, highlighting an attendant spotted in promotional footage, raising questions about public perception. They also analyze the implications of Avride's limited launch area and debate what constitutes true commercial scaling. As Waymo expands into new cities, the race intensifies, stirring discussions on safety messaging and the autonomous trucking market heating up.
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Waymo Upstages AVride In Dallas
- Waymo announced driverless service in Dallas the day before Uber/AVride's launch, appearing to upstage its partner.
- Grayson and Walter describe overlapping publicity and show footage of a Waymo with a driver being tested in Dallas the same week.
Waymo Doesn't Need Aggregators Now
- Waymo likely doesn't need aggregator platforms like Uber because it can generate its own demand and avoid commission fees.
- Both hosts argue Waymo can run its own network and selectively partner later if economics require it.
Prioritize Safety Messaging Over One‑Upmanship
- Focus PR on safety benefits and reduced road deaths rather than tit-for-tat marketing stunts.
- Combat sensationalism by emphasizing autonomy's safety improvements and public health impact.