Wayve’s Kaity Fischer hits the gas on automated driving’s next chapter
Apr 20, 2025
39:10
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Quick takeaways
Wayve's partnership with Nissan marks a significant milestone in automating driving technology, aiming for deployment in model year 2027.
The company's use of end-to-end AI models enhances adaptability and eliminates the need for high-definition maps, positioning it uniquely in the market.
Deep dives
Wave's Partnership with Nissan
Wave has recently announced its first public partnership with Nissan, targeting a deployment of its automated driving technology beginning in the model year 2027. This collaboration marks a significant step for Wave, as it aims to license its AI software directly into original equipment manufacturers (OEMs). The advanced driving system they plan to implement is characterized by an L2 plus capability, which offers a full door-to-door driving solution. This means that the AI can navigate autonomously from the driver’s home to their destination, enhancing user convenience and safety.
Impact of Tariffs on the Auto Industry
Discussions at the New York Auto Show highlighted significant concerns regarding tariffs and their projected impact on the automotive industry. Economists forecast an 8% decline in overall sales due to these tariffs, emphasizing the wider repercussions on disposable income and market dynamics. The conversation around tariffs dominated the agenda, overshadowing other topics, such as the California waiver discussions, suggesting a shift in focus within industry dialogues. Observers noted that the most notable takeaway from the event was the deep concern about how these external economic pressures could reshape the industry landscape.
Growth in Electric Vehicle Sales
A notable statistic emerging from recent reports is a 14% year-over-year increase in electric vehicle (EV) sales, primarily driven by manufacturers like GM and Honda. This growth underscores a positive trend in the electrification transition as new models made their debut, capturing consumer interest. The success of EVs reflects the long-term investment decisions made by companies to prioritize the transition towards electric technologies. However, uncertainty looms regarding whether these manufacturers will continue to make significant investments amidst the anticipated sales decline.
Wave's Technology Differentiation
Wave differentiates itself from competitors through its use of an end-to-end AI model, which eliminates the reliance on high-definition maps typically associated with autonomous systems. This innovative approach allows their technology to adapt and learn more rapidly, facilitating deployment in diverse geographic locations without extensive mapping prerequisites. The technology aims for a generalized intelligence capable of navigating unfamiliar terrains effectively, akin to human drivers. Such advancements position Wave to offer a more versatile solution appealing to both OEMs and consumers, enhancing the overall driving experience.
Fischer, vice president of commercial and operations, discusses the tech startup’s new partnership with Nissan, which is Wayve’s first public tie-up with a global automaker.
She details how Wayve’s end-to-end AI models help drive the company’s ability to rapidly scale, deliver on its global aspirations and forge an “AV 2.0″ era. Further, she discusses the allure of Level 3 automation and talks about what it’s like to transition from a traditional auto supplier to a tech startup.
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