Episode 326 | Autonomy Markets: Send More Waymo's to Atlanta ASAP and Nuro's Big Check

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.

Waymo’s launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. 

The Atlanta launch has raised questions about the long-term future of Uber and Waymo’s partnership. While Waymo and Uber are facing vehicle supply issues in Atlanta, Nuro successfully closed a Series E round led by Uber that raised $203 million at a valuation of $6 billion.

Episode Chapters

0:00 Robots

2:42 Nuro Series E

4:54 Delivery Robots Part 1

6:11 Fleet Management 

9:24 Delivery Robots Part 2

14:26 Waymo on Uber in Atlanta 

21:15 Status of Waymo and Uber’s Relationship 

26:58 Helm.ai Honda Expand Partnership 

32:21 Alibaba’s Autonomous Driving IPO

34:16 Baidu Apollo Go

36:35 Tesla FSD in Japan

38:46 Cybercab

39:32 Next Week

Recorded on Thursday, August 21, 2025

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.