Walter Piecyk

Telecom and mobility analyst and co-host of The Road to Autonomy podcast, providing market-focused commentary and industry context on autonomous vehicles and related businesses.

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Nov 29, 2025 • 32min

Episode 350 | Autonomy Markets: China vs US: Who Can Scale Faster, WeRide or Waymo?

Walter Piecyk, an industry analyst known for his insights on transportation and autonomous vehicles, joins the conversation to discuss the launch of fully autonomous robotaxis by Uber and WeRide in Abu Dhabi. They explore WeRide’s ambitious fleet expansion and compare it to Pony.ai's growth strategy. The dialogue shifts to Waymo’s recent DMV approval in California, highlighting infrastructure challenges. Walter shares his firsthand experience with Tesla's FSD 14.2 in NYC, raising intriguing questions about driving behavior in an autonomous future.

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