This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's newly announced expansion ahead of the World Cup, the suddenly accelerating deterioration of the Uber/Waymo relationship, and the partnerships that actually matter for Uber's autonomous future.

Episode 406 | Autonomy Signals: Build America 250 Act, XPeng's Pure Vision Robotaxi, SMILE Reaches Orbit

Hosted by Grayson Brulte, The Road to Autonomy delivers institutional-grade intelligence on autonomous vehicles, autonomous trucking, robotaxis, and the capital flows shaping the market.Every episode combines primary field research, proprietary data, and conversations with the operators, investors, and policymakers building the autonomy economy.Three shows comprise the feed:The Road to Autonomy (Tuesdays): Flagship, in-depth conversations and analysis with the architects of the autonomy economy.Autonomy Signals, presented by KPMG (Thursdays): AUTNMY AI co-founders Grayson Brulte and Rob Grant analyze the underlying technical and regulatory signals moving the market.Autonomy Markets (Saturdays): Grayson Brulte and Walter Piecyk, Partner &amp; TMT Analyst, LightShed Partners and General Partner, LightShed Ventures break down the week in autonomy from a Wall Street and investment perspective.With over 400 episodes, The Road to Autonomy has become the trusted source for hedge funds, analysts, and executives who need to understand the emergence of the autonomy economy and the growth of physical AI.