This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.

What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis faster than anyone, including Waymo, which remains dependent on its manufacturing partners.

Later the conversation then turns to Waymo’s London ambitions and what this expansion could reveal about its evolving relationship with Uber. As for Uber, where do they ultimately want to go in autonomy, and how do they want the market to perceive their strategy?

Is it time to acknowledge they won’t be over reliant on Waymo to scale, and instead focus on growing the Nuro/Lucid partnership globally? The answers aren’t yet clear, but the possibilities are endless as Uber expands deeper into the robotaxi market.

Episode Chapters

0:00 FSD 14

6:44 Waymo Eyes London Expansion

9:17 Does Uber Launch Robotaxis in Nashville without Waymo?

11:35 Waymo Market Predictions

15:13 Tesla Market Predictions

17:53 Amazon’s Continued Commitment to Zoox

23:26 Nuro Takes Delivery of First Lucid-Built Robotaxi

28:43 Nissan ProPilot powered by Wayve

31:08 Kodiak Goes Public

32:22 Next Week

Recorded on Thursday, September 25, 2025

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Episode 335 | Autonomy Markets: Does Tesla FSD 14 Matter?