This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth.

Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes, higher driving speeds, and improved autonomous parking. As Tesla refines FSD 14 in preparation for a wider release, Waymo continues to expand globally.

This week, Waymo announced plans to launch in London in 2026, marking its second international market and the first where it will compete head-to-head with Uber for robotaxi rides. If an expansion to London was not enough, Waymo also announced a partnership with DoorDash for the Phoenix market, signaling continued momentum in delivery automation.

Every robotaxi market presents unique challenges, and New York City is no exception. Political, regulatory, business, and energy constraints could slow Waymo’s path to launching a commercial service in the Big Apple as Grayson and Walt discuss NYC’s lack of energy infrastructure.

Closing out the conversation, they turn their attention to Europe where Stellantis has partnered with Pony.ai to deploy autonomous Peugeot vans in Luxembourg, a potential sign that Stellantis could perhaps be looking to re-enter the autonomous vehicle market.

Episode Chapters

0:00 FSD 14 Update

6:47 Robotaxi Mode

8:56 Rolling Stops

10:12 Waymo’s London Expansion

13:10 Wayve

18:13 Waymo/DoorDash Partnership

21:50 NYC’s Energy Infrastructure

27:08 Stellantis/Pony.ai Partnership

30:06 Waymo Driver

32:11 Next Week

Recorded on Friday October 17, 2025

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