This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.

Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off.

This leads to a broader discussion on Waymo’s rapid Miami expansion and their choice of fleet management partners. The conversation then shifts towards the competitive landscape and Grayson’s attempt to use the Tesla’s robotaxi app in the Valley, which was hampered by wait times exceeding 25 minutes.

Over in London, Walt reported on the skepticism of London’s black taxi drivers regarding Waymo’s efforts in the UK. Closing out the conversation they discussed Glydways expansion in Atlanta and Newark.

Episode Chapters

00:00 Silicon Valley and London Field Work

18:40 Google Gemini

20:59 Waymo in London

25:27 Waymo's Miami Beach Expansion

29:16 Waymo's Fleet Management Strategy

31:55 Autonomous Vehicles in Virginia, Not This Year

34:56 Waabi's Robotaxi Messaging

39:06 Glydways Expansion

42:47 Foreign Autonomy Desk

43:26 Next Week

Recorded on Friday, March 6, 2026

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Episode 378 | Autonomy Markets: Waymo Hits the Highway and Should Build Its Own Pit Crew