Has Waymo Finally Solved Robotaxi Supply?

Video Description

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down the economics of Waymo’s reported 50,000 robotaxi deal with Hyundai, Lyft’s upcoming robotaxi launch in London, and the hidden clue that suggests Waymo might be returning to trucking. --------------------------- This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale. The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo’s latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck's new Freightliner Cascadia redundant chassis platform. They also analyze Waymo’s 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla’s approach. On the Foreign Autonomy Desk, they discuss Lyft’s plan to launch Baidu RT6 robotaxis in London and Uber’s deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays. Looking at the broader ecosystem, Grayson and Walt analyze Aurora’s pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak’s new defense partnership with the United States Marine Corps. Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA's Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles. --------------------------- Episode Chapters 00:00 Waymo’s Reported 50,000 Robotaxi Hyundai Deal 03:26 The $50,000 Robotaxi Economics 06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant 10:11 Scaling to 750,000 Autonomous Vehicles 17:09 Waymo Gen 6: Custom Silicon & Improved Cameras 23:21 Uber’s Narrative vs. Waymo’s Reality 28:09 Lyft’s Flex Drive Advantage 31:52 Inspector Walt: Waymo’s Autonomous Truck Tease 33:41 Aurora’s Pivot & Kodiak’s Marine Corps Deal 41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai 45:09 The Regulatory Tide Turns 48:38 Hyundai: The Arms Dealer of Autonomy --------------------------- Recorded on Friday, February 13, 2026 ► Subscribe    / @roadtoautonomy   -------- About The Road to Autonomy The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com. Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/ #RoadToAutonomy #AutonomyEconomy #AutonomyMarkets #Waymo