Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?
From Autonomy Markets by Grayson Brulte and Walter Piecyk
April 18, 2026 · 34 min · Season 1 · Episode 84
About this episode
The episode discusses Waymo's expansion in Florida, Uber's investments, and the potential impact of agentic AI on rideshare apps.
This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss Waymo’s expansion in Florida, Uber’s continued investments in physical assets, and the potential for agentic AI to disrupt traditional rideshare apps. With Waymo opening service to the general public in Miami and Orlando this week, the conversation evolves into a deeper discussion around Disney’s strategic alliances and which company, Waymo or Glydways, will eventually secure a contract to operate at Walt Disney World. Across the pond, Waymo began autonomous driving in London as Uber continues to pour capital into physical assets while doubling down on their Lucid investment with another $200 million. Uber’s physical asset strategy sparked a debate of whether or not Uber can truly remain asset-light and what impact agentic AI bots will have on their business. On the Foreign Autonomy Desk, Grayson and Walt discuss Japan’s autonomous vehicle investment goals, Tesla’s Netherlands FSD approval, and WeRide’s expansion into L2 ADAS. Episode Chapters 00:00 Waymo Opens Miami & Orlando Markets, but No Disney World Yet 01:36 The Mickey Mouse Tax: Who Gets the Disney Contract? 07:54 Waymo Begins Autonomous Driving…
People in this episode
Hosts: Grayson Brulte, Walter Piecyk
Topics covered
- Waymo expansion
- Uber investments
- agentic AI
- rideshare disruption
- Disney contracts
- autonomous vehicles
Keywords
- Waymo
- Uber
- agentic AI
- Disney
- autonomous vehicles
- rideshare
- Lucid
- Wayve
- FSD approval
Mentioned in this episode
Organizations: Waymo, Uber, Glydways, Disney, Lucid, Wayve, Tesla, WeRide
Places: Florida, Miami, Orlando, London, Maryland
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