Episode 424 | Autonomy Markets: Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

Episode 424 | Autonomy Markets: Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next?

July 4, 2026 · 35 min · Episode 424

About this episode

Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix and the implications for other cities.

This week on Autonomy Markets , Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded for America 250 and Waymo's "Because they're everything" World Cup campaign. As Tesla gets closer and closer to putting the Cybercab into service, the U.S. Government is inching toward a national framework that would allow vehicles with no steering wheel and no pedals to deploy across all 50 states and charge for rides. It is the regulatory environment that we believe Tesla is waiting to change before deploying Cybercab into the fleet, even if the rides are free. As Tesla waits for regulatory certainty, The Road to Autonomy broke the news that Waymo and Uber quietly ended their Phoenix partnership, noticing an update on the Uber autonomous vehicle site. The Phoenix partnership, which lasted 948 days, consisted of a fleet of 12 vehicles that serviced a 180 square mile area. Important to note that this was a dedicated fleet for Uber and the vehicles were not part of the traditional Waymo fleet. Now that Waymo and Uber have divorced in Phoenix, we believe it is only a matter of time until they divorce in…

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