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This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York's autonomous vehicle bill carving out NYC, Uber's shifting Waymo partnership language, Waymo's planned expansion to Sydney and the growth robotaxis with fewer sensors. --------------------------- This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul's bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber's changing Waymo partnership language and Waymo's upcoming expansion to Sydney. In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has expanded their service area in Austin as Uber has changed their promotional language from "exclusively available on Uber" to simply "available on Uber" when promoting Waymo rides. On the international front, Waymo is actively planning to expand to Sydney following meetings with Australian Transport Minister Catherine King. In China, WeRide robotaxis are now available in the WeChat super app, enabling riders in Beijing to order autonomous rides directly through the platform. --------------------------- Episode Chapters 0:00 Verizon Outage 1:45 New York's Unkind Welcome to Autonomous Vehicles 9:19 Robotaxi and Waymo Face-off in Austin 12:47 Autonomy Markets Merch 14:15 FSD Goes Subscription Only on Valentine's Day 17:18 Waymo Eyes Australian Expansion 21:03 Tensor Auto 24:06 Stack AV 26:14 Plus AI Expands to Japan 28:33 Foreign Autonomy Desk 30:33 Next Week --------------------------- Recorded on Thursday, January 16, 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