Grayson Brulte: Zoox Has an Intersection Problem, and Uber Has 18 Months to Own Its Autonomy Stack

During his own field work in San Francisco, Brulte said he observed the same behavior in areas where he knows Zoox operates.

That halo is now colliding with a field report that found what Brulte described as "tens of hundreds" of Zoox vehicles sitting inactive.

A prior Waymo ride with Bert Kaufman had required pickup behind the hotel — a detail that, to Brulte, signaled pre-planning.

The other is a "wacky curve ball": Uber buying Zoox from Amazon and making it exclusive to the Uber platform.

Piecyk rejected the Zoox idea on product grounds, citing his own rides in Zoox versus Nuro, Wayve, Avride, and WeRide over the past 12 months.