Wayve CEO on Embodied AI: Mobility before Manipulation, B2B before B2C
alexgkendall · x · 2026-08-21
Wayve CEO Alex Kendall shared contrarian beliefs driving the company's strategy and recent updates at Actuate 2026:
Core Strategic Views:
- End-to-End Deep Learning: Considered the best strategy for driving, safety, world models, and reward models.
- Commercialization Path: Predicts embodied AI commercialization will start with mobility before manipulation, and B2B before B2C.
- Platform Potential: Frontier embodied AI will be achieved by platform businesses that scale beyond a single brand or robot.
Recent Updates:
- London Robotaxi Launch: After a decade of development, Wayve launched its first public service with supervised robotaxis in London via Uber.
- Robot Manipulation Team: Announced a new robot manipulation team in Wayve Labs, led by Alex Toshev and Jamie Shotton.
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