/ A U T O N O M Y M A R K E T S
Autonomy Markets
Autonomy x Wall Street
Autonomy Markets is a podcast co-hosted by Grayson Brulte, Founder of The Road to Autonomy and Co-Founder & Co-CEO AUTNMY AI and Walter Piecyk, Partner & TMT Analyst, LightShed Partners and General Partner, LightShed Ventures. Each week Grayson and Walter break down the autonomy markets and offer their unique perspectives. Grayson shares his insight and opinion from an autonomy industry insider's perspective and Walt shares the Wall Street perspective.
Latest Episode
Each week Grayson provides an autonomy industry insider perspective while Walter offers his Wall Street analysis, creating unique dual-perspective coverage of earnings, valuations, market trends, and investment implications in the emerging autonomy economy.
Where the autonomy industry meets Wall Street.
Co-Host
Grayson Brulte
Founder, The Road to Autonomy & Co-Founder & Co-CEO AUTNMY AI
Grayson Brulte is a visionary strategist and one of the foremost authorities on autonomy, automation, and the emerging Autonomy Economy™. Widely recognized for anticipating what's next, his work sits at the intersection of innovation, policy, and emerging technology, where he serves as a trusted advisor to executive teams throughout the autonomy landscape.
Co-Host
Walter Piecyk
Partner & TMT Analyst, LightShed Partners & General Partner, LightShed Ventures
Walter Piecyk is a Partner and TMT Analyst at LightShed Partners and a General Partner at LightShed Ventures. A veteran Wall Street analyst, Walter brings deep expertise in telecommunications, media, and technology investing to the podcast. His analytical rigor and institutional perspective complement Grayson's industry insider view, creating a unique dual lens on the autonomy economy's investment landscape.
Recent Episodes
New episodes every Saturday at 10am EST. Watch on YouTube, X and Spotify and listen on your favorite podcast platform.
October 31, 2026
Toyota Gives Waymo Scale and a Path to Your Driveway
Grayson Brulte and Walter Piecyk discuss Waymo’s expanded partnership with Toyota, bringing factory-line integration to an autonomous bZ4X fleet in Japan by 2027.
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October 24, 2026
Waymo Is Accelerating Robotaxi Deployments. Who’s Trying to Stop It?
Grayson Brulte and Walter Piecyk discuss field reports from Nashville, Dallas and Houston, takeaways from Tesla’s earnings call, Waymo’s accelerating fleet growth, a mysterious effort to stop robotaxis in Washington, D.C.
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October 17, 2026
Robotaxis Go Curbside at Airports as Uber’s Robotaxi Boss Heads for the Exit
Grayson Brulte and Walter Piecyk discuss new field reports from San Antonio and Dallas, management turnover at Uber, Tesla’s Cybercab progress in Austin and upcoming Dallas expansion, regulatory shifts across the US and Europe, and Wayve’s momentum in […]
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October 10, 2026
Waymo Goes to Wall Street
Grayson Brulte and Walter Piecyk discuss Waymo’s first ever debt raise, the latest The Road to Autonomy Field Reports and the emergence of London as an autonomy capital.
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October 3, 2026
We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up
Grayson Brulte and Walter Piecyk discuss Grayson’s San Francisco Field Work where he rode in a Wayve vehicle on the freeway, compared Waymo’s Jaguar I-PACE and Ojai robotaxis back to back, attended DoorDash’s Dash Forward event, and found Travis […]
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September 26, 2026
The Robotaxi Reality Check You Won’t Get From an Investor Deck
Grayson Brulte and Walter Piecyk discuss their Texas Field Work where they rode in Cybercab, Waymo, Avride, May Mobility robotaxis, Kodiak and Aurora autonomous trucks, and inspected depots across Austin and Dallas.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.