What is Autonomy Markets?

Autonomy Markets is the leading autonomy investor podcast co-hosted by Grayson Brulte and Walter Piecyk, Partner and TMT Analyst at LightShed Partners and General Partner at LightShed Ventures. The show delivers thesis-driven analysis of autonomous vehicle companies, robotaxi unit economics, competitive dynamics, and investment implications for institutional investors, hedge funds, and sovereign wealth funds.

When are new episodes of Autonomy Markets released?

New episodes of Autonomy Markets are released every Saturday. Episodes are available on YouTube, Spotify, Apple Podcasts, and all major podcast platforms.

What topics does Autonomy Markets cover?

Autonomy Markets covers earnings analysis, company valuations, robotaxi unit economics, competitive dynamics between companies like Waymo, Tesla, Uber, and Lyft, investment implications of autonomous vehicle deployment, public and private company analysis, market trends, and the financial impact of regulatory developments. The show focuses on actionable intelligence for investment professionals rather than general technology commentary.

What is the difference between The Road to Autonomy and Autonomy Markets?

The Road to Autonomy is the flagship interview podcast hosted by Grayson Brulte featuring conversations with executives, policymakers, and technologists building the Autonomy Economy, with new episodes every Tuesday. Autonomy Markets is the investor-focused podcast co-hosted by Grayson Brulte and Walter Piecyk that analyzes the financial and investment implications of autonomy developments, with new episodes every Saturday. Both shows are produced by The Road to Autonomy, a media brand owned by AUTNMY AI.

/ A U T O N O M Y M A R K E T S

Autonomy x Wall Street

Q: Who hosts Autonomy Markets?

Autonomy Markets is co-hosted by Grayson Brulte and Walter Piecyk. Grayson is the Founder of The Road to Autonomy and Co-Founder and Co-CEO of AUTNMY AI, providing an autonomy industry insider perspective. Walter Piecyk is a Partner and TMT Analyst at LightShed Partners and General Partner at LightShed Ventures, bringing veteran Wall Street analytical rigor to the discussion. Together they create unique dual-perspective coverage where the autonomy industry meets 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.

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Saturdays

New Episodes

Latest Episode

Title

Has Robotaxi Begun to Scale?

Published

July 18, 2026

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.