/ A U T O N O M Y M A R K E T S
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.
February 4, 2026
12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin
Tesla's FSD achieved a notable milestone with a 12,961-mile zero-intervention cross-country drive, while the company's unsupervised robotaxi rollout in Austin remains limited with significant wait times reported. The episode featured debate over LiDAR versus vision-only approaches for autonomous vehicles, with discussion of Tesla's fleet hardware upgrades including camera cleaning systems for weather conditions.
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January 31, 2026
Waymo’s LiDAR Controversy, Tesla’s Mega Merger, and Waabi’s Pivot to Robotaxis
The podcast analyzes Waymo's school zone incident that sparked debate over LiDAR effectiveness versus Tesla's camera-only approach, while discussing Tesla's potential merger of its companies and factory retooling for humanoid robot production. Additionally, the hosts examine Waabi's $750 million funding round to expand from trucking into robotaxis, questioning the company's ability to manage dual autonomy programs effectively.
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January 24, 2026
Tesla Robotaxi Underwritten and Unleashed
Tesla has officially removed safety attendants from a limited fleet of robotaxis operating within a specific geofence in Austin, marking a critical validation milestone for their autonomous technology. The hosts predict Tesla will expand operations significantly in Austin over the next 60 days before moving to Phoenix, while Waymo simultaneously launched limited commercial service across 60 square miles in Miami.
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January 17, 2026
Your Ride Just Got Fewer Sensors. Problem?
New York Governor Hochul signed legislation to legalize autonomous vehicles statewide while excluding New York City, as Waymo expands service in Austin and plans international expansion to Sydney. Uber has quietly changed its promotional language around Waymo partnership from "exclusively available" to simply "available," while WeRide integrates robotaxi services into China's WeChat super app for Beijing users.
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January 10, 2026
CES 2026: The Autonomy Narrative Just Changed
CES 2026 highlighted significant challenges for Amazon's Zoox, which exhibited poor performance on the Las Vegas Strip with frequent traffic disruptions, raising questions about Amazon's future strategy for the subsidiary. Meanwhile, NVIDIA launched open-source Alpamayo AI models to accelerate autonomous vehicle development and GPU sales, while hardware design contrasts emerged between Waymo's bulky Ojai vehicle and the more refined Lucid-Nuro robotaxi.
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January 4, 2026
Waymo’s PR Problem and Tesla’s Missed Deadlines
This episode examines Waymo's reputation damage from a San Francisco power outage that stranded hundreds of vehicles and the company's inadequate crisis response, alongside Tesla's failure to meet its 2025 driver-out deadline in Austin with revised projections now targeting late February-March 2026. The discussion also covers Uber's evolving autonomy strategy narrative and how geopolitical tensions may impact companies dependent on Chinese autonomous vehicle technology for robotaxi scaling.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.