/ 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 1, 2025
Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone
Tesla's Q4 earnings highlighted Elon Musk's ambitious robotaxi timeline targeting June 2025 for unsupervised autonomy in Austin and potential FSD licensing, though historical precedent suggests likely delays. Meanwhile, Waymo announced expansion into 10+ new markets including San Diego and Las Vegas with highway services, while Kodiak achieved the first commercial sale of an autonomous truck to third-party customer Atlas Energy.
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January 25, 2025
Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?
The podcast examined how Trump administration policies may affect autonomous vehicle development, analyzing tensions between labor unions like the Teamsters and tech companies pushing automation. Uber CEO Dara Khosrowshahi's comments at Davos suggesting AV technology will be ready in two years but not commercially viable for a decade were discussed as either strategic positioning ahead of earnings or genuine market assessment.
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January 19, 2025
Autonomy Markets Goes To DC, What To Expect from Trump and Solutions for the China Problem
The podcast discusses opportunities under the incoming Trump administration to establish a national autonomous vehicle framework that includes trucks over 10,001 pounds, following a Washington D.C. event on autonomous vehicle policy. The hosts examine potential Chinese involvement in accelerating U.S. autonomous vehicle development, including discussions of companies like Zeekr, Waymo partnerships, and Pony AI's market position.
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January 11, 2025
CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs
The podcast discusses how NVIDIA's Jensen Huang declared autonomous vehicles will become the first multi-trillion dollar robotics industry at CES 2025, while legacy OEMs face significant challenges with Ford shutting down Argo AI, GM shuttering Cruise, and VW struggling with software development. The hosts examine whether Uber must evolve into an "everything app" to survive mounting robotaxi competition and address key industry uncertainties around business models, regulation, and public acceptance entering 2025.
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January 4, 2025
2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?
The podcast discusses Waymo's clear leadership in robotaxis during 2024 with steady technical progress and expansion, while Tesla positions to compete with its upcoming Cybercab service. Traditional automakers like GM (shutting down Cruise) face criticism for innovation paralysis, while investors show mixed sentiment on Uber's robotaxi strategy and Tesla's FSD adoption rates.
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December 29, 2024
Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO
Tesla's FSD 13 represents a significant technical advancement with more natural driving patterns, though it remains insufficient for deployment on the planned Cybercab platform. The episode also covers regulatory challenges facing autonomous trucking, including denied exemptions for warning triangle requirements, and Waymo's progress toward potential service expansion to San Francisco International Airport.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.