/ 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.
April 5, 2025
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
Waymo faces strategic challenges as 100% tariffs on Chinese vehicles double the cost of their Zeekr RT robotaxi partnership, potentially forcing new OEM arrangements or program abandonment. Uber accelerates global autonomy expansion with new partnerships including WeRide in Dubai, positioning international markets as potentially larger opportunities than domestic operations.
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March 29, 2025
Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks
Texas is emerging as the central hub for autonomous vehicle development with major companies like Aurora, Waymo, and Zoox establishing significant operations in the state, particularly in the trucking sector. Waymo announced expansion to Washington D.C. by 2026, reinforcing its leadership position in robotaxis while the broader economic impact of autonomous vehicle deployment begins to materialize across multiple markets.
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March 22, 2025
Waymo’s Big Week and Elon’s Promises
Waymo is expanding mapping operations to San Francisco International Airport despite regulatory hurdles and expected union opposition, with commercial service anticipated by summer 2024. Tesla's Elon Musk outlined ambitious plans for FSD Unsupervised and robotaxi services at an Austin all-hands meeting, positioning the company as Waymo's potential first major competitor once they achieve full self-driving capability.
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March 15, 2025
California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem
The episode discusses Waymo's 50% Bay Area service expansion and potential economic impact of nearly $100 million if approved for San Francisco International Airport operations, based on demonstrated user demand. The hosts also examine May Mobility as an undervalued autonomous vehicle company and assess whether Apple could outpace Amazon in the autonomy sector given Amazon's struggles with Zoox.
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March 8, 2025
Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push
Waymo's Austin launch through Uber's platform lacks a dedicated tier option, potentially diluting the premium autonomous experience by not guaranteeing riders will receive a Waymo vehicle. Meanwhile, Hyundai is partnering with Avride to develop integrated robotaxis for Dallas deployment this year, as Texas emerges as a key hub for autonomous vehicle commercialization alongside Aurora and Bot Auto's planned operations.
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March 1, 2025
Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams
Waymo continues scaling its robotaxi operations with over 200,000 weekly paid rides across three cities using a fleet of 730+ vehicles in California, demonstrating higher utilization efficiency than traditional ride-hailing services. Tesla has applied for California regulatory permits to launch its own robotaxi service, though initial operations would require safety drivers and exclude Tesla owner vehicles from the network.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.