/ 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.
June 28, 2025
Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo’s Future
Tesla launched robotaxis in Austin with mixed reception due to safety attendant requirements and limited operational scope, contrasting with earlier hype but following the typical measured rollout pattern of all robotaxi operators. Foxconn's partnership with Continental's Elektrobit positions it as a potential contract manufacturer for autonomous fleets, creating entry opportunities for tech giants like OpenAI and NVIDIA, while market leader Waymo's long-term business strategy remains unclear.
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June 21, 2025
Waymo’s Big NYC Announcement, Rider Survey Hints at Strategy, Can Texas Block Tesla? Is Meta Entering Autonomy?
Waymo announced plans to resume testing in New York City this summer and conducted rider surveys revealing potential strategies for luxury positioning and premium mobility services beyond their current Uber partnership. Texas Democratic lawmakers are attempting to delay Tesla's robotaxi launch while Meta and OpenAI emerge as potential new entrants in the autonomous driving sector.
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June 14, 2025
Tesla Goes Driver Out, Unraveling the Tenuous Waymo Uber Relationship, Will The UK Leave the EU Behind Again?
Tesla has begun driver-out testing in Austin, moving closer to commercial robotaxi operations that could disrupt the existing Waymo-Uber partnership dynamics. The episode examines how Tesla's progress, combined with the UK's advancing autonomous vehicle regulations versus EU regulatory stagnation, may reshape competitive positioning in the robotaxi market.
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June 7, 2025
Trump and Elon Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs
The episode examines the potential market and regulatory risks for Tesla's imminent Austin robotaxi launch amid escalating tensions between Elon Musk and President Trump. Additionally, the hosts discuss Plus's $1.2 billion SPAC IPO announcement as a potential catalyst for increased investor interest in the autonomous trucking sector.
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May 31, 2025
Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum
Tesla launched its robotaxi service in Austin with 10 Model Y vehicles in a limited area, planning gradual expansion that could surpass Waymo's local coverage by year-end, intensifying competitive pressure on Waymo and Uber. The autonomous vehicle sector faces potential regulatory clarity through Senator Lummis' Autonomous Vehicle Advancement Act, while speculation grows around strategic partnerships including a possible Waymo-Toyota alliance and questions about Waymo's long-term relationship with Uber.
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May 24, 2025
Tesla’s FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous Trucking Heats Up
Tesla is preparing for its anticipated robotaxi launch in Austin with ongoing real-world testing, while Waymo has surpassed 10 million paid rides and is exploring expansion into personally-owned autonomous vehicles. Aurora faces setbacks in autonomous trucking after being forced by partner PACCAR to reinstate safety drivers following their April driver-out commercial launch, creating potential market opportunities for competitors like Waymo.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.