/ 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.
December 7, 2024
Waymo Heads to Miami, Tesla Release FSD 13 and The Future Rideshare
Waymo is expanding to Miami in 2025 using Moove as its fleet management partner instead of Uber, potentially signaling a broader shift away from their rideshare partnerships. Tesla released FSD 13.2 which has drawn recognition from Alphabet's CEO as positioning Tesla alongside Waymo as the two leaders in autonomous vehicle development and commercialization.
Watch →
November 30, 2024
Tesla Fleet API, Cybercab Hype and the Pony AI IPO
Tesla launched its Fleet API as a potential precursor to Cybercab services with third-party operators, while simultaneously deploying strategic brand advertising through Cybercab displays at high-profile venues. Chinese autonomous vehicle company Pony AI completed its IPO this week, raising $260 million and achieving a $4+ billion market cap despite trading at 60x revenue with geopolitical implications for its China-focused operations.
Watch →
November 23, 2024
Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know
President-elect Trump's planned national autonomous vehicle framework and pro-autonomy cabinet appointments signal accelerated regulatory clarity and deployment opportunities, though implementation faces potential bureaucratic resistance within DOT and NHTSA. Chinese competitors are rapidly scaling with Baidu completing 691,000 autonomous rides in Q3 2024 and announcing sub-$35,000 self-driving vehicles, while investor positioning shifts as evidenced by Altimeter Capital's complete Uber exit due to Tesla and Waymo competition concerns.
Watch →
November 16, 2024
Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges
Waymo launched its autonomous ride service to the public in Los Angeles across 80 square miles but faces operational constraints including 40-minute wait times and no freeway access, limiting utility in major metropolitan markets. The autonomous trucking sector is consolidating around three key players—Aurora, Kodiak, and Bot Auto—each with distinct competitive advantages including strategic partnerships, capital efficiency, and vertical integration strategies.
Watch →
November 9, 2024
Self Driving’s Next Chapter: Trump Policies, Lyft Partnerships, and Musk’s Influence
The Trump administration is expected to prioritize a national framework for autonomous vehicles that could override state-specific regulations like California's strict rules, with Elon Musk positioned as a key influence in shaping policy. The episode covers recent developments in the AV industry including partnerships between Toyota and May Mobility, Lyft's strategic moves, and Zoox's progress alongside broader policy implications for the sector.
Watch →
November 2, 2024
Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide
The episode covers Waymo's new EMMA multimodal autonomous driving model and growing ridership challenges including skilled mechanic shortages, alongside Zoox's planned robotaxi launches in San Francisco and Las Vegas for next year. The discussion also addresses ongoing market skepticism around Tesla's robotaxi ambitions and Aurora's delayed driver-out timeline pushed to April 2025.
Watch →
The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.