/ 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.
October 6, 2024
Tesla’s 10/10 We Robot Event, Waymo’s Austin Launch, and Zoox’s New Vegas Partnership
This episode covers Tesla's upcoming 10/10 We Robot event where potential announcements may include robotaxi details, Tesla Semi autonomous features, and Optimus robot developments, while Waymo has launched early rider programs in Austin with Atlanta expected in November 2024. The discussion also addresses Zoox's delayed Vegas robotaxi launch to 2025 despite a new Vegas Golden Knights partnership, plus developments in autonomous trucking with Bot Auto's emergence and Uber Freight's expanding role.
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September 29, 2024
U.S. Chinese Autonomous Vehicle Ban, Tesla’s ‘We Robot’ Event, GM’s Surprise Move and a Waymo LA Prediction
The episode discusses the U.S. Commerce Department's proposed ban on Chinese and Russian autonomous vehicle hardware/software, with analysis of potential trade implications and market impacts. The hosts also examine Waymo's LA expansion timeline, Tesla's upcoming robotaxi event on October 10th, and speculation about GM potentially announcing autonomous vehicle plans at their October 8th investor day.
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September 22, 2024
Waymo’s Potential Pivot to Hyundai and Zoox’s Upcoming Launch
Waymo is reportedly pivoting from its Zeekr partnership to Hyundai's IONIQ 5 platform, potentially signaling broader industry moves away from Chinese technology suppliers in autonomous vehicles. The episode also covers Zoox's secretive approach to its upcoming commercial launch and discusses the need for federal autonomous vehicle legislation to accelerate industry adoption and investment.
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September 15, 2024
Silicon Valley’s Changing Autonomous Vehicle Landscape: Licensing, Experiences, Personally Owned AVs
Silicon Valley autonomous vehicle companies are pivoting toward licensing their technology stacks to OEMs and mobility providers rather than pursuing direct deployment, with increased focus on cost reduction amid Chinese competition. The industry is simultaneously developing premium consumer experiences for personally owned autonomous vehicles while the technical debate continues over whether LiDAR is necessary for Level 4 autonomy.
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September 8, 2024
Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery
The episode examines whether autonomous vehicles represent a competitive threat or strategic opportunity for Uber, analyzing the company's positioning as Tesla enters the robotaxi market and Waymo expands operations. The discussion covers Wall Street's perspective on autonomy investments, potential premium service models for autonomous vehicles, and the evolving dynamics in food delivery and freight services.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.