/ 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.
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.
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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.
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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.
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October 26, 2024
Autonomy IPOs Heat Up: Tesla’s 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round
The autonomy sector experienced significant capital market activity with WeRide raising $440M in its NASDAQ IPO and Waymo securing $5.6B in funding led by Alphabet, while Tesla's stock surged 20% on earnings and robotaxi commentary. The episode analyzes how investor appetite for autonomous vehicle companies is driving increased market activity across both public offerings and private funding rounds.
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October 19, 2024
More Details Emerge on Tesla’s FSD 13 Robotaxi Bet, Uber’s Ambitions, Emerging Autonomy IPO Market
The episode examines Tesla's robotaxi unveiling details including FSD 13's role in unsupervised driving capabilities, while questioning whether this version will deliver Tesla's autonomy breakthrough. Discussion covers Uber's potential Expedia acquisition and emerging IPO activity from Horizon Robotics and Pony AI, signaling increased market momentum in the autonomy sector.
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October 13, 2024
Tesla’s We, Robot Event: AI Confusion or Cybernetic Revolution
Tesla's We Robot event showcased the company's autonomous vehicle vision with Cybercab and Robovan concepts but failed to provide concrete timelines, financial projections, or technical progress details, resulting in an 8% stock decline. The lack of substantive information on Tesla's robotaxi service timeline benefited competitors Uber and Lyft, whose shares gained following the event.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.