/ 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.
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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February 22, 2025
Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets
Lyft released a manifesto outlining plans to integrate privately-owned autonomous vehicles into its network, similar to Tesla's vision, while emphasizing the need for a national regulatory framework to enable scaling. The LiDAR market faces impending consolidation as most publicly-traded pure-play companies struggle with low cash reserves, while Waabi targets driver-out autonomous trucking operations by year-end despite uncertainty around OEM partnerships.
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February 16, 2025
Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans
The episode examines Aurora's surge to a $17 billion market cap (triple Lyft's valuation) following earnings that emphasized their driver-out readiness and hardware kit approach, which could shift power from OEMs to autonomous driving developers. The discussion explores potential strategic moves including NVIDIA's possible vertical integration through acquiring an AV developer and Uber's expanding autonomy partnerships as market fragmentation creates new opportunities.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.