/ 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.
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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February 8, 2025
Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing
The episode covers Uber's Q4 earnings and five strategic requirements for autonomous vehicle success (regulation, safety, cost-effective hardware, fleet management, and utilization), alongside Waymo's fleet expansion plans. Discussion includes Ford's potential licensing of Level 4 autonomous systems and speculation about a possible Foxconn-Nissan partnership that could develop autonomous vehicles for deployment on ride-hailing networks.
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February 1, 2025
Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone
Tesla's Q4 earnings highlighted Elon Musk's ambitious robotaxi timeline targeting June 2025 for unsupervised autonomy in Austin and potential FSD licensing, though historical precedent suggests likely delays. Meanwhile, Waymo announced expansion into 10+ new markets including San Diego and Las Vegas with highway services, while Kodiak achieved the first commercial sale of an autonomous truck to third-party customer Atlas Energy.
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January 25, 2025
Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?
The podcast examined how Trump administration policies may affect autonomous vehicle development, analyzing tensions between labor unions like the Teamsters and tech companies pushing automation. Uber CEO Dara Khosrowshahi's comments at Davos suggesting AV technology will be ready in two years but not commercially viable for a decade were discussed as either strategic positioning ahead of earnings or genuine market assessment.
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January 19, 2025
Autonomy Markets Goes To DC, What To Expect from Trump and Solutions for the China Problem
The podcast discusses opportunities under the incoming Trump administration to establish a national autonomous vehicle framework that includes trucks over 10,001 pounds, following a Washington D.C. event on autonomous vehicle policy. The hosts examine potential Chinese involvement in accelerating U.S. autonomous vehicle development, including discussions of companies like Zeekr, Waymo partnerships, and Pony AI's market position.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.