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.RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.5 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.2 ▲ +0.1 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.6 ▼ -1.2 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▲ +1.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 TeslaUS 55.1 ▼ -0.5 MomentaCN 54.1 ▲ +1.0 AuroraUS 53.2 ▲ +3.8 CocoUS 52.9 ▲ +4.4 Cao Cao MobilityCN 51.1 ▲ +2.2 Didi Autonomous DrivingCN 50.2 ▲ +5.4 DeepRoute.aiCN 50.0 ▲ +1.3 MobileyeIL 45.0 ▼ -3.0 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 Bot AutoUS 41.6 ▼ -1.0 May MobilityUS 40.4 ▼ -1.7 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.2 ▼ -0.4 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 30.1 ▲ +1.8 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.4 – 0.0 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2 .RCI · Robotaxi Confidence Index 57.7 ▼ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.5 ▲ +0.1 .ATCI · Autonomous Trucks Confidence Index 42.2 ▲ +0.1 .DCI · Delivery Bots Confidence Index 55.8 – 0.0 WaymoUS 84.6 ▼ -1.2 Baidu Apollo GoCN 82.0 ▲ +0.2 WeRideCN 74.7 ▼ -2.4 Pony.aiCN 67.3 ▲ +0.3 Starship TechnologiesEE 67.0 – 0.0 NeolixCN 66.4 – 0.0 Serve RoboticsUS 62.7 ▼ -3.2 XPengCN 60.6 ▲ +1.6 KodiakUS 59.0 ▲ +1.4 Applied IntuitionUS 55.4 – 0.0 TeslaUS 55.1 ▼ -0.5 MomentaCN 54.1 ▲ +1.0 AuroraUS 53.2 ▲ +3.8 CocoUS 52.9 ▲ +4.4 Cao Cao MobilityCN 51.1 ▲ +2.2 Didi Autonomous DrivingCN 50.2 ▲ +5.4 DeepRoute.aiCN 50.0 ▲ +1.3 MobileyeIL 45.0 ▼ -3.0 MeituanCN 42.9 – 0.0 DoorDash DotUS 42.1 ▼ -1.8 Bot AutoUS 41.6 ▼ -1.0 May MobilityUS 40.4 ▼ -1.7 Avride PodUS 39.7 ▲ +1.8 ZooxUS 39.0 ▼ -5.0 WaabiCA 38.8 ▲ +5.1 Volvo Autonomous SolutionsSE 38.4 – 0.0 AvrideUS 36.2 ▼ -0.4 MotionalUS 35.7 ▲ +1.7 WayveGB 35.6 ▲ +4.6 MOIA AmericaDE 34.0 – 0.0 TorcUS 31.3 ▼ -1.4 VerneHR 30.1 ▲ +1.8 Tensor AutoUS 27.3 ▼ -0.5 NuroUS 22.8 ▲ +0.7 AutobrainsIL 22.4 – 0.0 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 18.4 ▲ +1.3 HUMAINSA 5.1 ▲ +2.2
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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.

Grayson Brulte
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.

Walter Piecyk
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