/ 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.
December 6, 2025
Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling
Waymo strategically announced its driverless operations in Dallas just before Uber's planned commercial launch with partner Avride, highlighting the competitive timing dynamics in the autonomous vehicle market. The episode examines whether recent market expansions by AV companies represent genuine commercial scaling or remain limited "science projects," as operators deploy only hundreds of vehicles across small geographic areas.
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November 29, 2025
China vs US: Who Can Scale Faster, WeRide or Waymo?
The podcast examines the competitive scaling dynamics between Chinese robotaxi companies like WeRide (operating 1,600 vehicles with 750 robotaxis) and Waymo, which received DMV approval for massive California service area expansion requiring thousands of additional vehicles. Discussion covers WeRide's partnership with Uber for Abu Dhabi deployment, Pony.ai's plans to triple fleet size to 3,000 vehicles, and predictions for Tesla's FSD expansion into new markets by end of 2025.
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November 22, 2025
Waymo’s Six Stages of Autonomy
The podcast analyzes Waymo's rapid expansion into eight new U.S. markets including Minneapolis, Tampa, and Dallas, while introducing a framework called "Waymo's Six Stages of Autonomy" to track the company's deployment process. The discussion highlights emerging competition in Dallas where Avride (partnered with Uber) and Lyft (partnered with Mobileye) will launch competing robotaxi services, positioning Dallas as a key battleground market for autonomous vehicle operators.
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November 15, 2025
Waymo’s Highway Unlock Is Real. Its Moat Still Isn’t.
Waymo achieved significant operational milestones with highway driving capabilities and Bay Area expansion, but remains severely vehicle-constrained with only ~2,500 vehicles across all markets, limiting scalability despite technological progress. The autonomous trucking sector, led by companies like Kodiak with demonstrable economics in the Permian Basin, is outpacing robotaxis in business model execution due to clearer unit economics and manufacturing partnerships.
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November 8, 2025
Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script
Waymo announced expansion into three new markets while Tesla advances its autonomous driving strategy with the AI5 chip and FSD Unsupervised deployment, creating divergent approaches in the robotaxi sector. Uber's unclear positioning on autonomy contrasts with Lyft's infrastructure investments, as industry partnerships weaken and Silicon Valley engineers explore alternatives to Nvidia's GPU dominance.
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November 1, 2025
NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce
NVIDIA is expanding beyond GPU supply to develop its own full autonomy stack through its Hyperion platform, potentially competing directly with current customers who rely on its chips for autonomous driving systems. Meanwhile, the Waymo-Uber partnership appears to be deteriorating as Uber plans to deploy competing Lucid/Nuro autonomous vehicles in San Francisco, Waymo's home market, raising questions about the future of their collaboration in Austin and Atlanta.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.