/ 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 21, 2026
Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?
NVIDIA is positioning itself as the "Android of autonomous driving" by partnering with OEMs and Uber as a platform provider rather than solutions provider, with Uber planning to deploy NVIDIA-powered robotaxis in 28 cities by 2028. Separately, Uber announced a $1.25 billion investment in Rivian tied to autonomous vehicle milestones, while Waymo reached 170 million fully autonomous miles without safety drivers.
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March 14, 2026
We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line
Autonomy Markets hosts rode in Tesla's unsupervised robotaxi in Austin and toured the Cybercab production line, observing smooth vehicle performance and Tesla's apparent readiness to scale production. The episode also covers Uber's recent autonomous vehicle partnerships and competitive positioning against Tesla and Waymo in the expanding autonomy market.
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March 7, 2026
Waymo Hits the Highway and Should Build Its Own Pit Crew
Waymo demonstrated highway capabilities with smooth multi-lane performance and speed limit adherence during testing from SFO to Mountain View, while the company continues rapid expansion in Miami despite facing skepticism from London taxi drivers. Tesla's robotaxi service showed operational challenges with wait times exceeding 25 minutes, highlighting competitive gaps as Waymo evaluates fleet management partnerships for scaling operations.
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February 28, 2026
Uber Sells the Dream, Waymo Logs the Autonomous Miles
Uber announced its Autonomous Vehicle Solutions initiative to provide training data, mapping, fleet management, and insurance services to AV companies using its platform, though debate remains whether this maintains Uber's asset-light model or represents a shift toward asset ownership. Meanwhile, Waymo continues expanding its autonomous operations across multiple markets while Uber's stock remains pressured by investor concerns about the autonomous vehicle transition and geopolitical risks from international partnerships with Chinese AV companies.
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February 21, 2026
Waymo’s Shocking Data & Uber’s Infrastructure Pivot
Waymo operates 3,000 autonomous vehicles with only 70 remote assistance agents globally, demonstrating significant technological efficiency though approximately half of these support roles are outsourced to the Philippines. Uber is investing $100 million in AV charging infrastructure across three major cities, marking a potential strategic shift from its historically asset-light business model to compete in the autonomous vehicle market.
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February 14, 2026
Has Waymo Finally Solved Robotaxi Supply?
Waymo reportedly secured a deal for 50,000 Hyundai vehicles by 2028 at an estimated $50,000 per vehicle including sensors, potentially solving their supply constraints and demonstrating cost-effective scaling for autonomous vehicles. The hosts also analyze Waymo's possible return to trucking in 2027, their Tesla-like 6th Generation Driver technology, and question the actual advancement of Chinese robotaxi deployments despite Western partnerships with Baidu and others.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.