/ 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.
May 30, 2026
Is Waymo’s Lead Becoming Insurmountable?
Waymo is expanding its robotaxi deployment with Chinese-made Zeekr vehicles (rebranded as Ojai) in blue states while using Jaguars in red states, with production at 250 vehicles monthly targeting 6,000 cars by year-end. The podcast highlights Texas launching a public database for tracking autonomous vehicle operators' fleet sizes and complaints, while discussing whether Waymo's operational lead over competitors is becoming insurmountable.
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May 23, 2026
Waymo’s Lead and Autonomous Trucking’s Inflection Point
Despite temporary service disruptions this week, Waymo maintains its undisputed global leadership position in autonomous vehicles, while the industry shows a growing shift toward supervised ADAS (Level 2++) solutions as OEMs seek near-term revenue opportunities. The autonomous trucking sector is approaching an inflection point, with companies like Wayve pivoting to supervised driving partnerships with traditional automakers like Stellantis to generate shorter-term returns.
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May 16, 2026
Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships
The podcast discusses the deteriorating Waymo/Uber relationship amid Waymo's 1,400 square mile service expansion, with hosts noting this divorce narrative is already priced into Uber's stock. The analysis focuses on Uber's remaining autonomous partnerships with Nuro (expanding to Munich near BMW) and WeRide (planning European expansion with a unified L2-L4 platform) as more strategically significant for the company's autonomous vehicle future.
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May 9, 2026
Vegas Field Report and Autonomous Trucking Earnings
Grayson Brulte's Las Vegas field research revealed significant operational challenges for Zoox, with 67-minute wait times and more test vehicles than production robotaxis observed at their depot, while Motional demonstrated superior availability with sub-5-minute response times. The episode also covers Uber's earnings and autonomous trucking company performance, providing sector-wide insights on the commercialization progress of autonomous vehicle technologies.
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May 2, 2026
Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy
U.S. autonomous trucking reached a key milestone this week with Bot Auto completing a 231-mile Houston-to-Dallas commercial run without any human supervision, while Aurora expanded its partnership with Hirschbach through a 500-truck MOU representing 15% of the carrier's fleet. The episode also covers field observations of Tesla's unsupervised robotaxis in Houston and growing tensions between Waymo and Uber as evidenced by public criticism from Uber's CTO regarding Waymo's safety practices.
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April 25, 2026
Tesla’s Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed
Tesla is building dedicated Supercharger infrastructure for robotaxis in Arizona with 56 non-public V4 stations while scaling delays push the original 12-market rollout to Q3. The episode also covers Kodiak's autonomous trucking operations in the Permian Basin and Mobileye's defensive earnings call commentary regarding competitive pressures from NVIDIA and potential partnership shifts with Volkswagen.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.