/ 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.
September 13, 2025
The Most Valuable Part of Your Next Car Isn’t Autonomy
The episode discusses how advanced AI systems like xAI's Grok and Google's Gemini are becoming the most valuable components in future vehicles, potentially evolving from basic Q&A assistants to full agentic copilots that control vehicle functions and trip planning. The hosts also cover Tesla's robotaxi expansion to Phoenix, Las Vegas, and California airports, plus SpaceX's $19 billion spectrum acquisition for enhanced robotaxi connectivity.
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September 6, 2025
Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?
Waymo expanded to Denver and Seattle while gaining airport approval at San Jose, positioning itself as the current operational leader, while Tesla opened its robotaxi app waitlist to strong consumer demand despite having no active service. The discussion also covered regulatory tailwinds from NHTSA and Torc's significant $660 million annual cash burn as Daimler Truck seeks external funding.
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August 30, 2025
Uber CEO Reignites The Great Waymo vs Tesla Debate
Uber CEO Dara Khosrowshahi reignited the autonomous vehicle sensor debate by endorsing a multi-sensor approach combining cameras, LiDAR, and radar for near-term deployments, prompting Elon Musk to reaffirm Tesla's vision-only strategy citing safety concerns with sensor integration. The episode also covered Tesla's expanded robotaxi operations in Austin and emerging regulatory resistance to Waymo's potential New York City deployment.
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August 23, 2025
Send More Waymo’s to Atlanta ASAP and Nuro’s Big Check
Waymo's Atlanta launch is experiencing significant operational challenges including vehicle shortages and rider pairing issues that have generated negative media coverage and raised questions about its partnership with Uber. Meanwhile, Nuro successfully closed a $203 million Series E funding round led by Uber at a $6 billion valuation, demonstrating continued investor confidence in autonomous delivery despite broader market challenges.
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August 16, 2025
GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37-Camera Autonomous Vehicle
GM has re-entered the autonomous vehicle market for the third time, now focusing on personally-owned AVs rather than robotaxis after shutting down Cruise, while facing credibility challenges due to repeated past abandonments of autonomy efforts. Meanwhile, Waymo continues experiencing supply chain constraints, and new entrant Tensor Auto plans to launch a 37-camera autonomous vehicle manufactured by VinFast as Uber Freight's CEO departed to join Waabi as COO.
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August 9, 2025
Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo
Uber CEO Dara Khosrowshahi indicated on the Q2 2025 earnings call that significant OEM partnerships and autonomous vehicle deals are planned, despite public messaging characterizing autonomy spending as "modest." With Uber's growing free cash flow capacity to support both share buybacks and substantial autonomy investments, analysts question whether the company's conservative public stance is intended to reassure Wall Street while positioning for autonomous vehicle market expansion.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.