/ 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.
June 7, 2025
Trump and Elon Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs
The episode examines the potential market and regulatory risks for Tesla's imminent Austin robotaxi launch amid escalating tensions between Elon Musk and President Trump. Additionally, the hosts discuss Plus's $1.2 billion SPAC IPO announcement as a potential catalyst for increased investor interest in the autonomous trucking sector.
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May 31, 2025
Tesla’s Robotaxi Launch, Waymo and Uber’s Future Together, AV Policy Gains Momentum
Tesla launched its robotaxi service in Austin with 10 Model Y vehicles in a limited area, planning gradual expansion that could surpass Waymo's local coverage by year-end, intensifying competitive pressure on Waymo and Uber. The autonomous vehicle sector faces potential regulatory clarity through Senator Lummis' Autonomous Vehicle Advancement Act, while speculation grows around strategic partnerships including a possible Waymo-Toyota alliance and questions about Waymo's long-term relationship with Uber.
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May 24, 2025
Tesla’s FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous Trucking Heats Up
Tesla is preparing for its anticipated robotaxi launch in Austin with ongoing real-world testing, while Waymo has surpassed 10 million paid rides and is exploring expansion into personally-owned autonomous vehicles. Aurora faces setbacks in autonomous trucking after being forced by partner PACCAR to reinstate safety drivers following their April driver-out commercial launch, creating potential market opportunities for competitors like Waymo.
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May 17, 2025
Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move
Waymo experienced its first fleet-wide recall due to minor collisions with stationary objects, resolved through an over-the-air software update, while Tesla faces additional NHTSA scrutiny regarding information requests for its planned FSD Unsupervised launch in Austin. Former Aurora co-founder Sterling Anderson's appointment as GM's EVP and Chief Product Officer signals a potential strategic shift in GM's autonomy approach following the Cruise shutdown.
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May 10, 2025
What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?
Aurora faces uncertainty following co-founder Sterling Anderson's abrupt resignation, with potential implications for its Volvo partnership that were notably unaddressed during the company's earnings call. Waymo's rapid scaling is outpacing its fleet capacity with only 1,500 vehicles currently operational despite strong demand, while the company appears to be distancing itself from Lyft as Uber aggressively expands its autonomous vehicle partnerships globally.
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May 3, 2025
Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly
Waymo announced a strategic partnership with Toyota to develop personally-owned autonomous vehicles, marking a pivot to counter Tesla's upcoming robotaxi launch, while Aurora launched its first commercial driverless operations with Uber Freight as the inaugural customer. Uber continues fragmenting the autonomy market through its new partnership with May Mobility to deploy additional autonomous vehicles on its rideshare platform, challenging the Waymo-Cruise duopoly.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.