/ 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.
July 26, 2025
Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi
Tesla announced plans to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as early as this weekend, leveraging its Supercharger network and simplified sensor suite for rapid scaling. Zoox launched a highly restricted public robotaxi service in Las Vegas between two hotels requiring concierge assistance, while the autonomous trucking sector continues testing different business models between technology licensing and vertical integration.
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July 19, 2025
Driver-Out with Avride, Nuro’s Uber Lucid Deal, Waymo’s Austin Depot
Autonomy Markets hosts tested Avride's fully autonomous Hyundai IONIQ 5 in Austin and discussed the company's upcoming Dallas commercial launch on Uber's network, highlighting their engineering capabilities and OEM partnerships. The episode also covered Nuro's six-year deal with Lucid Motors and Uber to deploy autonomous Lucid Gravity vehicles on Uber's platform starting next year, with Uber taking on asset ownership, and examined Waymo's Austin depot operations managed by AVOMO.
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July 12, 2025
We Rode in Tesla’s Robotaxi, Here’s Our Experience
Tesla's robotaxi demonstrated confident autonomous driving performance across dozens of rides in Austin without requiring any interventions, successfully navigating city streets and complex parking scenarios using its vision-only system. The hosts report that Tesla's system outperformed Waymo in several side-by-side comparisons, suggesting Tesla has achieved a significant technical milestone in full self-driving capability.
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July 5, 2025
Waymo’s Moove Away from Fleet Ownership, Ford Makes Wayve’s on LiDAR
Waymo is signaling a potential shift away from capital-intensive fleet ownership toward licensing its Waymo Driver technology, as evidenced by Uber-backed Moove raising $1.2 billion in debt to purchase Waymo vehicles. Ford CEO Jim Farley has declared that any autonomous driving system Ford licenses must use LiDAR, potentially signaling strategic positioning against Tesla's camera-only approach.
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June 28, 2025
Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo’s Future
Tesla launched robotaxis in Austin with mixed reception due to safety attendant requirements and limited operational scope, contrasting with earlier hype but following the typical measured rollout pattern of all robotaxi operators. Foxconn's partnership with Continental's Elektrobit positions it as a potential contract manufacturer for autonomous fleets, creating entry opportunities for tech giants like OpenAI and NVIDIA, while market leader Waymo's long-term business strategy remains unclear.
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June 21, 2025
Waymo’s Big NYC Announcement, Rider Survey Hints at Strategy, Can Texas Block Tesla? Is Meta Entering Autonomy?
Waymo announced plans to resume testing in New York City this summer and conducted rider surveys revealing potential strategies for luxury positioning and premium mobility services beyond their current Uber partnership. Texas Democratic lawmakers are attempting to delay Tesla's robotaxi launch while Meta and OpenAI emerge as potential new entrants in the autonomous driving sector.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.