/ 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.
April 26, 2025
Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?
Waymo reached 250,000 fully autonomous rides per week and may be pivoting away from HD maps toward a more generalized approach, while Tesla prepares to launch robotaxis in Austin in June or July. Aurora faces mounting pressure to meet its April deadline for driver-out autonomous operations, with industry observers questioning whether the company can deliver on its long-standing promises.
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April 19, 2025
Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe
Kodiak filed for a $2.5 billion SPAC deal backed by a $100 million PIPE and a 100-truck order from Atlas Energy, while Aurora approaches its driver-out commercial launch amid industry speculation about timing. Lyft acquired European mobility platform FREENOW for $197 million to establish operations across two continents and compete more aggressively with Uber as Waymo continues expanding its robotaxi service.
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April 12, 2025
Wayve Wins, Nuro Reloads, Austin Doesn’t Guarantee Uber-Waymo’s Next Chapter
Wayve secured a partnership with Nissan to power ProPILOT technology starting in 2027, validating the licensing model for autonomous driving systems, while Nuro raised a Series E round positioning for potential similar OEM deals. The Uber-Waymo partnership in Austin shows early promise but faces uncertainty for broader expansion as licensing proliferation may fragment the autonomy market and benefit rideshare platforms.
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April 5, 2025
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
Waymo faces strategic challenges as 100% tariffs on Chinese vehicles double the cost of their Zeekr RT robotaxi partnership, potentially forcing new OEM arrangements or program abandonment. Uber accelerates global autonomy expansion with new partnerships including WeRide in Dubai, positioning international markets as potentially larger opportunities than domestic operations.
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March 29, 2025
Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks
Texas is emerging as the central hub for autonomous vehicle development with major companies like Aurora, Waymo, and Zoox establishing significant operations in the state, particularly in the trucking sector. Waymo announced expansion to Washington D.C. by 2026, reinforcing its leadership position in robotaxis while the broader economic impact of autonomous vehicle deployment begins to materialize across multiple markets.
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March 22, 2025
Waymo’s Big Week and Elon’s Promises
Waymo is expanding mapping operations to San Francisco International Airport despite regulatory hurdles and expected union opposition, with commercial service anticipated by summer 2024. Tesla's Elon Musk outlined ambitious plans for FSD Unsupervised and robotaxi services at an Austin all-hands meeting, positioning the company as Waymo's potential first major competitor once they achieve full self-driving capability.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.