/ 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 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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April 18, 2026
Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?
Waymo launched public autonomous vehicle services in Miami and Orlando while beginning testing in London, though the company has not yet secured access to Walt Disney World despite expanding in the Orlando market. Uber continues investing heavily in physical assets including an additional $200 million in Lucid, raising questions about whether the company can maintain its asset-light strategy amid potential disruption from agentic AI applications.
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April 11, 2026
Europe’s First Robotaxi Launches on Uber as NYC Stalls Waymo
Waymo expanded its driverless robotaxi service to Nashville via Lyft while losing its testing permit in New York City, highlighting regulatory inconsistencies across major markets. Europe launched its first commercial robotaxi service through Uber's platform, though key details about operational scale and safety driver requirements remain unclear.
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April 4, 2026
Waymo Needs Another OEM and Q4 Might Be Too Late
Waymo faces potential vehicle supply constraints as it scales operations, with hosts debating whether the company needs an additional OEM partner beyond its current arrangements or if 800-volt charging infrastructure could address capacity issues. Meanwhile, Baidu's Apollo Go experienced significant operational failures in China with vehicles stopping unexpectedly and trapping passengers for up to two hours, highlighting ongoing reliability challenges in autonomous vehicle deployment.
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March 28, 2026
We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots
The podcast covers hands-on testing of autonomous vehicle services in Dallas, including Waymo rides that showed more cautious driving behavior than other markets, and successful ordering of Avride robotaxis through Uber's platform. The hosts also discovered two Waymo depot locations in Dallas and noted operational improvements in May Mobility's service compared to previous testing.
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The Future is Bright. The Future is Autonomous. The future is Autonomy Markets.