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PODCAST

Autonomy Markets

Grayson Brulte and Walter Piecyk

Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets. Each episode dives into the future of mobility innovation, examining how autonomous driving and AI in transportation are transforming investment strategies, stock market trends, and economic forecasts. Join experts Grayson Brulte and Walter Piecyk as they discuss the latest advancements in autonomous technology and how

technology

All Episodes

00:45:22

Vegas Field Report and Autonomous Trucking Earnings

Autonomy Markets ·

2026/05/09

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's Las Vegas field work riding in Zoox and Motional robotaxis, Uber's earnings and the path to driver-out, and autonomous trucking earnings.The first thing Grayson did when he landed in Vegas was try to order a Zoox, but the service was not available until 11 AM and when it finally came online shortly after 11 AM, the wait time for the vehicle to arrive was 67 minutes. So he opened the Uber app and tried to order a

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00:42:43

Big Week for U.S. Autonomous Trucks, While China...

Autonomy Markets ·

2026/05/02

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Bot Auto’s fully autonomous commercial run from Houston to Dallas, Aurora’s expanded partnership with Hirschbach, and Uber’s CTO publicly criticizing Waymo on X over safety.With Bot Auto completing a 231 mile commercial paid run with no human in the cab, no safety driver, and no observer, the conversation evolves into a deeper discussion around the imminent Waymo robotaxi moment for autonomous trucking, with Kodiak operating

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00:36:07

Tesla's Dedicated Superchargers Signal the Real...

Autonomy Markets ·

2026/04/25

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s dedicated Supercharger build-out for Robotaxi in Arizona, Kodiak’s autonomous trucking operations in the Permian Basin, and Mobileye’s defensive posture on their Q1 earnings call.With Tesla launching unsupervised robotaxis in Dallas and Houston this week, the conversation evolves into a deeper discussion around newly filed permits for 56 dedicated, non-public V4 Superchargers in Chandler, Arizona, and a second private

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00:33:33

Waymo Opens Orlando Service, But Who Will Take Mickey...

Autonomy Markets ·

2026/04/18

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion in Florida, Uber’s continued investments in physical assets, and the potential for agentic AI to disrupt traditional rideshare apps.With Waymo opening service to the general public in Miami and Orlando this week, the conversation evolves into a deeper discussion around Disney’s strategic alliances and which company, Waymo or Glydways, will eventually secure a contract to operate at Walt Disney World.Across the

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00:42:13

Europe's First Robotaxi Launches on Uber as NYC...

Autonomy Markets ·

2026/04/11

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and VW validating the ID. Buzz in Los Angeles as they prepare for commercial service, Europe’s first commercial robotaxi service, and Waymo’s New York City dilemma.With Uber and VW’s MOIA conducting on-road validation testing for the ID. Buzz in Los Angeles, the conversation evolves into a deeper discussion around what a launch means. Is it considered a launch if there are safety drivers?As Uber launches new robotaxi

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00:46:57

Waymo Needs Another OEM and Q4 Might Be Too Late

Autonomy Markets ·

2026/04/04

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo expanding service to the San Antonio Airport, the company's need for another OEM partner and Baidu's mishap in China.With Waymo opening service at the San Antonio Airport complete with curbside drop offs and a short walk to the designated rideshare pickup area, the conversation evolves into a deeper discussion about airport politics and robotaxis.Which brings us to Waymo and their current vehicle fleet. Does Waymo

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00:49:24

We Rode With Uber's AV Partners in Dallas, Took...

Autonomy Markets ·

2026/03/28

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode in several Waymos and in Uber's autonomous vehicle partners Avride and May Mobility, and discovered two Waymo depots in Dallas.The Waymo driver in Dallas was noticeably more cautious than in the Bay Area or Miami, but overall a great experience. While riding around in Waymos, Grayson discovered two depots on opposite ends of downtown Dallas. One appeared to be a

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00:35:19

Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi...

Autonomy Markets ·

2026/03/21

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIAs autonomous driving ambitions, Uber's Rivian robotaxi deal, and what all of these deals will eventually mean for the robotaxi market.It appears that NVIDIA is aiming to become the Android of autonomous driving, signing up OEMs and positioning itself as a platform provider while insisting it is not the solutions provider. Uber, which has a deal with NVIDIA, clearly wants to be a robotaxi solutions partner, as they are

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01:04:43

We Rode in a Tesla Unsupervised Robotaxi and Walked...

Autonomy Markets ·

2026/03/14

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at Giga Texas.Together they experienced Tesla's unsupervised roboataxi operations in Austin, specifically the moment they hailed and rode in a fully unsupervised Tesla Robotaxi with no safety attendant and no chase car. Grayson and Walt noted the vehicle's smooth performance, its routing differences

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00:44:38

Waymo Hits the Highway and Should Build Its Own Pit Crew

Autonomy Markets ·

2026/03/07

This week on Autonomy Markets, Grayson Brulte and Walt Piecyk discuss Grayson’s recent field work in Silicon Valley and Walt’s observations in London.Together they examine Waymo’s technical milestones, specifically Grayson’s first-hand experience on the highway and at SFO. During Grayson’s ride from SFO to Mountain View, he noted the vehicle’s smooth performance across three lanes, its strict adherence to speed limits, and a rare instance of Waymo using its horn when it was cut off.This leads to a

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00:53:51

Uber Sells the Dream, Waymo Logs the Autonomous Miles

Autonomy Markets ·

2026/02/28

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the launch of Uber Autonomous Solutions and Waymo's continued to expansion. As Uber’s stock faces pressure from the overhang of future autonomy, the company is attempting to shift the narrative by pitching a suite of services including training data, enriched mapping, and AV insurance. Grayson and Walt break down the initiative point by point, debating whether Uber is truly staying asset-light or quietly moving toward an

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00:40:17

Waymo's Shocking Data & Uber's Infrastructure Pivot

Autonomy Markets ·

2026/02/21

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack a wave of developments reshaping the autonomous vehicle landscape. Data surfacing from a follow-up to a recent Senate hearing reveals that Waymo currently operates 3,000 autonomous vehicles supported by only 70 remote assistance agents worldwide. Grayson calls the ratio definitive proof of Waymo's technology lead, while Walt raises a pointed concern that roughly half of those remote roles are outsourced to the Philippines,

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00:52:10

Has Waymo Finally Solved Robotaxi Supply?

Autonomy Markets ·

2026/02/14

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat,

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00:56:05

Uber's Autonomy Myths and Realities, Waymo's Capital...

Autonomy Markets ·

2026/02/07

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber’s defensive Myths and Realities earnings supplement, and the launch of a new segment, The Pit Stop.The conversation heats up as Walt and Grayson debate Uber’s claim that autonomous vehicle growth is not a zero-sum game, with Grayson arguing that personal ownership and dedicated autonomous vehicle networks will eat into Uber’s

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00:50:35

12,961 Tesla FSD Supervised Miles, Zero Interventions...

Autonomy Markets ·

2026/02/04

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by their first-ever guest, David Moss, to discuss his 12,961-mile zero-intervention drive across the country on Tesla FSD, the reality of the Unsupervised Robotaxi rollout in Austin, and the commercial viability of LiDAR sensors in consumer vehicles.The conversation heats up as Walt questions David, a LiDAR LiDAR Salesman on whether the massive data processing requirements of LiDAR could introduce latency, potentially citing

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00:54:06

Waymo's LiDAR Controversy, Tesla’s Mega Merger, and...

Autonomy Markets ·

2026/01/31

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and xAI, and Waabi’s $750 million capital raise to pivot into robotaxis.The conversation heats up as Walt and Grayson debate the efficacy of LiDAR versus camera-only approaches, questioning if sensor fusion latency contributed to the Waymo incident where a child ran out from behind a vehicle.While

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00:40:36

Tesla Robotaxi Underwritten and Unleashed

Autonomy Markets ·

2026/01/24

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ strategic acquisition of Diligent Robotics.It finally happened. Tesla has removed safety attendants from a select group of vehicles in Austin. While this initial fleet is limited and operating in a specific geofence and utilizing chase cars, Grayson and Walt view this as a critical validation of the

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00:31:21

Your Ride Just Got Fewer Sensors. Problem?

Autonomy Markets ·

2026/01/17

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing Waymopartnership language and Waymo’s upcoming expansion to Sydney. In New York, autonomous vehicles could be coming to state roads, but not New York City, as Mayor Mamdani is prioritizing taxi drivers over robotaxi deployment. Down in Texas, where autonomous vehicles can operate anywhere, Waymo has

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00:39:10

CES 2026: The Autonomy Narrative Just Changed

Autonomy Markets ·

2026/01/10

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans. Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular basis. Which raises the question; what is Amazon going to do with Zoox? Do they overhaul management, make an acquisition, or simply shut it down and move on? While

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00:41:42

Waymo's PR Problem and Tesla's Missed Deadlines

Autonomy Markets ·

2026/01/05

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city. Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline in public trust just as robotaxis begin to scale. Down in Austin, Tesla missed their 2025 driver-out deadline in Austin, prompting Grayson

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