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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

00:32:27

China vs US: Who Can Scale Faster, WeRide or Waymo?

Autonomy Markets ·

2025/11/29

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber's first robotaxi deployment without a safety driver outside the United States.On WeRide's earnings, the company announced a fleet of 1,600 autonomous vehicles with 750 robotaxis, while Pony.ai announced plans to triple its fleet to 3,000 by end of next year through its Bolt partnership. As Chinese robotaxi companies expand globally, the scaling

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00:37:09

Waymo's Six Stages of Autonomy

Autonomy Markets ·

2025/11/22

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis, Tampa, New Orleans, Miami, Dallas, Houston, San Antonio, and Orlando getting ready to come online, while breaking down and coin Waymo’s Six Stages of Autonomy.As Waymo expands, competition is brewing in Dallas where Avride in partnership with Uber and Lyft in partnership with Mobileye will begin to operate commercial robotaxi services later this year and

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00:31:44

Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

Autonomy Markets ·

2025/11/15

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square miles and the launch of commercial service at the San Jose Airport.Despite the expansion, Waymo remains sharply vehicle-constrained. Bloomberg reported this week that the company is operating roughly 1,000 vehicles in the Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and just 100 in Atlanta, for a total fleet of approximately 2,500 vehicles

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00:40:44

Waymo Expands, Lyft Builds, Uber Ducks as Tesla...

Autonomy Markets ·

2025/11/08

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and Lyft’s growing infrastructure ambitions. Beneath the headlines, Tesla is aiming to once again reshape the entire autonomous driving industry with their AI5 chip, FSD Unsupervised deployment, and the expansion of their insurance business. As Tesla continues to focus on what’s next, Uber is sending mixed messages to the market while engineers across Silicon

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00:34:03

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo...

Autonomy Markets ·

2025/11/01

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry’s most-watched partnerships.Jensen Huang’s latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA’s automotive

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00:40:04

Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions

Autonomy Markets ·

2025/10/25

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, and GM’s surprising return to autonomy under Sterling Anderson’s leadership.The conversation opens with Walt’s firsthand insights from Tesla’s Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts” of Austin by year-end after accumulating 250,000 robotaxi miles. Tesla also announced 8–10 additional markets

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00:33:04

Tesla FSD 14 Updates and Waymo’s Latest Moove Away...

Autonomy Markets ·

2025/10/18

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the growing political and infrastructure challenges shaping the next phase of robotaxi growth.Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes, higher driving speeds, and improved autonomous parking. As Tesla refines FSD 14 in preparation for a wider release, Waymo continues to

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00:36:50

First Impressions of Tesla FSD 14, Waymo’s Next...

Autonomy Markets ·

2025/10/11

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode begins with Walt sharing his firsthand experience testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway precision and occasional cautious, jerky driving behavior that sets this version apart from previous releases.As

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00:39:05

From London to Dubai Robotaxis are Rapidly Expanding...

Autonomy Markets ·

2025/10/04

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is proving its adaptable, AI-powered autonomous system can navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR.Wayve's strategy of working hand-in-hand with OEMs sets it apart from Tesla’s vision-only approach, allowing flexibility depending on manufacturer demands. At the same time,

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00:33:12

Does Tesla FSD 14 Matter?

Autonomy Markets ·

2025/09/27

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to London and Nuro taking delivery of their first Lucid-built robotaxi.What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear no matter what, Tesla’s vertical integration and production scale position it to deploy robotaxis

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00:38:36

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber...

Autonomy Markets ·

2025/09/20

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s dramatic return to the big leagues of the autonomous vehicle industry through a surprise partnership with Waymo in Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%.Grayson and Walt examine the strategic implications of this non-exclusive deal, where a shared fleet will operate across both Lyft and Waymo networks, with Lyft leveraging its Flexdrive subsidiary for fleet management

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00:42:15

Grok vs Gemini: Why AI Could Be the Most Valuable Car...

Autonomy Markets ·

2025/09/13

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI’s Grok and Google’s Gemini are shaping the next wave of “car real estate.” Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable of controlling everything from “car wash mode” to trip planning and operating the traditional in-cabin functions of a vehicle. They draw parallels

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00:42:11

Who is Winning the Robotaxi Heavyweight Fight? Waymo...

Autonomy Markets ·

2025/09/06

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”. Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval to operate at the San Jose (SJC) airport, a move Grayson Brulte predicted five months ago on a previous episode.Meanwhile, Tesla opened

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00:31:58

Uber CEO Reignites the Great Waymo vs Tesla Debate

Autonomy Markets ·

2025/08/30

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview. During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar is the “right solution,” noting that all of Uber’s current partners use this combination. This statement prompted a response from Elon Musk,

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00:40:14

Send More Waymo's to Atlanta ASAP and Nuro's Big Check

Autonomy Markets ·

2025/08/23

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicles industry and Waymo's on-going difficulties with its Atlanta launch on Uber.Waymo's launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guide on how to improve your chances of getting a Waymo ride. The Atlanta launch

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00:53:28

GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37...

Autonomy Markets ·

2025/08/16

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto.A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will be focusing on developing personally-owned autonomous vehicles instead of robotaxis.This is GM’s third attempt at autonomy, raising questions about whether the

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00:38:06

Uber’s Autonomous Investments Won’t Be Modest, With...

Autonomy Markets ·

2025/08/09

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest. While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company’s Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon. At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company’s growing

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00:36:55

Waymo Leaves Uber in Austin and the Tesla Double...

Autonomy Markets ·

2025/08/02

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis and renewing a relationship that dates back to 2017 and the emerging Tesla double standard. Waymo’s multi-year partnership with Avis signals the company’s desire to maintain flexibility, rather than locking into exclusive partnerships. With Avis once again joining the autonomous vehicle industry as a service provider, could Hertz and Enterprise be next to

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00:46:02

Tesla & Alphabet Earnings, Zoox Limited Rides in...

Autonomy Markets ·

2025/07/26

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambitions and the launch of Zoox’s limited fixed-route service in Las Vegas.Tesla’s Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as soon as this weekend. Two key factors behind Tesla’s ability to scale quickly are

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00:41:25

Driver-Out with Avride, Nuro's Uber Lucid Deal,...

Autonomy Markets ·

2025/07/19

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and Uber, and Waymo's Austin depot operated by AVOMO. While in Austin last week, Grayson and Walt met with AVride, experienced a fully autonomous ride in their Hyundai IONIQ 5, and spent time with the company's management team. AVride’s engineering and OEM partnership strategy stood out as key strengths and later this year, the company will launch

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