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Autonomy Markets

by Grayson Brulte and Walter Piecyk

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Latest episodes

  • Robotaxis Go Curbside at Airports as Uber’s Robotaxi Boss Heads for the Exit

    October 17, 2026 · 1 hr 2 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss new field reports from San Antonio and Dallas, management turnover at Uber, Tesla’s Cybercab progress in Austin and upcoming Dallas expansion, regulatory shifts across…

  • Waymo Goes to Wall Street

    October 10, 2026 · 48 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s first ever debt raise, the latest The Road to Autonomy Field Reports and the emergence of London as an autonomy capital. Grayson views the debt raise as a…

  • We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up

    October 3, 2026 · 52 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s San Francisco Field Work where he rode in a Wayve vehicle on the freeway, compared Waymo’s Jaguar I-PACE and Ojai robotaxis back to back, attended DoorDash’s…

  • The Robotaxi Reality Check You Won't Get From an Investor Deck

    September 26, 2026 · 53 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their Texas Field Work where they rode in Cybercab, Waymo, Avride, May Mobility robotaxis, Kodiak and Aurora autonomous trucks, and inspected depots across Austin and…

  • Waymo Takes the World While Tesla Takes the NHTSA Test

    September 19, 2026 · 38 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Tokyo and Singapore, NHTSA’s ongoing audit of Tesla’s Cybercab in Austin and Bolt’s plan to deploy up to 25,000 Lucid robotaxis in…

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  • Jason Calacanis on the Robotaxi Endgame

    September 12, 2026 · 1 hr 37 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber, who wins the robotaxi endgame and whether local governments…

  • Cybercab Day Arrives as Robotaxis Become Bankable

    September 5, 2026 · 1 hr 2 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s first ever debt raise. Tesla officially opened Cybercab to the…

  • Cybercab Is Coming, Waymo Isn’t Impressed

    August 30, 2026 · 1 hr 1 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization of 8,000 autonomous vehicles in Clark County. Fresh off a…

  • Supervised Robotaxis Are Having a Moment. Unsupervised Robotaxis Are Having a Decade.

    August 22, 2026 · 43 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s California regulatory moat, Cybercab’s pending commercial launch and Uber’s string of supervised launches in Europe and Dubai. In California, Waymo is…

  • Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft

    August 15, 2026 · 49 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out loud, regulatory permits can create moats. Zoox launched paid…

  • Can Uber's Robotaxis Scale?

    August 8, 2026 · 48 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over driverless trucking, and NVIDIA’s Alpamayo 2 open model. Uber is…

  • Is ADAS the Trojan Horse Into Autonomy?

    August 1, 2026 · 42 min

    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings, and Qualcomm's BMW win as ADAS becomes the Trojan horse into…

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About the show

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 these innovations are reshaping the auto industry and global markets.