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Latest episodes
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Scaling Robotics and Autonomous Vehicles with Arm
October 20, 2026 · 51 minDermot O’Driscoll, Dermot O'Driscoll, Vice President, Go-To-Market, Physical AI, Arm, joined Grayson Brulte on The Road to Autonomy podcast to discuss scaling physical AI across the automotive and robotics markets. Arm is positioning its…
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Autonomy Markets: Robotaxis Go Curbside at Airports as Uber’s Robotaxi Boss Heads for the Exit
October 17, 2026 · 1 hr 2 minThis 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…
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Autonomy Signals: XPENG Introduces YOYO Robotaxi Service
October 16, 2026 · 1 hr 5 minThis week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA opening a safety inquiry into Tesla robotaxis speeding in active school zones, XPENG launching its XPENG YOYO robotaxi service, and a Danish…
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Powering Precise Location for Physical AI
October 13, 2026 · 49 minAaron Nathan, Founder and CEO of Point One Navigation, joined Grayson Brulte on The Road to Autonomy podcast to discuss powering precise location for physical AI. Since his last appearance on the podcast two years ago, Point One has…
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Autonomy Markets: Waymo Goes to Wall Street
October 10, 2026 · 48 minThis 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…
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Autonomy Signals: Minneapolis Mayor Vetoes Driver-In Mandate
October 9, 2026 · 1 hr 19 minThis week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Minneapolis Mayor Jacob Frey vetoing a city council ordinance that would have required human safety monitors in robotaxis, California requiring remote…
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From 50 Brands to 5,000+, Scaling Coco Robotics
October 6, 2026 · 48 minZach Rash, Co-Founder and CEO of Coco Robotics joined Grayson Brulte on The Road to Autonomy podcast to discuss scaling Coco from 50 brands to more than 5,000 globally. Over the past two years, Coco has expanded its merchant network from…
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Autonomy Markets: We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up
October 3, 2026 · 52 minThis 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…
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Autonomy Markets: The Robotaxi Reality Check You Won't Get From an Investor Deck
September 26, 2026 · 53 minThis 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…
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Autonomy Signals: May Mobility's SPAC and the $93 Million Question
September 25, 2026 · 1 hr 11 minThis week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss May Mobility filing to go public through a SPAC merger with an estimated $93 million annual cash burn, Mercedes-Benz adding Wayve as its third automated…
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Solving the Last 50 Feet of Package Delivery With Legged Robots
September 23, 2026 · 45 minLee Redden, Founder of LastFeet joined Grayson Brulte on The Road to Autonomy podcast to discuss solving the last 50 feet of package delivery with a custom-built legged robot designed to ride in the jump seat of a delivery van and carry…
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Autonomy Markets: Waymo Takes the World While Tesla Takes the NHTSA Test
September 19, 2026 · 38 minThis 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 Europe. Today…
About the show
Hosted by Grayson Brulte, The Road to Autonomy is Institutional Intelligence for the Autonomy Economy™, powered by AUTNMY AI and OMEGA. Episodes combine field research, proprietary Indices, and conversations with the operators, investors, and policymakers building the Autonomy Economy.
Three shows comprise the feed:
The Road to Autonomy (Tuesdays): The Road to Autonomy (Tuesdays): Flagship, in-depth conversations and analysis with the architects of The Autonomy Economy.
Autonomy Signals, presented by KPMG (Fridays): AUTNMY AI co-founders Grayson Brulte and Rob Grant analyze the underlying technical and regulatory signals moving the market.
Autonomy Markets (Saturdays): Grayson Brulte and Walter Piecyk, Partner and TMT Analyst, LightShed Partners and General Partner, LightShed Ventures, break down the week in autonomy from a Wall Street and investment perspective.
With over 450 episodes, The Road to Autonomy is a trusted source for institutional investor, analysts, and executives who need decision-ready intelligence on the Autonomy Economy and physical AI.