Autonomy Markets
Episodes
Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges
20 Dec 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk, Grayson hit the road and met with Tim Kentley-Klay of HYPRLABS in San Francisco, Tesl...
Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative
13 Dec 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian’s bold vertical integration bet as the EV maker announced plans ...
Waymo Upstages Uber’s Party: Avride’s Debut & The Reality of Scaling
06 Dec 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss "Thriller in the Big D" as Waymo upstages Uber’s party in Dal...
China vs US: Who Can Scale Faster, WeRide or Waymo?
29 Nov 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber and WeRide's fully autonomous launch in Abu Dhabi, marking Uber&...
Waymo's Six Stages of Autonomy
22 Nov 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s accelerated nationwide expansion with new markets, Minneapolis...
Waymo's Highway Unlock Is Real. Its Moat Still Isn't.
15 Nov 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's great highway unlock, their Bay Area expansion to 260 square...
Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script
08 Nov 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion into three new markets, Uber’s role in autonomy and...
NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce
01 Nov 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA’s ever expanding autonomy ambitions and the fracturing relationship b...
Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions
25 Oct 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Q3 earnings call, NVIDIA’s strategic partnership with Uber, an...
Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber
18 Oct 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s continued FSD 14 updates, Waymo’s expansion to London and the grow...
First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets
11 Oct 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s FSD 14 release and Waymo’s potential market expansions.The episode...
From London to Dubai Robotaxis are Rapidly Expanding Globally
04 Oct 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the accelerating global expansion of robotaxis. In London, Wayve is provin...
Does Tesla FSD 14 Matter?
27 Sep 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the upcoming release of Tesla FSD 14, Waymo’s potential expansion to Lo...
Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance
20 Sep 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s dramatic return to the big leagues of the autonomous vehicle industry...
Grok vs Gemini: Why AI Could Be the Most Valuable Car Real Estate
13 Sep 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the rapidly shifting landscape of AI inside of vehicles, exploring how xAI...
Who is Winning the Robotaxi Heavyweight Fight? Waymo or Tesla?
06 Sep 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a...
Uber CEO Reignites the Great Waymo vs Tesla Debate
30 Aug 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited de...
Send More Waymo's to Atlanta ASAP and Nuro's Big Check
23 Aug 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges in the autonomy autonomous vehicl...
GM’s Autonomy Flip Flop, Waymo’s Supply Issue, New 37 Camera Autonomous Vehicle
16 Aug 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constrai...
Uber’s Autonomous Investments Won’t Be Modest, With or Without Waymo
09 Aug 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be ...
Waymo Leaves Uber in Austin and the Tesla Double Standard
02 Aug 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expansion to Dallas without Uber, instead partnering with Avis...
Tesla & Alphabet Earnings, Zoox Limited Rides in Vegas, Scaling Robotaxi
26 Jul 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet’s Q2 2025 earnings calls, Tesla’s growing robotaxi ambi...
Driver-Out with Avride, Nuro's Uber Lucid Deal, Waymo's Austin Depot
19 Jul 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their driver-out ride with Avride, Nuro's impressive deal with Lucid and ...
We Rode in Tesla’s Robotaxi, Here's Our Experience
12 Jul 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Austin, Texas to experience Robotaxi firsthand.After spending the week...
Waymo's Moove Away from Fleet Ownership, Ford Makes Wayve's on LiDAR
05 Jul 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous drivin...
Tesla Robotaxi Launch, OpenAI & Foxconn, Waymo's Future
28 Jun 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in Austin, OpenAI's growing autonomous drivin...
Waymo Goes to NYC, Rider Survey Reveals Strategy, Can Texas Stop Tesla? Is Meta Eyeing Autonomy?
21 Jun 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s return to the Big Apple, a revealing new Waymo rider survey, politic...
Tesla Goes Driver Out, Unraveling the Tenuous Waymo Uber Relationship, Will The UK Leave the EU Behind Again?
14 Jun 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the start of Tesla’s driver-out operations in Austin, the tenuous rela...
Elon and Trump Drama, Tesla Robotaxi Crash Fallout, More Autonomy IPOs
07 Jun 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk unpack the escalating feud between Elon Musk and President Donald J. Trump just days ...
Tesla’s Robotaxi Launch Confirmed, Waymo and Uber's Future Together, AV Policy Gains Momentum
31 May 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's robotaxi launch in June 12th in Austin, Waymo’s relationship wi...
Tesla's FSD Robotaxi Launch Preview, Waymo’s AI and Ownership Vision, Aurora Stumbles as Autonomous
24 May 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk preview Tesla’s upcoming FSD robotaxi launch, Waymo’s continued interest in ...
Waymo’s Recall, Tesla’s NHTSA Scrutiny, and Sterling Anderson’s Surprise Move
17 May 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s recall, Tesla’s most recent NHTSA letter and Sterling Anderson’s...
What’s Going On at Aurora? Why Waymo Needs More Cars, and Has Waymo Cooled on Lyft?
10 May 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the abrupt resignation of Aurora Co-Founder Sterling Anderson, why Waym...
Waymo Redraws the Map, Aurora Goes Driverless, Uber Backs May Mobility to Challenge the Autonomy Duopoly
03 May 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential new partnership with Toyota, the launch of Aurora&...
Waymo’s Pivot? Counting Teslas, and Can Aurora Beat the Clock?
26 Apr 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's potential pivot away from HD maps, their 250,000 fully autonomous...
Kodiak is Going Public, Aurora’s Driver-Out Countdown Continues, and Lyft Expands to Europe
19 Apr 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Kodiak starting the process to become a publicly traded company, the anxiety l...
Wayve Wins, Nuro Reloads, Austin Doesn't Guarantee Uber Waymo’s Next Chapter
12 Apr 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Wayve’s OEM partnership with Nissan, Nuro’s Series E capital raise a...
Waymo Opens Door to Rivals, Uber Debate Heats Up, Tariffs Winners & Losers
05 Apr 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's unforced error with the Zeekr RT robotaxi, Uber's future...
Texas Roadtrip, Waymo in The Swamp, Don’t Sleep on Autonomous Trucks
29 Mar 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their road trip to Forward Forth Worth, Waymo’s expansion to Washington, D.C...
Waymo’s Big Week and Elon’s Promises
22 Mar 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s mapping expansion to San Francisco International Airport (SFO)...
Autonomy Markets: California’s Economy Needs Waymo at Airports, Could Apple Surpass Amazon in Autonomy? May Mobility, an Undiscovered Gem
15 Mar 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo’s Bay Area expansion and what it means for the great highway and airpor...
Waymo’s Missing Tier, Uber and Lyft Keep Rides Moving and Hyundai’s Robotaxi Push
08 Mar 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discus Waymo's launch in Austin, Alphabet's strong commitment to Waymo and Hy...
Waymo Needs Fewer Robotaxis Than You Think and Tesla’s California Dreams
01 Mar 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss why Waymo needs fewer robotaxis than you think and Tesla’s emerging plan...
Lyft’s Autonomous Vehicle Manifesto, LiDAR’s Potential Big Winners, Personally-Owned Autonomous Vehicle Fleets
22 Feb 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Lyft’s autonomous vehicle manifesto, the impending consolidation of the LiDA...
Uber’s Autonomy Push, Hesai’s Make-or-Break Moment, NVIDIA’s Big Plans
16 Feb 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Walt’s recent trip to San Francisco, where he observed more aggressive driv...
Uber’s Autonomous Vehicle Keys to Success, Waymo’s Big Moves and Detroit’s Pivot to Licensing
08 Feb 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk break down Uber’s Q4 earnings, highlighting their five keys for success in autonomy:...
Tesla Earnings, Waymo’s Announcements and Kodiak’s Historical Milestone
01 Feb 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discussed Tesla’s Q4 earnings, Waymo’s road trip and Kodiak’s historical announ...
Trump, Elon, Teamsters, and The Race for Autonomy: Who’s Steering the Future?
25 Jan 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk explored the potential impacts of President Trump's administration on the autonomo...
Autonomy Markets Goes To DC, What to Expect from Trump and Solutions for the China Problem
19 Jan 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Washington, D.C. where they attended an event held by The Council for Econom...
CES 2025, Rethinking LiDAR, The Dilemma Facing Uber and Legacy OEMs
11 Jan 2025
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss how the momentum has shifted in the autonomous vehicle and truck industries af...
2025 Autonomy Outlook, Legacy Automakers’ Innovation Paralysis, Will FSD Return Tesla to Growth?
04 Jan 2025
Contributed by Lukas
In the first episode of Autonomy Markets in 2025, Grayson Brulte and Walter Piecyk discuss the ever-evolving landscape of autonomous vehicles and the ...
Tesla FSD 13, Autonomous Trucking’s Regulatory Roadblocks, Waymo’s Path to SFO
29 Dec 2024
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla FSD 13, autonomous trucking’s regularity roadblocks and Waymo’s path...
Apple to Revive Robotaxi Ambitions? Waymo Expands to Japan, Uber’s Fleet Strategy
21 Dec 2024
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Apple’s potential return to the robotaxi market through Foxconn, Waymo's exp...
GM Shuts Down Cruise, Uber’s Autonomy Dilemma and Torc’s Future
14 Dec 2024
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the dramatic turn of events that led GM to abruptly shut down Cruise, just day...
Waymo Heads to Miami, Tesla Releases FSD 13 and The Future Rideshare
07 Dec 2024
Contributed by Lukas
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's expansion to Miami, Uber and Lyft's future in the era of autonomy and ...
Tesla Fleet API, Cybercab Hype and the Pony AI IPO
30 Nov 2024
Contributed by Lukas
This week Tesla unveiled their fleet API which could be a precursor to Tesla introducing a Cybercab service with 3rd party fleet operators. The compan...
Trump Signals Major Autonomous Vehicle Push, China’s Growing AV Market and What Investors Need to Know
23 Nov 2024
Contributed by Lukas
A significant shift in autonomous vehicle policy appears imminent with President-elect Trump’s plans to implement a national autonomous vehicle fram...
Waymo Launches in LA, Zoox Debuts in San Francisco and Bot Auto Emerges
16 Nov 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo's public launch in LA, Zoox's debut in San Francisco and t...
Self Driving's Next Chapter: Trump Policies, Lyft Partnerships, and Musk's Influence
09 Nov 2024
Contributed by Lukas
The election of Donald J. Trump as the 47th President of the United States could dramatically reshape the autonomous vehicle industry, with Elon Musk ...
Waymo’s New EMMA Model for Autonomous Driving, Zoox’s Pending Launch and The Great Tesla Divide
02 Nov 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s new EMMA model (End-to-End Multimodal Model) for Autonomou...
Autonomy IPOs Heat Up: Tesla's 20% Rally, WeRide’s $440M IPO, & Waymo’s $5.6B Funding Round
26 Oct 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the opening of the autonomy IPO market and investors increasing desi...
More Details Emerge on Tesla’s FSD 13 Robotaxi Bet, Uber’s Ambitions, Emerging Autonomy IPO Market
19 Oct 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the details emerging from Tesla’s robotaxi unveiling at We, Robot....
Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution
13 Oct 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Aut...
Tesla's 10/10 We Robot Event, Waymo's Austin Launch, and Zoox's New Vegas Partnership
06 Oct 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's highly anticipated 10/10 We Robot event and what could be an...
U.S. Chinese Autonomous Vehicle Ban Tesla We Robot Event GM Surprise Move and a Waymo LA Prediction
02 Oct 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the U.S. Commerce Department’s proposed ruling to prohibit the sale or...
Waymo Potential Pivot to Hyundai and Zoox Upcoming Launch
25 Sep 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s potential pivot away from Zeekr to Hyundai, Zoox’s comme...
Silicon Valley Changing Autonomous Vehicle Landscape Licensing Experiences and Personal AV Ownership
25 Sep 2024
Contributed by Lukas
In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the latest developments in the autonomous vehicle industry, drawing insi...
Autonomy: A Threat or Strength for Uber? Waymo’s Unforced Error and the Affordability of Delivery
25 Sep 2024
Contributed by Lukas
Grayson Brulte and Walter Piecyk, discuss Wall Street's perspective on autonomy, the implications that autonomy could have on Uber and whether it's a ...