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Recent Episodes
S1E92 Robotaxis Get the Hype, Autonomous Trucks May Get the Profits
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss autonomous trucking reaching an inflection point, Waymo acquiring Apple’s Arizona proving ground and Tesla filing for…
S1E91 WeRide Is Catching Up to Waymo Globally
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss WeRide trying to catch up to Waymo globally, Waymo preparing to deploy Chinese-made robotaxis in Texas and the CEO of FedEx…
S1E90 Is Waymo's Lead Becoming Insurmountable?
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's widening lead, the Ojai (Chinese-made Zeekr robotaxi) rollout's political fault lines, and the new Texas autonomous…
S1E89 Waymo's Lead and Autonomous Trucking's Inflection Point
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s undisputed global lead, the growing consumer-driven shift toward supervised ADAS (Level 2++), and autonomous trucking’s…
S1E88 Forget the Waymo/Uber News, Focus on the Nuro and WeRide Partnerships
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's newly announced expansion ahead of the World Cup, the suddenly accelerating deterioration of the Uber/Waymo…
S1E87 Vegas Field Report and Autonomous Trucking Earnings
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…
S1E86 Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy
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…
S1E85 Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed
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,…
S1E84 Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?
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…
S1E83 Europe's First Robotaxi Launches on Uber as NYC Stalls Waymo
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…
S1E82 Waymo Needs Another OEM and Q4 Might Be Too Late
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…
S1E81 We Rode With Uber's AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo Depots
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…
S1E80 Is NVIDIA Full Stack or Full Hype in Uber’s Robotaxi Narrative?
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…
S1E79 We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line
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…
S1E78 Waymo Hits the Highway and Should Build Its Own Pit Crew
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…
S1E77 Uber Sells the Dream, Waymo Logs the Autonomous Miles
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…
S1E76 Waymo's Shocking Data & Uber's Infrastructure Pivot
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…
S1E75 Has Waymo Finally Solved Robotaxi Supply?
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…
S1E74 Uber's Autonomy Myths and Realities, Waymo's Capital Raise and Miami Depots
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…
S1E74 12,961 Tesla FSD Supervised Miles, Zero Interventions & Unsupervised Robotaxis in Austin
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,…
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Autonomy Markets has published 93 episodes since September 2024, covering topics in Technology.
Autonomy Markets is currently highly active with new episodes weekly. Average episode length is 41m.
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