Podcast Episodes

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

Season 1 Episode 63

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…

Published on 12 hours ago

Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy Script

Season 1 Episode 62

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 head…

Published on 1 week ago

NVIDIA’s Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

Season 1 Episode 61

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 …

Published on 2 weeks ago

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

Season 1 Episode 60

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 Ander…

Published on 3 weeks ago

Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber

Season 1 Episode 59

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 t…

Published on 4 weeks ago

First Impressions of Tesla FSD 14, Waymo’s Next Potential Markets

Season 1 Episode 58

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 te…

Published on 1 month ago

From London to Dubai Robotaxis are Rapidly Expanding Globally

Season 1 Episode 57

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 nav…

Published on 1 month, 1 week ago

Does Tesla FSD 14 Matter?

Season 1 Episode 56

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…

Published on 1 month, 2 weeks ago

Lyft’s Back! Waymo Deal Shocks Market, Tesla & Uber Forge Unthinkable Alliance

Season 1 Episode 55

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 Nashv…

Published on 1 month, 3 weeks ago

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

Season 1 Episode 54

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…

Published on 2 months ago