The Road to Autonomy
How would you feel if the transport truck beside you on the highway had no driver? Or the car passing beside you had no driver? Would it make a difference if the widespread deployment of autonomous trucks could ease supply chain problems almost overnight and that autonomous vehicles do not get distracted or speed? And would you feel better if you knew autonomous trucks and vehicles could reduce carbon emissions by 30 percent or more. Learn more from world's leading mobility experts on The Road to Autonomy®, an ahead-of-the-curve podcast hosted by Grayson Brulte.
Episodes
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 Anderson’s leadership.
The conversation opens with Walt’s firsthand insights from Tesla’s Q3 2025 earnings call, where the company confirmed plans to remove safety attendants across “large parts” of Austin by year-end after accumulat...
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 the next phase of robotaxi growth.
Walt shares his latest hands-on experience with FSD 14, including testing the new “Mad Max” mode, featuring more assertive lane changes, higher driving speeds, and impro...
David Doria, Director of Engineering – Automated Driving, Magna joined Grayson Brulte on The Road to Autonomy podcast to discuss Magna’s approach to developing autonomous driving systems.
As the automotive industry transitions toward software-defined vehicles that will eventually become fully autonomous, the core technologies driving this transformation are being built today.
On the road to...
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 testing FSD 14, showcasing its breakthrough ability to autonomously back out of driveways and park at destinations with a single tap. While impressive, he notes challenges remain with driveway preci...
Varun Jain, Of Counsel, K&L Gates joined Grayson Brulte on The Road to Autonomy podcast to discuss why the next 15 months will define autonomous vehicle policy in America.
With new leadership at NHTSA and growing interest in Congress, Varun outlines why the next 15 months will be pivotal for establishing a national autonomous vehicle framework. From updating outdated FMVSS standards to expandin...
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 navigate complex roadways, from double roundabouts to unpredictable pedestrian interactions without reliance on LiDAR.
Wayve’s strategy of working hand-in-hand with OEMs sets it apart from Tesla’s...
Martyn Briggs, Director, Thematic Investing Strategy, Bank of America joined Grayson Brulte on The Road to Autonomy podcast to discuss why 2035 might be the year the car peaks and what that means for the market.
Breakthroughs in AI, falling sensor costs, and favorable regulation have shifted autonomy from a “moonshot” to a fast-emerging industry and soon, a global economy that we call the auto...
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 robotaxi.
What will the highly anticipated release of FSD 14 (Supervised) mean for the market? Could reduced driver monitoring signal that Tesla is inching closer to FSD Unsupervised? One thing is clear...
Chuck Price, President, AI Kinetics joined Grayson Brulte on The Road to Autonomy podcast to discuss Bot Auto’s successful 40-mile, fully autonomous run with no human in the cab or operating the vehicle remotely.
In what Chuck Price calls a “watershed event,” Bot Auto successfully completed a driver-out run in under two years with less than $45 million in funding, compared to other co...
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 Nashville, including fleet management, sending Lyft stock soaring 20% while Uber dropped 5%.
Grayson and Walt examine the strategic implications of this non-exclusive deal, where a shared fleet...
Qasar Younis, CEO and Peter Ludwig, CTO, Co-Founders of Applied Intuition joined Grayson Brulte on The Road to Autonomy podcast to discuss why Applied Intuition continues to be one of the most interesting companies in autonomy.
The conversation explores Applied Intuition’s growing portfolio of partnerships, including a major deal with Komatsu and the launch of their new SDS (self-driving system for ...
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 future of in-vehicle experiences.
Grayson and Walt debate whether these AI systems will remain as assistants limited to Q&A or evolve into agentic copilots capable of controlling everything from “car wash mode” to...
Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas’s energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics.
With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per da...
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the new expansion announcements from both Waymo and Tesla, framing it as a “heavyweight fight”.
Waymo announced plans to expand to Denver and Seattle, with Denver set to become the first city where its fleet will include both Jaguar I-PACEs and Zeekrs. The company also gained regulatory approval to operate at the San Jose (SJC)...
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk marked the one-year anniversary of Autonomy Markets and discussed the reignited debate between LiDAR and vision-only after comments made by Uber CEO Dara Khosrowshahi during an interview.
During the interview, Mr. Khosrowshahi stated that in the short term, a combination of camera, LiDAR, and radar is the “right solution,” noting that ...
Anshuman Saxena, Vice President and Head of ADAS/Autonomous Driving Products, Qualcomm joined Grayson Brulte on The Road to Autonomy podcast to discuss Qualcomm’s Snapdragon autonomy strategy.
Qualcomm’s automotive division is rapidly expanding, with revenue up 59% year-over-year to $959 million. At the center of this growth is the company’s Snapdragon Digital Chassis, a comprehensive automotive platform and the cornerstone...
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the significant operational challenges Waymo and Uber are currently experiencing in Atlanta and Nuro's Series E round.
Waymo’s launch in Atlanta has gone anything but smooth. A shortage of vehicles and frequent rider pairing issues on Uber have sparked negative local media coverage, with Fox 5 Atlanta even publishing a guid...
David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM’s renewed interest in autonomous vehicles.
From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles. ...
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss GM’s sudden return to autonomous vehicles, Waymo’s growing supply constraints, and the launch of Tensor Auto.
A few months after shutting down Cruise, GM is once again re-entering the autonomous vehicle market, but this time with a twist. This time around the company will be focusing on developing personally-owned autonomou...
This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber’s growing autonomous vehicle investments and why they won’t be modest.
While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company’s Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon.
At the sa...
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