The Road to Autonomy
by Grayson Brulte | AUTNMY AI
Latest episode
Episode 470 | Autonomy Markets: Waymo Just Blew Up Uber’s Robotaxi…
Episode 470 | Autonomy Markets: Waymo Just Blew Up Uber’s Robotaxi…
About this podcast
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.
Episodes
The newest 50 of 470 episodes
- Episode 470 | Autonomy Markets: Waymo Just Blew Up Uber’s Robotaxi Growth Story · 48 min · Episode 470This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s co-CEO Tekedra Mawakana dropping a Mike Tyson-like right hook on Uber during a Bloomberg…
- Episode 469 | Autonomy Signals: U.S. Dark Money Tries to Stop Robotaxis as Japan Says Yes to Full Autonomy · 1 h 9 min · Episode 469This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss the dark money campaign trying to stop robotaxis in the United States, Japan’s new…
- Episode 468 | Building Türkiye’s Robotaxi Network · 49 min · Episode 468Cankut Durgun, Co-Founder, President & COO, Martí, joined Grayson Brulte on The Road to Autonomy podcast to discuss building Türkiye’s robotaxi network.
- Episode 467 | Autonomy Markets: Toyota Gives Waymo Scale and a Path to Your Driveway · 1 h 4 min · Episode 467This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s expanded partnership with Toyota, bringing factory-line integration to an autonomous bZ4X fleet in…
- Episode 466 | Autonomy Signals: Robotaxis, Autonomous Excavators and Drones That Can Find You · 1 h 11 min · Episode 466This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla’s Texas robotaxi fleet crossing 1,000 vehicles, Bedrock Robotics raising $600 million…
- Episode 465 | Building the Real World Farm Lab for Physical AI · 37 min · Episode 465Danny Bernstein, Founder & CEO, RESERVOIR and Paige Bailey, AI Developer Relations Lead, Google DeepMind joined Grayson Brulte on The Road to Autonomy podcast to discuss how…
- Episode 464 | Autonomy Signals: Waymo Scales, Neolix Goes Global, GM Bets Big on 2028 · 59 min · Episode 464This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Waymo scaling its robotaxi fleet fivefold, Neolix closing the largest autonomous driving…
- Episode 463 | Autonomy Markets: Waymo Is Accelerating Robotaxi Deployments. Who's Trying to Stop It? · 58 min · Episode 463This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss field reports from Nashville, Dallas and Houston, takeaways from Tesla’s earnings call, Waymo’s…
- Episode 462 | Scaling Robotics and Autonomous Vehicles with Arm · 51 min · Episode 462Dermot 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…
- Episode 461 | Autonomy Markets: Robotaxis Go Curbside at Airports as Uber’s Robotaxi Boss Heads for the Exit · 1 h 1 min · Episode 461This 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…
- Episode 460 | Autonomy Signals: XPENG Introduces YOYO Robotaxi Service · 1 h 5 min · Episode 460This 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…
- Episode 459 | Powering Precise Location for Physical AI · 49 min · Episode 459Aaron 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.
- Episode 458 | Autonomy Markets: Waymo Goes to Wall Street · 48 min · Episode 458This 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…
- Episode 457 | Autonomy Signals: Minneapolis Mayor Vetoes Driver-In Mandate · 1 h 18 min · Episode 457This 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…
- Episode 456 | From 50 Brands to 5,000+, Scaling Coco Robotics · 48 min · Episode 456Zach 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.
- Episode 455 | Autonomy Markets: We Found Atoms, Rode Wayve and Watched Uber’s Autonomy Clock Speed Up · 52 min · Episode 455This 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…
- Episode 454 | Autonomy Markets: The Robotaxi Reality Check You Won't Get From an Investor Deck · 53 min · Episode 454This 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…
- Episode 453 | Autonomy Signals: May Mobility's SPAC and the $93 Million Question · 1 h 11 min · Episode 453This 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…
- Episode 452 | Solving the Last 50 Feet of Package Delivery With Legged Robots · 45 min · Episode 452Lee 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…
- Episode 451 | Autonomy Markets: Waymo Takes the World While Tesla Takes the NHTSA Test · 38 min · Episode 451This 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…
- Episode 450 | Autonomy Signals: Will NHTSA Ground Cybercab? · 1 h 1 min · Episode 450This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA ordering Tesla to answer 21 technical and legal questions under oath by September 30…
- Episode 449 | Building Plaid for the Autonomy Economy · 60 min · Episode 449Ben Seidl, Co-Founder and CEO of Autolane joined Grayson Brulte on The Road to Autonomy podcast to discuss building Plaid for the autonomy economy, an independent, OEM-agnostic…
- Episode 448 | Autonomy Markets: Jason Calacanis on the Robotaxi Endgame · 1 h 37 min · Episode 448This week on Autonomy Markets, Grayson Brulte and Walter Piecyk are joined by special guest Jason Calacanis, one of the first investors in Uber, to debate his bull case on Uber…
- Episode 447 | Autonomy Signals: NHTSA Audits Cybercab While Waymo Launches with Lyft in Nashville · 59 min · Episode 447This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NHTSA opening an audit query into Tesla's Cybercab self-certification hours after commercial…
- Episode 446 | Building, Deploying and Scaling Autonomous Robotaxi Infrastructure · 30 min · Episode 446George Kalligeros, Co-Founder and CEO of Aseon Labs joined Grayson Brulte on The Road to Autonomy podcast to discuss building, deploying and scaling autonomous robotaxi…
- Episode 445 | Autonomy Markets: Cybercab Day Arrives as Robotaxis Become Bankable · 1 h 1 min · Episode 445This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s Cybercab commercial launch in Austin, Uber’s continued regulatory capture campaign and Waymo’s…
- Episode 444 | Autonomy Signals: Waymo Launches Three Additional Cities as UBTECH Develops Bespoke Humanoids · 1 h 6 min · Episode 444This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Waymo launching commercial robotaxi service in Denver, San Diego, and Tampa on the same day…
- Episode 443 | Voltera Is Powering the Growth of Robotaxis · 38 min · Episode 443Frank Reig, CEO of Voltera joined Grayson Brulte on The Road to Autonomy podcast to discuss how Voltera is powering the growth of robotaxis and what goes into building a robotaxi…
- Episode 442 | Autonomy Markets: Cybercab Is Coming, Waymo Isn't Impressed · 1 h 0 min · Episode 442This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson’s field work across the Bay Area, Tesla’s September 3rd Cybercab launch and Nevada’s authorization…
- Episode 441 | Autonomy Markets: Supervised Robotaxis Are Having a Moment Unsupervised Robotaxis Are Having a Decade · 43 min · Episode 441This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's California regulatory moat, Cybercab's pending commercial launch and Uber's string of supervised…
- Episode 440 | Autonomy Signals: No Wheel, No Pedals, No Driver, Cybercab Launch Is Imminent · 1 h 29 min · Episode 440This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo…
- Episode 439 | Autonomy Markets: Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft · 49 min · Episode 439This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Zoox Las Vegas pricing, Waymo’s post-Uber divorce Phoenix expansion and WeRide saying the quiet part out…
- Episode 438 | Autonomy Signals: The Demand Aggregator Trap · 1 h 22 min · Episode 438This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Uber fully exiting its equity position in Serve Robotics as the delivery partnership ends…
- Episode 437 | Autonomy Markets: Can Uber's Robotaxis Scale? · 48 min · Episode 437This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's Waymo hangover, Zoox launching paid rides in Las Vegas, the Teamsters suing California over…
- Episode 436 | Autonomy Signals: NVIDIA's Grand Robotaxi Ambitions Are Coming Into Focus · 1 h 22 min · Episode 436This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss NVIDIA open sourcing its Alpamayo 2 foundation model to capture the entire autonomy stack…
- Episode 435 | Autonomy Markets: Is ADAS the Trojan Horse Into Autonomy? · 42 min · Episode 435This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the Waymo/Uber divorce going public, Zoox receiving NHTSA approval to charge for rides, Aurora earnings…
- Episode 434 | Autonomy Signals: Tesla FSD Supervised Goes Coast to Coast as Baidu Robotaxis Arrive in London · 1 h 23 min · Episode 434This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss the latest Tesla FSD Supervised Cannonball Run record, seniors adopting FSD as a mobility…
- Episode 433 | Autonomy Markets: Tesla’s Robotaxi Ramp Comes Down to One Number · 38 min · Episode 433This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's Cybercab validation timeline, Tesla Semi FSD Supervised, Alphabet's quiet quarter on Waymo, and…
- Episode 432 | Autonomy Signals: Tesla Expands Robotaxi Across Florida as Amazon's Zoox Falls Behind · 1 h 17 min · Episode 432This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla expanding robotaxi to Tampa and Orlando, Zoox recalling its entire 105 vehicle fleet…
- Episode 431 | The Future of Warfare is Autonomous · 41 min · Episode 431Nathan Michael, Chief Technology Officer, Shield AI joined Grayson Brulte on The Road to Autonomy podcast to discuss why the future of warfare is autonomous.
- Episode 430 | Autonomy Markets: Has Robotaxi Begun to Scale? · 29 min · Episode 430This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla increasing their robotaxi inventory in Texas, a controversial autonomous vehicle bill in Washington…
- Episode 429 | Autonomy Signals: Baidu's Hong Kong Expansion Unlocks Right-Hand Drive Markets · 49 min · Episode 429This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Baidu's Apollo Go robotaxi expansion in Hong Kong, the first combat strike using Saronic autonomous vessels on…
- Episode 428 | Scale Not Technology Is the Real Constraint in AI Manufacturing · 35 min · Episode 428Todd Deaville, VP, Advanced Manufacturing Innovation, Magna, joined Grayson Brulte on The Road to Autonomy podcast to discuss how artificial intelligence and advanced robotics…
- Episode 427 | Autonomy Markets: Three Robotaxis in Miami, Four New Waymo Markets, One New NHTSA Letter · 37 min · Episode 427This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla's unsupervised robotaxi launch in Miami, Waymo preparing to bring four new markets online, and NHTSA…
- Episode 426 | Autonomy Signals: Tesla Launches Robotaxi in Miami, Waymo's July 4th Stumble, Momenta IPOs in Hong Kong · 1 h 22 min · Episode 426This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Tesla's Unsupervised Robotaxi launch in Miami, Waymo's July 4th stumble in San Francisco, and Momenta's…
- Episode 425 | Bot Auto's Playbook for One Billion Autonomous Miles · 48 min · Episode 425Brett Suma, President and COO of Bot Auto, joined Grayson Brulte on The Road to Autonomy podcast to discuss Bot Auto's playbook for autonomously driving one billion autonomous…
- Episode 424 | Autonomy Markets: Waymo and Uber Divorce in Phoenix. Are Austin and Atlanta Next? · 35 min · Episode 424This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the end of Waymo and Uber's partnership in Phoenix, Tesla's Cybercab hitting the streets of Austin branded…
- Episode 423 | Autonomy Signals: The Era of Being Measured · 1 h 4 min · Episode 423This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss the pending Uber-Waymo divorce, Agility Robotics’ $2.5 billion SPAC merger with Churchill Capital XI, and the…
- Episode 422 | Serve Robotics Turned Delivery Robots Into a Platform Business · 38 min · Episode 422Ali Kashani, Co-Founder and CEO of Serve Robotics, joined Grayson Brulte on The Road to Autonomy podcast to discuss how Serve Robotics scaled its delivery fleet into an operating…
- Episode 421 | Autonomy Markets: Qualcomm Sells the Chip While Mobileye Eyes the Fleet · 45 min · Episode 421This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye‘s differing robotaxi strategies, NHTSA removing the physical brake requirement for…
