The Road to Autonomy
The Road to Autonomy
Grayson Brulte | AUTNMY AI
Hosted by Grayson Brulte, The Road to Autonomy delivers institutional-grade intelligence on autonomous vehicles, autonomous trucking, robotaxis, and the capital flows shaping the market.Every episode combines primary field research, proprietary data, and conversations with the operators, investors, and policymakers building the autonomy economy.Three shows comprise the feed:The Road to Autonomy (Tuesdays): Flagship, in-depth conversations and analysis with the architects of the autonomy economy.Autonomy Signals, presented by KPMG (Thursdays): 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 & TMT Analyst, LightShed Partners and General Partner, LightShed Ventures break down the week in autonomy from a Wall Street and investment perspective.With over 400 episodes, The Road to Autonomy has become the trusted source for hedge funds, analysts, and executives who need to understand the emergence of the autonomy economy and the growth of physical AI.
Episode 448 | Autonomy Markets: Jason Calacanis on the Robotaxi Endgame
This 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, who wins the robotaxi endgame and whether local governments will cap the deployment of autonomous vehicles.
Sep 12
1 hr 37 min
Episode 447 | Autonomy Signals: NHTSA Audits Cybercab While Waymo Launches with Lyft in Nashville
This 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 launch, Waymo launching in Nashville on both the Waymo and Lyft apps with Flexdrive managing fleet operations.
Sep 11
58 min
Episode 446 | Building, Deploying and Scaling Autonomous Robotaxi Infrastructure
George 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 infrastructure.
Sep 8
30 min
Episode 445 | Autonomy Markets: Cybercab Day Arrives as Robotaxis Become Bankable
This 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 first ever debt raise.
Sep 5
1 hr 1 min
Episode 444 | Autonomy Signals: Waymo Launches Three Additional Cities as UBTECH Develops Bespoke Humanoids
This 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, UBTECH’s humanoid revenue surging 1,445% on industrial demand, and Sandvik unveiling SAMI, a cabin-less autonomous surface drill that removes humans from the blast zone.
Sep 4
1 hr 6 min
Episode 443 | Voltera Is Powering the Growth of Robotaxis
Frank 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 depot.
Sep 1
38 min
Episode 442 | Autonomy Markets: Cybercab Is Coming, Waymo Isn't Impressed
This 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 of 8,000 autonomous vehicles in Clark County.
Aug 30
1 hr
Episode 441 | Autonomy Markets: Supervised Robotaxis Are Having a Moment  Unsupervised Robotaxis Are Having a Decade
This 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 launches in Europe and Dubai.
Aug 22
42 min
Episode 440 | Autonomy Signals:  No Wheel, No Pedals, No Driver, Cybercab Launch Is Imminent
This 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 unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.
Aug 21
1 hr 29 min
Episode 439 | Autonomy Markets: Waymo's Expansion Exposes Uber's Robotaxi Risk and Opens the Door for Lyft
This 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 loud, regulatory permits can create moats.
Aug 15
48 min
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