HeyJaredAutonomy Markets
Welcome to Autonomy Markets, the premier podcast that explores the world of autonomous vehicles, self-driving cars, and EV technology, and their impact on the financial markets.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
The Robotaxi Reality Check You Won't Get From an Investor Deck (opens the original)
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This 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 Aurora autonomous trucks, and inspected depots across Austin and Dallas. Grayson’s verdict on Tesla’s Cybercab is simple. Once you go Cybercab, you don’t go back. In Austin, wait times averaged two to five minutes across dozens of rides, and from a software perspective Grayson found no material difference between Cybercab a
Waymo Takes the World While Tesla Takes the NHTSA Test (opens the original)
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This 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 plan to deploy up to 25,000 Lucid robotaxis in Europe. Today, Tesla has roughly 40 Cybercabs operating in Austin, and Grayson believes Tesla is respectfully holding at its home market while NHTSA completes a fact-finding audit. If Tesla passes, it is free to deploy in any state that permits fully autonomous operations. W
Jason Calacanis on the Robotaxi Endgame (opens the original)
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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. Jason earns the first clappy hat of the episode for saying what few in the market will, Tesla is obsessed with safety. The incidents Waymo has absorbed would be showstoppers under Tesla, and Tesla knows it. Jaso
Cybercab Day Arrives as Robotaxis Become Bankable (opens the original)
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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. Tesla officially opened Cybercab to the public in Austin on September 3rd, with paid rides across the full operational design domain (ODD) in a vehicle with no steering wheel and no pedals. Grayson and Walt call it a major milestone for the Autonomy Economy , despite a coordinated effort to make the
Cybercab Is Coming, Waymo Isn’t Impressed (opens the original)
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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. Fresh off a week of field work in California, Grayson shares firsthand impressions from his first rides in Waymo’s Zeekr-built Ojai, including a visit to Waymo’s Toland depot in San Francisco. While the Ojai rides lighter and less luxurious than the Jaguar I-PACE, its eleva
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