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SpaceX Spooks the Telcos and Throws Towers a Bone

Ep 73: Waymo’s Controversy, Elon’s Mega Mergers and Uber’s Answer

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo’s LiDAR controversy following an incident in a Santa Monica school zone, the potential of a mega merger between Tesla, SpaceX, and xAI, and Waabi’s $750 million capital raise to pivot into robotaxis. The conversation heats up as Walt and Grayson debate the efficacy of LiDAR versus…

Ep 72: Tesla Robotaxi Underwritten and Unleashed

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla officially removing safety attendants from Robotaxis in Austin, Waymo’s commercial launch in Miami, and Serve Robotics’ strategic acquisition of Diligent Robotics. It finally happened. Tesla has removed safety attendants from a select group of vehicles in Austin. While this initial fleet is limited…

Ep 71: Your Ride Just Got Fewer Sensors. Problem?

This week on ⁠Autonomy Markets⁠, ⁠Grayson Brulte⁠ and Walter Piecyk discuss New York Governor Hochul’s bill to legalize autonomous vehicles in New York, with New York City notably carved out, Uber’s changing ⁠Waymo⁠ partnership language and Waymo’s upcoming expansion to Sydney. In New York, autonomous vehicles could be coming to state roads, but not New…

Ep 70: CES 2026 Debrief: The Autonomy Headlines That Matter

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss CES 2026, Zoox’s performance on the Las Vegas Strip and Uber’s potential long-term autonomy plans. Zoox’s performance was one of those hopefully “only in Las Vegas” moments, as the vehicle was seen stopping in the middle of traffic and blocking entrances on a regular…

Ep 69: Waymo’s PR Problem and Tesla’s Missed Deadlines

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss the fallout from Waymo’s crisis management failure in San Francisco, where a power outage left hundreds of vehicles stranded and blocking intersections throughout the city. Waymo’s prolonged silence on the incident and lack of transparency regarding what truly happened could lead to a decline…

Ep 68: Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk, Grayson hit the road and met with Tim Kentley-Klay of HYPRLABS in San Francisco, Tesla started removing the safety attendees in Austin and Waymo is reportedly raising another round at a $110 billion valuation. Grayson shares details from his exclusive first ride in the ⁠HYPRDRIVE vehicle⁠ in…