Walt Piecyk

Walt Piecyk

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Partner, LightShed Partners; telecom, distribution infrastructure and TMT economics.

Level 4 Requires 100 Incident‑Free Robotaxis for Six Months
SocialMay 13, 2026

Level 4 Requires 100 Incident‑Free Robotaxis for Six Months

WeRide CEO says the benchmark to be considered Level 4 is to have 100 robotaxis available to the public for 6 months without incident.

By Walt Piecyk
Hyundai Embraces Inevitable Future of Autonomy
SocialMay 10, 2026

Hyundai Embraces Inevitable Future of Autonomy

Hyundai gets it. Autonomy is inevitable. Happy Mother’s Day. And subscribe to THE Autonomy Markets Podcast, on your favorite podcast player.

By Walt Piecyk
Vegas Field Report Highlights Autonomous Trucking Earnings
SocialMay 9, 2026

Vegas Field Report Highlights Autonomous Trucking Earnings

The latest episode of #AutonomyMarkets is available now. Watch or listen on your favorite podcast player. Vegas Field Report and Autonomous Trucking Earnings $UBER @Waymo @zoox @nuro @motionaldrive https://t.co/K881tzCadd

By Walt Piecyk
AUR’s “Driverless” Trucks Still Require Human Driver
SocialMay 6, 2026

AUR’s “Driverless” Trucks Still Require Human Driver

Correction. This is what $AUR calls driverless when they use Paccar trucks. There is still a human sitting in that front seat per Paccar's requirement.

By Walt Piecyk
Analyst Misuses “We” On Uber AV Scaling
SocialMay 6, 2026

Analyst Misuses “We” On Uber AV Scaling

It's always odd when an analyst uses "we" in an EPS question. "We" aren't scaling AV's at $UBER. They are. #LeanIn

By Walt Piecyk
Volvo and AUR Launch
SocialMay 5, 2026

Volvo and AUR Launch

$AUR and Volvo light up Dallas to Oklahoma City. 200 miles, customer endpoints, 5 days a week. Supervised for now. Volvo targeting hundreds of VNL Autonomous trucks in 2027. Great milestone for both companies.✅

By Walt Piecyk
First $300M Milestone Cleared in Uber‑Rivian Autonomy Deal
SocialMay 4, 2026

First $300M Milestone Cleared in Uber‑Rivian Autonomy Deal

Milestone #1 in the $UBER / $RIVN deal is done. $300M paid. This was a regulatory milestone. The remaining 4 milestones, presumably operating ones tied to delivering autonomy, are worth another $950M. Looking forward to seeing them checked off. https://t.co/3iumf42sZK

By Walt Piecyk
US Autonomous Trucks Surge as China Halts Autonomy
SocialMay 2, 2026

US Autonomous Trucks Surge as China Halts Autonomy

A new episode of #AutonomyMarkets is out. Watch or listen on your favorite podcast player. Big Week for U.S. Autonomous Trucks, While China Shuts Down Autonomy @BotAutoAV $AUR https://t.co/m8nl7i1a4Q

By Walt Piecyk
Waymo May Target Cincinnati After Grayson Success
SocialApr 29, 2026

Waymo May Target Cincinnati After Grayson Success

Grayson got this one right. Will Cincinnati be next for @Waymo? 👀 Autonomy Markets. Every Saturday.

By Walt Piecyk
CHTR's $1B Buyback Now Loss; Prioritize Debt Reduction
SocialApr 29, 2026

CHTR's $1B Buyback Now Loss; Prioritize Debt Reduction

$CHTR bought back $1B of stock in Q1 @ $219. Stock is now $165. Maybe debt reduction should be prioritized given the lack of revenue and EBITDA growth? #CellPhoneInternet

By Walt Piecyk
CEO Buys 6.9K Shares, Signaling No M&A Imminent
SocialApr 28, 2026

CEO Buys 6.9K Shares, Signaling No M&A Imminent

$CHTR President and CEO Christopher Winfrey discloses purchase of 6.9K shares So I guess no M&A imminent. 🧐

By Walt Piecyk
How to Embed HBO Max or Netflix Into Frames
SocialApr 28, 2026

How to Embed HBO Max or Netflix Into Frames

Awesome. Now, how can I plug in @hbomax or @netflix into one of those frames?

By Walt Piecyk
Waymo Wait Times Surge, Indicating
SocialApr 28, 2026

Waymo Wait Times Surge, Indicating

Demand perhaps?? Might not just be a "tourist attraction" after all. Getting closer to that Hyundai production line output..

By Walt Piecyk
TMUS Leverages Starlink as 5G Backup, Hinting MVNO
SocialApr 28, 2026

TMUS Leverages Starlink as 5G Backup, Hinting MVNO

$TMUS is packaging Starlink as backup for businesses using 5G Internet, branding it #SuperBroadband. Good sign for the TMUS-SpaceX relationship. MVNO next?

By Walt Piecyk