Listen to “AAH #695 – Auto Tech Analysis: Hype vs. Facts” on Spreaker.
– Biden Tariffs and Chinese Domination
– EV Buyer’s Remorse
– Do Robotaxis Make Sense?
PANEL:
Mike Ramsey, Gartner
Joe White, Reuters
Gary Vasilash, shinymetalboxes.net
John McElroy, Autoline.tv
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I’d like a deeper analysis of autonomous vehicles’ economics. What are the lower and upper bounds?
If everyone rode a self-driving car to work, the ensuing competition for rides during the day would drive revenue way down.
While a quick search revealed that the world wide taxi market (including uber-style conveyances) is estimated at $279 billion this year.
Tesla’s new software stack fully based on AI is delivering impressive results (and NYC-style ‘complexity’ is demonstrably easy to manage for a computer with 360 degree vision), while no other company has such tremendous amounts of real-world data do work with.
Yet I’m not convinced this will be the cash cow Elon Musk dreams of, while starving Tesla of important new products for Asia and Europe. Incidentally, Toyota makes by far the most money in Japan – was the recent loss in NA due to tax optimization, or operations-related?