autonomous transportation
3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 1, 2016 by Nikhil Basu Trivedi · across every show →
Everything said about autonomous transportation, oldest first
Jun 1, 2016 bearish
Basu Trivedi: Legacy automakers lacking in-house software capabilities will die
“The ones that do adapt successfully will survive, and the ones that don't adapt will die. Going back to what you just said about software updates, very few of the legacy companies have that software capability in-house.”
Jun 1, 2016
Basu Trivedi: Autonomous transportation will reverse urbanization by easing commutes
“One interesting thesis I have around this is that autonomous transportation actually makes it easier to live outside of the city because it enables you to commute and get into the city in a much more efficient and better experience manner. That could be one th…”
Jun 1, 2016 bullish
Basu Trivedi: Autonomous transportation will drive trillions in consumer spend shifts
“I focus more on the consumer side at Shasta, and we do a mixture of consumer enterprise and connected hardware investing, and I think across, across those areas, there's a few categories that will lead to trillions of dollars of shift in spend for consumers ov…”