autonomous vehicles
also referred to as: autonomous vehicle
31 statements across 17 episodes · 12 bullish · 5 bearish · 16 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
Everything said about autonomous vehicles, oldest first
Jan 2, 2019
Evans: Autonomous vehicle fleets will be bought like corporate IT hardware
“They're not getting chosen based on how nice it feels when you slam the door and, you know, the diamond cut chamfered edges. They're getting bought in the same way that Hertz buys cars, and they're getting bought in the same way that a big company buys PCs. Th…”
Jan 2, 2019 neutral
Chen: Autonomous vehicle ethical programming choices will affect insurance rates
“And I, one of the really interesting trends is this is going to extend to algorithms. In other words, there are going to be ethical programming that we have to do for our cars, right? So the protocol example is, look, you're building the self-driving car, and …”
Jan 2, 2019
Jan 2, 2019 bullish
Jan 2, 2019 neutral
Frank Chen: Autonomous vehicle developers are divided on geographic localization strategies
“And so both research approaches are active. I've talked to people pursuing the look, it's going to be localized in the safe braking distance and how aggressively to take that right turn when you're at a stoplight. All of those things will be pre-programmed for…”
Jan 2, 2019 neutral
Matiasen: Simulated AV riders still instinctively check for oncoming traffic
“It was not an autonomous vehicle, but we stated that it was an autonomous vehicle for some user research, and one of the interesting things was we had a button that basically said start ride, and we said, oh, you know, the car's autonomous, you don't have to w…”
Jan 2, 2019 positive
Jan 2, 2019 bearish
Pope: Autonomous vehicles will hollow out inner-ring suburbs
“Then all of a sudden, a huge amount of urban real estate, downtown central city real estate opens up. And I think what it does is it sucks both residential and business activity away from the inner ring of suburbs. Those hollow out, and then we have the challe…”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Andreessen: Cheap autonomous fleets will push parents to discourage teenage driving
“By the time you get, you know, full self-driving car fleece deployed, and it's, you know, and it's a button on a phone, and the, you know, the ride costs a, you know, a half or a third of what it costs today, it's going to be so cost-effective and so safe. To …”
Jan 2, 2019 bullish
Rep. Schweikert: Distributed ledgers will enable autonomous vehicle insurance by 2027
“If the code were held in a distributive ledger, you know that if someone touched it has a timestamp. You know that the code is the code that was involved in the accident, and that's not esoteric. This is about to change a lot of our lives over the next decade,…”
Jan 2, 2019 positive
Jan 2, 2019 neutral
Foxx: Federal AV policy was non-prescriptive to avoid 50 state regulation patchwork
“Frankly, there was a lot of concern that we could end up with you know, a situation where 50 different states had 50 different regulations when it comes to autonomous vehicles. And what we tried to do is to lay out a framework that wasn't prescriptive, that le…”
Jan 2, 2019 bullish
Jan 2, 2019 negative
Jan 2, 2019 bullish
Jan 2, 2019 positive
Jan 2, 2019 negative
Jan 2, 2019 neutral
Younis: Autonomous Vehicle Regulation Must Target Long-Tail Players Over Established Brands
“The professional quote unquote companies that have brands that have so much riding on it that can't afford to have a real issue, that's not the problem. It's a long tail. It's like fintech regulation. It's not regulating necessarily the Goldman's and Morgan St…”
Jan 2, 2019 bullish
Feb 26, 2019
Feb 26, 2019 positive
Younis: Independent providers will outperform vertical integration in autonomous vehicles
“And so I think with autonomy, I think the arc here, you, you'll see all these individual modules will be run by individual players because there is this natural arc in capitalism, which says the independent providers can do cheaper, better, and faster than any…”
Feb 26, 2019 neutral
Younis: Autonomy's tipping point requires non-Silicon Valley user adoption
“So what the general public though will consider the autonomy moment is when you meet somebody who doesn't live in Silicon Valley, doesn't work in technology, and they've done, they've had an autonomous ride. Maybe it's on college campuses, maybe it's an airpor…”
Jun 26, 2023
Panigrahi: Waymo AVs drive defensively without assuming drivers obey lights
“It thinks about many small details. Where is it positioning itself? How much gap is it leaving? What's its velocity so that it has the greatest optionality if somebody were to behave recklessly. So when we are crossing that sign, we're not assuming that everyb…”
Jun 26, 2023
Autonomous vehicles must analyze pedestrian gait and body language to predict intent
“So for example, for that pedestrian, ah, in addition to seeing that they're there, acknowledging, which was this problem one, you got to look at even their gait, their hand movement, their leg movement to anticipate, are they about to take motion?”
Jun 26, 2023
Jun 26, 2023 bullish
Jun 26, 2023
Panigrahi: Autonomous drop-offs require contextual rules over static logic
“It depends on the context. If you're on a busy street like that, and somebody's going to a business, they would like to be dropped very likely in front of the business they're going to. Whereas if they are getting out of home, going to work, and it's a narrow …”
Mar 5, 2024 bearish
Casado: Autonomous vehicle unit economics remain worse than Uber and Lyft
“We've invested seventy five billion dollars as an industry, and while we do have autonomous vehicles on the road, and they're great, and they're solving real problems, the unit economics are still worse than, say, Uber and Lyft, because they're competing again…”
Jun 4, 2025 neutral