Embark
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Rodrigues: Embark will power the first autonomous truck fleets within five years
“Yeah, the next five years, I want to see our technology powering the first self-driving trucking fleets in the world. So call me up in five years and we'll be doing something that humanity has never done before.”
Rodrigues: Autonomous localization and perception tech will enable home robotics in 10-20 years
“I think that a lot of the technology that's been developed in terms of localization will then end up working in the home. You have all these cool perception pieces that we'built, allowing us to move around and allowing us to see and interact with things. Reall…”
Rodrigues: Autonomous vehicles will be fleet-owned public utilities, not private assets
“The people who will own this will be fleets, and they'll be available sort of on the push of a button.”
Rodrigues: Autonomous truck fleets could create $6 trillion in enterprise value
“3.8 trillion dollars of trucking revenue worldwide. New next generation self-driving powered trucking fleet are able to earn even 10% margin and get even like a conservative 16 X PE ratio. You run those numbers together and we're talking about six trillion dol…”
Rodrigues predicts widely deployed self-driving vehicles in 10 to 15 years
“In 10 to 15 years, we'll see widely deployed self-driving vehicles.”