autonomous vehicles

also referred to as: autonomous vehicle

5 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Mar 20, 2025 by Andy Lubershane · across every show →

Everything said about autonomous vehicles, oldest first

Mar 20, 2025 positive
Assertion Supported
Lubbershane: LiDAR costs dropped 90% over 15 years from AV investment
“The cost of LiDAR systems has come way down, I think, 90% in the past 15 years. And that's largely been driven by investments in autonomous vehicles, right?”
Andy Lubershane Mar 20, 2025 ▶ 13:53 The coming robotics wave
Mar 20, 2025 neutral
Insight
Lubbershane: Robotics feasibility depends on the length of edge-case tails
“I think the question you have to ask if you're considering a robotic solution is just, like, how long is the tail of weird stuff that might come up, that it might have to deal with, and in, Autonomy, the autonomous vehicle case, that tail is extremely long, ri…”
Andy Lubershane Mar 20, 2025 ▶ 32:32 The coming robotics wave
Dec 18, 2025 bullish
Prediction Not checkable as stated
Cyber-physical AI applications will require edge computing for low latency
“So I agree that there will be cases where we will need those really low latencies, and that is going to require edge computing much closer to the user, so we have much shorter internet delays, network delays.”
Dr. Ben Lee Dec 18, 2025 ▶ 16:08 Will inference move to the edge?
Jun 11, 2026 bearish
Assertion Not checkable as stated
Chinese AV makers are commercializing faster globally than their US rivals
“The U.S. Leads in technological innovation, but China, once again, is quicker when it comes to commercialization. Not only inside China, but we're seeing the Chinese autonomous vehicle makers move into the Middle East, and in the U.K. And Germany now, moving q…”
Michael Dunne Jun 11, 2026 ▶ 20:23 How China is reshaping the global auto market
Jun 18, 2026 positive
Opinion
Kann: Autonomy breeds vehicle electrification and accelerates EV adoption
“Autonomous vehicles are almost certainly endemically electric vehicles. Like, it makes more sense for them to be electric vehicles, and the proof is in the pudding. All of the autonomous vehicles on the road today are electric vehicles, right? That is true of …”
Shayle Kann Jun 18, 2026 ▶ 23:35 Enter the electric supercycle
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