Vogt: Autonomous vehicles will not become a commodity or winner-take-all
Kyle Vogt · HIBT Lab! Cruise: Kyle Vogt · Oct 27, 2022 · at 44:23
Kyle Vogt, founder and CEO of Cruise, discusses the long-term market structure and competitive dynamics of the robotaxi industry.
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“Our view is that you know, the handful of companies that you know, do this first and start these cycles of iteration and learning, Are probably going to end up with the best products. And it's likely that it becomes harder and harder to catch up as these other companies reach scale. So I don't think this will become a commodity, but I also can't say that it will be one company. I think likely a few will make it, you know, and end up building a product that is competitive with the others on the market at the time priced appropriately and delivers a really great experience.”
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