Opinion
Younis: Chinese Automakers Outperform Tesla on Autonomy and Features
“The autonomy stuff, you know, we go to China regularly and we test drive these vehicles. Super impressive. And better than Tesla to be like very, very clear.”
Opinion
Younis: Tesla has solved autonomous business model, but Waymo has not
“The Waymo stuff is super impressive, but it is worth putting an asterisk. The business model hasn't been figured out yet. The Tesla business model has been figured out.”
Insight
Younis: There is no path to autonomy without vehicle manufacturers
“Our view was there's no path to autonomy. There's no path to like this next generation because without the manufacturers in the loop”
Prediction Open · timeframe Jun 2030
Younis: FSD-like systems will become standard vehicle features within five years
“So I think general availability on a FSD like system over the next five years is going to be common, just like navigation systems.”
Prediction Open · timeframe Dec 2035
Younis: Self-driving software will become virtually free by 2030–2035
“I think at 2030, 2035, you're going to have deep downward pricing pressure, like to where it's like the expectation is going to be close to free.”
Assertion Contradicted
Younis: Porsche generates $30,000 to $40,000 profit per vehicle
“Porsches are the most profitable cars on the planet. There's 30 to 40,000 dollars in profit per vehicle.”
Opinion
Younis: There is no secret to building self-driving technology
“So it's not like there's this false view that there's some secret in how to build self-driving tech. Actually within the business, everybody knows how to build it.”
Opinion
Younis: Industrial AI applications are more fundamentally important than consumer robotaxis
“And I think, like, that type of AI experience is, I think, is more fundamentally important than even just getting, you know, Waymo going, or just getting out to, because that's the hidden part of the economy.”
Assertion Supported
Younis: Applied Intuition is a profitable $15B AI company
“Applied intuition is a fifteen billion dollar. We just raised fifteen billion dollar profitable AI company.”
Assertion Partly supported
Younis: Centralizing vehicle software removes thousands of dollars in hardware
“You're taking all these like redundant systems, which are all kind of, you know, poorly managed and built with different software stacks within each of the subcomponents. And you're removing wiring harnesses. I mean, thousands of dollars of physical hardware c…”
Assertion Not checkable as stated
Younis: Applied Intuition is likely largest employer of ex-Waymo staff
“I think we're probably Waymo's biggest employer outside of Waymo, and Cruise and Tesla, all, all of these organizations.”
Assertion Supported
Younis: Waymo mean time between disengagements is tens of thousands of miles
“On a Waymo, that's tens of thousands of miles.”
Assertion Not checkable as stated
Younis: Applied Intuition is approximately 82% software engineers
“Yes, our company is it's something we're proud of, is like, 82%? Software engineering is extremely concentrated. It's a very, very technical company.”
Qasar Younis