autonomous vehicles

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Aug 11, 2025 by John Maslin · across every show →

Everything said about autonomous vehicles, oldest first

Aug 11, 2025 positive
Assertion Not checkable as stated
Maslin: Autonomous Vehicles, AI Data Centers, and Robotics Require Rare Earth Magnets
“When you think about the next generation technologies that will define the 21st century, whether that's Autonomous vehicles or robotics or the data centers that enable AI, drone technology. All of that has to have a rare earth magnet turning that motor, sensor…”
John Maslin Aug 11, 2025 ▶ 5:00 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Nov 18, 2025 bullish
Prediction Didn’t hold up
Ulevitch: All future autonomous vehicles will be electric
“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”
David Ulevitch Nov 18, 2025 ▶ 24:29 How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
Jan 21, 2026 bullish
Prediction Not checkable as stated
Delivery logistics will shift from 4,000-pound cars to 50-pound autonomous EVs
“An inevitable transformation that we are going to go from using humans driving cars that weigh, you know, 4000 pounds and burn gas to a world where we're going to be using vehicles that weigh 50 pounds and are electric and autonomous.”
Keller Rinaudo Cliffton Jan 21, 2026 ▶ 5:28 Zipline: The Largest Autonomous Delivery System on Earth (and You’ve Barely Heard of It) · Sourcery with Molly O'Shea
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