In Part I of this conversation, Reilly Brennan described how the days of late October, 2022 will go down in history as some of the most important in the history of autonomous vehicles. In the space of just a few days, one company (Argo AI) went out of business, Tesla was taken to court for its Autopilot system and Reilly Brennan experienced a transcendent "before and after" moment when taking the Cruise robotaxi on a flawless 40 minute trip through the street of San Francisco. In this week's Part 2 of the conversation we look at the next giant hurdle for autonomous vehicles: Profitability. Cruise, Waymo, Baisu and other AV companies are still plowing through tens of billions of dollars in development costs. When will these companies be able to scale up their robotaxi fleets in multiple cities and become commercially viable? Put another way, now that Cruise has established proof of concept on the technology front, how long before we see proof of profit?
#DrivingWithDunne / #ZozoGo
https://twitter.com/Dunne_ZoZoGo
https://www.instagram.com/zo.zo.go/?hl=en
https://www.linkedin.com/in/michael-dunne-a696901a/
Share this post
Reilly Brennan, Co-Founder, Trucks Venture Capital. The Most Consequential Week in AVs Since 2007 (Part 2)
newsletter.dunneinsights.com
Driving with Dunne
Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.
Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.Listen on
Substack App
RSS Feed
Recent Episodes