The Road to Autonomy cover image

Episode 332 | 99% of Autonomy's Impact Is Still Ahead of Us

The Road to Autonomy

00:00

Why SDS and How Applied De-Risks It

Origins and commercialization of SDS, the influence of China and FSD progress, modular OEM customization, and Applied's first-principles, multi‑vertical approach illustrated by Komatsu and Isuzu deals.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app