This chapter explores the competitive dynamics between Cruise and Waymo in the robotaxi sector, examining their financial strategies and challenges. It discusses the impact of external factors such as tariffs and funding rounds on profitability, while also highlighting the implications of Alphabet's $5 billion investment in Waymo. The speakers reflect on the evolution of the autonomous vehicle industry, focusing on the importance of execution and public education in shaping its future.
It's a make or break summer for robotaxis, as GM cancels Cruise's Origin, Waymo's new Zeekr-supplied model hits the streets, and Tesla delays the reveal of its alleged robotaxi. Alex, Kirsten and Ed gather to digest all the latest news in the latest discussion episode, joined discreetly at times by friend of the show former Rivian strategy boss Patrick Hunt.