Exploring Tesla's robotaxi study in Shanghai, concerns about 'race' narratives in autonomous vehicles, comparing Cruise to Waymo, and discussing the challenges and strategies in developing and deploying autonomous vehicles in specific cities. The conversation also highlights the importance of competition in the industry, addressing the need for a focused approach and patient long-term investors amidst significant investments and strategic reviews.
With Kirsten taking a well-deserved vacation, Alex and Ed run wild, discussing a wide variety of recent news. From Ed's recent OpEd on Tesla in the Washington Post to GM's new cash injection into Cruise, and from "AI first" automated trucking company Waabi's new funding round to questions around transparency in China's AV development, and much more, the lads have their hands full this week.