#286: It's Not The Heat, It's The Mobility
Autonocast
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The Importance of Demonstrating the Path to Profitability
Waymo crews are trying to get butts and seats, people in the products. For me, Tesla is the blueprint for how you do this the right way. The AV industry doesn't have a strong narrative that resonates with the public on an investment level. And I think that's why the AV companies have to at some point start talking about what their business model looks like.
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