The podcast discusses predictions for the AV industry, recall impact and potential legal consequences, challenges in AV trucking, the importance of cash preservation for companies, and predictions for Tesla Cyber Truck production and L3 systems sales.
The admission of Tesla's recall may lead to serious consequences and a Department of Justice investigation.
The AV industry will see progress in 2024, proving skeptics wrong.
The AV trucking sector will continue to decline due to economic uncertainties and lack of a viable business model.
Deep dives
Prediction 1: DOJ Investigation on Tesla's Full Self-Driving
The admission from Tesla regarding the recall of its full self-driving system is a game changer and likely to lead to at least one of the ongoing Department of Justice investigations. The DOJ could declare full self-driving a fraud, which could have serious consequences for Tesla.
Prediction 2: Progress in AV Industry Disillusionment
The autonomous vehicle industry is likely to see progress in 2024, proving critics and skeptics wrong. Companies like Waymo and others will emerge from the trough of disillusionment, making strides in the AV space.
Prediction 3: Decline in AV Trucking Companies
The AV trucking sector will continue to see a decline in 2024, with only a few survivors remaining in the market. Economic uncertainties and the lack of a viable business model will contribute to the downfall of many AV trucking companies.
Prediction 4: DOJ Action on Tesla's Autopilot
The Department of Justice is likely to take action against Tesla's Autopilot system in 2024. The recent recall and admission of safety concerns could lead the DOJ to pursue fraud charges or other legal actions against Tesla.
Prediction 5: Low Adoption of L3 Systems
At least one of the L3 systems offered by OEMs will not sell well and be deemed unsatisfactory. The lack of proper scrutiny and understanding by automotive reviewers will contribute to the poor adoption and performance of these systems.
Prediction 6: No Progress in Federal AV Legislation
The federal government will not make any notable progress in autonomous vehicle legislation or regulation in 2024.
With another year coming to a close and another world famous Autonocast CES Party looming, the gang gathers for the annual tradition of exchanging predictions about mobility tech in the new year. Grab a holiday beverage, pull out your crystal ball and enjoy an Autonocast tradition like no other.
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