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Discussing Cruise CEO stepping down and the potential of sodium ion batteries. Exploring safety concerns and halted operations of Cruise. Implications for Waymo and Tesla. Delving into sodium ion batteries and their potential use cases. Exploring Tesla's battery innovation and the future of electric vehicles.
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Quick takeaways
- The departure of Cruise's CEO, Kyle Vogt, and the halt in operations raises concerns about the company's future and highlights the potential risks in the autonomous vehicle industry.
- The emergence of sodium-ion batteries as a low-end disruption could address supply and cost concerns associated with lithium-based batteries, presenting an alternative chemistry for battery technology.
Deep dives
Crews' Safety Concerns and Disappointment
The podcast discusses the disappointment surrounding the CEO of Cruise, Kyle Vogt, leaving the company. Cruise has halted all its operations, raising concerns about its future. The host shares a chart comparing the crash statistics of autonomous vehicles on surface streets. Cruise performs the worst with 40,000 miles per crash, while Waymo performs better at 0.5 million miles per crash. This indicates that Cruise was taking on more risk than its peers, which may have led to the recent accident. The sudden halt in operations suggests a corporate versus startup mentality, with Cruise prioritizing safety measures. The development is seen as a setback for autonomous vehicle companies like Waymo and Tesla.
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