Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
The Worst Takes of 2023
01:39 • 2min
The Rise of South Bay Mobility Tech
03:31 • 2min
The Rise of the Tech Sector in South Bay
05:54 • 4min
The Pros and Cons of Full Self Driving
09:28 • 2min
The Waymo Cruise Origin
11:43 • 3min
The McDonald's of Mobility
14:39 • 1min
The Waymo and the Crews
16:09 • 2min
The Evolution of the Waymo
17:52 • 2min
The Future of Robotaxi
19:42 • 3min
The Future of Luggage Sharing
23:07 • 2min
The Future of Robo Taxis
25:17 • 3min
The Struggles of Mobility Tech Startups
28:19 • 2min
The Problem With Rippians
30:40 • 4min
The Future of Venture Capital in Mobility Tech
34:16 • 2min
The Zombies of Capitalism
36:20 • 2min
The Tech Dividend From Robotaxes
38:03 • 2min
The Importance of Taking the Tech Dividend
40:03 • 2min
Rivian's Strategy to Build a New Factory
41:34 • 3min
The Dangers of Rivian's T3 Program
44:27 • 2min
The Future of Mobility
46:41 • 2min