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Thu. 12/12 – The “Killer App” For Vision Pro?
Dec 12, 2024
Explore the fallout from Cruise's struggles and GM's shift in self-driving tech. Discover innovative features of Gemini 2.0 Flash, including advanced spatial reasoning. Dive into the enhancements of the Vision Pro, which might finally have a standout app. Learn about Xiaohongshu, a rising e-commerce app from China achieving impressive profits. Plus, insights on emerging trends in AI data accessibility and the implications of the CHIPS Act on U.S. manufacturing.
15:33
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Quick takeaways
- Cruise's substantial financial losses have led to the dissolution of its partnership with GM, intensifying competition in the robotaxi market.
- Gemini 2.0's innovative real-time interaction features signal a potential shift towards augmented reality applications, highlighting advancements in multi-modal technologies.
Deep dives
The Downfall of Cruise and the Future of Robo-Taxis
Cruise's significant financial losses have prompted Honda to dissolve its self-driving vehicle partnership with GM as GM exits the robo-taxi business. The competition in the robotaxi space has intensified, especially with Waymo's higher investment capability and technological advantages. Despite pushing for profitability, Cruise's losses reached $3.48 billion in 2023, leading to increased pressure on its CEO to develop the service. As GM pivots towards personally-owned autonomous vehicles, the industry grapples with the reality that robo-taxis may not yield the desired profits for automobile manufacturers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode