Andrew Percoco

Andrew Percoco, Head of North America Autos and Shared Mobility Research at Morgan Stanley, shares insights on the rapid evolution of autonomous vehicles. He recounts seamless experiences in AV rides across LA and San Francisco, hinting at a near-future where urban AV availability doubles by 2026. The conversation covers Tesla's cost advantage, regulatory challenges, and the potential impact of AVs on rideshare economics. Percoco emphasizes the importance of safety benchmarks and the implications for companies like Uber and Lyft as the market shifts.