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What It Takes to Build an Autonomous Delivery Business with Neolix AI | CGF 2026 · Omni Talk Retail

• 0:00
  Hello,
• 0:00
  this
• 0:00
  is
• 0:00
  Omnitalk
• 0:01
  Retail.
• 0:01
  I'm
• 0:02
  Chris
• 0:02
  Walton
• 0:02
  and
• 0:02
  I
• 0:03
  am
• 0:03
  now
• 0:03
  coming
• 0:03
  to
• 0:03
  you
• 0:04
  live
• 0:04
  from
• 0:05
  day
• 0:05
  one
• 0:05
  of
• 0:06
  the
• 0:06
  Consumer
• 0:06
  Goods
• 0:07
  Forum
• 0:07
  Global
• 0:08
  Summit
• 0:08
  in
• 0:09
  Vienna,
• 0:09
  Austria
• 0:10
  from
• 0:10
  the
• 0:11
  Vuzion
• 0:11
  podcast
• 0:12
  studio.
• 0:12
  Now
• 0:13
  joining
• 0:13
  me
• 0:13
  is
• 0:13
  Will
• 0:13
  Zhao.
• 0:14
  Will
• 0:14
  is
• 0:15
  the
• 0:16
  executive
• 0:17
  president
• 0:18
  of
• 0:18
  Neolix
• 0:19
  AI.
• 0:19
  Will,
• 0:20
  thank
• 0:20
  you
• 0:20
  for
• 0:20
  joining
• 0:21
  us.
• 0:21
  Thank
• 0:21
  you
• 0:22
  for
• 0:22
  having
• 0:22
  me.
• 0:22
  Yeah.
• 0:23
  What
• 0:23
  brings
• 0:23
  you
• 0:23
  to
• 0:23
  cgf?
• 0:25
  Well,
• 0:27
  I'm
• 0:27
  coming
• 0:27
  here
• 0:28
  to
• 0:28
  introduce
• 0:29
  Neolix.
• 0:29
  It's
• 0:30
  a
• 0:30
  pretty
• 0:30
  new
• 0:31
  technology,
• 0:31
  pretty
• 0:32
  new
• 0:33
  company
• 0:34
  to
• 0:34
  the
• 0:34
  market,
• 0:35
  but
• 0:35
  actually
• 0:35
  it's
• 0:36
  very
• 0:36
  important
• 0:37
  infrastructure
• 0:38
  for
• 0:38
  logistics
• 0:38
  for
• 0:39
  consumer
• 0:40
  goods.
• 0:40
  And
• 0:41
  I
• 0:41
  come
• 0:41
  to
• 0:42
  basically
• 0:42
  to
• 0:43
  bring
• 0:43
  our
• 0:44
  growth
• 0:44
  story
• 0:45
  introduction
• 0:46
  of
• 0:46
  Neolix
• 0:46
  to
• 0:47
  the
• 0:47
  stage.
• 0:47
  Awesome.
• 0:48
  Yeah.
• 0:48
  And
• 0:48
  tell
• 0:48
  us
• 0:48
  a
• 0:48
  little
• 0:48
  bit
• 0:49
  more,
• 0:49
  especially
• 0:49
  those
• 0:49
  back
• 0:50
  home.
• 0:51
  What
• 0:51
  is
• 0:51
  Neolix
• 0:52
  AI?
• 0:53
  Neolix
• 0:54
  AI
• 0:54
  is
• 0:55
  a
• 0:56
  company
• 0:56
  using
• 0:57
  physical
• 0:58
  AI
• 0:58
  technology
• 0:58
  for
• 0:59
  delivery.
• 1:00
  We
• 1:00
  are
• 1:00
  the
• 1:01
  largest
• 1:02
  L4
• 1:02
  autonomous
• 1:03
  driving
• 1:04
  fleet
• 1:04
  on
• 1:04
  the
• 1:04
  street,
• 1:05
  but
• 1:05
  only
• 1:05
  for
• 1:05
  delivery.
• 1:06
  Right
• 1:06
  now
• 1:07
  we
• 1:07
  have
• 1:07
  more
• 1:08
  than
• 1:08
  20,000
• 1:09
  vehicles
• 1:09
  already
• 1:10
  on
• 1:10
  public
• 1:11
  road,
• 1:11
  helping
• 1:12
  the
• 1:12
  logistics
• 1:13
  companies,
• 1:13
  helping
• 1:14
  the
• 1:15
  shippers
• 1:15
  to
• 1:16
  do
• 1:16
  the
• 1:16
  delivery
• 1:16
  on
• 1:16
  the
• 1:17
  daily
• 1:17
  basis.
• 1:18
  And
• 1:18
  the
• 1:18
  total
• 1:18
  mileage
• 1:19
  has
• 1:19
  been
• 1:19
  over
• 1:20
  160
• 1:22
  million
• 1:23
  kilometer
• 1:24
  already.
• 1:24
  That's
• 1:25
  the
• 1:25
  largest
• 1:25
  globally
• 1:26
  and
• 1:27
  it's
• 1:27
  the
• 1:27
  most
• 1:27
  commercialized
• 1:28
  fleet
• 1:29
  globally
• 1:29
  as
• 1:29
  well.
• 1:31
  Wow.
• 1:31
  So,
• 1:31
  yeah,
• 1:31
  so
• 1:32
  essentially
• 1:32
  you're
• 1:32
  doing
• 1:32
  autonomous
• 1:33
  deliveries
• 1:34
  for
• 1:34
  retailers
• 1:35
  and
• 1:35
  brands,
• 1:35
  I'm
• 1:35
  assuming,
• 1:36
  and
• 1:36
  hence
• 1:36
  why
• 1:36
  you're
• 1:36
  at
• 1:36
  CGF.
• 1:37
  And
• 1:38
  you
• 1:38
  mentioned
• 1:38
  the
• 1:38
  scale.
• 1:38
  You
• 1:39
  said
• 1:39
  160
• 1:40
  million
• 1:41
  autonomous
• 1:41
  kilometers.
• 1:42
  That's
• 1:42
  a
• 1:42
  lot.
• 1:42
  I
• 1:42
  want
• 1:42
  to
• 1:42
  make
• 1:43
  sure
• 1:43
  I
• 1:43
  get
• 1:43
  the
• 1:43
  other
• 1:43
  numbers
• 1:43
  right
• 1:43
  too.
• 1:44
  You're
• 1:44
  in
• 1:44
  300
• 1:45
  plus
• 1:45
  cities,
• 1:45
  you've
• 1:46
  got,
• 1:46
  you're
• 1:46
  in
• 1:46
  over
• 1:47
  15
• 1:47
  countries
• 1:47
  as
• 1:48
  well.
• 1:48
  So
• 1:49
  that
• 1:49
  is
• 1:49
  a
• 1:49
  tremendous
• 1:49
  amount
• 1:50
  of
• 1:50
  scale.
• 1:50
  What
• 1:51
  are
• 1:51
  the
• 1:51
  lessons
• 1:51
  you've
• 1:52
  learned
• 1:52
  along
• 1:52
  the
• 1:52
  way
• 1:53
  as
• 1:53
  you've
• 1:54
  gotten
• 1:54
  to
• 1:54
  that
• 1:54
  level
• 1:55
  of
• 1:55
  scale?
• 1:55
  Because
• 1:55
  I
• 1:55
  imagine
• 1:56
  it's
• 1:56
  not
• 1:56
  easy
• 1:56
  working
• 1:57
  with
• 1:57
  all
• 1:57
  those
• 1:57
  different
• 1:57
  municipalities
• 1:58
  out
• 1:58
  there.
• 1:59
  Yeah,
• 1:59
  it's
• 2:00
  not
• 2:00
  actually
• 2:01
  having
• 2:01
  the
• 2:01
  technology,
• 2:02
  technology
• 2:03
  in
• 2:04
  one
• 2:04
  city,
• 2:05
  in
• 2:05
  one
• 2:06
  route
• 2:06
  is
• 2:07
  only
• 2:07
  the
• 2:08
  start.
• 2:09
  Having
• 2:09
  so
• 2:10
  many
• 2:10
  vehicles
• 2:11
  on
• 2:11
  the
• 2:11
  road
• 2:11
  is
• 2:12
  super
• 2:12
  challenging.
• 2:13
  Firstly,
• 2:14
  it's
• 2:14
  actually
• 2:15
  about
• 2:15
  the
• 2:15
  technology
• 2:16
  itself.
• 2:17
  It
• 2:17
  takes
• 2:17
  time,
• 2:17
  it
• 2:18
  takes
• 2:18
  a
• 2:18
  lot
• 2:18
  of
• 2:18
  investment
• 2:19
  to
• 2:19
  make
• 2:19
  it
• 2:19
  happen.
• 2:20
  And
• 2:20
  also
• 2:21
  what
• 2:21
  makes
• 2:21
  beautiful
• 2:22
  is
• 2:22
  we
• 2:23
  actually
• 2:23
  learn
• 2:23
  when
• 2:24
  we
• 2:24
  have
• 2:24
  more
• 2:25
  fleets
• 2:25
  on
• 2:25
  the
• 2:25
  road
• 2:26
  every
• 2:26
  single
• 2:26
  day.
• 2:27
  Secondly,
• 2:28
  actually
• 2:28
  it's
• 2:28
  about
• 2:29
  operation.
• 2:30
  There's
• 2:30
  a
• 2:30
  lot
• 2:30
  of
• 2:31
  things
• 2:31
  about
• 2:32
  beyond
• 2:33
  the
• 2:33
  AI.
• 2:34
  We
• 2:35
  have
• 2:35
  the
• 2:35
  vehicle,
• 2:36
  we
• 2:36
  have
• 2:36
  the
• 2:36
  technology
• 2:37
  ready.
• 2:37
  That's
• 2:38
  only
• 2:38
  one
• 2:38
  of
• 2:38
  the
• 2:39
  ten
• 2:39
  steps.
• 2:40
  And
• 2:40
  beyond
• 2:41
  that
• 2:41
  we
• 2:41
  have
• 2:42
  teleoperation,
• 2:43
  we
• 2:43
  have
• 2:44
  maintenance,
• 2:44
  we
• 2:45
  have
• 2:45
  fleet
• 2:46
  management.
• 2:46
  There
• 2:47
  are
• 2:47
  10
• 2:48
  more
• 2:48
  layers
• 2:48
  about
• 2:49
  that.
• 2:49
  So
• 2:50
  that's
• 2:50
  a
• 2:50
  lot
• 2:50
  of
• 2:50
  things
• 2:51
  we
• 2:51
  need
• 2:51
  to
• 2:51
  cover.
• 2:52
  A
• 2:52
  lot
• 2:52
  of
• 2:52
  lessons.
• 2:52
  We
• 2:53
  have
• 2:53
  Learned
• 2:53
  during
• 2:53
  the
• 2:53
  journey.
• 2:54
  Right,
• 2:54
  Yeah,
• 2:54
  I
• 2:55
  want
• 2:55
  to
• 2:55
  go
• 2:55
  into
• 2:55
  that
• 2:55
  a
• 2:55
  little
• 2:55
  bit
• 2:56
  more
• 2:56
  too
• 2:56
  because
• 2:56
  what's
• 2:57
  really
• 2:57
  interesting
• 2:57
  about
• 2:57
  what
• 2:58
  you're
• 2:58
  trying
• 2:58
  to
• 2:58
  do
• 2:59
  is,
• 2:59
  is
• 2:59
  you
• 3:00
  have
• 3:00
  to
• 3:00
  prove
• 3:00
  that
• 3:00
  technology
• 3:01
  works.
• 3:01
  Like
• 3:01
  you
• 3:01
  have
• 3:01
  to
• 3:02
  prove
• 3:02
  that
• 3:02
  you
• 3:02
  can
• 3:02
  actually
• 3:02
  drive
• 3:03
  a
• 3:03
  vehicle
• 3:03
  autonomously
• 3:04
  through
• 3:04
  all
• 3:04
  these
• 3:05
  cities.
• 3:05
  But
• 3:05
  then
• 3:06
  you
• 3:06
  also
• 3:06
  have
• 3:06
  to
• 3:06
  prove
• 3:06
  the
• 3:07
  business
• 3:07
  model
• 3:07
  too,
• 3:08
  at
• 3:08
  the
• 3:08
  same
• 3:08
  time
• 3:08
  that
• 3:09
  it's
• 3:09
  valuable
• 3:09
  to
• 3:10
  the
• 3:10
  people
• 3:10
  that
• 3:10
  actually
• 3:10
  want
• 3:10
  to
• 3:11
  deploy
• 3:11
  it
• 3:11
  once
• 3:12
  the
• 3:12
  technology
• 3:12
  works.
• 3:13
  So
• 3:13
  how
• 3:13
  do
• 3:13
  you
• 3:13
  think
• 3:13
  about
• 3:14
  that?
• 3:14
  Yeah,
• 3:15
  actually
• 3:15
  having
• 3:16
  the
• 3:16
  vehicle
• 3:17
  for
• 3:17
  one
• 3:17
  ship
• 3:17
  or
• 3:18
  for
• 3:18
  one
• 3:18
  city
• 3:19
  is
• 3:20
  more
• 3:20
  like
• 3:20
  a
• 3:21
  marketing
• 3:22
  story.
• 3:22
  But
• 3:23
  when
• 3:23
  you
• 3:23
  have
• 3:24
  all
• 3:24
  the
• 3:24
  vehicles
• 3:25
  on
• 3:25
  road,
• 3:26
  actually
• 3:27
  the
• 3:27
  clients
• 3:27
  actually
• 3:28
  ask
• 3:29
  what's
• 3:29
  the
• 3:29
  outcome?
• 3:30
  What's
• 3:30
  the
• 3:30
  benefit
• 3:30
  I
• 3:31
  have
• 3:32
  on
• 3:32
  the
• 3:32
  daily
• 3:32
  operation?
• 3:33
  So
• 3:33
  we
• 3:34
  need
• 3:34
  to
• 3:34
  have
• 3:35
  a
• 3:35
  business
• 3:35
  model
• 3:36
  associated
• 3:36
  as
• 3:36
  well.
• 3:37
  We
• 3:37
  actually
• 3:38
  currently
• 3:38
  sell
• 3:39
  the
• 3:39
  kilometers,
• 3:40
  we
• 3:40
  don't
• 3:40
  sell
• 3:40
  vehicle.
• 3:41
  So
• 3:42
  that's
• 3:43
  the
• 3:43
  new
• 3:45
  evolution
• 3:45
  of
• 3:45
  the
• 3:45
  business
• 3:46
  model.
• 3:46
  So
• 3:47
  it's
• 3:47
  more
• 3:47
  like
• 3:47
  uber
• 3:48
  business
• 3:48
  model.
• 3:50
  We
• 3:50
  don't
• 3:50
  want
• 3:51
  the
• 3:51
  shipper
• 3:51
  to
• 3:52
  take
• 3:52
  the
• 3:52
  capex.
• 3:52
  We
• 3:53
  can
• 3:53
  help
• 3:53
  them
• 3:53
  to
• 3:54
  save
• 3:54
  money
• 3:54
  to
• 3:54
  increase
• 3:55
  efficiency
• 3:55
  on
• 3:56
  daily
• 3:56
  basis.
• 3:56
  Okay,
• 3:57
  interesting.
• 3:57
  Wow.
• 3:58
  Okay,
• 3:58
  I
• 3:58
  did
• 3:58
  not
• 3:58
  know
• 3:58
  that
• 3:59
  angle
• 3:59
  to
• 3:59
  it.
• 3:59
  So
• 4:00
  the
• 4:00
  other
• 4:00
  question
• 4:00
  I
• 4:00
  have,
• 4:01
  whenever
• 4:01
  we
• 4:01
  start
• 4:01
  talking
• 4:01
  about
• 4:02
  autonomous
• 4:02
  deliveries
• 4:03
  or
• 4:03
  autonomous
• 4:03
  vehicles
• 4:04
  in
• 4:04
  general,
• 4:04
  how
• 4:05
  do
• 4:05
  you
• 4:05
  look
• 4:05
  at
• 4:05
  density
• 4:06
  in
• 4:06
  an
• 4:06
  area
• 4:07
  versus
• 4:07
  the
• 4:07
  number
• 4:08
  of
• 4:08
  areas
• 4:08
  that
• 4:09
  you're
• 4:09
  operating
• 4:09
  in?
• 4:10
  What
• 4:10
  are
• 4:10
  the
• 4:10
  trade
• 4:11
  offs
• 4:11
  there?
• 4:12
  Yeah,
• 4:14
  we
• 4:14
  just
• 4:15
  addressed
• 4:15
  a
• 4:15
  little
• 4:15
  bit.
• 4:16
  Having
• 4:16
  for
• 4:16
  example,
• 4:17
  we
• 4:17
  have
• 4:17
  the
• 4:18
  largest
• 4:18
  city
• 4:19
  right
• 4:19
  now,
• 4:19
  very
• 4:20
  close,
• 4:21
  2,000
• 4:21
  vehicles
• 4:22
  in
• 4:22
  the
• 4:22
  city
• 4:22
  already.
• 4:23
  That's
• 4:23
  the
• 4:23
  most
• 4:24
  dense
• 4:25
  city
• 4:26
  about
• 4:26
  autonomous
• 4:27
  driving
• 4:28
  vehicles
• 4:28
  already.
• 4:30
  It's
• 4:31
  roughly
• 4:31
  twice
• 4:32
  of
• 4:32
  San
• 4:32
  Francisco
• 4:33
  already.
• 4:33
  Oh,
• 4:34
  wow.
• 4:34
  And
• 4:35
  having
• 4:36
  2000
• 4:36
  vehicles
• 4:37
  in
• 4:37
  2000
• 4:38
  cities
• 4:38
  is
• 4:39
  actually
• 4:39
  easy.
• 4:40
  But
• 4:40
  having
• 4:40
  2000
• 4:41
  vehicles
• 4:42
  in
• 4:42
  one
• 4:42
  city,
• 4:43
  that's
• 4:43
  not
• 4:44
  easy
• 4:44
  at
• 4:44
  all.
• 4:44
  Right.
• 4:45
  That's
• 4:45
  a
• 4:46
  challenge
• 4:46
  to
• 4:47
  all
• 4:47
  companies
• 4:47
  trying
• 4:48
  to
• 4:48
  do
• 4:48
  L4.
• 4:49
  As
• 4:50
  I
• 4:50
  said,
• 4:50
  we
• 4:50
  need
• 4:50
  to
• 4:51
  deal
• 4:51
  with
• 4:51
  the
• 4:51
  real
• 4:52
  daily
• 4:52
  operation.
• 4:54
  But
• 4:54
  the
• 4:54
  beauty
• 4:55
  is
• 4:55
  we
• 4:55
  have
• 4:55
  the
• 4:55
  network
• 4:56
  effect.
• 4:57
  So
• 4:57
  that
• 4:57
  actually
• 4:58
  saves
• 4:58
  a
• 4:58
  lot
• 4:59
  of
• 4:59
  money
• 4:59
  for
• 4:59
  the
• 4:59
  shaper
• 5:00
  in
• 5:00
  the
• 5:00
  city.
• 5:01
  Having
• 5:02
  all
• 5:02
  the
• 5:02
  vehicles
• 5:03
  in
• 5:03
  different
• 5:04
  cities
• 5:04
  actually
• 5:04
  doesn't
• 5:05
  really
• 5:05
  save
• 5:06
  money
• 5:06
  for
• 5:06
  the
• 5:06
  shipper,
• 5:07
  but
• 5:07
  the
• 5:07
  network
• 5:08
  itself
• 5:08
  play
• 5:09
  a
• 5:09
  very
• 5:09
  important
• 5:10
  role.
• 5:11
  For
• 5:11
  example,
• 5:12
  when
• 5:12
  shipper
• 5:12
  makes
• 5:13
  order,
• 5:13
  they
• 5:13
  can
• 5:14
  receive
• 5:14
  the
• 5:14
  vehicle
• 5:15
  very
• 5:15
  quickly.
• 5:16
  And
• 5:16
  also
• 5:18
  the
• 5:18
  vehicle
• 5:19
  will
• 5:19
  be.
• 5:19
  The
• 5:19
  utilization
• 5:20
  of
• 5:20
  the
• 5:20
  vehicle
• 5:21
  will
• 5:21
  be
• 5:23
  significantly
• 5:23
  increased
• 5:25
  by
• 5:26
  sharing,
• 5:26
  by
• 5:27
  being
• 5:27
  shared
• 5:28
  by
• 5:28
  each
• 5:28
  other
• 5:28
  in
• 5:29
  the
• 5:29
  city
• 5:29
  24
• 5:30
  hours.
• 5:30
  Right.
• 5:30
  So
• 5:31
  the
• 5:31
  key
• 5:31
  takeaway
• 5:32
  there
• 5:32
  being
• 5:32
  like
• 5:33
  density
• 5:33
  is
• 5:33
  a
• 5:33
  lot
• 5:34
  harder
• 5:34
  to
• 5:34
  do
• 5:34
  than
• 5:35
  just
• 5:35
  expansion.
• 5:36
  And
• 5:36
  so
• 5:36
  if
• 5:36
  you
• 5:36
  are
• 5:36
  evaluating
• 5:37
  this
• 5:37
  technology,
• 5:38
  whether
• 5:38
  you're
• 5:38
  at
• 5:38
  this
• 5:38
  conference
• 5:39
  or
• 5:39
  at
• 5:39
  home
• 5:39
  watching
• 5:40
  and
• 5:40
  you're
• 5:40
  evaluating
• 5:40
  A
• 5:41
  technology
• 5:41
  like
• 5:41
  this,
• 5:42
  you're
• 5:42
  going
• 5:42
  to
• 5:42
  want
• 5:42
  to
• 5:43
  go
• 5:43
  with
• 5:43
  somebody
• 5:44
  that
• 5:44
  can
• 5:44
  prove
• 5:44
  out
• 5:44
  the
• 5:44
  fact
• 5:45
  that
• 5:45
  they've
• 5:45
  got
• 5:45
  a
• 5:45
  density
• 5:46
  in
• 5:46
  their
• 5:47
  network
• 5:47
  by
• 5:47
  certain
• 5:48
  cities.
• 5:48
  Particularly.
• 5:49
  Yes.
• 5:49
  When
• 5:49
  we
• 5:50
  overcome
• 5:50
  older
• 5:51
  challenges,
• 5:51
  challenges
• 5:52
  about
• 5:52
  the
• 5:53
  density.
• 5:53
  I
• 5:54
  think
• 5:54
  the
• 5:54
  shapers
• 5:55
  will
• 5:55
  be
• 5:55
  definitely
• 5:56
  enjoying
• 5:57
  future
• 5:58
  of
• 5:59
  robust
• 6:00
  future
• 6:01
  physical
• 6:01
  AI
• 6:02
  on
• 6:02
  road
• 6:02
  being
• 6:03
  10
• 6:03
  times
• 6:04
  cheaper,
• 6:04
  but
• 6:05
  much
• 6:05
  more
• 6:05
  safer,
• 6:06
  much
• 6:06
  more
• 6:07
  efficient
• 6:08
  than
• 6:08
  the
• 6:08
  human
• 6:09
  right
• 6:09
  now.
• 6:10
  So
• 6:11
  the
• 6:11
  density
• 6:12
  will
• 6:12
  play
• 6:12
  an
• 6:12
  important
• 6:13
  role
• 6:13
  of
• 6:14
  doing
• 6:14
  that.
• 6:15
  Okay,
• 6:15
  got
• 6:15
  it.
• 6:16
  Okay.
• 6:16
  Since
• 6:16
  we're
• 6:17
  in
• 6:17
  Vienna.
• 6:18
  We're
• 6:18
  in
• 6:18
  Vienna,
• 6:18
  Austria.
• 6:19
  I
• 6:19
  gotta
• 6:19
  ask
• 6:20
  you
• 6:20
  about
• 6:20
  Europe
• 6:20
  and
• 6:20
  expansion.
• 6:21
  What
• 6:21
  are
• 6:22
  your
• 6:22
  thoughts
• 6:22
  on
• 6:22
  Europe
• 6:22
  and
• 6:23
  overall
• 6:23
  expansion
• 6:24
  of
• 6:24
  the
• 6:24
  company?
• 6:25
  Yeah,
• 6:25
  my
• 6:26
  learning
• 6:26
  about
• 6:26
  Europe
• 6:27
  is
• 6:27
  it's
• 6:28
  not
• 6:28
  one
• 6:29
  country,
• 6:29
  it's
• 6:29
  actually
• 6:29
  many.
• 6:30
  Right,
• 6:30
  that's
• 6:31
  always
• 6:31
  what
• 6:31
  I
• 6:31
  hear.
• 6:31
  Yeah.
• 6:32
  Yes.
• 6:32
  So
• 6:34
  when
• 6:34
  we
• 6:35
  come
• 6:35
  here,
• 6:35
  actually
• 6:36
  the
• 6:36
  first
• 6:36
  one
• 6:37
  is
• 6:37
  we
• 6:37
  try
• 6:37
  to
• 6:38
  learn
• 6:39
  we
• 6:39
  are
• 6:39
  not
• 6:40
  actually
• 6:41
  picking
• 6:42
  countries
• 6:42
  to
• 6:43
  cover.
• 6:43
  We
• 6:43
  are
• 6:43
  actually
• 6:45
  work
• 6:45
  with
• 6:45
  regulators
• 6:46
  who
• 6:47
  are
• 6:47
  open
• 6:47
  for
• 6:48
  discussion.
• 6:49
  I
• 6:50
  think
• 6:50
  one
• 6:50
  trend
• 6:51
  is
• 6:52
  it
• 6:52
  used
• 6:52
  to
• 6:52
  be
• 6:53
  the
• 6:53
  regulator
• 6:53
  asking
• 6:54
  whether
• 6:54
  we
• 6:54
  should
• 6:55
  allow
• 6:55
  this
• 6:56
  gradually.
• 6:57
  The
• 6:57
  regulators
• 6:58
  are
• 6:58
  asking
• 6:59
  how
• 6:59
  we
• 6:59
  can
• 6:59
  enable
• 7:00
  this.
• 7:01
  So
• 7:01
  that's.
• 7:01
  I
• 7:02
  think
• 7:02
  more
• 7:02
  and
• 7:02
  more
• 7:03
  regulators,
• 7:03
  more
• 7:03
  and
• 7:03
  more
• 7:04
  governments
• 7:04
  are
• 7:05
  believing
• 7:05
  this
• 7:06
  is
• 7:06
  definitely
• 7:06
  the
• 7:06
  future,
• 7:07
  especially
• 7:07
  for
• 7:08
  Europe.
• 7:08
  We
• 7:08
  see
• 7:09
  the
• 7:09
  shortage
• 7:09
  of
• 7:10
  driver
• 7:11
  as
• 7:11
  more
• 7:11
  and
• 7:12
  more
• 7:12
  a
• 7:13
  trend
• 7:13
  going
• 7:14
  forward
• 7:14
  and
• 7:14
  we
• 7:15
  want
• 7:15
  to,
• 7:15
  we
• 7:16
  actually,
• 7:16
  we
• 7:16
  don't
• 7:16
  want
• 7:17
  to
• 7:17
  take
• 7:17
  over
• 7:18
  the
• 7:18
  job.
• 7:18
  We
• 7:18
  want
• 7:18
  to
• 7:19
  act
• 7:19
  as
• 7:19
  the,
• 7:20
  as
• 7:20
  the
• 7:20
  supply,
• 7:21
  actual
• 7:21
  supply
• 7:22
  because
• 7:23
  the
• 7:23
  button
• 7:23
  is
• 7:24
  always
• 7:24
  under
• 7:24
  the
• 7:25
  regulator.
• 7:25
  They
• 7:25
  can
• 7:26
  control
• 7:26
  the
• 7:27
  number
• 7:27
  of
• 7:27
  vehicles
• 7:28
  running
• 7:29
  on
• 7:29
  road.
• 7:29
  Really
• 7:29
  it's
• 7:30
  very
• 7:30
  different
• 7:30
  from
• 7:31
  for
• 7:31
  example
• 7:32
  ride
• 7:32
  hailing
• 7:33
  business.
• 7:34
  It's
• 7:34
  really
• 7:35
  controlled
• 7:36
  regulated
• 7:37
  industry
• 7:38
  by
• 7:38
  the
• 7:38
  local
• 7:38
  government.
• 7:39
  Okay,
• 7:39
  wow,
• 7:39
  wow.
• 7:40
  Okay,
• 7:40
  I
• 7:40
  didn't
• 7:41
  know
• 7:41
  that
• 7:41
  either.
• 7:42
  So
• 7:42
  we're
• 7:43
  at
• 7:43
  cgf.
• 7:43
  I'm
• 7:44
  gonna
• 7:44
  get
• 7:44
  you
• 7:44
  out
• 7:44
  of
• 7:44
  here
• 7:44
  on
• 7:44
  this
• 7:44
  question.
• 7:47
  Creating
• 7:47
  a
• 7:47
  flexible
• 7:48
  and
• 7:48
  agile
• 7:49
  supply
• 7:49
  chain
• 7:49
  is
• 7:49
  a
• 7:49
  key
• 7:50
  topic
• 7:50
  of
• 7:50
  this
• 7:51
  conference.
• 7:51
  It's
• 7:51
  one
• 7:51
  of
• 7:52
  the
• 7:52
  devoted
• 7:52
  tracks
• 7:53
  at
• 7:53
  the
• 7:53
  conference.
• 7:54
  What
• 7:54
  as
• 7:55
  we
• 7:55
  step
• 7:55
  back
• 7:56
  from
• 7:56
  the
• 7:56
  whole
• 7:57
  discussion
• 7:57
  we've
• 7:57
  had,
• 7:58
  what
• 7:58
  is
• 7:58
  the
• 7:58
  major
• 7:59
  inefficiencies
• 8:00
  that
• 8:00
  autonomous
• 8:01
  delivery
• 8:02
  or
• 8:02
  efficiency
• 8:02
  that
• 8:03
  autonomous
• 8:03
  delivery
• 8:04
  helps
• 8:05
  to
• 8:05
  get
• 8:06
  around
• 8:06
  or
• 8:06
  improve
• 8:07
  upon?
• 8:07
  Yeah,
• 8:08
  there
• 8:08
  are
• 8:08
  a
• 8:08
  lot
• 8:08
  of
• 8:08
  benefits
• 8:09
  as
• 8:10
  I
• 8:10
  mentioned,
• 8:11
  the
• 8:11
  cost
• 8:13
  consistence
• 8:13
  of
• 8:13
  delivery.
• 8:14
  But
• 8:14
  if
• 8:15
  I
• 8:15
  have
• 8:15
  to
• 8:15
  choose
• 8:16
  one,
• 8:18
  I'll
• 8:18
  give
• 8:18
  you
• 8:19
  an
• 8:19
  example.
• 8:19
  Yeah,
• 8:20
  please.
• 8:20
  Because
• 8:21
  the
• 8:22
  human
• 8:23
  drivers
• 8:24
  have
• 8:24
  different
• 8:25
  situations.
• 8:26
  The
• 8:26
  average
• 8:26
  performance
• 8:27
  is
• 8:27
  there.
• 8:27
  But
• 8:28
  there's
• 8:30
  a
• 8:30
  range
• 8:31
  from
• 8:31
  the
• 8:31
  best
• 8:32
  performer
• 8:32
  and
• 8:33
  worst
• 8:33
  performer.
• 8:34
  And
• 8:35
  human
• 8:35
  can
• 8:35
  take
• 8:36
  leaves.
• 8:37
  Human
• 8:37
  can
• 8:38
  like
• 8:39
  maybe
• 8:40
  quit
• 8:40
  the
• 8:41
  industry
• 8:41
  for
• 8:42
  random
• 8:42
  reason.
• 8:44
  So
• 8:44
  that
• 8:45
  actually
• 8:45
  asks.
• 8:46
  That
• 8:46
  requires
• 8:47
  the
• 8:47
  shapers,
• 8:48
  the
• 8:48
  consumer
• 8:48
  good
• 8:49
  players.
• 8:49
  They
• 8:50
  have
• 8:50
  to
• 8:51
  keep
• 8:51
  their
• 8:51
  inventories
• 8:52
  just
• 8:52
  for
• 8:53
  in
• 8:53
  case
• 8:54
  situation.
• 8:55
  What
• 8:55
  if
• 8:55
  the
• 8:55
  situation
• 8:56
  happens.
• 8:56
  Right.
• 8:57
  So
• 8:57
  having
• 8:57
  a
• 8:57
  robot
• 8:58
  with
• 8:58
  stable
• 8:58
  performance,
• 8:59
  the
• 8:59
  consistency
• 9:00
  itself
• 9:00
  there's
• 9:01
  makes
• 9:01
  a
• 9:01
  difference
• 9:02
  already.
• 9:03
  So
• 9:03
  that
• 9:03
  was
• 9:04
  significantly
• 9:04
  reduced
• 9:05
  inventory
• 9:06
  of
• 9:06
  the
• 9:07
  consumer
• 9:07
  goods
• 9:08
  players
• 9:09
  for
• 9:09
  the
• 9:09
  business
• 9:10
  to
• 9:10
  operate
• 9:10
  so
• 9:11
  that
• 9:11
  the
• 9:11
  money
• 9:12
  will
• 9:12
  go
• 9:12
  back
• 9:12
  to
• 9:12
  the
• 9:13
  business
• 9:13
  so
• 9:13
  that
• 9:14
  beyond
• 9:15
  all
• 9:15
  the
• 9:15
  benefits
• 9:16
  of
• 9:16
  autonomous
• 9:16
  driving,
• 9:17
  I
• 9:17
  think
• 9:17
  the
• 9:17
  business
• 9:18
  itself
• 9:19
  will
• 9:19
  benefit
• 9:20
  as
• 9:20
  well
• 9:21
  as
• 9:21
  a
• 9:21
  result
• 9:21
  of
• 9:22
  the
• 9:22
  technology.
• 9:22
  Got
• 9:23
  it.
• 9:23
  So
• 9:23
  it
• 9:23
  basically
• 9:23
  helps
• 9:24
  eliminate
• 9:24
  the
• 9:24
  human
• 9:24
  variability
• 9:25
  that
• 9:25
  enters
• 9:26
  into
• 9:26
  the
• 9:26
  supply
• 9:26
  chain,
• 9:27
  which
• 9:27
  is
• 9:27
  what
• 9:27
  we
• 9:27
  hear
• 9:27
  typically
• 9:27
  with
• 9:28
  automation.
• 9:28
  So
• 9:28
  that's
• 9:29
  very
• 9:29
  in
• 9:29
  line.
• 9:30
  Yes.
• 9:30
  All
• 9:30
  right,
• 9:30
  I
• 9:30
  lied.
• 9:31
  I
• 9:31
  have
• 9:31
  one
• 9:31
  more
• 9:31
  question
• 9:32
  for
• 9:32
  you.
• 9:33
  Let's
• 9:33
  put
• 9:33
  your
• 9:33
  prediction
• 9:34
  hat
• 9:34
  on.
• 9:34
  We
• 9:34
  always
• 9:35
  love
• 9:35
  predictions
• 9:35
  here.
• 9:36
  How
• 9:37
  long
• 9:37
  before
• 9:38
  you
• 9:38
  think
• 9:38
  we
• 9:38
  see
• 9:39
  autonomous
• 9:40
  delivery
• 9:40
  vehicles
• 9:42
  peppering
• 9:43
  the
• 9:43
  landscape
• 9:43
  globally?
• 9:46
  Well,
• 9:46
  I
• 9:46
  think
• 9:47
  it
• 9:47
  will
• 9:47
  start
• 9:48
  definitely
• 9:48
  from
• 9:49
  the
• 9:49
  developed
• 9:50
  countries
• 9:50
  because
• 9:51
  it's
• 9:52
  addressing
• 9:52
  the
• 9:53
  pain
• 9:53
  points
• 9:54
  about,
• 9:54
  as
• 9:54
  I
• 9:54
  said,
• 9:55
  shortage
• 9:55
  of
• 9:55
  driver.
• 9:56
  We
• 9:56
  don't
• 9:57
  have
• 9:57
  to
• 9:57
  replace
• 9:57
  the
• 9:57
  job
• 9:58
  that
• 9:58
  people
• 9:58
  want
• 9:58
  to
• 9:59
  take.
• 9:59
  We
• 10:00
  have
• 10:00
  to.
• 10:00
  For
• 10:00
  example,
• 10:02
  I
• 10:02
  think
• 10:03
  some
• 10:03
  benefits
• 10:04
  we
• 10:04
  can
• 10:04
  enjoy
• 10:04
  from
• 10:05
  the
• 10:05
  robots
• 10:05
  is
• 10:06
  nighttime
• 10:07
  because
• 10:07
  it's
• 10:07
  not
• 10:08
  really
• 10:08
  healthy
• 10:08
  for
• 10:09
  driver
• 10:09
  to
• 10:09
  drive
• 10:10
  during
• 10:10
  nighttime.
• 10:11
  So
• 10:11
  we
• 10:12
  can
• 10:12
  ask
• 10:13
  the
• 10:13
  robots
• 10:14
  to
• 10:15
  start
• 10:15
  with,
• 10:15
  for
• 10:15
  example,
• 10:16
  very
• 10:17
  small
• 10:17
  use
• 10:18
  case
• 10:18
  during
• 10:18
  nighttime
• 10:19
  in
• 10:19
  developed
• 10:20
  countries.
• 10:20
  But
• 10:20
  gradually
• 10:21
  I
• 10:21
  do
• 10:22
  believe
• 10:22
  that's
• 10:22
  the
• 10:22
  trend.
• 10:23
  Probably
• 10:23
  it
• 10:24
  will
• 10:24
  be
• 10:24
  happening
• 10:25
  very
• 10:25
  soon
• 10:25
  because
• 10:26
  we
• 10:26
  have
• 10:27
  20,000
• 10:28
  vehicles
• 10:28
  already.
• 10:29
  Probably
• 10:30
  more
• 10:31
  than
• 10:31
  80%
• 10:32
  of
• 10:32
  the
• 10:32
  vehicles
• 10:32
  happened
• 10:33
  in
• 10:33
  last
• 10:33
  18
• 10:34
  months.
• 10:34
  Oh,
• 10:34
  wow.
• 10:35
  So
• 10:35
  we
• 10:36
  do
• 10:36
  see
• 10:36
  the
• 10:36
  trend
• 10:37
  is
• 10:37
  accelerating
• 10:38
  more
• 10:38
  and
• 10:39
  more.
• 10:39
  So
• 10:39
  I
• 10:40
  do
• 10:40
  believe
• 10:40
  the
• 10:41
  future
• 10:41
  is
• 10:41
  coming
• 10:41
  very
• 10:42
  soon.
• 10:42
  Awesome.
• 10:42
  Awesome.
• 10:43
  Wow.
• 10:43
  This
• 10:43
  is
• 10:43
  why
• 10:44
  I
• 10:44
  love
• 10:44
  what
• 10:44
  I
• 10:44
  do.
• 10:45
  So
• 10:45
  thank
• 10:45
  you.
• 10:45
  Will,
• 10:46
  thank
• 10:46
  you
• 10:46
  so
• 10:46
  much
• 10:46
  for
• 10:47
  joining
• 10:47
  me
• 10:47
  for
• 10:47
  kicking
• 10:48
  off
• 10:48
  our
• 10:48
  coverage
• 10:48
  here
• 10:48
  at
• 10:49
  the
• 10:49
  Consumer
• 10:49
  Goods
• 10:49
  Forum
• 10:50
  Global
• 10:50
  Summit
• 10:50
  in
• 10:50
  Vienna.
• 10:51
  Thanks
• 10:51
  to
• 10:51
  Fusion
• 10:52
  for
• 10:52
  making
• 10:52
  our
• 10:53
  coverage
• 10:53
  possible.
• 10:54
  We're
• 10:54
  going
• 10:54
  to
• 10:54
  be
• 10:54
  interviewing
• 10:55
  executives
• 10:55
  like
• 10:56
  Will
• 10:56
  all
• 10:57
  conference
• 10:57
  long
• 10:58
  for
• 10:58
  the
• 10:58
  next
• 10:58
  three
• 10:58
  days.
• 10:59
  So
• 10:59
  stick
• 10:59
  around,
• 10:59
  tune
• 11:00
  in
• 11:00
  and
• 11:00
  as
• 11:01
  always,
• 11:01
  be
• 11:01
  careful
• 11:02
  out
• 11:02
  there.