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Self-Driving Cars: From 7,000 to 6 million Robotaxis | The Decade Ahead
Welcome to The Decade Ahead, a ten-part series unpacking ten investing themes Bryce and Alec believe will shape the next decade. In episode one, they unpack why autonomous vehicles are emerging as the next battleground in technology, and which companies could be best positioned as robotaxis begin to reshape the future of transport.
In this episode:
00:00 - EV Adoption Has Reached a Tipping Point
07:17 - Why Robotaxis are the Next Chapter of the EV Story
09:25 - Understanding the Six Levels of Autonomous Driving
14:22 - Waymo, Tesla and the Global Robotaxi Race
22:33 - The Biggest Risks…
The skinny
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