Latest / The Data Exchange with Ben Lorica
Can China Do to Robotaxis What It Did to Solar?
Ben Lorica talks with Evangelos Simoudis about three forces reshaping AI: why recent “rogue agent” incidents may be more about permissions, identity, and governance than runaway intelligence; how the belief that AGI is near is helping sustain enormous investment in AI models and data centers despite unanswered questions about margins and ROI; and whether Chinese robotaxi companies can challenge Waymo globally by following a playbook similar to China’s rise in solar and batteries.
Subscribe to the Gradient Flow Newsletter 📩 https://gradientflow.substack.com/
Subscribe: Apple · Spotify ·…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.