Episode #103: Scarce to Itself: NVIDIA, Apple, a Driverless Zoox, and the Real Fight Over the Future of Cars
In this episode of Stewart Squared, Stewart Alsop III and Stewart Alsop II dig into the fast-moving world of self-driving cars — from Cruise's rocky history and Waymo's expansion to Zoox's driverless design and NVIDIA's growing role as the go-to OEM partner for automakers building software- and AI-defined vehicles — before the conversation branches into dual-use tech lessons from Ukraine, the US-China race in autonomy and semiconductors, the DRAM memory shortage squeezing Apple and the gaming industry, Slate's stripped-down electric truck, and a closing riff on performance-based…
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