The Future of Self-driving Cars

I have researched the major self driving car companies. We know Argo AI failed. They were ranked 5th in California based upon disengagement miles. Disengagement miles is a misleading statistic. It is only somewhat predictive. Argo had $4 billion or so of funding and 2100 employees. Ford after pulling the plug said Argo was over …

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Zeihan Predicts EV Revolution Fails and High Global Inflation for Five Years

Peter Zeihan is a geopolitical forecaster who uses simplified analysis and makes broad generalized predictions. He has predicted financial doom for China for over a decade. He does correctly identify things like demographic challenges which in some cases can cause a -1% drag on GDP growth for a country. However, he broadly assumes that no …

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Winners in Robotaxi Tech Can 100X? Who Wins? By How Much?

I have looked at all of the dozens of self-driving car companies. I looked at many of the 80 LIDAR (laser radar) companies. I cut through all of the noise, complexity and confusion. Robotaxis will change the world and are a multi-trillion opportunity. Companies have spent over a hundred billion dollars already and even more …

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