Mettez-vous hors ligne avec l'application Player FM !
FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan!
Manage episode 366341946 series 3296910
Coming up this episode... I have a conversation with RBC Capital Markets Lead Equity Analyst of Global Autos, Tom Narayan, about Tesla Full Self Driving, Autonomous Vehicles, Robotaxi, and the future of the auto industry!
Content:
0:00 - Titan Auto & Tire, my favorite place to take my vehicles for maintenance and repairs!
0:19 - Intro and Welcome
1:56 - Tom Narayan: Background
2:55 - Tesla is the Netflix of the Auto Industry
4:47 - How has Tesla been so influential?
7:49 - Taking on Big Oil and Big Auto
8:49 - With recent partnerships, things are changing
9:52 - Will we see Tesla licensing their software, FSD specifically?
12:51 - Regulators will likely mandate Autonomous Features
13:46 - Future profit margins will be on software, not the vehicles themselves
17:04 - Robo-Taxi is going to be the key to the future of Tesla
17:44 - FSD isn’t where it needs to be yet, but will see rapid improvements
21:09 - Tesla has said they want to lower the price of FSD
23:27 - There will be a point where it’s undeniably good and use will be mandated
25:50 - When will we see private vehicles prohibited from driving in some areas?
30:11 - Maybe it’s time to design cities that focus on people, not cars
31:34 - Talking Robo-Taxis and full autonomy
33:57 - What will it take to transition to Level 4 Autonomy and Robo-Taxis?
36:30 - When can we expect Level 4 Autonomy to be available?
39:41 - Robo-Taxis may actually make things harder… at first.
40:33 - There’s a big business opportunity…
42:48 - Who will the winners and losers be over the next 20 years?
49:05 - How to follow Tom Narayan
50:16 - Ending Announcements
Podcast Partner: Titan Auto and Tire - Titan is one of the very few independent shops in Central Virginia that are qualified to work on EVs and Hybrids.
Patreon Supporters:
Director Tier - Rajeev Narayan, Andy Cooper, Ethan B.
Executive Producer Tier - Christopher Lawrence
Producer Tier - Charles Hall, Eric Weber, Alan Michel
If you would like to support the EV Resource Podcast, Magazine, Newsletter, and YouTube Channel, head over to Patreon and consider a monthly contribution. https://www.patreon.com/EVResource
Do you like to read your news as well as listen to it?
Check out the EV Resource Weekly Newsletter and Bi-Monthly Digital Magazine:
https://evresource.beehiiv.com/
Connect with EV Resource on Social Media!
Facebook: https://www.facebook.com/evresource1
Instagram: https://www.instagram.com/ev_resource
Twitter: https://www.twitter.com/EV_Resource
Webpage: https://www.ev-resource.com
E
Connect with EV Resource on Social Media!
Facebook: https://www.facebook.com/evresource1
Instagram: https://www.instagram.com/ev_resource
Twitter: https://www.twitter.com/EV_Resource
Webpage: https://www.ev-resource.com
Email: hello@ev-resource.com
Chapitres
1. FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:00:00)
2. [Ad] PodMatch (00:17:44)
3. (Cont.) FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:18:23)
204 episodes
Manage episode 366341946 series 3296910
Coming up this episode... I have a conversation with RBC Capital Markets Lead Equity Analyst of Global Autos, Tom Narayan, about Tesla Full Self Driving, Autonomous Vehicles, Robotaxi, and the future of the auto industry!
Content:
0:00 - Titan Auto & Tire, my favorite place to take my vehicles for maintenance and repairs!
0:19 - Intro and Welcome
1:56 - Tom Narayan: Background
2:55 - Tesla is the Netflix of the Auto Industry
4:47 - How has Tesla been so influential?
7:49 - Taking on Big Oil and Big Auto
8:49 - With recent partnerships, things are changing
9:52 - Will we see Tesla licensing their software, FSD specifically?
12:51 - Regulators will likely mandate Autonomous Features
13:46 - Future profit margins will be on software, not the vehicles themselves
17:04 - Robo-Taxi is going to be the key to the future of Tesla
17:44 - FSD isn’t where it needs to be yet, but will see rapid improvements
21:09 - Tesla has said they want to lower the price of FSD
23:27 - There will be a point where it’s undeniably good and use will be mandated
25:50 - When will we see private vehicles prohibited from driving in some areas?
30:11 - Maybe it’s time to design cities that focus on people, not cars
31:34 - Talking Robo-Taxis and full autonomy
33:57 - What will it take to transition to Level 4 Autonomy and Robo-Taxis?
36:30 - When can we expect Level 4 Autonomy to be available?
39:41 - Robo-Taxis may actually make things harder… at first.
40:33 - There’s a big business opportunity…
42:48 - Who will the winners and losers be over the next 20 years?
49:05 - How to follow Tom Narayan
50:16 - Ending Announcements
Podcast Partner: Titan Auto and Tire - Titan is one of the very few independent shops in Central Virginia that are qualified to work on EVs and Hybrids.
Patreon Supporters:
Director Tier - Rajeev Narayan, Andy Cooper, Ethan B.
Executive Producer Tier - Christopher Lawrence
Producer Tier - Charles Hall, Eric Weber, Alan Michel
If you would like to support the EV Resource Podcast, Magazine, Newsletter, and YouTube Channel, head over to Patreon and consider a monthly contribution. https://www.patreon.com/EVResource
Do you like to read your news as well as listen to it?
Check out the EV Resource Weekly Newsletter and Bi-Monthly Digital Magazine:
https://evresource.beehiiv.com/
Connect with EV Resource on Social Media!
Facebook: https://www.facebook.com/evresource1
Instagram: https://www.instagram.com/ev_resource
Twitter: https://www.twitter.com/EV_Resource
Webpage: https://www.ev-resource.com
E
Connect with EV Resource on Social Media!
Facebook: https://www.facebook.com/evresource1
Instagram: https://www.instagram.com/ev_resource
Twitter: https://www.twitter.com/EV_Resource
Webpage: https://www.ev-resource.com
Email: hello@ev-resource.com
Chapitres
1. FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:00:00)
2. [Ad] PodMatch (00:17:44)
3. (Cont.) FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:18:23)
204 episodes
كل الحلقات
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.