Autonocast

For much of the last few years, autonomous robotaxis were simply presumed to be a technological problem whose economics would be easily competitive. Now, with human-driven ridehailing still struggling to turn a profit, more and more companies are realizing that the robotaxi business won't necessarily be an easy one. Perhaps the best view of the robotaxi's economic challenge comes from Ashley Nunes, a Harvard researcher whose study of autonomous taxi economics in San Francisco revealed that the massive margins once anticipated will be tough to deliver on, and that maximizing utilization will be the key to a viable business. Nunes joins the show to explain his research, explore the underlying assumptions and discuss the business case challenges ahead for autonomous ride hailing.

The paper discussed in this episode can be found here: https://psyarxiv.com/6e94h

Because mobility is so foundational to society, rethinking it requires a broad, multidisciplinary approach. As a former EV engineer at GM, a former investor for GM Ventures and the founder and former COO of the autonomous shuttle startup May Mobility, Alisyn Malek has precisely that kind of big-picture perspective. She joins the show to discuss the state of mobility tech, alternatives to VC funding for startups in the space, the challenge of matching product and infrastructure "clock speed" with rapid software innovation and much more.

The collapse of Starsky Robotics has been the subject of rumor and speculation in the autonomous drive technology world for months, but now founder Stefan Seltz-Axmacher is ready to set the record straight. He joins The Autonocast to discuss his recent blog post on The Fall of Starsky, the lessons learned from his time running a startup, where the autonomy and trucking spaces are going, and what he's doing next. Find out more about Stefan’s current work helping businesses obtain bridge loans to survive COVID-19 by going to https://wefunder.com/loans

Ed's recent misadventure renting an electric car prompts the gang to share similar experiences, and consider what they might mean for EV adoption. Plus: discussion of Ford's new affordable EV skunkworks, Cruise's CPUC penalty hearing and Waymo's cyclist collision in San Francisco.

With Tesla's core EV business losing all growth momentum, Elon Musk once again appears to be gambling the most valuable automaker in the world on a driving automation tech play that is clearly not viable. The gang chews on this meaty topic, after a round of AV appetizers featuring the return of Cruise and the death of Ghost.