Self-Driving
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The SpaceX IPO and Data Centers in Space
There isn’t a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
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An Interview with Bill Gurley About Runnin’ Down a Dream
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC.
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Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
Nvidia’s CES announcements didn’t have much for consumers, but affects them all the same.
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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.
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Nvidia at CES, Cosmos and Omniverse, Digits
Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.
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GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.
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An Interview with Understanding AI Author Timothy B. Lee
An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.