Nathan Labenz: belief

Transcript context

…Yes, so I think what happened, and I think this trend is going to keep happening in the automotive industry, it's also lost due to autonomous driving, right? It's a bit pushed towards autonomous car, because essentially once you've sold autonomous driving, car becomes a commodity, right? So you don't need to own a car anymore, right? If you can just drive to your home, drops you anywhere you want. and you don't need drugs, right? Car becoming a community means that ultimately cars would tend to look more the same, right? By definition, by pure definition. However, before we get there, I do believe, and that's the difference I was saying before, that the winning companies are the ones that are going to be able to code the best practice brand within this AI workforce. And I'm convinced of that. And that can lead to again, widening the gap between the companies that did not unopt AI quickly enough and the one that did, right? And here we will see massively different differences. People might be surprised by how, when you talk about taking the driver out of the car, so to speak, in a very, literal way that opens up like all kinds of new form factors, right? It could be the small delivery car that doesn't have any people at all. It could be sleepers that we get to overnight in on our way to grandmother's house, whatever. I think that has felt, even though people have talked about that, imagine that for a while when they think about the self-driving car world, it has felt like that is a long way off even once the technology works because We just haven't seen much change. Like why would we expect to see all these form factors pop up from a bunch of car companies that have given us like strikingly point for point similar product lines in recent decades. But this maybe could be very different in a world where a tremendous amount of stuff becomes automated. Is there like a, is there a bootstrap there that you think is interesting? One that does strike me is like the vehicle lists passengers in a, it wouldn't take much to perhaps create some slightly different regulations for those type of devices. And next thing you could really get a crazy flywheel going, perhaps, that then again, like leaks out into the rest of the broader industry. How, like, how fast do you think that kind of stuff could happen? I think the main reason for the phenomenon you're mentioning is that today most of the autonomous driving cars are cars that you could drive, but they're not made autonomous, right? And because you need to drive them, then they look like the ones we used to. If you look at way more, right, this is what's happening, they take the chip hard, I-pace, and they make it autonomous. And if you give another cell, you need to be able to drive it by regulation if you have an issue. But there are a few companies If I take the counter example, that I've built autonomous first vehicles. If you think about Dukes, right, I guess you know about this company on the West Coast. I think the first tagline is that it's not a car, right? It's a robotaxi designed around you, if you recall correctly. Because they've built it fully autonomous minds and 1st, that's it. And it doesn't look like a car. If you think about it, it's a relation to anything we've seen. So I think the more that the technology becomes mature, the bigger the shift gonna be to new type of concepts as well.…

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