• Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution

  • 2024/10/13
  • 再生時間: 36 分
  • ポッドキャスト

Tesla's We, Robot Event: AI Confusion or Cybernetic Revolution

  • サマリー

  • In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the markets mixed market reaction.

    While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service.

    Overall, the We Robot event was impressive. Cybercab, Robovan are Tesla’s vision for an autonomous future. Optimus is getting closer to moving into homes, and we suspect Tesla has something else up there sleeves.


    Episode Chapters

    • 0:00 Optimus (Robots)
    • 2:35 Full Self-Driving (FSD)
    • 9:40 Cybercab
    • 19:24 Uber & Lyft
    • 26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?
    • 28:33 Inductive Charging
    • 32:56 Autonomy Disneyland
    • 34:54 Next Week


    The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

    Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠

    LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠Sign up for research here.⁠⁠⁠

    The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠team@lightshedtmt.com

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あらすじ・解説

In this episode of Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla’s We Robot event, an event that Grayson has dubbed as “Autonomy Disneyland” and the markets mixed market reaction.

While the We Robot event was impressive and Disneyesque, it fell short on providing concrete details about timelines, financial projections, and technological progress in Tesla’s development of full self-driving (FSD). The lack of substantive details led to an 8% drop in Tesla’s stock price, while Uber and Lyft’ stocks gained on no further details about Tesla’s proposed robotaxi network service.

Overall, the We Robot event was impressive. Cybercab, Robovan are Tesla’s vision for an autonomous future. Optimus is getting closer to moving into homes, and we suspect Tesla has something else up there sleeves.


Episode Chapters

  • 0:00 Optimus (Robots)
  • 2:35 Full Self-Driving (FSD)
  • 9:40 Cybercab
  • 19:24 Uber & Lyft
  • 26:12 Does Amazon Integrate Zoox into a Prime Mobility Tier?
  • 28:33 Inductive Charging
  • 32:56 Autonomy Disneyland
  • 34:54 Next Week


The Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™.

Sign up for This Week in The Autonomy Economy newsletter: ⁠⁠⁠https://www.roadtoautonomy.com/autonomy-economy/⁠⁠⁠

LightShed Partners is a leading independent research firm focused on the convergence of technology, media, and telecommunications. Known for its forward-thinking insights, LightShed Partners provides in-depth analysis on trends, disruptions, and innovations shaping these industries, offering clients data-driven research to inform investment decisions. ⁠⁠⁠Sign up for research here.⁠⁠⁠

The LightShed Podcast, released every Friday, delivers cutting-edge insights into the world of technology, media, and telecommunications (TMT), focusing on key trends and disruptions shaping the future of these industries. Each episode explores topics like streaming services, social media, digital transformation, and the future of entertainment technology. Closely followed by key decision-makers in the TMT industries, this podcast provides actionable analysis for investors, industry professionals, and tech enthusiasts. Subscribe to the LightShed Podcast for expert commentary on market trends, investment opportunities, and insights driving the TMT sector forward. For access to this paywalled podcast email: ⁠⁠⁠team@lightshedtmt.com

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