FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan!

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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.

https://www.titanautotire.com

Patreon Supporters:

Director Tier - Rajeev Narayan, Andy Cooper, Ethan B.

Executive Producer Tier - Christopher Lawrence

Producer Tier - Charles Hall, Eric Weber, Alan Michel

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Κεφάλαια

1. FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:00:00)

2. [Ad] All Automotive with Matt Clawson (00:17:44)

3. (Cont.) FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan! (00:18:26)