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