Your one-stop-shop for all the relevant tables and charts for each industry.
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Podcast about EVs and Robotaxis
I recently visited Estonia— the tiny European nation home to a remarkable number of unicorns—to sit down with Rob West of Thunder Said Energy. We spent just over half an hour discussing the future of robotaxis, the global vehicle market, and EV competitiveness. Give it a listen on your drive home, in the gym, or during a weekend trip!
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Companies can "force" Robotaxi Deployment, but they can't force Profitability
In this research paper we examine everything you wanted to know about robotaxi teleoperators, the "Air Traffic Control" of Robotaxi networks.
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Does a 2-seater Robotaxi make Sense?
In this research paper we examine whether a 2-seat robotaxi truly makes sense from the perspectives of cost savings and utilization.
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Robotaxi Launch: What to look out for?
In this research note, we analyze considerations important for a successful launch for a new robotaxi company in a new city.
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The forgotten Robotaxi Race: Race to build Infrastructure
Let’s assume that the autonomous technology works. It works for Waymo and Baidu today and it will work for many others in the future. In that case, the pace of robotaxi deployment is constrained by infrastructure—not vehicle availability or capital.
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Autonomous Driving: Primer
In this primer, we explore the world of autonomous driving and how it challenges the archetype of vehicle ownership.
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Can conventional Ride-hailing survive the Age of Autonomy?
In this report, we explore the future of ride-hailing in a world of autonomous vehicles. If robotaxis scale, do ride-hailing platforms stay relevant—or get cut out? Is vehicle cost still important, or do utilization and teleoperator ratios matter far more?
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Humanoid Robots: Primer
Humanoid robots are capturing global attention — but how close are they to real-world utility? This report explores what’s behind the viral videos, and what truly matters when assessing robot performance.
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Is Cannibalization a Myth?
In this report, we examine historical examples of new model introductions and their impact on overall sales volumes, as well as on the sales volumes of other models within the lineup.
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Which Carmakers are mass-collecting Data for AI autonomy?
Carmakers are naturally well positioned to solve AI-based autonomy as they have large fleets and possibility to monitor how their owners drive. We examine what are various carmakers doing to solve autonomy.
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I drove the $10,000 BYD Seagull… What’s it like?
Ever since the $10,000 BYD Seagull was introduced, I couldn't wait to drive one. How can someone build an electric car with a reasonably sized battery for such low cost?
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Can Teleoperators help accelerate Robotaxi Deployment?
Our research note examines teleoperators in robotaxi deployment, clarifying that they assist in non-emergency cases rather than providing full remote control.
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All About the Weather
Our research note explores the impact of adverse weather on autonomous driving, emphasizing that rather than measuring success by miles driven without intervention, the focus should be on specific challenging scenarios such as darkness and heavy rain.
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