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 If you would like to support the EV Resource Podcast, Magazine, Newsletter, and YouTube Channel, head over to Patreon and consider a monthly contribution. https://www.patreon.com/EVResource Do you like to read your news as well as listen to it? Check out the EV Resource Weekly Newsletter and Bi-Monthly Digital Magazine: https://evresource.beehiiv.com/ Connect with EV Resource on Social Media! Facebook: https://www.facebook.com/evresource1 Instagram: https://www.instagram.com/ev_resource Twitter: https://www.twitter.com/EV_Resource Webpage: https://www.ev-resource.com Email: [email protected]] Support the showConnect with EV Resource on Social Media! Facebook: https://www.facebook.com/evresource1 Instagram: https://www.instagram.com/ev_resource Twitter: https://www.twitter.com/EV_Resource Webpage: https://www.ev-resource.com Email: [email protected]
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