Prof G Media research analyst Dan Chiolan is obsessed with autonomous vehicles. Dan breaks down the current state of affairs: Waymo’s commanding lead, Tesla’s cost and data advantages, Amazon’s bet on Zoox, and Uber’s scramble to stay relevant. He also names the less obvious winners and losers of the trade, while explaining why China’s LiDAR exports could open a huge gap in the market, and what driverless cars mean for auto insurers, public transit, and nearly 5 million jobs.
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