Autolane

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• bullish assessment Unattributed

  That is either going to equate to 12 different distinct deep integrations with 12 different companies, or it's going to result in some type of universal orchestration layer. And that's what auto lane is. ... my take on it is that is the form factor that's going to take the lion's share of autonomous commerce deliveries. And that's what we're absolutely focused on.

• neutral fact_claim Unattributed

  We aren't making a bet on one form factor or another. We are simply stating that all of these form factors and others that we can't yet imagine on this call today will come to fruition and will create an ecosystem of delivery options that all function in a very similar way, meaning they don't have drivers.

• bullish fact_claim Unattributed

  we also think a lot about the demand curve, uh, for ride sharing. ... we find that, you know, every city is very different in certain small little ways. And so what I'd like to think about is how do we help them fine tune the system, uh, for every city

• bullish fact_claim Unattributed

  we help Waymo to really open up a new market, light up a new market without having a single person from Waymo needing to step foot into those markets, uh, themselves.

• bullish fact_claim Unattributed

  we develop all the infrastructure needed to bring a Waymo to a city. And there's really three types of infrastructure that we work on. Uh, the first is charging locations where we service the vehicles, we prepare them for ride sharing services. Uh, second, we also set up the service facilities that's needed to perform maintenance and repair. ... And then the third is, uh, we do have, uh, parking infrastructure for situations when we have to defleet the fleet due to either bad weather events or,

• bullish fact_claim Unattributed

  why companies like Waymo choose to partner with us is because, you know, we accelerate the commercial scaling of their ambitions into cities on a faster timeline and in a more economic way.

• bullish fact_claim Unattributed

  Managing an AV fleet is 100% completely different from managing a traditional fleet. ... we spend zero percent of our time thinking about filling seats. Instead we spend a lot of our time ... recording every single vehicle when it comes back into the facility. How do we ensure that it meets the safety standards that our riders deserve? And so having that traceability, every time we balance or repair a tire, how to ensure that the torque values are, uh, recorded for every single nut, uh, before i

• bullish assessment Ben

  From my vantage point and, uh, a CEO of Autolane and working with these different and testing when I've tested WeRide, I've tested Zoox, I've tested Wave, I've tested, obviously Tesla, Waymo. So almost all of them. And, you know, they're all really good. They're all really good and they're all pretty close to each other. Um, so I'm very bullish on, on the progress that will continue to be made here.

• bullish assessment Ben

  I can say over the last 18 months of building auto lane, uh, if, if you looked at FSD as an example from August, 2024 until today, it's significantly better. I would even maybe say twice as good.

• bullish assessment Ben

  I came up with the idea for auto lane in August, 2024, because I bought a brand new Tesla and was, uh, astounded by how good the FSD quality was even at that point. And kind of had the epiphany that if this technology continues at the rate that it's, uh, improving, then this is clearly a general purpose technology that's going to change the world. And if that's true, then what we need to see is pretty significant and steady progress, similar to the world of LLMs, uh, in order for, for, for, for

• neutral fact_claim Ben

  we have a fleet, uh, at auto lane of Tesla's hardware for, and you know, we're, we're driving them all day, every day.