LIDAR favored over Tesla's robotaxi approach
The guest argued that the robotaxi trade has disappointed Tesla shareholders, prompting a shift in investment focus toward LIDAR-based autonomous vehicle technology.
The argument
The guest expressed skepticism about Tesla's near-term robotaxi momentum and stated they have shifted investment attention toward LIDAR and radar technology companies, which are seeing more real-world deployment momentum.
The thesis, stress-tested
✓ What validates it
- ✓Waymo expanding its LIDAR-based commercial tests
- ✓Tesla facing further delays or regulatory hurdles with its robotaxi rollout
▸ Risks discussed
- ▸Tesla successfully scaling its vision-only Full Self-Driving technology
- ▸LIDAR technology remaining too expensive for mass adoption
Hear it yourself
"So a new version of the transitory narrative of of Jay Powell, with maybe slightly better hopes of an actual resolution to the inflation issue here. Okay. So team transitory potentially coming back around. Does he have the votes for that, though? No. That's the big issue. But, you know, we're not close to a majority favoring a rate hike. So in that sense, it'll probably have some leeway in terms of communicating how to wait and see. If if you look at what Chris Waller said, he's basically in favor of scrapping the easing bias, but he also said that he's not close to moving to an outright hawkish bias."
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