Autonomous vehicles as a long-term cost disruptor
The early vision discussed was that autonomous vehicle technology could radically lower ride costs by removing the driver, but also posed a competitive threat from tech giants like Google.
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The story so far
CONTESTED · 19 MENTIONS · 8 EPISODES · 6 SHOWS
13 JAN 2026 — 17 AUG 2026 · YESTERDAY
13 SUPPORT · 1 CHALLENGE · 2 REPEAT · 3 MENTIONED
- YET ANOTHER VALUE PODCAST · 4 MENTIONS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- Autonomous vehicles as a long-term cost disruptor · THIS IDEA
- THE COMPOUND AND FRIENDS · 4 MENTIONS
- THE COMPOUND AND FRIENDS
- BARRON'S STREETWISE
- MOTLEY FOOL MONEY
- MOTLEY FOOL MONEY
- THE TWENTY MINUTE VC · 6 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD