Alex Kendall

speaker

69 appearances 2 recordings 1 series first heard Feb 2026 last heard 3 Sep

Alex Kendall’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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market, as well of course, continuing to grow in production applications, like in consumer vehicles all around the world and for Robo Taxi Services.

So it's full steam ahead.

It's been a phenomenal year for our team so far.

And this is a pretty proud moment for us.

What we've built is an end-to-end AI driver.

So it's a single neural network that's capable of reasoning and making decisions in real time.

Uh it can generalize across any vehicle.

We work with small, large vehicles all around the world.

Uh, we're the first company to have driven this technology in over 500 cities, zero shot.

So no high definition maps.

It's an AI that's capable of driving any vehicle all the way around the world.

I don't think anyone is questioning that autonomy is going to be in every vehicle in the future.

I think that's very clear to the market now.

Every vehicle is going to be autonomous.

The question is, what is the right technology strategy and what is the right business model?

As you pointed out, in the last decade, it's missed earnings revenue estimates twice.

And sometimes it's beaten by as much as 20-odd percent.

So good is a given for them.

And that is what the consensus is, is that the numbers will be good.

The concern is it'll be like last time where...

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