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Ed Ludlow

πŸ‘€ Speaker
10096 total appearances
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Appearances Over Time

Podcast Appearances

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

You know, like the things that are good for you are black, chauffeured rides, airports.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Those are higher value.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And so, like, my interpretation of reading all the analyst response, at least, is that they looked at the kind of profit outlook and said, ooh, that's a bit below what we expected.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

What were the factors behind that if those kind of high-value segments are doing great?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

I mean, so it's a good question, right?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Look, we had a blowout quarter.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

So we've got a lot of conviction that we're in a good place and only getting better.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

You and I spent some time together at the end of last year and we went kind of a bit deeper on the RoboTaxi plan.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

It's through partnerships and it's leveraging what you believe is a strength in fleet management.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

That's right.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Succinctly update us.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Yeah.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

On everything that's due to happen then, please.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Is there a case study for you to reflect on in real terms then, like Atlanta, Maine mobility?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

What are you learning there?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

By the way, what's the status of it in terms of like fully driverless, et cetera?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And that's kind of what we're saying.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

I asked Bloomberg tech producer Justin Lau to pop his head out the window and check because like here in the Bay, obviously, we don't get confronted by snow.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

But, you know, I went back and read my history about the kind of micromobility part of the business.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

It is a smaller part in revenues basis, but clearly it's still important to you.