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Jeff Lawson

๐Ÿ‘ค Speaker
311 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

But as you just pointed out, a lot of our biggest growth is actually in the highest value modes, highest margin modes.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Oh, my God.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

I mean, this is going to be a big year for self-driving cars, right?

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And let's start with sort of the big picture.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

When self-driving cars come onto a network like ours, it tends to expand the market.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

And you would expect that because it's a cool new product.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

It's reliable.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

You know, you can kind of space out.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

You can text and not worry about a driver overhearing a phone call, something like this.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

So that's really good.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Okay.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

So then what happens is you've got to make sure that you're well-positioned with all the best players in the market if you're in our business.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

Okay.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We are.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We've got Waymo partnership, as you know.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We've got a Baidu partnership that we've just announced is going to be live in London later this year.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

We just worked out an agreement with the city of Hamburg in Germany to be the first robot taxi provider there.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

So that's wonderful.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

So you've got the partnerships, you've got the cities lined up.

Bloomberg Tech
Software Selloff Continues as AI-Impact Worries Grow

got to be able to manage this fleet and as you just said this is not the sexy part but it's so important you've got to be able to make sure these cars are charged clean and ready to go we have a flex drive subsidiary that's been doing that for years we think we're the best in class and our goal is to be maybe five percent cheaper than any other place with higher quality to put robo taxis on the network