Peter Landers
speaker
127 appearances
7 recordings
1 series
first heard Aug 2025
last heard 10 Aug
Peter Landers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
And any hint that the rise may not be quite as rapid as expected can have a big impact on the market because the prices right now are reflecting anticipation that the growth will continue to be incredibly rapid for a long time.
Right.
If the Federal Reserve did raise interest rates, it might reduce investment perhaps in AI or just send a shutter through the economy that would bring growth down generally and perhaps cast a chill over the AI boom.
And again, anything that affects those growth forecasts really has the market on edge.
Right, and the IPO on Friday certainly will be a barometer of how much investors think this field is going to grow in coming years because right now SpaceX doesn't have the kind of revenues that a company like Apple or Amazon does, nothing like that, nothing close to that.
If you buy into a trillion dollar plus valuation for SpaceX, you are expecting amazing growth to continue for a long time.
And it may well do that.
And I think the IPO will be a test of what investors expect.
When I was in Beijing this summer, I had a chance to ride in a couple of Chinese robo taxis
And to your point, Ling Ling, even the Chinese robotaxi companies and experts in the field say that Google sister Waymo is probably ahead in the latest technology for autonomous driving.
The Chinese companies like WeRide, Pony AI, Apollo Go, they're definitely watching Google very closely.
And any paper that Google might publish about its algorithms for robotaxis, those are sure to be scrutinized carefully by the
the chinese robo taxi companies and so it's a race really to get global markets the us market is not really open to these chinese companies but other global markets are and it's a race who can get there first and spread their technology and i got the sense that china might ultimately win and set the global standard five to ten years from now just because their robo taxis are more affordable and i
Companies are more active even than Waymo in trying to set up demonstration projects and experimental projects in the Middle East, in European countries.
So I think it's a race in many areas, not just robo-taxis.
I offered that as one example.
And it's also in AI and things like LLMs.
So it's a race to set those global standards for AI and also be the most widely used
I think that's right.
And with robotaxis, of course, safety is the overriding determinant, I think.
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