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Stephanie Flanders

๐Ÿ‘ค Speaker
1213 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

People on the Tesla side of the camp say this is a notable moment because it's a first for a vision only based platform to be on public roads, not just with no one in the driver's seat, but no supervising attendant in the passenger seat either.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

People would also note that there were other restrictions on social media.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

For example, there were support vehicles from Tesla, it is alleged and claimed.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

That said, the vision only part, the distinction that Tesla's system relies only on cameras, whereas Waymo has a multi-sensor suite, your interpretation of why that's significant?

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Regulatory landscape has not held back other competitors to this point.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

And when you think about a few, a handful of Teslas on the road and you compare that to a million rides that we're all having per month already using Waymo and they're aiming it for a million per week, how much are we able to really say that Tesla's winning here or not?

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Yeah, in simple terms, people define Waymo being ahead by the number of cities it's deployed in without any human supervision in the car and charging a fare to passengers.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

I'd love to talk about the human side of this, though, right?

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

In your research at a number of academic institutions over the years, do we have the evidence yet that the general population feels ready to jump in a robo taxi as their sort of chosen method of transport?

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Regina, what's interesting is the global context because we saw actually shares of Uber and Lyft get hit by this announcement of Elon Musk.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

And in many ways, they're already out there not only partnering in Austin with Waymo like Uber, but they're also in China.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

And we're seeing Beijing people hopping in those cars pretty actively.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

We're also seeing it in the Middle East as well with WeRide and Uber out there trying things.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

How are you seeing globally the readiness of the consumer?

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Regina Clulo of Populous, great to have you on the show.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Thank you very much.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

Okay, so Apple's basically flat in the session, but actually it had a pretty rough start to the week.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

And believe it or not, this is a stock that's on track for its eighth straight weekly decline, the worst run of weekly declines going back to May of 2022.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

There is a lot in the news cycle with Apple, and a lot of it comes from Bloomberg.

Bloomberg Tech
Intel Falls as Manufacturing Snags Bedevil Comeback

The company's hardware chief, John Ternes, has added one of the iPhone maker's most critical functions and prestigious responsibilities to his role.