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Robotics
Andrew Murphy
Don’t Underestimate the Importance of 3D Mapping for Autonomy
As you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…
8-Minute Read
Artificial Intelligence
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Google
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Robotics
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Tesla
Austin Bohlig
UTM Deep Dive: A Multi-Billion Dollar Market You Can’t Ignore
Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…
14-Minute Read
Amazon
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Artificial Intelligence
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Robotics
Gene Munster
Tesla Semi Truck Hauls Heavy Disruptive Potential
Tesla’s announcement of an electric semi-truck is a big deal – not only does it have the potential to disrupt one the nation’s largest industries, but it marks another leap forward in making Tesla’s grand vision a reality. That said,…
6-Minute Read
Robotics
,
Tesla
Loup Ventures
UTM: What is it and why should you care?
Legislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. With nearly 30 years of experience in the Aviation sector over his career at the Department of…
6-Minute Read
Amazon
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Google
,
Robotics
Gene Munster
Take Cover: Collateral Damage from Next Transportation Wave
Special thanks to Austin Bohlig for his work on this note. Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…
6-Minute Read
Google
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Robotics
,
Tesla
Gene Munster
Beware of the Legislative Slow Hand as Self Drive Act Inches Forward
Yesterday, the U.S. House of Representatives passed proposed legislation that would make it easier for companies to test self-driving cars on the roads. The new rules would add as many as 100,000 autonomous test vehicles to U.S. roads every year,…
2-Minute Read
Artificial Intelligence
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Robotics
Gene Munster, Austin Bohlig
Auto Outlook 2040: The Rise of Fully Autonomous Vehicles
The global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…
10-Minute Read
Apple
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Artificial Intelligence
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Google
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Robotics
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Tesla
Gene Munster
The Consortium Conundrum & the Race for Autonomous Driving
The ambitious and multifaceted endeavor that is fully autonomous driving seems simply too large a task for one company to undertake. In the race for autonomy, automakers, software experts, hardware manufacturers, and ridesharing companies are turning to each other in…
5-Minute Read
Google
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Robotics
,
Tesla
Doug Clinton
Machines Taking Jobs: Why This Time Is Different
Will AI and robotics revolutionize human labor or not? More than half of all US jobs could be disrupted by automation in the next several decades; at least that’s our opinion. About half the people we talk to disagree. Those…
3-Minute Read
Artificial Intelligence
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Future
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Philosophy
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Robotics
Andrew Murphy
AGV Deep Dive: How Amazon’s 2012 Acquisition Sparked a $10B Market
Special thanks to Austin Bohlig for his work on this note. Amazon’s 2012 acquisition of Kiva Systems was the spark that ignited the Autonomous Guided Vehicles (AGV) industry, which we believe will represent a $10B market by 2025. We’ve taken a…
9-Minute Read
Amazon
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Artificial Intelligence
,
Robotics
Mcity Expert Weighs In On Autonomous Driving
“People tend to overestimate the amount of change that can happen in the near-term, and understate it in the long-term.” Huei Peng, Director of Mcity Last week we made a trip to Ann Arbor, Michigan to hear more about Mcity.…
6-Minute Read
Artificial Intelligence
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Robotics
,
Tesla
Gene Munster
Tesla: Short Term vs. Long Term
People tend to overestimate what happens in short-term, and underestimate what happens in the long-term. We believe that notion will define the Tesla story over the next six years. We caution that it will take time for the Tesla story…
4-Minute Read
Artificial Intelligence
,
Robotics
,
Tesla
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