Waymo rides are forecast to rise dramatically, Tesla is trying to deceive investors into thinking it has San Francisco Robotaxis, and Nexar Unveils BADAS.
The bit about the undefined milestones Avride needs to hit for the full funding really caught my attention. How do you rekon they'll define 'fully driverless' for those targets by 2025? It's always great to read your insights on these complex tech investments.
The milestone-based funding structure here is quite clever - it protects both Uber and Nebius while giving Avride room to prove their techology. What stands out is how Nebius is positioning itself not just as cloud infrastructure provider, but as a strategic partner in the AV ecosystem. The 500-vehicle target is ambitious but achivable given the multi-year timeline. Interesting to see how this compares to Waymo's current deployment strategy.
Yea I'm always a bit skeptical of milestone based agreements since it sounds good on a press release but there are often a lot of outs for the one taking the risk (ie Uber / Nebius)
The bit about the undefined milestones Avride needs to hit for the full funding really caught my attention. How do you rekon they'll define 'fully driverless' for those targets by 2025? It's always great to read your insights on these complex tech investments.
The milestone-based funding structure here is quite clever - it protects both Uber and Nebius while giving Avride room to prove their techology. What stands out is how Nebius is positioning itself not just as cloud infrastructure provider, but as a strategic partner in the AV ecosystem. The 500-vehicle target is ambitious but achivable given the multi-year timeline. Interesting to see how this compares to Waymo's current deployment strategy.
Yea I'm always a bit skeptical of milestone based agreements since it sounds good on a press release but there are often a lot of outs for the one taking the risk (ie Uber / Nebius)