Episode #15 - Wayward Waymo One, A Spotlight on China AV companies, Robotaxi partnerships

In this episode, Lei and Tu talk autonomous vehicles. They discuss Pony.ai, Didi, and break down the current partnership landscape between the AV startups, manufacturers, and ride-hailing companies and talk through how these partnerships are going to work. 

Lei highlights how the local chip startups could compete and ultimately dominate the local China market.

Finally, Tu takes a few minutes to discuss the potential challenges ahead for Foxconn as they get into the automotive manufacturing business as they partner with Byton, Fisker, Faraday Future, and others.