Rethinking Transportation

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ...  Show more

Will we all abandon our cars in favour of self-driving taxi apps by the year 2030, or is this pure fantasy?Justin Rowlatt takes on the many sceptical responses he received from readers to an article on the BBC website in which he sought to explain "Why you have (probably) bought ...  Show more

How ready are GCC cities for mass adoption of autonomous vehicles? In this inbold episode, Ruggero Moretto sits down with Frans Hiemstra from Uber and Andreas Gissler from Strategy& Middle East to discuss the evolution of autonomous driving technology, regulatory landscapes, busi ...  Show more

Flying cars? Wormholes? Fully-automated vehicles? We discuss what we think transportation will look like in the future. 

The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in this episode. Emerging technologies and business models like ride-hailing and shar ...  Show more