Robotics

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,…

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…

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…

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,…

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…

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…

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…

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…

“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.…

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…

There’s been a lot written about the Model 3 and little more I can add about the car, but I’d like to share something I noticed at my first Tesla event last week: the incredible power of a shared mission.

We continue to believe the Model 3 will be the most important catalyst to the world’s adoption of EV and autonomous driving. And we expect it to play a big role in commercializing and consumerizing AI and robotics technologies. Heading…