Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Waymo’s rapid expansion
- Rivian breaks ground
- Tesla’s Robotaxi challenges
- Our top EV/autonomous stock
Com ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Dec 2021
SPACs and Electric Motorbikes
<p>We talk about electric cars quite a lot on this podcast, but this week, we're moving to two wheels as LiveWire — the electric motorbike spinoff of Harley Davidson — gets set to go public via a SPAC.</p><p>In this episode, we also talk about:</p><ul><li>Apple closing in on a $3 ... Show More
27m 53s
Jun 2023
The Road to Autonomous Vehicles: Are We There Yet?
<p>Self-driving cars have been on the horizon for quite some time. But, they might actually be here.</p><p>We got to ride around in one all over San Francisco with Waymo’s Chief Product Officer, Saswat Panigrahi.</p><p>We discussed so much, including the five levels of autonomy, ... Show More
56 m
Aug 2025
Driving tomorrow: Paving the way for self-driving cities
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
23m 17s
Aug 2018
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on out ... Show More
31m 15s
Mar 2025
Alphabet President and CIO: Advancing AI, Quantum Computing, and Self-Driving Cars
<p>How is Google shaping our technological future? Join Nicolai Tangen in conversation with Ruth Porat, President and CIO of Alphabet and Google, as they explore AI, innovation, and the future of technology. They discuss Google's position in the AI race, breakthroughs in quantum ... Show More
51m 19s