Podcasts about Mobileye

In this episode, we explore Lyft's evolving approach to autonomous vehicles and the future of rideshare. Rather than building its own L4 tech, Lyft is doubling down on its marketplace strengths—demand generation, rider experience, and fleet management—while teaming up with AV innovators like Mobileye. The company envisions a hybrid future where human drivers and AVs coexist, expanding the market rather than replacing people.We dive into how Lyft plans to support its diverse driver base—over two million strong annually—by creating new opportunities, such as turning today's drivers into tomorrow's AV fleet owners. Plus, we break down the economics of surge pricing, the complexities of fleet ops, and how Lyft compares to competitors like Uber and Waymo.

From advancements in ADAS (Advanced Driver Assistance Systems) to the importance of AI and redundancy, the path to autonomy is paved with delivering valuable intelligence that optimizes safety.   Mobileye is a leader in autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in computer vision, artificial intelligence, mapping, and data analysis. The company's diverse product portfolio ranges from driver assist systems to fully autonomous vehicles, all designed to enhance safety, comfort, and efficiency on the road.   To learn more, we sat down with Nimrod Nehushtan, Executive Vice President of Business Development Strategy, to discuss the innovative AI technologies powering Mobileye's products, the importance of redundancy in ensuring reliability, and the company's strategic partnerships with leading OEMs.   We'd love to hear from you. Share your comments, questions and ideas for future topics and guests to podcast@sae.org. Don't forget to take a moment to follow SAE Tomorrow Today—a podcast where we discuss emerging technology and trends in mobility with the leaders, innovators and strategists making it all happen—and give us a review on your preferred podcasting platform.   Follow SAE on LinkedIn, Instagram, Facebook, Twitter, and YouTube. Follow host Grayson Brulte on LinkedIn, Twitter, and Instagram.

Kurz nach Ostern öffnet die Auto Shanghai ihre Pforten – eine internationale Automobilmesse der Superlative. Mit ihr kündigt sich auch die nächste Welle von Elektroautos aus China an. Und die bange Frage: Haben deutsche Hersteller gegen diesen eMobility-Tsunami aus dem Reich der Mitte überhaupt noch eine Chance? Das besprechen wir in dieser Episode von "eMobility Insights" mit Prof. Dr. Andreas Herrmann. Er ist nicht nur Direktor des Instituts für Mobilität der Universität St. Gallen, sondern hat auch eine Gastprofessur in Shanghai – und beforscht dort auch die chinesischen Kunden, deren Bedürfnisse und veränderten Markenvorlieben beim Thema Auto. Prof. Dr. Andreas Herrmann zeigt sich im Podcast denn auch beeindruckt von der strategischen Klarheit, mit der chinesische Hersteller wie BYD agieren: „Man will den Kunden immer wieder überraschen mit ganz neuen technologischen Möglichkeiten auf der Softwareseite.“ Ein zentrales Thema ist der unterschiedliche Ansatz in der Fahrzeugentwicklung: Während deutsche Hersteller vom klassischen Automobilbau ausgehen, denken chinesische Firmen wie BYD vom Batterie-Know-how ausgehend weiter. Dieses „Upside-Down“-Verständnis stellt für Europa ein strukturelles Problem dar. Hinzu kommt, dass der Aufbau einer konkurrenzfähigen Batterieproduktion in Europa derzeit stockt. Herrmann wird dazu deutlich: „Wir können das Thema wohl abhaken“, weil Europa sowohl technologisch als auch bei der nötigen Skalierung bisher nicht mithalten könne. In Bezug auf China zeigt sich derweil ein Wandel im dortigen Konsumverhalten: Besonders die Generation Z legt zunehmend Wert auf heimische Marken, moderne Software-Features und Updates, statt auf klassische europäische Marken zu setzen. Deutsche Hersteller stehen hier vor der Herausforderung, ihre Produktentwicklung stärker softwarezentriert auszurichten, so Andreas Herrmann. Umgekehrt hätten die chinesischen Marken in Europa bislang noch Schwierigkeiten, besonders in den Bereichen Vertrieb und Markenbildung. Zwar ist die technische Qualität hoch, doch es fehlt an Wiedererkennungswert, Emotionalität und einem klaren Markenprofil. Experten sehen in dieser Markenführung derzeit die Achillesferse chinesischer Hersteller in Europa. Eine mögliche Strategie könnte sein, europäische oder amerikanische Markenexperten zu integrieren – jedoch ohne bloße Imitation westlicher Konzepte. Letztlich wird betont, dass eine klare Designsprache und ein einheitliches „Gesicht“ für die E-Fahrzeuge noch fehlen, was für eine stärkere Marktpräsenz entscheidend wäre. Im letzten Teil des Podcasts wirft Prof. Herrmann noch einen kritischen Blick auf die Zukunft des autonomen Fahrens – insbesondere im globalen Wettbewerb zwischen China, den USA und Europa. Aktuell sieht er vor allem China und die USA vorne, während Europa mit Mobileye zwar mitmischt, aber noch Nachholbedarf hat. Ein Beispielprojekt aus Zürich mit chinesischer Technologie wirft zudem Fragen zur digitalen Souveränität auf. Prof. Herrmann kritisiert, dass die Erfahrungen dort primär beim Anbieter WeRide bleiben: „Und das ist das, was mich stört, dass wir eigentlich in Europa keinen Ort haben, wo wir wirklich autonomes Fahren 'from scratch' aus erlernen.“ Hat Deutschland beim Elektroauto gegen China nun also schon verloren? „Es ist fünf vor zwölf“, sagt Prof. Herrmann. Für den europäischen Massenmarkt sieht der Experte große Herausforderungen, wohingegen im Luxussegment deutsche Hersteller weiterhin gut positioniert seien. Als mögliche Idee zur Abgrenzung kam spaßeshalber Karaoke im Auto auf – ein Bereich, in dem allerdings chinesische Anbieter bereits aktiv sind.

In this episode, Ed Niedermeyer sits down with Nimrod Nehushtan, EVP of Strategy and Business Development at Mobileye, to unpack the company's push to bring ADAS to the mainstream. From Mobileye's new partnership with Volkswagen and Valeo—bringing hands-free Level 2+ driving to EVs priced under $30K—to the rollout of Supervision, Chauffeur, and REM-based technologies, the conversation dives deep into Mobileye's evolving product stack, regulatory tailwinds, and vision for scalable autonomy.

What if insurance data weren't just extracted—but earned? In this episode of the Insurtech Leadership Podcast, host Josh Hollander sits down with Elan Nyer, CEO and Co-Founder of Ownli, to explore how policyholders can take control of their data and become active participants in the insurance value chain. Elan shares how Ownli enables consumers to share verified, first-party data—such as mileage, location, and vehicle condition—directly with insurers, creating a permissioned, transparent data marketplace. This shift not only improves underwriting and claims accuracy but also strengthens engagement between insurers and policyholders. The conversation also dives into AI-driven verification, flexible integration models, and the larger opportunity to serve untapped, non-telematics users. Elan's vision turns traditional data collection on its head—empowering individuals to own, protect, and profit from their digital footprint. In This Episode: [00:59] Elan's background in automotive data and connected mobility [03:01] The founding insight behind Ownli: data control and transparency [05:00] Verified use cases: mileage, parking location, and condition check-ins [09:35] Serving non-telematics users with valuable, self-reported insights [12:06] Verifying user-submitted data with AI and 11-layer model architecture [14:00] Ownli's revenue-sharing model where users benefit from their data [16:30] Three integration paths: SDK, web portal, and standalone app [22:16] Building a verified “insurance profile” to streamline quoting and renewal [30:12] Regulatory challenges and advocating for individual data ownership   Notable Quotes:  “If I had verified mileage and condition on my policy, my claim would have been resolved in 24 hours. Instead, it took months.” – Elan Nyer “Your data is an asset—just like money in a bank. We're building the platform to help you own it, protect it, and earn from it.” – Elan Nyer   Our Guest: Elan Nyer is the CEO and Co-Founder of Ownli, a platform that empowers consumers to share verified, first-party insurance data through a consent-first marketplace. Previously, he led teams at Mobileye and Nexar, focusing on automotive safety and connected vehicle intelligence.   Resources: Elan Nyer – LinkedIn | Ownli Josh Hollander –  LinkedIn | Horton International | Insurtech Leadership Show

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Tesla schrumpft in Europa weiter. Merck treibt chinesischen Biotech-Trend weiter. UniFirst und Cintas treiben keine Übernahme weiter. Außerdem pushen Privatanleger US-Aktien, VW pusht Mobileye und Valeo, Buffett pusht seinen Mitarbeiter. Sanierungsbedarf, starke Übernahme und Neubau-Hoffnung sprechen für Villeroy & Boch (WKN: 765723). Zinsen und Schulden sprechen dagegen. Samsung (WKN: 881823) verliert immer mehr Marktanteile. Die Krise kommt von innen und von außen. Ist die Firma noch zu retten? Oder das nächste Intel? Diesen Podcast vom 26.03.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

- Hyundai Makes Massive U.S. Investment - Hyundai Puts Inster EV on Steroids - VW Partners on AV Tech for ICEs - Will Regional Hubs Work for GM? - Waymo Expanding to Washington DC - ICE Sales Drag Down Entire EU Market - Xiaomi Raises Billions with Share Sale - Audi Gives PHEVs Bigger Battery

- Hyundai Makes Massive U.S. Investment - Hyundai Puts Inster EV on Steroids - VW Partners on AV Tech for ICEs - Will Regional Hubs Work for GM? - Waymo Expanding to Washington DC - ICE Sales Drag Down Entire EU Market - Xiaomi Raises Billions with Share Sale - Audi Gives PHEVs Bigger Battery

YouTuber, writer, and coder Sophia Tung recaps the week's most important AV news, including Waymo's big Bay Area expansion, multiple Tesla controversies, Travis Kalanick's robotaxi regrets, Rivian's hands-free driving debut, and more. This week's episode is shorter than usual, but hopefully it serves as a good introduction to Sophia and her point of view on AI mobility. She'll be podcasting more with us in the future. As a reminder, the first Ride AI summit is taking place on April 2 at Neuehouse in Hollywood, California. We already have an amazing group of speakers lined up, including Amnon Shashua of Mobileye, Gill Pratt of TRI, and other top decision makers from Waymo, Zoox, Wayve, Apollo Go, Nuro, and more. There's a ton of excitement around the fact that this will be the first event of its kind that people will be able to take a fully driverless Waymo robotaxi to, making it the perfect opportunity to inaugurate the second chapter of this technological space. The on-stage conversations will be focused on this shift, from experiments and ideas to delivering real-world realities, and how to reboot conversations with stakeholders in the public sector, capital markets, media, and beyond.Tickets are currently on sale ⁠here⁠: https://ti.to/rideai/ride-ai-2025

The first Ride AI summit, an intimate gathering of top leaders in driving automation technology and related AI-empowered hardtech, is taking place on April 2 at Neuehouse in Hollywood, California. In this episode, our hosts, Edward Niedermeyer and Timothy B. Lee, preview the aspects of the event program they are most excited about. We already have an amazing group of speakers lined up, including Amnon Shashua of Mobileye, Gill Pratt of TRI, and other top decision makers from Waymo, Zoox, Wayve, Apollo Go, Nuro, and more. There's a ton of excitement around the fact that this will be the first event of its kind that people will be able to take a fully driverless Waymo robotaxi to, making it the perfect opportunity to inaugurate the second chapter of this technological space. The on-stage conversations will be focused on this shift, from experiments and ideas to delivering real-world realities, and how to reboot conversations with stakeholders in the public sector, capital markets, media, and beyond.Tickets are currently on sale here. Space is limited.

If you missed last week's special report, I urge you to take a look. Some of these are already starting to move, and fast .And so to today's piece. Tesla .I am just back from a two-week trip to the States, and what a time I had.I felt so privileged to be there at what feels like the dawn of a new golden age for this most amazing of countries.The first week I spent in Palm Springs, California, visiting my mum, and the second in Naples, Florida. Quite the contrast. One was Meltdown Central, the other was in a state of jubilation. Everyone everywhere was talking about the USAID revelations.I did not know Naples. What a stunning place. Hot, sunny, green, humid, beautiful (the architecture is lovely, even the newbuilds—that's traditional measures for you), polite, safe, cultured, healthy, delicious food. Life seems to slow down as soon you arrive. What's happening elsewhere no longer seems to matter. Were I to go there and settle, I think I would lose all ambition.The problem with settling there, though, is price. It has the most expensive real estate in the US. One house was for sale for $295 million. Even Satoshi Nakamoto would wince at paying that.“I told my kids, when they were growing up,” said Mike, who I was having dinner with, “this is not the real world. Naples is not reality. It's something else. They needed to know that.”I turned to his son—Matty Ice—the man who had brought me to Naples to talk tax, bitcoin, and other such things on the Runway Pod, an entrepreneur and family man in his early 30s. “Well, I'm not leaving. Why would I?”It turns out lots of people come to Naples on a temporary basis, then decide to stay.It's not just Naples real estate that is expensive, by the way. The whole of the US has got super dear. I paid $18 for a pint of beer in Miami airport. I had dinner at a friend's—he paid $60 for three steaks for the barbeque. I thought steak was cheap in the US. In a Palm Springs supermarket, I paid $4.99 for three organic onions. They saw me coming.In general, I would say food is twice the price it is here in the UK. And that's with a strong dollar. The country has got very expensive. Inflation is a big, big issue.My eldest son works in recruitment—in the chemicals industry—and most of the time he is recruiting in the US. He says US workers get paid three times the money for doing the same job as a UK worker - in that industry at least,But, whether it's Naples, neighbouring Fort Myers, or Miami, Florida; or Los Angeles or Palm Springs, California, there is also a lot of money in America. You can see it everywhere. It is several standard deviations of wealth up from the UK. The wealth is visible in the houses—even the middle-class houses—in the cars, in the clothes, in the prices. We in the UK have been left behind. It was not always like this.That wealth gap is only going to get bigger, as the UK continues to pursue high taxes, big regulation, mass migration, and zero growth, while the US goes in the other direction. The place is full of opportunity.Go to the US. Move there if you can, especially if you are young. The US was already something special, but something really special is happening there: the Washington purges are cleaning the place up. You've read the news, you've been on X, you've seen what's going on. You really don't need me to tell you.But watch what you eat. I put on 5 pounds (2 kilos) in just two weeks. Mind you, I couldn't stop eating. The food is yum. (People in the gym kept asking me how I got to be so lean - “by not living in America, and not eating American food” I explained).I don't believe this level of political reform would have happened to anything like the same extent without the involvement of Elon Musk. He really is doing God's work rooting out all that corruption. What emerges will be so much cleaner, more efficient, more honest, and more united.But of all the things I actually witnessed in person, do you know what most blew my mind?I did not expect this.It wasn't $295 million dollar houses. It wasn't all the private aircraft in Naples airport next to where we were recording.It was driving in a Tesla on autopilot. I'd never done it before. I know I am late to this, but OMG.Matty typed our destination into his computer, put the car into self-driving mode. Off it went.The Tesla was a noticeably better driver than I am. It positioned itself on the road well, staying in the middle of the lane at all times. It cornered beautifully. It maintained the exact right distance to the car ahead. It knew the speed limits of all the roads we drove on. It knew when the lights were changing and set off straight away. It has a 360-degree awareness—a human can only look in one direction—and knew exactly what other cars nearby were doing. It didn't get impatient and start doing silly things like jumping lights.With machine learning, each Tesla is feeding info back to HQ, so that every car is learning from the others' experiences. Teslas know the roads - every inch of them - better than you, even the local roads. They are learning how to deal with every conceivable traffic incident. This data-driven driving constantly updates.I am a backseat driver. I often push my foot down on the imaginary brake. As I was getting over my control issues, I did this at a red light in the distance. Turns out it was miles away. The Tesla braked at exactly the right time.It got us to our destination and then reversed and parked with precision into a tight spot. I'm a good parker. The Tesla was better. Of course it was. It has 360-degree vision, and my neck is getting stiff.The driving conditions were good. But how much better would it be in rain, fog or ice, I wondered.Tesla, Matty pointed out, is as much a software company—a platform like Airbnb, Facebook or TripAdvisor—as it is a car company.The next day, I had an Uber drive me from Naples to Miami airport.The Uber driver was good, but sometimes he was doing things on his phone—changing the podcast he was listening to, updating the map. “Look at the road,” I found myself thinking. Sometimes overt the 2-hour journey he strayed from the centre of the lane. One time he braked sharply. No such imperfection in the Tesla.Transport as we know it is about to changeThe main barriers to Tesla's self-driving progress are regulatory, but a certain Elon Musk is now in a position of influence. One of the reasons he is doing what he is doing is to clear out the regulators and bureaucrats who were so biased against him and blocked his progress—whom he came to despise.I think the regulatory barriers to self-driving vehicles start to come down quickly. Self-driving vehicles will soon be a feature on US roads. Then what happens?“I will have my car drop me at the office,” said Matty, “instruct it to pick me up at five, and then in the meantime I'll put it to work”. In other words, his car will not be idly parked all day. It will spend the day ferrying other people about. It will earn him money.Other Tesla owners will do the same. Suddenly owning a Tesla will become potentially profitable. A car will not be quite such a depreciating asset. No doubt some will buy fleets of them. Like any platform, Tesla itself is going to take a cut of the profit.Just to get the self-driving capability added to the software of the vehicle, you must pay another ten grand. Then comes the rent.Leaving your car parked 95% of the time, as most of us do—my car in London can stay parked for weeks at a time—is so inefficient. Not for much longer. At least, in the US. It'll be years before we allow it here in the UK or Europe. Of course, it will.What happens to American roads in the meantime? Fewer people are going to own cars, especially in cities. They won't need to. They can just call a Tesla. What happens to the rest of the auto industry? Fewer car sales. The cost of taxis though comes down. Drivers lose their jobs to robots. I guess something similar happens to the trucking industry too.The roads themselves are used more efficiently, as robots drive demonstrably better, leading to better traffic flow and less congestion.Public transport will see fewer users. Why use such a smelly system when you can travel privately in a Tesla? Self-driving cars were a pipe dream. That is about to change. American roads are about to change.There are other self-driving operators - Waymo, Cruise, or Mobileye - which are already fully operational in limited areas (ie driverless). They have partnered with the likes of Jaguar, Mercedes, Volvo and Hyundai, but they do not have Tesla's end-to-end autonomy. Nor do they have Tesla's immense network effect.The network effect is an incredibly powerful force in the evolution of a business. It's often more important that the tech itself (why, for example, VHS beat Betamax or CDs obliterated minidisk). It's why I advocate bitcoin ahead of other sh*tcoins. Tesla's dominance of roads could be on a par with Apple's dominance of the smartphone market. It is ahead of the pack.So should we all be buying stock in Tesla Inc (NASDAQ:TSLA)?Let's take a financial overview.Phew! It's an expensive company. A lot of what I've already described must already be priced in.With a market cap now over $1 trillion, it is among the world's most valuable companies.Annual revenue in 2024 was $98 billion, with minimal growth on the previous year. The pro-electric narrative of a few years ago has dissipated over the last couple of years.EBITDA for the twelve months ending in December 2024 was $15 billion. The EV-to-EBITDA, which compares the company's enterprise value to its EBITDA, stands at around 72, indicating a “premium valuation” relative to its operational earnings.Its trailing P/E ratio is high, high, high at 177, as is its forward P/E of 124. A lot of earnings growth is expected. This could reflect anticipation of Tesla's expansion into new markets, battery technology, and/or the self-driving revolution I have described, but it also points to a richly priced stock, for which investors are paying a substantial premium. The Price/Earnings to Growth (PEG) ratio, at 8.5, also implies Tesla is overvalued.Any setback—some kind of bad accident, a large insurance claim, a rival technology becoming suddenly competitive—and this stock can take a big hit.Turning to the company's financial health and profitability, Tesla's Return on Equity (ROE) is 10.4%—I've seen worse—and its Return on Invested Capital (ROIC) is 6%, which denotes an efficient use of capital, something Musk is known for.Tesla maintains a relatively low Debt/Equity ratio of 0.18, suggesting a conservative approach to leverage, which should reduce volatility. The current ratio of 2.02 indicates good short-term liquidity, allowing Tesla to meet its short-term liabilities comfortably.But it is a volatile stock—so perhaps one to buy on weakness. The 52-week high is $488, the low $139. You can more than double your money if you buy this well. Currently at $350 we are in the middle of the range—well up from the lows, but also well off the highs—and in a downtrend.Analysts, meanwhile, are divided. Predictions range from $115.00 to $550.00. reflecting a wide range of expectations.Tesla is unique. It has the potential to transform transport as we currently know it. It could have enormous first-mover advantage and a near monopoly on roads, as more and more people “put their car to work,” and what is currently an expense becomes a secondary source of income. It is the market leader, it is the technological leader, it could enjoy something of a monopoly on roads as it drives ahead of its competitors.To maintain and grow this valuation, it needs to stay ahead of rivals, it needs to overcome the regulatory barriers it faces, and it needs to manage the many inherent risks of the automotive and tech industries.But one thing Elon Musk has is vision. He will have seen all of this and be working towards it.I can quite easily envisage a scenario where Tesla's dominance of roads is near monopolistic—like Apple's dominance of phones or something.In such a scenario, its valuation will be a lot higher.It'll make money on the car, on the software, then on the rental.It will also be the most common car on the roads. Transport is about to change.Disclaimer:I am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor if you have any doubts. Remember, markets can both rise and fall. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

If you missed last week's special report, I urge you to take a look. Some of these are already starting to move, and fast .And so to today's piece. Tesla .I am just back from a two-week trip to the States, and what a time I had.I felt so privileged to be there at what feels like the dawn of a new golden age for this most amazing of countries.The first week I spent in Palm Springs, California, visiting my mum, and the second in Naples, Florida. Quite the contrast. One was Meltdown Central, the other was in a state of jubilation. Everyone everywhere was talking about the USAID revelations.I did not know Naples. What a stunning place. Hot, sunny, green, humid, beautiful (the architecture is lovely, even the newbuilds—that's traditional measures for you), polite, safe, cultured, healthy, delicious food. Life seems to slow down as soon you arrive. What's happening elsewhere no longer seems to matter. Were I to go there and settle, I think I would lose all ambition.The problem with settling there, though, is price. It has the most expensive real estate in the US. One house was for sale for $295 million. Even Satoshi Nakamoto would wince at paying that.“I told my kids, when they were growing up,” said Mike, who I was having dinner with, “this is not the real world. Naples is not reality. It's something else. They needed to know that.”I turned to his son—Matty Ice—the man who had brought me to Naples to talk tax, bitcoin, and other such things on the Runway Pod, an entrepreneur and family man in his early 30s. “Well, I'm not leaving. Why would I?”It turns out lots of people come to Naples on a temporary basis, then decide to stay.It's not just Naples real estate that is expensive, by the way. The whole of the US has got super dear. I paid $18 for a pint of beer in Miami airport. I had dinner at a friend's—he paid $60 for three steaks for the barbeque. I thought steak was cheap in the US. In a Palm Springs supermarket, I paid $4.99 for three organic onions. They saw me coming.In general, I would say food is twice the price it is here in the UK. And that's with a strong dollar. The country has got very expensive. Inflation is a big, big issue.My eldest son works in recruitment—in the chemicals industry—and most of the time he is recruiting in the US. He says US workers get paid three times the money for doing the same job as a UK worker - in that industry at least,But, whether it's Naples, neighbouring Fort Myers, or Miami, Florida; or Los Angeles or Palm Springs, California, there is also a lot of money in America. You can see it everywhere. It is several standard deviations of wealth up from the UK. The wealth is visible in the houses—even the middle-class houses—in the cars, in the clothes, in the prices. We in the UK have been left behind. It was not always like this.That wealth gap is only going to get bigger, as the UK continues to pursue high taxes, big regulation, mass migration, and zero growth, while the US goes in the other direction. The place is full of opportunity.Go to the US. Move there if you can, especially if you are young. The US was already something special, but something really special is happening there: the Washington purges are cleaning the place up. You've read the news, you've been on X, you've seen what's going on. You really don't need me to tell you.But watch what you eat. I put on 5 pounds (2 kilos) in just two weeks. Mind you, I couldn't stop eating. The food is yum. (People in the gym kept asking me how I got to be so lean - “by not living in America, and not eating American food” I explained).I don't believe this level of political reform would have happened to anything like the same extent without the involvement of Elon Musk. He really is doing God's work rooting out all that corruption. What emerges will be so much cleaner, more efficient, more honest, and more united.But of all the things I actually witnessed in person, do you know what most blew my mind?I did not expect this.It wasn't $295 million dollar houses. It wasn't all the private aircraft in Naples airport next to where we were recording.It was driving in a Tesla on autopilot. I'd never done it before. I know I am late to this, but OMG.Matty typed our destination into his computer, put the car into self-driving mode. Off it went.The Tesla was a noticeably better driver than I am. It positioned itself on the road well, staying in the middle of the lane at all times. It cornered beautifully. It maintained the exact right distance to the car ahead. It knew the speed limits of all the roads we drove on. It knew when the lights were changing and set off straight away. It has a 360-degree awareness—a human can only look in one direction—and knew exactly what other cars nearby were doing. It didn't get impatient and start doing silly things like jumping lights.With machine learning, each Tesla is feeding info back to HQ, so that every car is learning from the others' experiences. Teslas know the roads - every inch of them - better than you, even the local roads. They are learning how to deal with every conceivable traffic incident. This data-driven driving constantly updates.I am a backseat driver. I often push my foot down on the imaginary brake. As I was getting over my control issues, I did this at a red light in the distance. Turns out it was miles away. The Tesla braked at exactly the right time.It got us to our destination and then reversed and parked with precision into a tight spot. I'm a good parker. The Tesla was better. Of course it was. It has 360-degree vision, and my neck is getting stiff.The driving conditions were good. But how much better would it be in rain, fog or ice, I wondered.Tesla, Matty pointed out, is as much a software company—a platform like Airbnb, Facebook or TripAdvisor—as it is a car company.The next day, I had an Uber drive me from Naples to Miami airport.The Uber driver was good, but sometimes he was doing things on his phone—changing the podcast he was listening to, updating the map. “Look at the road,” I found myself thinking. Sometimes overt the 2-hour journey he strayed from the centre of the lane. One time he braked sharply. No such imperfection in the Tesla.Transport as we know it is about to changeThe main barriers to Tesla's self-driving progress are regulatory, but a certain Elon Musk is now in a position of influence. One of the reasons he is doing what he is doing is to clear out the regulators and bureaucrats who were so biased against him and blocked his progress—whom he came to despise.I think the regulatory barriers to self-driving vehicles start to come down quickly. Self-driving vehicles will soon be a feature on US roads. Then what happens?“I will have my car drop me at the office,” said Matty, “instruct it to pick me up at five, and then in the meantime I'll put it to work”. In other words, his car will not be idly parked all day. It will spend the day ferrying other people about. It will earn him money.Other Tesla owners will do the same. Suddenly owning a Tesla will become potentially profitable. A car will not be quite such a depreciating asset. No doubt some will buy fleets of them. Like any platform, Tesla itself is going to take a cut of the profit.Just to get the self-driving capability added to the software of the vehicle, you must pay another ten grand. Then comes the rent.Leaving your car parked 95% of the time, as most of us do—my car in London can stay parked for weeks at a time—is so inefficient. Not for much longer. At least, in the US. It'll be years before we allow it here in the UK or Europe. Of course, it will.What happens to American roads in the meantime? Fewer people are going to own cars, especially in cities. They won't need to. They can just call a Tesla. What happens to the rest of the auto industry? Fewer car sales. The cost of taxis though comes down. Drivers lose their jobs to robots. I guess something similar happens to the trucking industry too.The roads themselves are used more efficiently, as robots drive demonstrably better, leading to better traffic flow and less congestion.Public transport will see fewer users. Why use such a smelly system when you can travel privately in a Tesla? Self-driving cars were a pipe dream. That is about to change. American roads are about to change.There are other self-driving operators - Waymo, Cruise, or Mobileye - which are already fully operational in limited areas (ie driverless). They have partnered with the likes of Jaguar, Mercedes, Volvo and Hyundai, but they do not have Tesla's end-to-end autonomy. Nor do they have Tesla's immense network effect.The network effect is an incredibly powerful force in the evolution of a business. It's often more important that the tech itself (why, for example, VHS beat Betamax or CDs obliterated minidisk). It's why I advocate bitcoin ahead of other sh*tcoins. Tesla's dominance of roads could be on a par with Apple's dominance of the smartphone market. It is ahead of the pack.So should we all be buying stock in Tesla Inc (NASDAQ:TSLA)?Let's take a financial overview.Phew! It's an expensive company. A lot of what I've already described must already be priced in.With a market cap now over $1 trillion, it is among the world's most valuable companies.Annual revenue in 2024 was $98 billion, with minimal growth on the previous year. The pro-electric narrative of a few years ago has dissipated over the last couple of years.EBITDA for the twelve months ending in December 2024 was $15 billion. The EV-to-EBITDA, which compares the company's enterprise value to its EBITDA, stands at around 72, indicating a “premium valuation” relative to its operational earnings.Its trailing P/E ratio is high, high, high at 177, as is its forward P/E of 124. A lot of earnings growth is expected. This could reflect anticipation of Tesla's expansion into new markets, battery technology, and/or the self-driving revolution I have described, but it also points to a richly priced stock, for which investors are paying a substantial premium. The Price/Earnings to Growth (PEG) ratio, at 8.5, also implies Tesla is overvalued.Any setback—some kind of bad accident, a large insurance claim, a rival technology becoming suddenly competitive—and this stock can take a big hit.Turning to the company's financial health and profitability, Tesla's Return on Equity (ROE) is 10.4%—I've seen worse—and its Return on Invested Capital (ROIC) is 6%, which denotes an efficient use of capital, something Musk is known for.Tesla maintains a relatively low Debt/Equity ratio of 0.18, suggesting a conservative approach to leverage, which should reduce volatility. The current ratio of 2.02 indicates good short-term liquidity, allowing Tesla to meet its short-term liabilities comfortably.But it is a volatile stock—so perhaps one to buy on weakness. The 52-week high is $488, the low $139. You can more than double your money if you buy this well. Currently at $350 we are in the middle of the range—well up from the lows, but also well off the highs—and in a downtrend.Analysts, meanwhile, are divided. Predictions range from $115.00 to $550.00. reflecting a wide range of expectations.Tesla is unique. It has the potential to transform transport as we currently know it. It could have enormous first-mover advantage and a near monopoly on roads, as more and more people “put their car to work,” and what is currently an expense becomes a secondary source of income. It is the market leader, it is the technological leader, it could enjoy something of a monopoly on roads as it drives ahead of its competitors.To maintain and grow this valuation, it needs to stay ahead of rivals, it needs to overcome the regulatory barriers it faces, and it needs to manage the many inherent risks of the automotive and tech industries.But one thing Elon Musk has is vision. He will have seen all of this and be working towards it.I can quite easily envisage a scenario where Tesla's dominance of roads is near monopolistic—like Apple's dominance of phones or something.In such a scenario, its valuation will be a lot higher.It'll make money on the car, on the software, then on the rental.It will also be the most common car on the roads. Transport is about to change.Disclaimer:I am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor if you have any doubts. Remember, markets can both rise and fall. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Krisen-Comeback-Versuche bei Kering, Boeing und Intel. GlobalFoundries und Mobileye spielen auch mit. Ansonsten gab's DAX-Rekord, Alibaba-Apple-KI, TUI-Marriott-Enttäuschung, Renk-Verkauf, Shopify-Boom & Aktivisten bei Phillips 66. Trump will den Ölpreis senken und mehr Öl fördern. Kann er das? Was ist der Ölpreis überhaupt? Und was haben MLP ETFs wie der von Invesco (WKN: A1T96S) damit zu tun? Pepsi (WKN: 851995) und Coke (WKN: 850663) leiden unter Sparsamkeit & Gesundheitsbewusstsein. Die Lichtblicke: 4% Dividende bei Pepsi. High-Performer-Milch bei Coke. Diesen Podcast vom 12.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Stocks dropped as investors digested cautious commentary from Federal Reserve Chairman Jerome Powell on interest rates, Concerns remain over the direction of the economy amid U.S. tariffs and the possible escalation of a global trade war, Ride-hail giant Lyft plans to bring fully autonomous robotaxis powered by Mobileye to its app as soon as 2026 in Dallas with more markets to follow

Stocks dropped as investors digested cautious commentary from Federal Reserve Chairman Jerome Powell on interest rates, Concerns remain over the direction of the economy amid U.S. tariffs and the possible escalation of a global trade war, Ride-hail giant Lyft plans to bring fully autonomous robotaxis powered by Mobileye to its app as soon as 2026 in Dallas with more markets to followSee omnystudio.com/listener for privacy information.

Japanese conglomerate Marubeni will own the fleet. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ride-hail giant Lyft plans to bring fully autonomous robotaxis, powered by Mobileye, to its app “as soon as 2026” in Dallas, with more markets to follow, TechCrunch has exclusively learned. The news comes a day before Lyft shares its fourth-quarter and full-year 2024 earnings report Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Wall Street Journal reports that an Elon Musk-led group is building a $97.4 billion bid to buy OpenAI. The development comes as Lyft Inc. (LYFT) races for a robotaxi launch in 2026 alongside Mobileye and Marubeni. Tesla itself aims to launch its cybercab later this year in Austin. Oliver Renick, Alex Coffey and Caroline Woods dissect the breaking news closing today's trading session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks were ultimately mixed amid the ongoing mass closures in the region and after the choppy performance stateside in reaction to the FOMC, while the first earnings results from the magnificent 7 stocks were also varied - Meta +2.3%, Microsoft -4.6%, and Tesla +4.1%.An immediate hawkish reaction was seen as the Fed held rates at 4.25-4.50%, as expected, while it removed the reference that "inflation has made progress toward the Committee's 2 percent objective" in the accompanying statement.However, Fed Chair Powell later noted in the Q&A that it was a language clean-up, as opposed to anything fundamental, which saw a dovish reversal to the initial moves.US President Trump said because the Fed and Chair Powell failed to stop problem they created with inflation, he will do it by unleashing American energy production slashing regulation, rebalancing international trade, and reigniting American manufacturing.Looking ahead, highlights include Swiss KOF, Spanish CPI (Flash), EZ GDP (Q4), US GDP Advance (Q4), PCE Prices Advance (Q4), Jobless Claims, Japanese Tokyo CPI & Retail Sales, ECB & SARB Policy Announcements, Comments from ECB President Lagarde, Supply from ItalyEarnings from Nokia, Roche, ABB, H&M, BT, Shell, Sage, STMicroelectronics, Sanofi, Deutsche Bank, Apple, Intel, Visa, US Steel, UPS, Mastercard, Blackstone, Caterpillar, Cigna & Mobileye.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses hold an upward bias into the ECB; RTY outperforms post-FOMC.Big-Tech results were mixed; META +2.4%, MSFT -3.5%, TSLA +1.7%USD steady post-FOMC, EUR eyes ECB 25bps rate cut; USD/JPY below 154.50.Powell props up bonds, weaker-than-expected EZ GDP spurred little reaction in Bunds ahead of the ECB.Crude slips on tariffs and growth fears, base metals edge a little higher despite China being on holiday.Looking ahead, US GDP Advance (Q4), PCE Prices Advance (Q4), Jobless Claims, Japanese Tokyo CPI & Retail Sales, ECB & SARB Policy Announcements, Comments from ECB President Lagarde.Earnings: Apple, Intel, Visa, US Steel, UPS, Mastercard, Blackstone, Caterpillar, Cigna & Mobileye.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

From Las Vegas, BCG analyst Augustin Wegscheider provides an overview of auto-tech trends at CES. Then Mobileye chief technology officer Shai Shalev-Shwartz details the company's plans for evolving its driver-assist features into fully autonomous vehicles.

רכב הוא מוצר שיכול להמשיך להיות בשימוש גם הרבה אחרי שהחברה שייצרה אותו נסגרת. ברכב מודרני יש גם כמות לא מבוטלת של טכנולוגיה, שחלקה אחראית על בטיחות הנהג, הנוסעים ומשתמשי הדרך. איך מתכננים רכיבים שיעמדו בתנאי העולם האמיתי למשך תקופה של יותר מעשור ולמרחק של מאות אלפי קילומטרים? הפעם אירחנו את אורי יעקובי כדי לעזור לנו להבין טוב יותר. מעבר להיותו הCOO של חברת Autobrain, הוא עבד והיה מנהל בכיר בחברת Mobileye במשך למעלה מעשור, ואנקדוטה נוספת מעניינת בנוגע לקשר שלו לאלעד רז המרואיין מפרק 53 מחכה לכם בפרק. אז על מה דיברנו? - איזה מערכות יש ברכב? - איך המערכות האלה נשלטות והאם יש מערכת שליטה מרכזית? - מה ההבדל בין מערכת לרכב ובין מערכת אחרת? - מה זה בכלל ADAS? - ומה זה Lock-step? - מה ההבדל במערכות הבטיחות בין רכב יוקרה לעומת רכב סטנדרטי? - על איזה רכב נוסע אדם שמתעסק בעולם הרכיבים לרכבים כבר קרוב לעשרים שנה? מוזמנים להאזין לפרק, ולפני כן (או תוך כדי, או אחרי, לא באמת משנה) תצטרפו גם לקבוצת המאזינים שלנו - שם אנחנו בודקים את תקינות מערכת המגבים ברכב >>> https://chat.whatsapp.com/KwUu8pQsxx220qS7AXv04T מוזמנים ליצור איתנו קשר במייל podcasthardreset@gmail.com האזנה נעימה.

The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company's performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company's China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D'Auria of Envestnet discusses the state of SMID-cap strategy.

By all accounts, when Moran Shemesh joined Mobileye in 2016 as Corporate Controller, the drama of its IPO was behind it. The Israeli autonomous vehicle technology company had gone public two years earlier, and Shemesh saw the opportunity to grow within an innovative tech company. “I was stepping into a fast-growing organization, that was already publicly traded,” she says, “and I understood the responsibility of being a Corporate Controller in a public company that was still in its growth stages.”For Shemesh, this role was a chance to hone her understanding of what it meant to oversee finance operations in a public company. She recalls, “The finance team was very lean at the time, so I had to wear many hats, which gave me broad exposure to financial reporting and controls.”However, the calm period soon gave way to a dramatic change. In 2017, Intel acquired Mobileye for $15.3 billion, taking it private. “The acquisition was not just a delisting process,” Shemesh explains. “It also meant adapting to working with a new shareholder that owned 100% of the company, which brought its own set of challenges.”The experience of transitioning from a public to a private company broadened her perspective. “It was a crash course in managing financial complexity during a major shift in ownership structure,” she says, “and it prepared me for later challenges, including leading Mobileye through its next stage.”When Intel spun Mobileye back into the public market in 2022, Shemesh was deeply involved. “The spinout required carving out the company from Intel and ensuring we had the systems and processes in place to support a standalone public entity,” she recalls.

Jetzt zum Live-Podcast am 4. Dezember in München anmelden: https://forms.gle/jJfFTRCTuYrzbtDn6. 12 Monate PRIME+ Broker kostenlos nutzen? Schaut für weitere Infos & Konditionen einfach bei www.scalable.capital vorbei. ACHTUNG: Das Angebot gilt nur bis zum 02. Dezember. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen.  Trump pusht Tesla, Oklo, Liberty Energy und Mobileye. Dirk Roßmann pusht Aurubis. Xiaomi pusht krass viele E-Autos raus, Samsung pumpt krass viel Geld in eigene Aktien raus und CVS kriegt neuen Aufsichtsrat. Außerdem: Super Micro Computer will an der Börse bleiben. Delta Air Lines (WKN: A0MQV8) und United Airlines (WKN: A1C6TV) sind nicht nur die zwei wertvollsten Airlines der Welt, sondern auch High-Performer im S&P 500. Was da los und wieso glaubt Goldman Sachs noch immer dran? Irland hat alte Abkommen mit den USA. Das Finanzamt mag hohe Aktienquoten. Diese zwei Steuer-Themen sollte jeder ETF-Investor kennen. Diesen Podcast vom 19.11.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung

Brought to you by TogetherLetters & Edgewise!In this episode: MrBeast Investigation Reportedly Uncovers A "Long History" Of Insider TradingFacial Recognition That Tracks Suspicious Friendliness Is Coming to a Store Near YouDid OpenAI just spend more than $10 million on a URL?Jeff Bezos and OpenAI invest in robot startup Physical Intelligence at $2.4 billion valuationAmazon gets FAA approval for new delivery drone as it begins tests in ArizonaMozilla is eliminating its advocacy division, which fought for a free and open webLyft partners with May Mobility, Mobileye to bring autonomous vehicles to the appSales surge for dystopian books after Trump election victoryScientists uncover 'saltshaker' breakthrough in quest for limitless energy — here's how it could transform the futureWeird and Wacky: Thousands go to fake AI-invented Dublin Halloween parade‘Most Mysterious Song on the Internet' Finally IdentifiedTech Rec:Sanjay - FNIRSI USB Tester Adam - ReaperFind us here:sanjayparekh.com & adamjwalker.comTech Talk Y'all is a proud production of Edgewise.Media.

- Big Layoffs and Production Cuts at Nissan - Mazda's Profits Drop 67% - Daimler Truck Down in the Third Quarter - Lyft Gets New Partners for Autonomous Efforts - Volvo EX30 Finally Coming to the U.S. - EU Likely to Stick to Harder Emission Targets - EU Automakers Pooling Emissions to Avoid Fines - Hyundai Optimistic About Fuel Cell Future - New Mercedes CLA Gets Geely IC Engine - XPeng Offers Tech Chip Updates - Toyota Getting Version of New Suzuki e Vitara

- Big Layoffs and Production Cuts at Nissan - Mazda's Profits Drop 67% - Daimler Truck Down in the Third Quarter - Lyft Gets New Partners for Autonomous Efforts - Volvo EX30 Finally Coming to the U.S. - EU Likely to Stick to Harder Emission Targets - EU Automakers Pooling Emissions to Avoid Fines - Hyundai Optimistic About Fuel Cell Future - New Mercedes CLA Gets Geely IC Engine - XPeng Offers Tech Chip Updates - Toyota Getting Version of New Suzuki e Vitara

En el episodio de hoy, exploramos cómo Moderna $MRNA superó las expectativas de ganancias gracias a sus ventas de vacunas contra el Covid y el RSV. También discutimos la alianza de Lyft $LYFT con Mobileye de Intel $INTC y May Mobility para introducir vehículos autónomos en Norteamérica a partir de 2025, una movida estratégica frente a los planes de Tesla $TSLA. Además, analizamos la orden multimillonaria de China Airlines para Boeing $BA y Airbus $EADSY, y cómo la reciente reelección de Trump podría influir en esta decisión. Finalmente, revisamos la calificación de "overweight" que Barclays otorgó a Tencent Music $TME, apostando por su potencial de crecimiento en el mercado de música digital en China. ¡Acompáñanos para conocer cómo estos eventos impactan los mercados y tus inversiones!

It seems Lyft is hoping to catch up to Uber's string of autonomous vehicle partnerships. Lyft announced Wednesday three separate partnerships — with startup May Mobility, automated driving company Mobileye and smart dashcam firm Nexar — all aimed at establishing a foothold in the emerging autonomous vehicle market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Plus: Apple iOS 18.2 public beta arrives with new AI features; Lyft partners with May Mobility, Mobileye to bring autonomous vehicles to the app Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's no secret that Stripe has doubled down on its crypto offerings, enabling crypto purchases in the EU back in July and announcing a Pay with Crypto feature earlier this month. This week, the fintech giant made its dedication to crypto even clearer with its largest deal to date: its acquisition of stablecoin platform Bridge for an eye-popping $1.1 billion. Today on TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha and Devin Coldewey kicked off the show with their thoughts on the deal – mainly how surprising it is to see anyone spending over $1 billion on crypto in 2024.But of course, there was so much more startup and venture news for the crew to get into this week. Listen to the full episode for more about:Mobileye founder and CEO Amnon Shashua's latest startupA 3D metal printing startup's $14 million round from Boeing's AE Ventures and NvidiaAndreessen Horowitz's plans to provide its portfolio companies with Nvidia GPUsAnd who we're expecting to see at TechCrunch's Disrupt 2024.Equity will be live at Disrupt on Tuesday, so we'll see you there! Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes over at Simplecast. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

"Mein ID.Buzz fährt schon autonom", erklärt Johann Jungwirth, den alle nur JJ nennen. Im Podcast sprechen wir über seine Zeit bei Mercedes, VW und Apple und klären, warum der Weg zum automatisierten Fahren nicht mehr weit ist.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Nando Sommerfeldt über den Streaming-Champion Spotify und Erleichterung bei Mobileye und sie erklären, wie schlecht es um China wirklich steht. Außerdem geht es um Tesla, AMD, Airbnb, ASML, Intel, Nike, Skechers, Geely, ishares MSCI EM ex-China UCITS ETF USD (WKN: A2QAFK), Amundi MSCI EM ex China (WKN LYX99G), TSMC, Samsung, Reliance Industries, ICICI Bank und iShares MSCI EM ETF (A0HGWC). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

- EU Lowers China EV Tariff Again - BMW Cuts Its Profit Forecast - Audi's 1st China-Sourced EV Coming in 2025 - Audi's Most Aerodynamic Car Ever - BYD Aiming to Sell 4 Million Units - GM Ramping Up BrightDrop Production - Intel Could Sell More of Mobileye - Rivian Launches 1st Referral Program - Mercedes SSB Will be Ready Before 2030

- EU Lowers China EV Tariff Again - BMW Cuts Its Profit Forecast - Audi's 1st China-Sourced EV Coming in 2025 - Audi's Most Aerodynamic Car Ever - BYD Aiming to Sell 4 Million Units - GM Ramping Up BrightDrop Production - Intel Could Sell More of Mobileye - Rivian Launches 1st Referral Program - Mercedes SSB Will be Ready Before 2030

US futures are pointing to a lower open today with Broadcom dragging down Nasdaq afterhours on earnings. European equity markets have opened lower, following mixed Asian market trades. US nonfarm payrolls expected to show step-up in headline jobs growth and downtick in unemployment rate. Today's print takes on added importance in shaping hard vs soft-landing debate, as well as determining whether Fed is expected to cut by 25 or 50 basis points this month.Companies Mentioned: Salesforce, Apple, Tencent, Mobileye, Qualcomm

Shoot us a Text.Wednesday's here! We've got Michael Cirillo joining the show to talk about the first look at August sales numbers, what's happening on the chipmaker front in automotive and whether Canva's new price strategy will backfire.Show Notes with links:The auto industry is poised to post its highest sales volume of the year in August, projected to rise by 7-8%, thanks to strong demand for crossovers and hybrids, as well as Labor Day discounts and extra selling days.Hyundai sales surged 22%, led by an 81% increase in hybrid models, with the Santa Fe up 120% and Tucson up 97%. Kia's sales grew 4.3%Day supply is at 68 days, up from 54 a year ago.Average incentives are $3,035 per vehicle, up 60% from 2023. Only 13% of vehicles were projected to sell above sticker last month.Average transaction prices landed at $44,039, down $1,895 (4.1%) from August 2023Industry analysts forecast a SAAR of 15.2 million to 15.4 million vehicles for August, in line with last year but down from July's pace."New vehicle affordability remains the biggest obstacle," said Chris Hopson of S&P Global Mobility, citing high interest rates and slow vehicle price reductions.As cars evolve into rolling supercomputers, chipmakers Qualcomm, Nvidia, and Mobileye are at the forefront, competing to supply the technology that will drive the next generation of vehicles.Qualcomm's automotive revenue surged 87% to $811 million in Q2, thanks to its focus on connectivity and its "digital chassis" platform that supports in-cabin tech and driver-assist functions.Nvidia reported $346 million in automotive-specific revenue, a 37% year-over-year increase, though still less than half of Qualcomm's growth rate.Mobileye, known for its driver-assist and computer vision technology, posted $439 million in Q2 automotive revenue, a 3% decline from the same period in 2023, citing challenges in the Chinese market.Qualcomm's automotive pipeline is valued at $45 billion, based on customizable systems for automakers like GM, BMW, and Volvo.While Nvidia focuses on autonomous driving, Qualcomm is capitalizing on the growing demand for in-cabin experiences.Canva's aggressive integration of generative AI tools is driving up prices for its Canva Teams subscription by over 300%, leaving many users facing significant cost increases as the platform expands its offerings.Canva Teams users in the U.S. report prices jumping from $120 to $500 annually, while Australian users are seeing a 68% price hike.The price increases follow the rollout of AI tools like Magic Media and Magic Expand, which Canva claims add value to the platform's "expanded product experience."The new pricing has angered many users, some of whom are considering switching to Adobe or other alternatives.The changes come as Canva prepares for a potential public listing in 2026, following its acquisition of Affinity's creative software suite.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Declining CPI opens door to lower interest rates Inflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest reading since March 2021. Core CPI, which excludes food and energy was also positive as it came in at 3.2% which would mark the lowest reading since April 2021. Areas that continued to put upward pressure on inflation included food away from home (+4.1%), electricity (+4.9%), and motor vehicle insurance (+18.6%). Other areas that used to be problematic have now reversed course and are benefitting the inflation report. This includes used cars and trucks (-10.9%) and new vehicles (-1.0%). Shelter continues to be the heavyweight in the report as the category increased 5.1% compared to last year and accounted for over 70% of the increase in core CPI. If shelter was stripped out, CPI would have increased just 1.7% compared to last year. I believe we'll continue to see further progress on inflation as we end the year.   Retail sales data shows people are still spending money Data points continued to come in favorably for the Fed this week as retail sales increased 1.0% compared to last month. This easily topped the estimate of 0.3%. Looking compared to last year, retail sales were up a healthy 2.7%. Nonstore retailers continued to see strong growth with a 6.7% gain compared to last year and while growth has slowed, food services and drinking places still showed good growth of 3.4%. It appears both electronics and appliance stores and building material & garden equipment & supplies dealers have bottomed with gains of 5.2% and 0.4% respectively. This is the first time I remember seeing a positive gain in building material & garden equipment & supplies dealers in a long time. Furniture & home furnishing stores did remain a drag on the report as sales declined 2.4% compared to last year. Overall, I believe this was a great report considering we are seeing inflation slow and the consumer is still willing to spend. The soft landing many have wondered about is looking more and more possible with reports like this.   Are separately managed funds best for you? At Wilsey Asset Management, we manage all our accounts separately and have done that now for over 30 years. What that means is our clients actually hold the securities in their portfolio versus buying shares in a mutual fund or ETF. This trend seems to be taking hold with other brokers as asset growth for separately managed accounts (SMAs) has been 30% over the past two years. SMA's are now at $2.4 trillion in assets in professionally managed accounts. This compares to $4.3 trillion in mutual funds and $1.9 trillion in ETF's. These managed accounts will generally use an outside money manager and it will not be quite as individualized as people would prefer. One thing to understand is the fees considering you are likely paying you're an advisor/broker a fee and then an additional fee to the SMA manager. Often times this strategy can cause confusion for the investor as well, sometimes we have seen this strategy produce 50 to 100 positions which can also be a nightmare to get out of. Lastly if you have questions on why certain positions are in the portfolio you will not be able to call and talk to the person making those investment decisions and you'll be stuck with a pre-scripted response from the broker. Be sure to ask your broker/advisor many questions if they are advising SMAs as it may sound better than it really is.   Financial Planning: When to get Umbrella Insurance Both home and auto policies contain liability coverage, which pays in case you are sued for damaging property or if you are responsible for hurting someone.  An example could be someone slipping on your driveway, but more commonly it is due to a bad car accident.  An umbrella policy adds extra liability coverage that kicks in after the home and auto liability is exhausted.  In recent years, litigation across the board has been rising, but also inflation has increased the cost of medical bills and auto repairs.  This in turn has resulted in more umbrella claims as costs are more likely to exceed the coverage on home and auto polices alone.  As a result, insurance carriers have increased premiums on umbrella policies (as well as home and auto policies) and have been more likely to deny umbrella coverage increases or coverage all together.  Even with these cost increases, it is still relatively affordable at a few hundred dollars per year, so if you are underinsured you should consider purchasing a policy.  Umbrella coverage comes in increments of $1 million, and the rule of thumb is to carry insurance equal to your net worth.  However, this can be excessive in some circumstances as assets like qualified retirement accounts and home equity have some protection against lawsuits. Generally speaking, if your net worth is over a million, you should have an umbrella policy, and depending on your net worth, the types of assets you own, and your exposure to liability, you may need to carry higher amounts of coverage.  The last thing you need after building a nest egg is for an unexpected lawsuit to take all your assets and put you back to square one.   Companies Discussed: JB Hunt Transport Services (JBHT), Mobileye (MBLY), Ulta Beauty (ULTA)

- Audi Is a Damaged Brand in China - U.S. July Sales Inch Up - Fisker, Jaguar Hurt Magna Earnings - Volvo Up in Europe, Down in China - Nio and Li Auto See Sales Skyrocket in China - Mobileye Drops on Softening ADAS Market - Toyota GR Corolla Gets Automatic - Toyota Gets Stella CV for EU - Top GM Employees Can Make More Money - BYD Customers Mad About Price Cuts

- Audi Is a Damaged Brand in China - U.S. July Sales Inch Up - Fisker, Jaguar Hurt Magna Earnings - Volvo Up in Europe, Down in China - Nio and Li Auto See Sales Skyrocket in China - Mobileye Drops on Softening ADAS Market - Toyota GR Corolla Gets Automatic - Toyota Gets Stella CV for EU - Top GM Employees Can Make More Money - BYD Customers Mad About Price Cuts

Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Welcome to a new month and a new quarter! Today we're covering Jim Farley's conversion from “petrol head” to EV enthusiast, Jeep's plans to bring a sub-$25K EV to the US market and a new robotaxi from the CEO of Bugatti.Show Notes with links:Ford CEO Jim Farley has posted his argument for EVs on LinkedIn, discussing the potential and challenges of EVs, while emphasizing his personal experience and Ford's commitment to innovation.Farley describes his deep-rooted love for traditional cars and his surprise at falling in love with electric vehicles through his experience with the Ford F-150 Lightning Platinum.He highlights the convenience of EVs, such as the absence of gas station visits, quiet operation, smooth acceleration, and unique features like a massive frunk and mobile generator capabilities.“The tipping point we're working toward will come not from regulators who push us or from politicians who try to hold us back. It will come from consumers. Not when an arbitrary market share is reached, but when electric vehicles are simply better for more customers – better to drive, cheaper to own, and easier to integrate into daily life.”Jeep has announced plans to launch an affordable Renegade EV in the US for under $25,000, but industry experts are skeptical about the feasibility of hitting this price point.Jeep aims to launch a new model every year over the next three years, with a goal of increasing its market coverage in North America from 45% to 85% by 2027.Experts doubt Jeep can achieve the $25,000 price point, citing potential production outside North America, which would disqualify the vehicle from federal incentives.Ralph Mahalak Jr., a Jeep dealer, supports the idea of a low-cost EV but stresses the need for a range of 200 to 300 miles to be competitive.Other brands like Kia, Volvo, and Chevy are also targeting the low-cost EV segment, with prices starting around $30,000 to $35,000.“If the Renegade comes in at, let's say [$30,000] starting for the launch models, or maybe even [$35,000], it could put up some numbers for Jeep,” says Edmunds' Joseph Yoon.Rimac, known for its million-dollar hypercars, has ventured into autonomous vehicles with the launch of its robotaxi, "Verne." Named after the novelist Jules Verne, this innovative two-seater EV aims to revolutionize urban transportation.The Verne is a two-door, two-seater EV with a design blending a space capsule and a European hatchback. It features a giant 43-inch dashboard screen, 17 speakers, and no steering wheel or pedals, offering a spacious and tech-savvy interior.Equipped with Mobileye's advanced cameras, sensors, and lidars, the Verne uses the Mobileye Drive platform for its autonomous driving capabilities.“Why a 2-seater? Because the data shows that nine out of 10 rides are used by one or two people,” says Chief Design Officer Adriano Mudri in a Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Autonomy Economy podcast to discuss Tesla's data advantage and what it means to the development and commercialization of autonomous driving. The conversation begins with Pete and Grayson discussing Tesla FSD (Full Self-Driving) and the advantages Tesla has with their data gathering abilities. Tesla has over 5 million vehicles fitted with FSD hardware and software on the road today, driving an estimated 50 billion miles per year — 100,000 miles per minute. This on-going data collection gives Tesla a massive advantage over competitors developing an end-to-end neural net self-driving stack.Mobileye is taking a similar approach to Tesla by gathering real-world driving data to train their autonomous models. Currently Mobileye has over 26 years of data equaling over 200 petabytes of driving footage, equivalent to 16 million 1-minute driving clips. But is it enough data to train their autonomous driving models and scale a business?It has yet to be determined if there is a business there for Mobileye as year-over-year revenues are expected to be $226.35 million, down 50.6% from the year-ago. To try and accelerate revenue growth, Mobileye is moving the business away from ADAS chips to the autonomous driving sector which has larger margins. [Mobileye is] talking about going from roughly $50 dollars of revenue per unit to $1,500 with Supervision to $3,000 per car with Chauffeur. So I think that the path mobilize sees forward is really ramping up production of those systems, finding buyers for those systems, particularly in China.– Pete BigelowWhile it's well known that Tesla is gathering driving data, it's not well known that Mobileye is gathering driving data. Could consumers push back and demand to be paid a fee for gathering data for Mobileye? If consumers demanded to be paid, the Mobileye autonomous driving business model would be at risk. Then there is the political risk. What if a U.S. Congressman or Senator introduced a “Car Owner Bill of Rights”?The data being gathered by vehicles is going to be an asset class at some point in the future. When it becomes an asset class, owners of the vehicle will demand to get paid the same way publishers are demanding to be paid today when their content is used to train large-language models (LLMs). Data is the asset that unlocks future business models. One of the most significant business models that will emerge from the development of autonomous driving is licensing. If FSD use rates pick up and Tesla does indeed license FSD, RBC is projecting that Tesla will generate $35 billion in FSD revenue and $18 billion in licensing a year by 2035 for a total of $53 billion a year in revenue.Then there is Qualcomm. In Q1 FY 2024, Qualcomm reported automotive revenue of $598 million up from $456 million in Q1 FY 2023. An increase of $142 million, year-over-year. Sales were partly driven by the Snapdragon Digital Chassis Solution. Their year-over-year automotive revenue is growing faster than both NVIDIA and Mobileye. With a $30 billion dollar design pipeline and focus on ADAS, Qualcomm is well positioned to enter the autonomous driving market in a big way.Qualcomm has become already the quiet giant of the automotive industry. – Pete BigelowWrapping up the conversation, Pete shares his insights into how he sees autonomous driving market evolving over the next five years.Recorded on Friday, March 8, 2024 Episode Chapters0:10 Tesla FSD5:15 Mobileye19:51 Licensing Autonomous Driving Software 29:10 Qualcomm34:48 Evolving Autonomous Driving Market--------About The Road to AutonomyThe Road to Autonomy® is a leading source of data, insight and commentary on autonomous vehicles/trucks and the emerging autonomy economy™. The company has two businesses: The Road to Autonomy Indices, with Standard and Poor's Dow Jones Indices as the custom calculation agent; Media, which includes The Road to Autonomy and Autonomy Economy podcasts as well as This Week in The Autonomy Economy newsletter.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nos juntamos con Eduardo Temprana, especialista en fotónica, para hablar de LiDAR, su uso en vehículos autoconducidos y el uso del láser en telecomunicaciones por fibra óptica. Eduardo es doctor en ingeniería electrónica de la Universidad de California, San Diego y actualmente trabaja para Mobileye, una empresa de Intel.Referencias del episodioMobileyeEduardo en Google ScholarLiDAR usado para encontrar antiguas civilizacionesWaymo: Jaguar autónomo en San FranciscoCoco: Robots de delivery de comidaMapa mundial de fibra óptica (Google Maps)

In this episode, find out how Mobileye migrated their massive scale Spark workloads for autonomous vehicle mapping to Amazon Elastic Kubernetes Service (EKS), the challenges they overcame, the cultural shifts required, and the impressive performance gains they achieved by adopting Kubernetes.

MotorTrend's Ed Loh & Jonny Lieberman take the show on the road to CES in Las Vegas where they chat with Electra Founder, Fabrizio Martini, and Professor Shai Shalev-Schwartz of Mobileye! FIRST, Fabrizio takes us through how Electra Vehicles is optimizing EV batteries through design, predictive analytics, and EVE-Ai Adaptive Controls (a NASA program first designed to explore the surface of Venus)! NEXT, the guys chat with Mobileye's Professor Shai Shalev-Schwartz about their role in humanity's pursuit of fully autonomous vehicles! PLUS, we're rolling out a BRAND NEW SEGMENT: Question of the Week! Submit your questions via YouTube comments, Instagram @LohDown @JonnyLieberman, or email us at MotorTrend@MotorTrend.com! Send us a question and WE'LL GIVE YOU FREE MERCH! 0:50 - NEW SEGMENT: Question of the Week! 8:31 - What is Electra Vehicles? 12:12 - Predicting failure using EVE-Ai Adaptive Controls. 19:22 - Partnerships. 22:30 - Using EnPower to design the next generation of batteries. 24:50 - Current state of automotive battery tech, and where we're headed. 26:38 - Are Solid State Batteries coming? 29:12 - Fabrizio's educational background. 31:45 - Software is the key. 35:15 - Battery life spans - "Batteries are a live organism." 37:45 - Battery best practices and future solutions. 40:13 - Electra's mission. 45:42 - Cloud & Data partners. 48:40 - The next generation of batteries. 53:50 - Ed & Jonny's reaction to the discussion with Fabrizio. 55:30 - What is Mobileye? 56:50 - REM (Road Experience Memory) 01:01:15 - Next gen safety - accuracy of 10 cm! 01:05:11 - Camera, Radar & Lidar. 01:09:21 - The path to full autonomy. 01:14:20 - Lidar & Radar vs Camera. 01:20:05 - Accounting for human error. 01:24:35 - Where are we on the road to full autonomy? 01:30:41 - Car experience advances in the coming years.

Jim talks with George Hotz about running Comma, an open-source driving assistance company. They discuss breaking the carrier lock on the iPhone at seventeen, Google's Project Zero, zero days, Mobileye & proprietary perception algorithms, cameras vs lidar, 6 levels of self-driving automation, the reliability of human driving, self-driving cars as "demo complete," why corner cases aren't the issue, integrated world models, the challenge of defining lane lines, recognizing the right part of the road, behavioral cloning, the hugging test, Comma's data set, the small offset simulator, how to install Comma in a car, what it does, why high-precision maps aren't useful, problems with Waymo's approach, "trackless monorails," why current systems still use remote-control driving, hyper-fragile centralized systems, Tesla's approach, against magical inflection points, self-driving as a stepping stone to artificial life, why Comma doesn't do marketing, the regulatory environment, eyes off vs hands off, why self-driving cars are easier than general robotics, liability, functional safety, the Tinygrad machine learning framework, who's using it, and much more. Episode Transcript Comma Tinygrad George Hotz is the founder of comma.ai and the tiny corp. He is working on self driving, robotics, and ML infrastructure with the goal of creating an operating system for silicon-stack life.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they're speaking with General Atlantic Chairman and CEO Bill Ford. After the firm's latest acquisition of Actis, General Atlantic will have $100B under management. Since inception, the firm has deployed $60B into over 500 companies, including Uber, Airbnb, Etsy, Mobileye, Chime, and TikTok parent ByteDance. Ford sits on the boards of BlackRock and Bytedance and shares his perspective on the global energy supply and US concerns about Chinese technology.  In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

➤ 4680 battery progress rumors ➤ Real-world Cybertruck range test ➤ Senators send letter to automakers ➤ More Highland sightings at Fremont ➤ China port activity ➤ Germany, Denmark sales ➤ Musk comments on X Space ➤ Rivian Q4 sales ➤ Ford Q4 sales ➤ Mobileye announces inventory buildup X: https://www.twitter.com/teslapodcast Shareloft: https://www.shareloft.com Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives