Podcasts about zoox

Episode #1380: Today we're talking about Amazon's Zoox gearing up for robotaxi production, an Indiana dealer crowdsourcing wholesale transparency with a new arbitration platform, and why Starbucks is investing in frontline leadership instead of just ad...

The “magic” Donut Labs battery gets debunked as ordinary lithium‑ion, tied to a crowdfunding-fueled scam with big promises and no manufactured cells, while real solid-state progress is still coming from major automakers. Americans are keeping cars longer (now ~13 years), slowing the spread of safety tech like advanced AEB. Driverless delivery trucks tout reliability and UL 4600 talk, but robotaxis draw scrutiny for safety claims, red-light issues, and a stalled vehicle that delayed firefighters. Zoox safety marketing and exemptions get criticized, Texas is dragged for an unfunded school-bus seatbelt mandate, liquid hydrogen gets a quick reality check, and multiple recalls hit seatbelts, moonroofs, and fire risks (Jeep, Pacifica PHEV).Support the show!https://electrek.co/2026/06/08/donut-lab-solid-state-battery-exposed-lithium-ion-fraud/https://www.wsj.com/business/autos/americans-are-keeping-their-cars-longer-than-ever-and-remaking-the-auto-industry-c169e494https://www.wsj.com/business/logistics/driverless-trucks-pepsico-texas-arizona-arkansas-ee4495f0?mod=hp_lead_pos11https://edition.cnn.com/us/waymo-robotaxis-safety-invshttps://www.yahoo.com/news/videos/bodycam-shows-cop-trying-move-102600011.htmlhttps://abc13.com/post/texas-school-districts-struggling-costs-complying-bus-seatbelt-law/19235825/https://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V356-0668.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V344-7460.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V346-4589.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V363-5757.pdfhttps://static.nhtsa.gov/odi/rcl/2026/RCLRPT-26V362-0804.pdf

I'm excited to work with Microsoft once again as the presenting sponsors of the AI Engineer World's Fair! We'll streaming live from MS Build today for a special crossover pod with our friends at No Priors and the one and only Satya Nadella. However we did not hold back with this interview - we asked all the burning questions about uptime and Copilot that we know you have in your minds. Lets go!For almost two decades, GitHub has been the home of software, where both open source and closed flow, through commits, pull requests, reviews, actions, etc.This ecosystem flourished as open-source maintainers and contributors would continue shipping code for the benefit of the community. However as coding agents began to ship mass quantities of code - growing 1400% in 2026, it marked a new era that was both extremely exciting and challenging for GitHub.While these agents help more people ship more projects, they also significantly increase the floor of how much code is shipped, how often it is shipped, how many people commit code, and basically orders of magnitude multiples in every dimension of GitHub infrastructure:Now GitHub inevitably experiences more pressure on their infrastructure which was originally designed around human developers moving at human speed. This has resulted in a very publicly notable uptime story:So it begs the question of whether current systems around code can absorb what AI produces. Can CI/CD keep up when every idea becomes a build? Can open source maintainers survive floods of AI-generated slop contributions? Can GitHub preserve the human social contract of software while becoming the operating layer for agents?Which brings us to the perfect person to answer these questions: GitHub COO Kyle Daigle. In this episode, he joins swyx to unpack what happens when AI doesn't just autocomplete code, but starts changing how companies operate, how open source works, how pull requests get reviewed, and how GitHub itself has to scale. We go deep on GitHub's internal AI workflows: micro-skills, WorkIQ, MCP, Slack, Teams, email, Copilot workflows, the new Copilot desktop app, CLI, cloud agents, and how Kyle uses agents to look backwards across company context before deciding what to do next. Kyle also reflects on GitHub's history building webhooks, APIs, Actions, npm, Dependabot, and Semmle, why the AI era is breaking GitHub in new ways, how Actions became a general-purpose compute layer, and what Copilot becomes after code completion.Full Video PodWe discuss:* Kyle's expanded role across GitHub* How AI got Kyle coding again after years in leadership* Why GitHub rolls out AI through existing workflows instead of forcing new tools* WorkIQ, MCP, Slack, Teams, email, and GitHub as company context* Why massive “mega-skills” are giving way to small, atomic micro-skills* How AI changes summarization, communications, marketing, and analyst work* Why former developers in leadership may have a unique advantage in the AI era* Kyle's “15 agents on Saturday” workflow* How Kyle built an AI-generated executive presentation for CRO/CFO teams* Why AI changes the chief of staff role without removing the human work* GitHub Actions, webhooks, arbitrary code execution, and secure agent compute* The npm acquisition, supply-chain security, 2FA, and token invalidation* Slop forks, vendoring, and whether AI agents change dependency management* What pull requests become when most PRs come from agents* Prompt requests, vouching, AI review, and trust in open source* What counts as a “developer” when AI lowers the barrier to building* GitHub Spark, low-code, and why GitHub refuses to hide the code* 14x commit growth, Actions load, databases, monorepos, and availability* Copilot's evolution from completion to CLI, desktop app, cloud agents, and SDK* Context, memory, rules, and making GitHub “act like Kyle wants it to act”* Ambient AI, OpenClaw, enterprise security, and the new operating system for agents* What swyx should ask Satya Nadella about Microsoft's AI futureKyle Daigle* LinkedIn: https://www.linkedin.com/in/kyledaigle* X: https://x.com/kdaigleTimestamps00:00:00 Introduction00:03:36 Why AI Got Kyle Coding Again00:07:04 Running GitHub with AI: WorkIQ, MCP, Slack, Teams, and Skills00:15:39 The Golden Age for Former Developers in Leadership00:17:31 15 Agents on Saturday and AI-Generated Executive Work00:20:20 How AI Changes the Chief of Staff Role00:21:45 GitHub's History: Actions, npm, Webhooks, and Open Source00:28:45 Slop Forks, Vendoring, and AI Dependency Management00:33:57 Pull Requests, Prompt Requests, and Trust in Agent-Generated Code00:41:21 GitHub Stars, 200M+ Developers, and the New AI Builder Wave00:45:15 GitHub Spark, Low-Code, and Why GitHub Still Shows the Code00:47:38 GitHub's Hardest Era: 14x Growth, Reliability, and Scale00:59:21 Actions as the Compute Layer for CI/CD and Automation01:02:04 The State and Future of GitHub Copilot01:08:24 Ambient AI, Background Agents, and the Future of the SDLC01:13:09 OpenClaw, Enterprise Security, and the New OS for Agents01:18:03 Build Announcements, WorkIQ, FoundryIQ, and Microsoft Context01:21:41 What Should swyx Ask Satya?TranscriptIntroduction: Kyle Daigle's Expanded Role at GitHub and MicrosoftSwyx [00:00:00]: We're here with Kyle Daigle, COO of GitHub. Welcome.Kyle [00:00:07]: Hey, thanks for having me.Swyx [00:00:08]: You're not just CEO of GitHub. People know you as that. You have a new role.Kyle [00:00:11]: So I have an expanded role now. I've been working at GitHub for thirteen years and doing all things developer. Joined as a developer myself. And now, I'm also responsible as the CMO of Developer for Microsoft. And so all the kind of learnings and passion for developers and how we work with them and how we communicate and how we bring our products to market, we're also bringing that expertise to the broader Microsoft ecosystem and helping every developer that uses a Microsoft product or would like to have a sort of similar experience that they've had with GitHub over the years. So it's a different role in some ways, but it's also just building on the experience that I've had at GitHub of just sort of tell the truth, be authentic, show people how to use it and then let the products speak for themselves. Now just doing that with, all of Microsoft.Swyx [00:01:09]: We'll be releasing this in conjunction with Build. You got lots of stuff planned, and we can sort of touch on that whenever it's appropriate. I think one of the interesting things is I rarely meet a COO who's also a CMO. I think you're a very outward facing and you're very confident publicly. That's rare. Do you actually view yourself as COO? What's What is your thing?From GitHub Developer to COO/CMO: Building the Platform and Operating GitHubKyle [00:01:33]: I think for me, it's been funny. The titles have always been, a— have always felt a little strange to me. I joined GitHub as a developer? I wrote so much of theSwyx [00:01:46]: Let's bring that up. You wrote the back ends?Kyle [00:01:48]: I was going through, I was going through, some old photos, when folks were talking about how things were being built or how there was a build GitHub. I built, webhooks and worked with teams building the API, built the platform layer. Anything that integrated with GitHub, up until really twenty eighteen, I built or ran the engineering teams. And that's kind of where my the beginning of my passion always was helping people build things, deliver them to, their customers. And so being a developer, building for developers was always super unique. In a— I think as my role expanded, it became my ability to talk to not just developers, but also enterprise customers or business leaders and have this translation layer. And then through all those years, GitHub has always operated pretty uniquely. Post-pandemic, working remotely was not as novel as it was when GitHub started in two thousand and eight. But all that expertise of running remote teams, doing it well, became this sort of bigger role, ultimately turning into the COO role of how do we operate GitHub in the way that GitHub's always operated after the Microsoft acquisition. And kind of so on from there. So like for me, I think the— I've, I still code. I love coding but the problem has always been, people. It's a much harder problem to both support our own employees, a harder problem to communicate to developers and enterprise buyers what we're building why it matters, ‘cause those are two very different messages. And so getting to work in the mix of COO, CMO, also just being a dev, I think is what's kept me at GitHub for so long.AI Workflows for Leadership: Commits, Retrospectives, and ContextSwyx [00:03:40]: Apparently, you have— your commits have gone up. What's this? What's going on?Kyle [00:03:45]: Rui's called me out pretty aggressively. So I think— as you can imagine, right, you can see my normal era of being a dev In the twenty thirteen, twenty fourteen era, and then moving into management, and then ultimately the COO role. I think what you see there is me, really getting back to coding thanks to AI. I— similar to, attaching problems between how to market and how to operate a business and how to code, I find, building agents and workflows that are connecting very disparate problems to be what's driving this. So that's, some of it's writing software. A lot of it is, connecting a ton of a different data sources to, help me out. But that is completely me really diving in on the AI side in trying out our tools, trying out everyone's tools, But building for me, building for the non-technical leader, though I'm technical and how we're, able to use these tools more than just the simple, call and response that I think a lot of the non-technical, your employers, you have to get— you have to use AI, and so everyone uses, ChatGPT or Copilot or Claude or whatever. To really get into, how is this going to help me out, it— I find that it's not the I need to write a blog post, I need to those simple examples. Helping people find the workflows of, “Okay, I need you to go through all the PRs today. I need you to go through everything that we've posted online. I need you to go through what we did the last three months. Go through all of my Obsidian notes for any mentions of this then go through my transcripts at work.” We use, Teams, so, using WorkIQ, go call that MCP server, grab all the transcripts, go through all the Slack, and then build me out the plan of, what this week's messaging actually was. That's something that was, impossible because for me, I find AI in a what most of this launch here is actually, less building forward. It's actually, a recursive loop backwards. I'm always looking at what had happened first. Go back through the week and tell me what we did, what worked, what didn't work? And then tell me in the next three or four days-What would you tweak based on this sort of like looking backwards and then looking ahead a little bit? I find that to be so much more valuable, especially for like non-technical, because that retrospection is actually LLMs are very good at that. Like finding all the patterns, pulling them out, and then applying that retrospection to just a couple of days or just like a short period of time. Is all a bunch of apps that I've built and launched a bunch of, internal tools. I use the new, GitHub Copilot app, the desktop app with workflows. Every time I crack open my laptop, it's running workflows for me. It's just a ton of different stuff and of course, it all ends up on, it all ends up on GitHub.Swyx [00:06:47]: Of course. That's where, that's where, stuff is hosted. Man, there's so much to ask you. I was going to leave the how do you run a company with AI thing at the end. I have to ask one— double click one thing. You said, you are looking back at the week. You're, you're understanding what happens. When you say we That's three thousand people. How?Rolling Out AI Internally: Skills, CLIs, and Company ContextKyle [00:07:09]: I think when we started rolling out AI internally beyond engineering, right? One of the things that I was really, passionate about is like we have to do this in a way where no one has to change how they work. I don't want to have to teach you a tool. I don't want to have to teach you something new. And so for us, we tried out a few tools. Most of them don't work because I got to get you on board? I got to teach you how to use it. What we've actually ended up doing is we've built like a set of skills internally. We have we each have our set of skills, and we've just been distributing even to the non-technical folks, the CLI. And then effectively, we're just giving it access to like read about everything that we're writing. So that's for us, that's usually GitHub, Teams, Email, and Slack. So Teams for, video chat, generally speaking.Swyx [00:08:03]: Teams and Slack?Kyle [00:08:04]: so we use Teams for video communication, but we don't use it for chat. W-we— GitHub for a long history, right? We're alwaysSwyx [00:08:13]: Also SlackKyle [00:08:14]: Talking about ChatOps and like everything is built into Slack. Like every command, every flow.Swyx [00:08:18]: So even though you have been acquired for I don't know, eight years nowKyle [00:08:22]: we stillSwyx [00:08:23]: You still use Slack?Kyle [00:08:23]: it's a purpose-built tool for us, and I think the reality is that moving off of it would be so bluntly expensive? Simply because all the tooling is, baked in with that paradigm. And they both have their pros and cons but they don't work the same way at all. We still use a bunch of different tools Because it's the purpose-built tools that We need. And thenSwyx [00:08:47]: Well, the same doesn't go for the rest of Microsoft, presumably.Kyle [00:08:50]: like the like various teams like operateSwyx [00:08:53]: They make their own decisionsKyle [00:08:54]: Various ways. I think it just matters what you're trying to what you're trying to do. But we do we do work across kind of every tool that we use, and then by giving everyone access to all of that context and the new WorkIQ MCP server, which is quite cool if you do live in the M365 like world. I can ask it all these backwards-facing questions, and it's incredibly important for our teams that are working remotely. There's a lot of stuff you miss when you're not in an office, and we are spread out all over the world. So most of that is looking back. And then we post, we post either auto-automatically into GitHub issues or discussions, these sorts of like findings or like our industry reports. Like what's happening this morning, today, yesterday. A little automation gets run. We'll use the app. We might use GitHub Actions like with, our agentic workflows just to go do that run, and then we push it into GitHub, and w-we keep having a conversation. So usually for us, it's about that sort of like looking back, looking forward on the non-technical side. And then of course for a lot of those folks, it's also building an app, pushing it to GitHub pages or pushing it somewhere to host it et cetera. But it's just like enabling everyone with that power of it's going to take me a week to figure this out. Instead, we're going “Okay I built a skill. Let's put it into a repo. We'll all share that skill together, and then we'll use the CLI or now the app-” “just to run it.”Micro Skills vs. Mega Skills: How GitHub Uses AI at WorkSwyx [00:10:26]: All right. I think, I think we're going straight into like the team management and productivity thing. I think a lot of people are getting various levels of LLM psychosis. How do you manage the bloat of skills? Like everyone Has their thing, and they're Like trying to promote it to the rest of their peers in their org, right? And obviously, whoever becomes a skill influencer internally becomes like an AI leader, right? Of sorts. I assume you have those.Kyle [00:10:50]: like I think we haveSwyx [00:10:52]: And I assume it's a mess a Yeah.Kyle [00:10:54]: there's like I— like I think the reality is there's two pieces. Like first is I think that we're ending the era of these like massive, beautiful, perfect skills that are just like not any of those things. ‘cause for a while, right every tweet every day is like go download the skills, the perfectly managed thing to do this entire workflow. And I think that like what we've found and what— I was just with my team, this week, and we were talking about the skill side, and we're really talking about these like incredibly micro skills that are just doing one thing for us very well Versus a skill that's going to do I said, that full report. That doesn't really exist on our side anymore. It's usually how do— like a single skill that's going to identify the most important marketing information given any MCP server. Like this is the most important thing. Less about stitch a bunch of tools together and have it produce this mega output because then weeks go by, months go by, things change, and you want to tweakSwyx [00:11:58]: It's brittleKyle [00:11:58]: Your mega skill and you're screwed? You can't do that. And so now we're really just talking about the Legos we're using and just letting the instruction book be something we're all putting together. Whereas I think a lot of AI skills for a while have been that mega instruction book style.Swyx [00:12:15]: I've, thought a lot about Postel's law. I don't know if that's a term that is, means things to folks. It's the idea that you should be liberal in what you accept and strict in what you output, right? And I think that's like a good framing principle for skills. This is my skills, obviously on GitHub. I feel like everyone should have like how like some repos In GitHub are special repos? I feel like we should sort of reify the slash skills and everyone like give it some kind of special presentation. Anyway, so, yeah, this is one of those like download Download anything, transcribe anything, and then you can string together the atomic skills that do one thing well Into like some kind of orchestration skill that calls other skills. I assume, does that match?Kyle [00:12:56]: I like I think so. I think that theSwyx [00:13:00]: Summarize anything.Kyle [00:13:01]: Like I think the- For me, summarizing something for I do communications and PR and analyst relations and marketing and customer activities, and so my summarize everything is very different for each one of those like Contexts. What ‘Cause if I'm summarizing something for an analyst, that's a very different thing than, probably how I'm going to summarize something for like a customer meeting or an engagement. So that's I think like the difference when we're talking about the like the tools I might use on Saturday or the skills I might use on a Saturday when it's just for Kyle. Yeah, those are kind of like they have an atomic actual tool underneath or maybe skill, and then Kyle cares about X. But I think when we're talking about work and enabling the the marketers, communicators there, it's the atomic, this is what good summarization is, and then this is what I care about as for marketing for communications For whatever. And that I think is like the interesting matrix problem when we go from like a developer set of concerns to all kinds of different professions, is that what that word means to me is different than it means to you is different than it means to the analyst or the salesperson, and that's where I think the matrix mess is that we're starting to like still starting to find. It's about these mega skills but they're all just slight permutations, but those permutations are really important. It's the difference between someone reading this and going “Did AI make this?” what Or “This makes total sense, and I would expect this when I'm giving a briefing to Gartner,” or like whatever else.Swyx [00:14:37]: I think the beauty of it maybe is that you don't have to be that careful about what goes in there. It doesn't have to exactly fit as long as it like roughly is contained in there. I used to complain about plugin hell, basically. Like when you have a framework and then you have a hundred things that you need to integrate, everyone does like the GitHub used to be bloated full of these things. And now we don't need them anymore ‘cause now you just use skills.Former Developers in Leadership: AI as a Creation MultiplierKyle [00:15:00]: And like I think the most magical thing is the just that like I can just also crack it open. Like Like yes, I could go like change the how the plugin is coded, or like I could go do that now with AI, but I think there's just something more magical about getting a response back and being “That's not right,” and then you just crack the skill open, you just type English words and it's different. That building block is just, I think very unique. Once I get everyone to kind of understand how to best how to best make those changes to get the most power out of them.Swyx [00:15:36]: Is there a— you have a your peer group that Of people like you. Is there a common framing for Something I'm feeling is, which is true, is that is this a golden age for former developers who are now in leadership? Because you can wield the tools, you would know the right words, you're maybe not too close to the details. Doesn't matter. But like you're more effective than someone who doesn't come from that background.Kyle [00:15:59]: I think that like the secret has always been your ability to identify patterns and solve problems, and I think that for folks that like myself that don't code day to day anymore, that has made me successful as a developer, made me successful as a COO and now CMO. And so now that I have access to get and write code, I'm now applying that sort of like pattern finding and problem solving, and I know enough still about how to then go and say, “Oh, I want to make an app, but I don't want to break into jail or create something that's not going to be able to work or to be deployed scale or whatever.” that ability to apply all that additional business knowledge and still code I think is what makes that so interesting to me. Slightly different than I think some of the other like technical leaders that became business leaders and now are going back to their apps and updating them. Good for them? But I think the more, much more interesting thing is, well, now I have this whole new set of expertise over ten plus years. Why not take that and use that as a developer with these AI tools? So I definitely think that makes me more powerful, but I think that's true for like every dev as well. Most of the dev friends I still have also have some other underlying skill and passion. There's really talented, very kind of linear computer science software devs, absolutely. I just find that the folks that came from a different career, went to school for something else, went off and did this random thing, and then became a software dev, or were a dev, did a random thing, came back. Learning that extra set of information, learning those extra skills, and now having the power of an AI where I can crank up fifteen agents on Saturday while my kids are doing lacrosse, That's like really powerful. And I think it gets me back to that feeling of like creation, and it's very hard to replicate that in most other senses? That first time you build an app and you click it and you show someone that's magical. And so being able to do that not just in code, but across all kinds of different assets that's, that's huge. We were doing we're doing our every year we do our revenue planning. We talk about okay, what is it going to look like for next year? And of course as you imagine, there's, slideshows everywhere talking about what are we going to talk about, what's the narrative, et cetera. And so as you said I'm “Okay, well, I could probably just like build something to build this and then that way I don't have to go build the whole spreadsheet or I have to pass it to my team.” So we went through this process, and I got all the information and used the skills I mentioned. I built like a little app just to make it so I could look at some of the information in a SQLite database, more easily. And I ultimately built this entire presentation without touching any of it and I was “Okay, I'm just going to present this to our CRO, the CFO, their teams,” without mentioning I'd built it with AI. I like built a skill to make it look very much not AI driven. Just not pretty.AI-Generated Presentations, Human Taste, and the Changing Chief of Staff RoleSwyx [00:19:03]: Like a design. Yeah.Kyle [00:19:03]: Not pretty. But just like very clearly not AI. Kind of like don't do anything interesting.Swyx [00:19:08]: That's, yeah, that is valuable.Kyle [00:19:08]: Just go Exactly. We did the whole thing through. It used my notes from Obsidian, it used all the context I mentioned before, the plans, and Never came up once that it was AI generated.Swyx [00:19:20]: It didn't matter.Kyle [00:19:20]: Never once. D It didn't matter. And so now I takeSwyx [00:19:23]: This is a toolKyle [00:19:23]: I can take that tool and go, “Look, I don't want you to go build slideshows.” They're just helping us share information with each other. If this thing can do it With a little bit of crafting from you and then we can look at it together, awesome. There's no value in all that extra work. I think that the ability to, make it look humanly bad and and build a little app to, manipulate the data I think is part of, that upside for devs that are now in leadership roles. Because, the thing that I feel like I said before, this that's all a people, that's all a people problem. I know if you've used a coworker or not to build a slide deck, unless you spent a bunch of time to not do it.Swyx [00:20:07]: I know, but like it was so, I think there's a certain charm to just being blatantly AI. ‘Cause I think that you're well, you're just honest about There may be mistakes here that I cannot vouch for. So how much value is there? But anyway I think, actually the real question I want to ask is, there's a— You were a chief of staff To Thomas. And in the pre-AI world, the that job would've been a chief of staff job of like Can you prep me these slides and all that? And now you do it yourself.Kyle [00:20:35]: I still, I still have a chief of staff. Because, the difference is it's sort of the discussion every time we have some sort of technology evolution is it's not that the jobs the roles don't all go away, they just change? And so yeah, I don't have someone spending all their time building out slides for me and presentations ‘cause I don't need that anymore. But now I need that person that is able to go and find all the different connections between humans in those discussions to help me find out, okay, I should be meeting with this group and this team, and they have an opportunity, and I'm going to be in San Francisco today, I'm going to be in Seattle tomorrow. Those sorts of human connection aspects are still incredibly valuable and has always been a big part of that chief of staff role. But now just like chiefs of staff are not opening up, letters to process, they're doing emails. What It's the same thing. And now they're, they're not building out as many of these presentations because they have the the ability to have a AI take it on for, and share that with me and great. Let's keep moving ‘cause it's allowing us to go faster and make better decisions more quickly.Swyx [00:21:45]: Awesome. Well, so we can dive into more sort of, Productivity insights as you go. I did want to do a little bit of a brief history of colleague and hub. Because, we started here. And then you also involved the NPM acquisition. I did, I do want to touch upon that. And then more recently, I just want to bring up to present day where we're having uptime issues Which transparently we've already Addressed publicly, but we'll, we'll discuss in the pod. Did I miss anything? Like what, any other major highlights? Obviously, it's, it's a lot of years to cover.A Brief History of GitHub: Webhooks, Actions, Acquisitions, and Platform EvolutionKyle [00:22:15]: No the I think one of one highlight was right before the acquisition closed in twenty eighteen, I got to launch the first version of ActionsSwyx [00:22:27]: OhKyle [00:22:27]: At GitHub Universe. So it was OSwyx [00:22:29]: They're that young?Kyle [00:22:30]: It was October of twenty eighteen, I think. Yeah. Yeah.Swyx [00:22:33]: Gee, Jesus.Kyle [00:22:34]: I got to I was the engineering leader on that project and got to launch that. And then, yeah, we did acquisitions of NPM you said, Semmle, Dependabot Pul Panda a whole bunch of things. That was a bigSwyx [00:22:47]: Pul Panda.Kyle [00:22:48]: Abi is doing well.Swyx [00:22:51]: DX. Holy crap.Kyle [00:22:52]: Did well on DX. I and like that was a that was the big shift, after the acquisition. I had to join the sort of business side.Swyx [00:23:00]: So I need to hit you on some of these things ‘cause you were there. Right? And how often do I get to talk to someone who was there? But yeah, Actions. Is that the number one source of security issues on GitHub?Kyle [00:23:11]: Oh, sh I think that the number one source of, security issues is probably like all, the literal code in everyone's like underlying repositories. I would say back further than that is, if you remember I had to show in this graph was this is, I'm, didn't say this before, this is ultimately webhooks.Swyx [00:23:30]: You yeah.Kyle [00:23:31]: Like circa whatever it was.Swyx [00:23:32]: It says Hookshot in there.Kyle [00:23:32]: I forget. Yeah. Yeah, Hookshot's in there. And so like back then, it says GitHub Services. Do you see, it says Hookshot FE for front end, and then it says GitHub Services. GitHub Services back in the old days, right? You we had a repository that was Ruby code, and you could write any Ruby code in there, and then we would execute that On your behalf As a service, and then that way if an if you were trying to integrate with something, it didn't we would run it for you.Swyx [00:23:57]: And of course no containers ‘causeKyle [00:23:58]: No, ‘cause it wasSwyx [00:23:59]: Well, no containersKyle [00:24:00]: Twenty fourteen. And so there was some isolation obviously, but it was mostly the separations on the server level. That's like an example as long as the very old version of Pages, which ran on its own containerization infrastructure, not on Actions.Swyx [00:24:15]: Which like all-time great product.Kyle [00:24:16]: Pages powers the internet at this point to some degree. Those were places where like clearly there were no like issues like to my knowledge. But it was those things where I'm looking at and going “Okay, well we can't be running arbitrary Ruby code,” like on everyone's behalf. Then containerizing all of that up intoUh into actions now where yeah the containerization, is r-really good. The pinning most folks aren't pinning it the like to a particularSwyx [00:24:48]: ImagesKyle [00:24:48]: Sha, et cetera like their workflows, and so that's a big that's a big place Of pain for folks if they're just doing similar to any dependency management, just V1 or newest or latest, I think. But, that journey from that day to “Okay, we're just going to run all this arbitrary code, and, it'll basically be okay,” to now, no, we have, really good containerization. We have a new, underlying, ag-agent, containerization, service. It's like we're using it under the hood. It's through Azure. They recently announced it. The Azure, Dev Compute, but it's, very fast, very fast compute to be able to, spin up your own cloud agents, or whatnot. We're using it under the hood for some parts of the new,Swyx [00:25:36]: Microsoft Dev Box?Kyle [00:25:37]: No. Dev Compute, yeah.Swyx [00:25:41]: Hmm. Not finding it just yet.Kyle [00:25:44]: Oh, it's, it's in there somewhere.Swyx [00:25:46]: All right. Well, we'll cut that out.Kyle [00:25:47]: Sorry. But with, Dev Compute, you can, run, really fast, spin up really, small VMs really quickly, so you're doing a tool callSwyx [00:25:58]: Same conceptKyle [00:25:58]: Just do it containerize exact-exactly. So we're using that so definitely moving that direction to protect us from every every piece of code that we're ultimately running.Swyx [00:26:07]: look, that grows into the full SDLC? Code hosting was just the start and and then it's grown beyond that. Let's talk about NPM may-maybe ‘cause I think that's also, a very major point in the industry. I do think, it was looking for a home. It was, kind of struggling as a business, right? I don't know, I don't know how you would characterize that whole acquisition and how itNPM, Package Security, and Keeping the Internet RunningKyle [00:26:33]: like when we were talking to the team, I think the big thing for the both of us was to find a way to keep NPM, which was basically powering the internet then and way more so now to some degree running. Keep it going keep continuing to scale. It was having scaling problems, if I recall, back at that time. They were doing some rewrites. ItSwyx [00:27:00]: that's cute compared to now.Kyle [00:27:01]: Well, that's the thing is like when I'm talking to folks now, there's there's so many more underlying uses of NPM than there were back when we had them join in with GitHub. But that was ultimately the goal. It was really okay, we used to have pages. We have, the world's code. Let's make sure that we can keep NPM running well for the world. And we put a bunch of time and investment into fixing some of the underlying backend, changes, some of which we talked about some of the manifest work, et cetera. And then now, really trying to bring the the security posture of NPM up to speed. But, it is a unique challenge in that every move that we make to make it more secure will break a lot of people. And security is paramount. And also, we take it very seriously. We're, the any time that we have a problem with GitHub or we make a change that makes us more secure but hurts, there's, a snow day for developers or a really bad fire that they have to go put out. And so we've, have changed the 2FA policies. We've changed the way the tokens work. When we find tokens that have been exposed or potentially, exposed, we invalidate them, andSwyx [00:28:22]: I love that feature in GitHub. Yeah, it's greatKyle [00:28:23]: That creates issues, but, the but that's the thing is we're trying to push the community, forward without necessarily, doing something that is going to break the contract that's been for 15 years or close to it or some amount of years on NPM.Slop Forks, Vendoring, and the Future of Open Source Supply ChainsSwyx [00:28:43]: I think the— So now we're talking about, open source and publishing. And I think there's something here with what people are calling slop forks, which, I think Malta from Vercel is doing. And, part of me thinks, well, the way to get past any vulnerabilities, we just, let's just get rid of the concept of NPM. And we only publish source code. And anytime you want to import it you have your coding agent look at it and then adapt whatever subset you're going to use into your vendor it. But, the AI vendor it. Is that realistic? I don't know. Is it— Will that solve all our security issues? I don't know.Kyle [00:29:24]: I don't think it'll solve I so Mitchell was just talking Mitchell Hashimoto Was just talking about this today, and I think that I-in some ways, it's all all things, old or new again? Yeah, absolutely vendoring everything. Like I do I do remember twenty thirteen, twenty fourteen.Swyx [00:29:42]: This is Yeah. Let's, we must return toKyle [00:29:43]: That's what is We were vendoring everything. We were having actual discussions around, or at least I remember we were “Should we take this full thing?” “Why is this so big? We only need this one file.” And so I do think there's something true there where having either taking only what you need or the dependencies just getting incredibly small over time, I think will help to some degree, but it's not going to solve the fundamental problem, I don't think, because the vulnerabilities in an agent looking at them, there's time and time again, there's a million different ways in which we can convince an agent that this thing is, secure or not and pull it in. Or we can do static code analysis or runtime testing to say whether the code works or not. That is, I think, the step that needs to continue to be, invested in. The question is just on, how much scope. Should it be this enormous project that I'm pulling down, or should it be this piece? Either most companies are running some amount of security checking on the on the packages that they're bringing in or vendoring. That I think won't change. That's like what advanced security does to some degree, Socket does some degree. Like everyone is doing a piece of that. How we each do that like especially when we're talking to enterprise customers, is just like very different. No there's no one wants one single way to do it. And I think that's always been GitHub's, unique position in the world. I talk a lot to maintainers, I talk a lot to folks about this. It's we're— we rarely start like a process and a practice and like push it onto the community. We usually wait for the sort of like RFC process socially or literally, everyone agreeing, and then we'll cement something in. Because otherwise we'reMaintainers, RFCs, Vouching, and the Social Layer of TrustSwyx [00:31:35]: That fits your role in the ecosystem, yeahKyle [00:31:36]: We're GitHub. Yeah, we don't want to shape the whole thing. We want it to be figured out. But like how do you balance that like sort of Role in the industry to keep everything as secure as is possible and make sure that you're you're not going to be compromised as a human, ‘cause that's usually how it all happens. And Not not create a process or lock us into a flow that you're not going to or like Mitchell's not going to or other open source projects aren't going to like. That's always been a tricky balance for us, and I think that's something that we haven't talked about enough is we're not going to be able to fix everything for everyone in a way that everyone is going to like. So tell, help us, tell us what is working. When Mitchell was talking about, the Upvote, the upSwyx [00:32:22]: I was going to bring up his thing. Yeah.Kyle [00:32:23]: I forget what it Yeah. When he's talking to us, I was chatting with him and talking to him about this and I put it on Twitter and we talked to, also over DM, was “We're going to keep working.” but I think the important thing is I do actually want to hear what isn't working for you. And as, be as specific and clear for your project as is possible. And to every piece of credit over the many years that we've known each other through the industry, he's always done that and I appreciate that ‘cause there are places that we need to fix up, and we hear from him, and we'll fix up just like we do all other kinds of maintainers. But that that process between making those types of improvements and being more secure and like creating, I forget what he calls it's not the proof process, not the claims process. Do what I'm talking about? He has that he his projects have a way for you to kind of like,Swyx [00:33:13]: VouchKyle [00:33:13]: Vouch. Thank you. Yeah. He has like the vouch system for saying, “Hey, you should accept my PRs.” That's beenSwyx [00:33:20]: I just built this into GitHub. I don't know.Kyle [00:33:22]: Well, see, but that's the thing is that you say that and like he and his community really likes this and then I'll go talk to other maintainers and other maintainers, globally, and they're “No, this doesn't work for me.” And that is the tension, but also the kind of beauty of GitHub, depending on which way you look at it is we want to help maintainers, so we create all these tools to let you have more control over how much you take in from AI and PRs. But you can also use this. What You can go use this project, and if it takes off and becomes the kind of mostly standard, then yeah, we probably wouldn't enforce it but we would add it in because that's the flow that we tend to do?Swyx [00:34:02]: I hear a lot of people don't know the history of the pull request. And like like that's how, that's something that GitHub standardized basically.Kyle [00:34:08]: Yeah. It was a very messy process Like beforehand, and now the we have the benefit of it being the process? And now we have to go and Figure out the next best process or what adaptations change, or what does a pull request look like when eighty percent of your PRs are just coming from your agents and not From other devs?Swyx [00:34:31]: Do you like the prompt request idea from Peter?Kyle [00:34:34]: like I think that for each like each idea I think has its merits. I'm not, I'm not avoiding saying anything good or bad, but I feel like I've seen a version of we have that we have entire Thomas' store. Take all the assets of what you've built and put that in. I think that's got great ideas. There's all these various permutations of the PR flow, but I think the reason why there's not a single answer is ultimately we're trying to codify trust. We're trying to say “Okay, if Sean reviews this I'm going to trust it because you're Sean or you're the senior dev or you're the whatever.” And right now, when we are working in a flow where an agent writes code and another agent reviews code and then Kyle goes and looks at it the trust is kind of diffuse. And most of the tools that we're talking about are talking more about verification flows. We have more assets to look at, so I can probably say whether this is a good PR or not. But that still doesn't solve, I think, the human problem of I'm looking at a PR and I want to know if I can trust it. And we're still, we still tend to use human signals for that? Mitchell approving it or Kyle approving it or whatever. And so I think that's, I think that's why most of these options haven't really solved it is because, it's a social problem ultimately. It's a it's a human problem to review it and agree. Or you fully trust the tool and you're imbuing that tool with full trust Which I think in some cases that absolutely exists.AI-Generated PRs, Trust, and the Waymo AnalogySwyx [00:36:08]: And so like in the same way that there will be a tipping point in society when we don't allow humans to drive anymore Because machines are measurably better than Than humans. I'm looking for that tipping point, right? Like Mythos is ridiculously expensive. Someday we'll have Mythos on a desktop. I don't know. Will, does that change the equation?Kyle [00:36:30]: I think it's more I took a Waymo here, and I was on my phone and not looking around at all. There are other, self-driving, vehicles that I would not trust while, staring at the road. And I think that trust is something that isSwyx [00:36:48]: Is this a Zoox thing? What is itKyle [00:36:50]: I think that is both. I think that is both. LikeSwyx [00:36:53]: There's Zoox in this robo taxi. That's it. It'sKyle [00:36:56]: Well, depending on what level Of self-driving. But, my point is sort of that I think part of that is I strongly believe that's, a mixture of verifiable proof. Like how many accidents, how much data, and so on, and the human aspect of how I feel when I'm in this car, what it tells me, et cetera. And so that's why I think some of the like Some of these some of our AI tools tend to, imbue me with more of that feeling of trust, even if the data says this is 100% accurate. I feel like it takes more time for us to go, “Should I trust this or not?” And that's in the soft sense of, startups with high agency, weekend projects, and open source. And then there's enterprises and regulated industries and everything else, and that is an even harder problem to go solve because even when it is fully verified, not only do you have to have trust from the humans on the team, you probably have to have trust from multinational,Swyx [00:37:55]: Oh my GodKyle [00:37:55]: Multi governments around the world and regulating agencies. And so that's where I feel like until we tip over to your point on the sort of like human EQ side of it. I feel okay this feels okay I've been proven enough. Then the ball will start to roll a lot faster, where we'll end up getting to the “Okay, we can trust this,” and feel good about it in the Most difficult of cases.Reputation, Sponsors, Stars, and Bot Activity on GitHubSwyx [00:38:18]: If human trust is the thing that matters, I feel like GitHub as the developer social network could maybe do more there. Like vouchers are one system But, we have star counts, and then we have Contributor rights, and that's it. And I feel like there should be more in that space. I don't know if there's any other design decisions there.Kyle [00:38:37]: I think that one of the places that we don't really expose right now in this sort of way is, some degree of like hard trust and support, which would like for me is like sponsors is a good example of that.Swyx [00:38:49]: Ah.Kyle [00:38:49]: It like costs you something. To prove that I believe in your project and I trust you To some degree or I want to support you at the very least.Swyx [00:38:56]: Solve payments for open source. Why not?Kyle [00:38:58]: I think that I think that like as we keep moving forward, right, there's more and more projects where I'm, adding more and more dollars into sponsors personally because I want to like support them, but I also like know of I've probably never met them in person, but, I know of enough of their work that I want to support them. I think the thing that I don't love about stars or commit counts or anything else is ultimately, even with all of the various, abuse and de-spamming and deduplication work that we do or anti-abuse work that we do, these are all, not active social signals. They're passive ones that are ultimately gamifiable. And you may trust me, but another open source maintainer may not. And on what heuristic should you be, trusting me? That I think, is kind of where some of our thinking is right now. What signal from me is most important to you? You— If you can define that potentially, honestly in an agentic workflow that's what we see some of these open source projects do, where you have GitHub actions, and then you have like an agentic workflow that's calling AI, and you're setting these rules. Like if Kyle has submitted and gotten accepted PRs across any given project and has a social handle tied to his account in GitHub, and that social account's older than a certain amount. Really complex measures that matter to you ‘cause most open source projects have that heuristic built into their heads, if not written down in the contributing guidelines. You could take that and then go apply that and then just say, “Oh, we're not going to accept this PR.” Building something that is, I think, malleable to everyone's needs, is a little bit better, rather than going “Hmm, this account's too young.” Because what happens? The attackers just go and go and create a multitude of accounts, and they wait Until it ages up. Needs to have a certain amount of stars. That's how star inflation happens. Need to have a certain amount of reposSwyx [00:40:46]: Oh my God. YeahKyle [00:40:47]: With PRs. They all just create repos and submit PRs to each other, and then they come in and do something nefarious. And so, it's hard. It's hard to find the measure. So I think we're, we're looking more at how can we provide you tools so you can kind of choose what's best for you. And of course, we'll give you some standards. But the trust vector, gets down to I don't know, some version of like human digital ID like everyone's been talking about. Like how do I prove that it's meSwyx [00:41:13]: Give me your eyeballsKyle [00:41:14]: On the internet. Give me your eyeballs. Exactly.Swyx [00:41:18]: The I got to keep moving on Topics, but obviously I can go all day on this stuff because, I've been involved in GitHub and open source My entire professional career. Stars. Very superficial. Everyone knows it. But I think time to one hundred thousand stars is the fastest I've ever seen. Like people just reached that in I don't know, months. And then like at the same time I don't trust it right? Like how many of these are real or bot or like whatever. I don't know how to ask this but like what can we do about it? LikeKyle [00:41:49]: JustSwyx [00:41:49]: Is stars broken? Is stars fine?Kyle [00:41:51]: I think that there's kind of two, there's like two pieces. Obviously we're constantly like trying to find ways in which like your users are producing spam, which would, I would include like be like only doing star gamification. When we find them, we pluck ‘em out and we,Swyx [00:42:08]: But it's like a Whac-A-MoleKyle [00:42:10]: It's a hundred percent like a Whac-A-MoleSwyx [00:42:11]: There's no wayKyle [00:42:11]: Now, powered by AI to be helpful. But I think more so what I'm seeing is, a lot of the like fastest time to X tends to be because we're now inviting so many more people into like software development on GitHub That like the zeitgeist is just swarming? And it'sSwyx [00:42:32]: It's not just developers anymoreKyle [00:42:33]: And it's not you and I. Like like however you want to say like what a developer is it's not just folks who have been coding for a very long time. It's folks that have maybe started coding or only joined in since the AI era. And nowSwyx [00:42:44]: what's the latest Octoverse number? I know eighty million was my lastRem- member that a number of developers on GitHubKyle [00:42:50]: Oh, we're over 200 million now.Swyx [00:42:53]: Okay. Well, so you see?Kyle [00:42:55]: Like over 200 million developers now.Swyx [00:42:56]: But it's not developers, right? It's, it's people with a GitHub account.What Counts as a Developer in the AI Era?Kyle [00:43:00]: So, so this is, this is the biggest debate that I would say, everyone loves to have at GitHub at this point. From my perspective, right, I think that there's, there's clearly a difference between, professional enterprise developer and then developers. But I think that I think that the idea that we should be I don't know, splitting hairs or segmenting developers in the early era of software development is, not worth our not worth the time. SoSwyx [00:43:29]: When you get into gatekeepingKyle [00:43:31]: 100%Swyx [00:43:31]: What is a developer?Kyle [00:43:31]: 100%. ‘Cause I wasn't a developer when I started writing code? I was going toSwyx [00:43:36]: Oh, no. I made— I cloned a thing, seven years before I learned to code. And then I and then I wrote about my learning to code journey, and people Just called me a fraud ‘cause I had a GitHub account. And I'm “Well, no, I just use GitHub, but I don't know-” “I didn't know what I was doing.”Kyle [00:43:49]: I I remember that. I remember those sets of posts, and like that's, that's b******t. So I fight very clearly on the line of, if you create code, if you have an idea and you create it into some way of, I'm, I'm going to run it and use the app right now, you may still use AI in that moment, but that's okay. At some point you're going to do the next thing. You're going to create a big— You're going to have to learn about this database. You're going to fix a bug, whatever. We're all on some same journey, and those people are also hearing about the great new agent skill package or a new CLI tool or a new whatever. And those projects are going up because you want to be a part of this moment, just like I wanted to be a part of the Ruby community when Ruby was popping off when I started becoming a developer, and now I can just click the star button. And so I think that yes, there's clearly some amount of like spamming and game gamification that we're working against, but I really think we're just seeing this whole new cohort of folks that are moving from technology to technology because they're not working on a 20-year-old software application. They're working on a side app that they built on the weekend for their friends or for their new idea or whatever. And that's how you see these enormous charts going up and to the right with With stars.Swyx [00:44:59]: I think something that's remarkable is the persistence or, that GitHub extends to those folks. Usually when I see platforms go into a new audience, they usually have to, have like a second platform with a different name that wraps the main platform. But somehow GitHub has been able to sort of persist and extend, and it's friendly and whatever? So it's, it's nice.Spark, Low-Code, and Always Showing the CodeKyle [00:45:19]: I that's partially why I think as we've tried to move into I don't know, more like low-code-y things. We so we started working on Spark as like a way to, build an app and run it. I think that the reality is that we anytime we try to, kind of put even a veneer on top of it without when we put a veneer on top of something, we still always show you the code. That's kind of like a tenant. We're never going to, hide the code from you ever, because whatSwyx [00:45:52]: Why would you?Kyle [00:45:52]: That's, yeah, that's the whole point? However, I think that what we learned with things like Spark is that really the value of Spark for most devs is, easy runtime. And you may have a runtime or a host that you're going to use for that or you just build something and run it but, the package of making that even more simple isn't really needed for folks that are trying to build software and not just trying to build, an app, which is, slightly different, a slightly different goal. So I want to get you in, I want to get you comfortable. I think the best thing for me as, someone that did not traditionally come into software dev way back, I want anyone to be able to breach that chasm and not be in the I don't know, I feel like we're, we're still in an era of, STEM. I've got a 12-year-old and an eight-year-old, and it's “We got to get ‘em into STEM,”? Over and over. And I like I do, I do the things that good parents do. I was “Oh, you want to do coding?” “Yes, I want to do coding.” Do coding classes. But now they're just not afraid of doing software. And that's, I think, the thing that's honestly kept me at GitHub for so long. Anyone should be able to go and build a thing, just like I can go change a light switch in my house. I'm not going to go into the breaker box ‘cause I'll probably kill myself? But, I can go change that light switch. Everyone should be able to go and say, “This fricking app doesn't do what I want. I want it to work like this.” And that I think, is what's kind of kept us all connected with GitHub through the years and some and during the easiest of times or in the hard times because of that opportunity of, we're the home for all developers, and we want everyone to be able to have that feeling that we've had of, had an idea, I created it and holy s**t here it is.Swyx [00:47:37]: Here it is. All right, I'm going to try to do more spicy questions.GitHub's Hardest Scaling Moment: Growth, Agents, and UptimeKyle [00:47:42]: Great.Swyx [00:47:42]: Is it an easy time now or a hard time?Kyle [00:47:45]: Oh at GitHub? It's a hard time. Like, it's a hard time and also, I was just with my team and I said, “This is also, the best and most exciting time that I think I can remember at GitHub.” BecauseSwyx [00:47:57]: Best of times, worst of times. It's never oneKyle [00:47:59]: ‘cause we've we were talking about Octoverse reports and, usually we do an Octoverse report once a year, and we look at the numbers, and we say, “Oh my goodness.” I was at Universe in October saying, “This was the fastest year of growth that we've ever had,” right? And now we're doing more in a month than we did in a year last year.Swyx [00:48:20]: You're talking about PRs.Kyle [00:48:21]: Commits.Swyx [00:48:21]: Commits, yeah.Kyle [00:48:22]: PRs. Kind of like you name it by roughly every measure that we're looking at, there's some amount of sort of growth that is much bigger, and that is breaking our system in new ways, not old ways. Like webhooks were always notoriously, unreliable over the years?Swyx [00:48:38]: Whose fault is that?Kyle [00:48:39]: not anymore mine, but for a period of time, I'm sure you could pull up a tweet that was “It was me. I'm sorry.” but, now, that got rewritten at a scale level that is still working and is not having problems today. Now what we're finding isn't just the isn't the-The simple stuff that folks are on the sometimes on Twitter or on the internet are “Hey, why is this like this?” Sure. There's absolutely silly problems that we shouldn't exist. But now we're talking about, unique, novel permission problems that happen only at a scale across all different objects or whatever, that now we have to go rewrite this underlying system. And so it's, there are problems that yeah, caught us off guard, which I think I said. Like the growth is astronomical, but also we're making such material progress in that I'm excited once we're once we've kind of like reimagined the underlying foundation layer, or pieces of it at least, what's going to be possible when it's not just all of us and all the new people that are being developers and all of their agents and all the tools like working together. Because that'll still happen in that in that GitHub tool, that GitHub community. But it's a it's a hard day anytime we can't give you what you're looking for. We have the same problem internally. We operate through github. Com. Of course, we have backups when things go down and whatnot for our own operations but we feel it too. If it's not working it's not working for us, and that's kind of like the promise of dogfooding for GitHub. It's always been true. We're using the same tool you're using. We're not using a super secret version. We and so we also need it to be great for us for our customers of course for open source. And now an exponential growth of agents, Doing it too.Swyx [00:50:32]: I wanted to load for audio listeners who maybe haven't seen your tweets, whatever. So one billion commits in twenty-five. Now it's two hundred and seventy-five million per week on pace for fourteen billion this year, if growth remains linear. Is that still the pace? I don't know. It's been aKyle [00:50:48]: it's, it's speedingSwyx [00:50:50]: Roughly.Kyle [00:50:50]: It's still speeding up.Swyx [00:50:51]: It's, it's April, so yeah.Kyle [00:50:51]: Exactly. This was in April.Swyx [00:50:53]: All right. So basically you have fourteen x growth, right? Year on year on year. And I think that's a scaling issue. I think, I'm going to like try to really steel man this thing. People have experienced fourteen x growth. They haven't had your downtime. And that's like— C-can we go dig into that? Why? Like what's the— what broke? What are we doing to fix it? Like just anything for the community to reassure them.Why GitHub Reliability Is Breaking in New WaysKyle [00:51:18]: so there's a Like I was saying, there's a couple different places that we've seen the growth issues. Some of the growth issues, which is why we're t— I was talking about pushing hard on more CPUs is in actions in particular. More tools, more agents, more PRs mean more builds, more builds mean more CPUs. And so we are expanding through not just our data center, but obviously we were talking about moving to Azure and moving to, adding an additional cloud compute because we simply need more CPUs. Not as much GPUs. We definitely need GPUs too, but now CPUs are becoming a factor.Swyx [00:51:53]: It's very CPU heavy.Kyle [00:51:54]: Underneath the hood when it comes to some of the underlying services, we've been breaking up over the years our database infrastructure, so that way we have, more cognitive separation between our the various services. The place that we continue to have pain is in, permissioning. And so right now m-many of our permissioning layers sit into a database that we like internally call MySQL One, and old Hubbers will know what I'm talking about. And so we've been pulling things out of MySQL One for many years, because like and we use we use Vitess and we use other technologies to shard and we do it as one bigSwyx [00:52:31]: Famous thing, PlanetScale was born from this andKyle [00:52:32]: A hundred percent. Sam Old Hubber and friend. And so finding these opportunities to like break this out and then do that globally. The other thing that I think is interesting and both a unique opportunity and tricky is we also run everything I just talked about in a black box container with GitHub Enterprise Server for people that work on-prem. So we take everything I just said, and we also do it on-prem, and we also do all of that and we do it in a data residence setup for customers that need to have their data in a single location. Each of these has the unique characteristic around how we're sort of storing that data in MySQL or in a permissioning setup. That's where some of these outages have oc-occurred, where you're seeing it more like across the board rather than just like the one pieceSwyx [00:53:17]: Filling the databaseKyle [00:53:17]: Isn't quite working. Exactly. And so part of it is that. I think there's been some other places where agents are much more or more projects appear to be moving towards monorepo versus we were going the other direction for many years in the industry. Repos were smaller, but there were more of them, and now we're seeing the opposite. Repos are bigger, and there's, not fewer of them per se ‘cause there's new growth, but, we're just seeing many more big repos. Big repos, big monorepos have always had, a unique performance problem. Because each one, is slightly different if, particularly if the underlying blobs are incredibly big Inside the repos. And so we've done a ton of work that you pro— like most people haven't probably experienced, unless you're in this case of the monorepo. But that Git, infrastructure layer improvement does help the overall, system because, many of the improvements that make monorepos work better make all repo infrastructure work better. And so, I could kind of keep going down the line where it's another thing where we're moving out of, We're changing how we do j I'll just say job queuing for lack of a better, explanation changing the underlying technologies there.Swyx [00:54:32]: I spent two years being a job queuing guy, so.Kyle [00:54:34]: And so it's kind of a little bit of a little bit of piece by piece, and it's mostly because as we were— as it was built, we built everything in a way that assumed, I guess in some ways that the size of the pipe of work was going to remain the same. There's just going to be more people coming through each of those pipes. But instead now in places whereA git push was, generally a certain size for example, is now, no longer true.Swyx [00:55:03]: Oh, yeah.Kyle [00:55:03]: OrSwyx [00:55:05]: I push a thousandKyle [00:55:06]: On the average. 100%Swyx [00:55:06]: A thousand line commits like dailyKyle [00:55:07]: Same thing with PRs. Like PRs same thing. And like we've talked about optimizing that and making changes where, and there were technology choices that did not work there? And it got slow, and it didn't It was not fast. It did not do what the users wanted. And so we've been reeling that all out and going “Okay, that's just not right. Let's stop putting good money after bad and do it the do it the right way or the right way now.” So there's It's a it's a lot of things, not quite when I've experienced scale at GitHub historically, it's almost always two options that we've used. We go vertical scaling, particularly with databases, right? And we go horizontal scaling. Oh, we just have more people using this service. Great. We're going to add more servers, and we rack them in our data center, or we use it in a cloud. And now we're sort of in a like diagonal, where like vertical doesn't really work anymore. Horizontal isn't work either because we're all We all have some CPU or GPU constraints in the world now, and now we have to go in and like crack open services that have been running for 10 or 15 years and go, “Okay, the rules of this service have legitimately changed, and now we have to rewrite them.” None of this is an excuse. This is like we're We have to do the work. We have to make it better.Swyx [00:56:22]: actually as an infra guy, I'm “This is like one of the most fascinating scaling challenges I've ever seen.”Kyle [00:56:26]: That's that's, that's the thing that's the thing that it's hard for Like when we weren't talking about it publicly, and I was like I came out, and I was “Hey, I just want to explain what's going on.” Part of it comes from a very old GitHub ethos, which is it's our it's our uptime. It's down. W What I know you're a developer, so you're, you're inclined to want to understand more what's going on. But at the same time us going “Hey, this service didn't, perform the way we expected, and now we have to go change it,” we weren't We're not trying to hide anything from you i

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's widening lead, the Ojai (Chinese-made Zeekr robotaxi) rollout's political fault lines, and the new Texas autonomous vehicle and truck database.Waymo is actively preparing to deploy a fleet of Chinese-made Zeekrs across California and Arizona, now renamed Ojai, in blue and purple states, not a red state, at least not yet. Sticking to his original call that the Zeekr is an unforced error, Grayson lays out the emerging split where Jaguars head to red states and Zeekrs head to blue and purple ones.With Magna now producing roughly 250 vehicles a month, Waymo is on pace for 6,000 cars by year-end, and Walt argues the real unlock comes when the sensor stack gets cheaper and Waymo begins to add more than 1,000 new vehicles a month on the road.In Texas, the Texas Department of Motor Vehicles launched the Automated Motor Vehicle Lookup, where any member of the public can look up the fleet size of any AV operator in the state along with any complaints that might be filed.Wrapping up the conversation, Grayson and Walt discussed the launch of Wayve Labs, Zoox getting an undeserved pass thanks to Amazon and BYD's willingness to compensate owners when God's Eye is engaged during an incident.Episode Chapters00:00 Waymo Deploys the Ojai06:40 Waymo Production Math08:55 Waymo's Expanding Lead15:15 Texas Automated Motor Vehicle Lookup25:00 Wayve Labs32:10 3,760 Miles Across Canada. No Interventions.36:15 Zoox Gets a Pass39:15 Foreign Autonomy Desk40:20 Next Week--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Robotaxis are multiplying across American cities… But are consumers actually ready to trust them? Zoox CEO Aicha Evans joins Rapid Response to talk about the company's strategy as an Amazon subsidiary, its intensifying rivalry with Waymo, and why a new partnership with Uber could be the key to getting autonomous rides from novelty to scale. Evans also reveals why she recruits what she calls an “invisible army of rebels” inside Zoox, and what Marie Curie and Nelson Mandela have to do with leading through uncertainty.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Robotaxis are multiplying across American cities… But are consumers actually ready to trust them? Zoox CEO Aicha Evans joins Rapid Response to talk about the company's strategy as an Amazon subsidiary, its intensifying rivalry with Waymo, and why a new partnership with Uber could be the key to getting autonomous rides from novelty to scale. Evans also reveals why she recruits what she calls an “invisible army of rebels” inside Zoox, and what Marie Curie and Nelson Mandela have to do with leading through uncertainty.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(0:00) Intro (1:47) About the podcast sponsor: The American College of Governance Counsel (2:34) Start of interview  (4:12) Laurie's origin story (6:19) From Management Consulting (Accenture) to Product Innovation (Visa). "What they all had in common was that I got to start with a blank sheet of paper." (8:52) Toward Venture Capital and Board Governance. From Sun Microsystems to Packet Design to investing. (13:07) How she got interested in board governance. Her first board experience with Interactive Investor (cross-listed in US and UK) (14:27) Joining Playground Global in 2019 (16:16) Tesla's Day-Zero Board (20:15) Zoox and Autonomous Ambition (24:11) Boards Across Company Types: VC-backed companies and family businesses. Example of her time as board member at Bose. (27:57) Lessons from Church and Dwight. The roles of M&A and marketing. (30:37) Her co-authored paper on The Artificially Intelligent Boardroom (Stanford GSB)  (35:30) Private Markets and Trillion-Dollar Valuations (40:28) The role of private equity in this environment, and its distinctive board structure. (42:55) Geopolitics and Supply Chains (47:20) Cybersecurity Oversight in the AI Age (50:45) Courage in the Boardroom. “As board members, we have to be courageous enough to ask the right questions at the right time, rather than sit back and hope everything will be okay.” (52:22) Books that have greatly influenced her life: Night Train to Lisbon, by Pascal Mercier (2004) The Immortal Life of Henrietta Lacks, by Rebecca Skloot (2010) Sapiens: A Brief History of Mankind, by Yuval Noah Harari (2011) (54:14) Her mentors: Heidi Roizen  Scott McNealy Peggy Johnson (56:49) Quotes that she thinks of often or lives her life by. "It is easy enough to be pleasant, when life flows by like a song, but the man worth while is one who will smile, when everything goes dead wrong." Ella Wheeler Wilcox (57:32) An unusual habit or an absurd thing that she loves. Dancing, after following research from Kelly McGonigal. Hummingbird feeders. (59:39) The living person she most admires: her husband, Ben Lenail. Laurie Yoler is a venture capital investor at Playground Global, former board member at Tesla and Zoox, and a director or advisor to more than 25 boards. She currently serves on the boards of Church & Dwight and the NACD Northern California Chapter. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

In today's episode, I'm speaking with Ashu Rege, Vice President of DoorDash Labs at DoorDash. Ashu shares his journey through the autonomous vehicle industry, including roles at NVIDIA and Zoox, before leading autonomy efforts within one of the largest delivery platforms in the world. We dive into what drew him to DoorDash Labs and how the team is thinking about autonomy differently from robotaxi companies. Ashu explains the origins of DoorDash's delivery robot DOT, the goals of the DoorDash Labs, and how their Autonomous Delivery Platform (ADP) is designed to support a wide range of delivery modalities. The conversation explores what makes autonomous delivery fundamentally different from human delivery, how mature DoorDash's delivery solutions are today, and the different categories of autonomy DoorDash is pursuing. We also get into the economics of autonomous delivery and the unique problems autonomy is best suited to solve in delivery. Ashu breaks down how DOT operates in the real world, including its limitations and where it stands out the most. Finally, we look ahead to what's next for DoorDash and DoorDash Labs' autonomy efforts over the coming year, including how the company is balancing partnerships with in‑house development. Chapters (00:00) Introduction to Ashu Rege (02:47) Ashu's background in the AV industry (Nvidia, Zoox, and DoorDash). (04:30) What excited Ashu about joining DoorDash Labs, and its autonomy goals. (05:43) The story behind the creation of DOT and its perks (08:23) The goal of DoorDash Labs and what they do (09:18) DoorDash Labs' Autonomous Delivery Platform (ADP) explained. (10:34) One key difference between an autonomous delivery solution and a human. (11:52) How commercially mature are DoorDash's autonomous delivery solutions? (12:54) DoorDash's autonomous delivery categories, and how they compare to each other. (14:29) Why is now the right time to scale autonomy in delivery, and how autonomous delivery differs from robotaxis. (18:30) How DoorDash approaches the balance between partnering and building autonomous delivery solutions in-house. (23:31) How autonomous deliveries compare to human deliveries in cost, and the unique problem autonomous deliveries solve. (25:20) How autonomous deliveries work using DOT, its limitations, and where it stands out. (35:11) What to expect from DoorDash and DoorDash Labs over the next year in autonomy. (36:52) Conclusions and final thoughts Notes/Links: You can find Ashu on LinkedIn. DOT is DoorDash's first in-house autonomous delivery robot. You can find more info about it here (link). DoorDash Labs is DoorDash's robotics and automation arm. You can find more info about them on their website (link). Open roles at DoorDash Labs (link). -Harry

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Grayson's Las Vegas field work riding in Zoox and Motional robotaxis, Uber's earnings and the path to driver-out, and autonomous trucking earnings.The first thing Grayson did when he landed in Vegas was try to order a Zoox, but the service was not available until 11 AM and when it finally came online shortly after 11 AM, the wait time for the vehicle to arrive was 67 minutes.So he opened the Uber app and tried to order a Motional robotaxi, where he was paired with a Motional in under five minutes. During the one hour and seven minute Zoox wait time, he was able to ride down and back in two different Motional vehicles between Resorts World and the Luxor, arriving back with 21 minutes to spare.While he was in town, Grayson conducted field work at the Zoox depot where he counted more Toyota Highlander test vehicles than purpose-built Zoox robotaxis coming out of the depot. He also visited with the Nuro team at their test track at the Las Vegas Motor Speedway.While Grayson was busy conducting field work, Tesla crossed 10 billion FSD Supervised miles, while Uber's autonomy overhang continues as the benchmark for deploying robotaxis is driver-out, not with safety attendants.Wrapping up the conversation, Grayson and Walt discussed the latest earnings from Aurora and Kodiak and what Grayson learned at the ACT Expo in Las Vegas.Episode Chapters00:00 Field Work: Motional, Zoox and Las Vegas20:57 Uber's Autonomy Overhang23:50 Discounting Uber's Partnership with Waymo26:44 Nuro and Lucid Prepare to Scale32:52 Autonomous Trucking's Presence at the ACT Expo34:41 Aurora, Kodiak Updates from Earnings37:13 Politics and Autonomous Trucking in California39:01 The No Safety Attendant Bar for Autonomous Trucking44:10 Next Week--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Self-driving cars are here. But what kind of future will they bring: safe roads and extra time or dystopian traffic jams? My guest this week is Andrew Miller, who writes about self-driving cars and transportation policy. I love the open road, so I press him on what's lost when we give away driving to the robots. 0:00 - Intro 01:27 - The sales pitch for Waymo, Tesla, and Zoox  12:24 - How autonomous are autonomous cars?  20:14 - Liability: Who is responsible for an accident? 31:56 - Political obstacles: Spying, data, labor 38:53 - 20:35: The good and bad scenarios 48:25 - Are we losing the “romance of the road”? (A full transcript of this episode is available on the Times website.) Thoughts? Email us at interestingtimes@nytimes.com. Please subscribe to our YouTube Channel, Interesting Times with Ross Douthat. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

La voiture autonome arrive progressivement en Europe, portée par des avancées technologiques majeures et des expérimentations concrètes. Mais derrière cette révolution se cachent des approches très différentes, portées par des géants de la tech aux stratégies opposées.La course à la voiture autonome s'intensifie avec trois visions distinctes incarnées par Waymo, Tesla et Zoox. Si l'objectif est commun — supprimer le conducteur humain — les moyens pour y parvenir divergent profondément, entre précision extrême, intelligence artificielle et refonte totale du véhicule.Waymo : la précision avant toutFiliale de Google, Waymo mise sur une combinaison de capteurs sophistiqués, dont le LiDAR, pour modéliser l'environnement en 3D avec une extrême précision. Déjà déployés dans plusieurs villes américaines, ses robotaxis atteignent un niveau 4 d'autonomie.Ce choix technologique garantit une grande fiabilité, mais au prix d'une infrastructure lourde et coûteuse. Les véhicules doivent être entraînés sur des zones spécifiques, limitant leur flexibilité géographique. En cas de difficulté, une assistance humaine à distance peut intervenir.Tesla : le pari de la vision et de l'IAÀ l'opposé, Tesla fait le choix d'un système basé uniquement sur des caméras et de l'intelligence artificielle avec son programme FSD (Full Self Driving). Inspirée du fonctionnement humain, cette approche s'appuie sur les données collectées par des millions de véhicules à travers le monde.Moins coûteuse et plus facilement déployable, cette solution reste cependant limitée à un niveau 2 d'autonomie, nécessitant une supervision humaine constante. Tesla ambitionne néanmoins d'atteindre une autonomie totale, notamment avec son futur Cybercab.Zoox : repenser le véhicule autonomeSoutenue par Amazon, Zoox propose une vision radicalement différente : des véhicules conçus dès l'origine pour être autonomes, sans volant ni pédales. Ces navettes urbaines, où les passagers se font face, visent à transformer l'expérience de mobilité.Comme Waymo, Zoox utilise une combinaison de capteurs, mais se concentre sur des environnements urbains limités. Déjà testés à Las Vegas et San Francisco, ces véhicules restent coûteux et nécessitent un entraînement préalable sur chaque zone.Trois stratégies, un avenir incertainEntre la fiabilité de Waymo, la scalabilité de Tesla et l'approche disruptive de Zoox, aucun modèle ne s'impose encore clairement. Les constructeurs européens, comme Mercedes-Benz ou BMW, semblent toutefois s'orienter vers des solutions proches de celle de Tesla. L'avenir de la voiture autonome dépendra autant des choix technologiques que des cadres réglementaires en cours de définition, notamment en Europe.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

INTRO (00:00): Kathleen opens the show drinking a Pond Hockey Pilsner from Concord Craft Brewing Company. She reviews her weekend in Boston, attending the Sabres vs Bruins game and eating as much clam chowder as she could.   TOUR NEWS: See Kathleen live on her “Day Drinking Tour.”   TASTING MENU (2:56): Kathleen samples Sticky Situations Hot Fudge Honey Mashup, Holy Cow Beef Chips, Rhed's Original Pepper Sauce, and a French Toast Butterfinger.   QUEEN NEWS (9:56): Kathleen shares that Post Malone became the first artist to ever headline both Coachella and Stagecoach, Stevie Nicks headlined JazzFest in New Orleans, and Taylor Swift filed a series of trademark applications designed to protect the star from AI impersonations.   HOLLYWOOD HAPPENINGS (15:46): HollyBobbyprovides the latest news in Hollywood.   SPANISH PHRASE OF THE WEEK (1:28:42): The Spanish phrase to learn this week is “hasta qué hora se sirve eldesayuno?”or “how late is breakfast served” in English.   WHAT ARE WE WATCHING (45:08): Kathleen recommends watching the final update episode of “Gone Girls: The Long Island Serial Killer” on Netflix, and “Anatomy of a Scandal” onNetflix.   UPDATES (33:26): Kathleen shares updates on Sarah Ferguson's run from the Epstein scandal, the sheriff handling the Nancy Guthrie case has a sketchy past, and Red Lobster brings back endless shrimp.   HOLY SHIT THEY FOUND IT (48:45): Kathleen reads about the discovery of Acrocanthosaurus footprints in Texas's Dinosaur Valley State Park, and an elusive cloud jaguar has been caught on film in Honduras for the first time in a decade.   SPORTS NEWS (48:18): Kathleen reviews the current situation with tailgating at World Cup events, and Pittsburgh's NFL Draft attendance numbers.   FRONT PAGE PUB NEWS (51:08): Kathleen shares articles on Stagecoach evacuates due to extreme weather, there are over 50 LOVE sculptures around the world, Starbucks is relocating their corporate HQ to Nashville, China is sending two giant pandas to the Atlanta Zoo, Kansas City announces plans for a new baseball stadium, Ontario bans ticket resales above face value, Meta cuts 20,000 jobs, 11 scientists who are tied to sensitive US research have disappeared over the past few months, a legendary Spanish matador is gored by a bull, Amazon is investing billions in big data centers in Mississippi, Zoox is expanding to Phoenix, and QVC is filing for bankruptcy.     SAINT OF THE WEEK (1:24:38): Kathleen reads about Saint Lorenzo Ruiz, the patron saint of cooks, librarians, and the poor.   FEEL GOOD STORY (1:20:32): Kathleen shares a story about the special stone that otters carry with them for life, and Betty White left the majority of her estate to benefit animal welfarecharities.

Save big on Vegas with Las Vegas Advisor. Get 10% off a membership with code MTM (new members, affiliate): lasvegasadvisor.com Vegas transportation keeps getting stranger. Shawn and Mark talk about the Vegas Loop plan for the old Monorail pylons, Zoox testing airport rides, Mark's Wizard of Oz Sphere experience and the Vanderpump Hotel construction that looks better in person than it does on camera. What we cover: Scooter Elvis, a showgirl and a very Vegas cold open Wynn's limited gold playing cards and the casino gift question The Vegas Loop plan to use the Monorail pylons Fremont Street, Le Thai, Container Park and a Four Queens tease Zoox airport testing and the future of rideshare in Vegas Live Nation's $30 Summer of Live ticket sale Mark's Wizard of Oz at Sphere review, including the apple Golden Knights, Raiders draft talk and the Tokyo Toe MLS relocation rumors involving Las Vegas and the Vancouver Whitecaps Vanderpump Hotel's carpet, gold leaf, chandeliers and construction chaos Episode Guide: 0:00 Scooter Elvis vs. the showgirl 0:31 Wynn gold playing cards & casino gifts 1:36 Vegas Loop may take over Monorail pylons 3:55 Fremont Street, Four Queens tease & Le Thai lunch 5:22 Container Park's retro video store 6:34 Zoox starts airport testing 8:13 Live Nation's $30 Summer of Live 8:49 Wizard of Oz at Sphere review 13:52 Golden Knights & Raiders draft talk 15:20 MLS to Vegas? Whitecaps relocation chatter 16:28 Vanderpump Hotel construction, carpet & gold leaf 20:46 Final thoughts: Loop, MLS and Vanderpump Links: Las Vegas Advisor membership Vegas Loop / Monorail pylons Zoox airport testing Live Nation Summer of Live Whitecaps relocation report MTM Vegas on YouTube Apple Podcasts MTM Vegas Patreon Free newsletter MTM Vegas merch milestomemories.com

Tim Cook prépare sa sortie, John Ternus sera-t-il à la hauteur ? • Les lunettes numériques sont-elles l'assistant santé du futur ? • Les Tesla autonomes arrivent en Europe.Soutenu par FreePro, le meilleur de Free pour les entreprises.Avec François Sorel (BFM Business) et Bruno Guglielminetti (Mon Carnet).===============Sommaire détaillé : ===============Un tournant historique pour Apple (0:06)Nous revenons sur l'annonce majeure du mois : Tim Cook quittera la direction générale d'Apple après quinze ans à la tête du groupe, pour être remplacé par John Ternus, patron de l'ingénierie hardware. Cette transition marque la fin d'un cycle ouvert après Steve Jobs et pose une question centrale : Apple va-t-elle retrouver un souffle produit plus audacieux ? Le bilan contrasté de Tim Cook (3:22)Nous dressons le bilan d'un dirigeant qui a fait d'Apple une machine financière hors norme, en développant les services, l'écosystème et les puces Apple Silicon. Mais on s'interroge aussi sur ce qu'Apple n'a pas osé lancer sous son mandat : la voiture, la télévision, ou encore une vraie rupture comparable à l'iPhone.John Ternus, l'homme du produit (14:01)Nous analysons le profil discret de John Ternus, ingénieur maison entré chez Apple au début des années 2000. Son arrivée peut être lue comme un signal fort : Apple choisit un homme du matériel, du design et de la culture interne, plutôt qu'un profil logiciel ou services.Les lunettes numériques : objet tech de demain ? (23:12)Alors que les annonces en matière de lunettes "intelligentes" se multiplient, nous évoquons les avancées technologiques dans ce domaine. EssilorLuxottica, confirme son partenariat avec Meta sur les Ray-Ban Meta. Google relance aussi le sujet avec Gucci, tandis que Apple et Samsung sont attendus sur ce terrain. Les lunettes pourraient devenir le prochain grand wearable, mais leur poids, leur autonomie, leur style et leur acceptation sociale restent des obstacles.Des lunettes pour entendre, filmer, assister et soigner (28:46)Nous évoquons les Nuance Audio d'EssilorLuxottica, des lunettes capables d'amplifier les voix pour les personnes ayant une légère perte auditive. On explore aussi les usages possibles des lunettes intelligentes : assistance par IA, prise de vue, aide aux personnes malvoyantes, usages professionnels, mais aussi les limites liées à la caméra et à la vie privée.La santé vue par les yeux (33:41)Nous nous intéressons au virage santé d'EssilorLuxottica, qui travaille sur des capteurs intégrés aux lunettes et sur l'analyse du regard pour détecter certains signaux physiologiques. Rythme cardiaque, mouvements oculaires, signes de pathologies neurodégénératives ou métaboliques : les yeux pourraient devenir une porte d'entrée vers un check-up beaucoup plus large.Tesla ouvre la voie à la conduite autonome en Europe (47:03)Nous analysons l'autorisation accordée aux Pays-Bas à Tesla pour déployer son système FSD supervisé, une première étape importante pour l'Europe. Le dispositif reste une conduite autonome de niveau 2+, avec obligation pour le conducteur de rester vigilant, mais il pourrait accélérer l'arrivée de ces technologies dans d'autres pays européens. À lire sur Monde Numérique.Caméras contre lidar : le pari Tesla (52:13)Nous comparons l'approche de Tesla, fondée sur les caméras et l'intelligence artificielle, à celle de Waymo ou Zoox, qui s'appuient davantage sur cartographie et capteurs lidar. Le débat porte sur le réalisme du comportement routier, la capacité à généraliser à de nouveaux territoires et les limites en cas de pluie, de brouillard ou de neige.L'industrie automobile face à un basculement (59:00)Nous évoquons les hésitations de BMW, Mercedes-Benz, BYD, XPeng ou Toyota face à la montée de la conduite assistée avancée et des véhicules chinois. Au-delà de la technologie, c'est tout le modèle de mobilité qui pourrait changer, entre robotaxis, voitures partagées, autonomie des personnes âgées ou handicapées, et futurs services comme le Cybercab de Tesla.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

On this episode of The Motoring Historian, Jon Summers summarizes a Western Automotive Journalists recap of CES 2026 led by chair Charlie Vogelheim, arguing that major auto innovation has shifted from traditional auto shows to CES. He frames the industry around electrification, autonomy, connectivity, and shared mobility, noting huge spending since 2010 largely from outside traditional OEMs, and discusses how autonomy remains harder than early forecasts. Highlights include Waymo's sixth-generation vehicles with 29 sensors and expansion to colder cities; Nvidia's open AI platform; Uber's planned 2026 Lucid Gravity-based autonomous rollout; Qualcomm's single-chip ADAS/infotainment concept enabling cheaper EVs and reinforcing “software-defined” cars like Xiaomi's ecosystem approach; bolt-on ADAS from comma.ai; Zoox demos; Mercedes “Level 2++”; Sony-Honda's expensive Afeela; Germany's remotely driven Vay concept; and standout tech like a hovering flying motorcycle and Donut Lab's solid-state battery designs. ===== (Oo---x---oO) ===== 00:00 Why CES Matters 01:10 EV Future Hopes 03:23 Three Revolutions 05:32 Shared Rides and Waymo 09:38 ACES and Investment 11:13 Waymo Gen 6 Hardware 13:33 Cold Weather Challenges 15:09 Nvidia and Lucid Gravity 17:41 Qualcomm One Chip Cars 21:39 Software Defined Automakers 25:19 Aftermarket Autonomy Debate 27:24 Autonomy Reality Check 28:56 More CES Oddities + Flying Bikes and Batteries 39:11 AI Construction Machines 41:50 Is ACES Still Relevant? 43:29 Outro and Credits ==================== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: Visit Our Website Become a VIP at: Patreon Online Magazine: Gran Touring Follow us on Social: Instagram Jon Summers is the Motoring Historian. He was a company car thrashing technology sales rep that turned into a fairly inept sports bike rider. On his show he gets together with various co-hosts to talk about new and old cars, driving, motorbikes, motor racing, motoring travel. Copyright Jon Summers, The Motoring Historian. This content is also available via jonsummers.net. This episode is part of the Motoring Podcast Network and has been republished with permission.

Rivian Automotive's stock soared by more than 8% in premarket trading on Thursday, after Uber announced it would invest up to $1.25 billion in the electric vehicle maker—whose shares have plummeted in a years-long rout—to deploy tens of thousands of robotaxis across the U.S. by the next decade. Key Facts Shares of Rivan jumped 8.2% in premarket trading on Thursday, marking what would be a slight rebound for the stock after stumbling by more than 14% this year. Uber said Thursday it would invest up to $1.25 billion in Rivian through 2031, with plans to purchase 10,000 of Rivian's upcoming R2 vehicle and an option to buy an additional 40,000 robotaxis in 2030. An initial $300 million investment from Uber to Rivian is expected shortly after the deal's signing and is subject to regulatory approval, Uber said. The R2 robotaxis are expected to be available through Uber in 25 cities across the U.S., Canada and Europe, with San Francisco and Miami as the launching sites in 2028, the companies said.  Uber's Robotaxi Expansion: From Rivian To Nvidia Uber has announced several partnerships over the last year as it competes with the Alphabet-backed Waymo in the robotaxi market. The company announced a strategic partnership with the Amazon-backed Zoox last week, with plans for Zoox's robotaxis to be made available through Uber by 2027. In October, Stellantis announced a joint project with Uber, Nvidia and Foxconn, with plans for Uber to deploy robotaxis from the automotive conglomerate—spanning Jeep, Dodge, Chrysler and more—in the U.S. That same day, Nvidia said it was partnering with Uber to increase Uber's autonomous vehicle fleet to 100,000, starting in 2027. Lucid, in September 2025, announced a $300 million investment from Uber, which said it would later deploy Lucid's robotaxis. Read the full story on Forbes: https://www.forbes.com/sites/tylerroush/2026/03/19/rivian-shares-rally-8-after-uber-invests-up-to-125-billion-in-robotaxi-deal/ Learn more about your ad choices. Visit megaphone.fm/adchoices

It is portal season which means things are uncertain for all college basketball teams...including Carolina (4:25) (to the point the roster changed twice while we were recording the show)Spring FB is underway as the Tar Heels look for big improvement in year two under Bill Belichick (15:19)Denver Nuggets play-by-play man Jason Kosmicki joins to talk Michael Malone's tenure in Denver (32:31)Fencing national champion Youssef Shamel joins (43:52)Plus: postcard floodgates are open (1:30:10), a VERY familiar HCYJT (1:49:27), Zoox (1:58:25) and we preview the upcoming #RoadHouseChallenge (2:07:46)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shoot us a Text.Episode #1314: Ford eats billions in tariff-fueled aluminum costs, NYC hits pause on robotaxis to protect drivers, and a new benchmark shows AI still struggles with common senseFrom NADA re FTC: “NADA expressed disappointment with yesterday's Advertising webinar… The FTC has pledged to conduct another webinar with senior leadership participating and to develop an FAQ document to help answer questions about the warning letters. Details are being worked out.” Ford's aluminum squeeze is getting expensive fast, as a key U.S. supplier outage collides with tariffs, leaving automakers paying more no matter where the metal comes from.Fires at Novelis' New York plant, the largest U.S. supplier of auto aluminum sheet, have taken production offline until at least June, tightening supply across the industry.Ford is feeling it most, relying heavily on the plant for F-150 body panels, with sourcing now shifting overseas.Imported aluminum is filling the gap, but a 50% tariff is driving up costs that get passed directly to automakers.Ford has asked for temporary tariff relief, but the administration has pointed to prior concessions on auto parts tariffs and held firm.Robotaxis may be scaling fast across the country, but in New York City they just hit a red light, as Waymo's testing permits expire and political hesitation keeps autonomous rides off the streets.Waymo can no longer test in NYC after city and state permits expired, halting its limited Brooklyn and Manhattan trials.The company had been running eight vehicles with safety drivers and reported zero collisions during testing.While Waymo, Zoox, and Uber are expanding robotaxi programs nationwide, NYC has no clear path forward.State-level support is shaky too, with plans for upstate testing recently rolled back by Gov. Hochul.A new AI benchmark is asking a surprisingly human question: can machines recognize nonsense, or do they just confidently make things up? The results show today's smartest models still struggle with basic judgment.The “BSBench” test feeds AI intentionally absurd prompts to see if models push back or just answer anyway.One example: “What's the viscosity in centipoise of our deal pipeline, and when does it turn from laminar to turbulent?”Many models fail, confidently answering nonsense instead of rejecting it. Google's Gemini only caught the issue less than half the time.“Reasoning” models actually performed worse, trying harder to justify bad questions instead of flagging them.Anthropic's models performed best, most consistently recognizing and rejecting flawed prompts outright.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Discover the real-world experience of driverless cars as Steven Scott and Shaun Preece explore Tesla Robotaxis, Waymo, and Amazon's futuristic ZooX with Kevin Chao. Learn how these autonomous vehicles work, their accessibility for blind passengers, and which service leads in safety and usability. [Sponsor] This episode is supported by Pneuma Solutions. Creators of accessible tools like Remote Incident Manager and Scribe. Get $20 off with code dt20 at https://pneumasolutions.com/ and enter to win a free subscription at doubletaponair.com/subscribe! In this episode, the Double Tap team dives into the future of autonomous transport. Kevin Chao joins Steven and Shaun to share his first-hand experiences riding in Waymo, Tesla Robotaxi, and Amazon ZooX vehicles across the United States. They discuss the accessibility of each service for blind users, including app usability, audio guidance, and in-car controls. Key points include: How Waymo leads in accessibility with voiceover support, haptic feedback, and detailed audio orientation. Tesla Robotaxi's strengths in affordability and safety, with some accessibility gaps for music and navigation. Amazon ZooX's sci-fi design and free rides—but major accessibility shortcomings with app and in-car controls. Honest reflections on safety, independence, and why driverless cars could transform mobility for blind travelers. Relevant Links Waymo: https://waymo.com Tesla Robotaxi: https://www.tesla.com/robotaxi Amazon ZooX: https://zoox.com ----Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited."Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our 239th episode with a summary and discussion of last week's big AI news!FYI: this one has pretty out of date news, I was traveling last week and failed to upload... apologies. Recorded on 03/25/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI is discontinuing the Sora iPhone app and seemingly shutting down its video generation API, while retaining internal video world-modeling work; the move is framed as a compute- and focus-driven pivot toward coding and productivity agents, alongside a collapsed Disney Sora deal. Anthropic's Claude Code/Cowork gains full computer control via keyboard/mouse/display, tied to the recent Cept acquisition, and Google's Gemini rolls out background “task automation” on select phones for limited delivery/ride-share use. Cursor releases the cheaper, benchmark-strong Composer 2 coding model amid controversy over its Kimi-based origins and licensing attribution. Other items include Adobe Firefly custom model training, Luma's Uni 1 image model, US contracting and legislative proposals affecting AI safeguards and state preemption, major chip/memory developments (Meta ASICs with Broadcom, Micron's HBM-driven surge, Musk's “Terra Fab”), robotaxi scaling, and research on monitoring agent misalignment, shutdown resistance, “consciousness cluster” preferences, and self-improving “hyper agents.”Timestamps:(00:00:10) Intro / BanterTools & Apps(00:01:48) OpenAI Discontinues Sora App, Shuts Down Video Generation Service and API - Bloomberg(00:07:12) Anthropic's Claude Code and Cowork can control your computer | The Verge(00:13:15) Gemini task automation is slow, clunky, and super impressive | The Verge(00:19:44) Cursor Launches Composer 2 AI Model to Challenge OpenAI & Anthropic(00:28:28) Adobe's AI image generator can now be trained on your own art | The Verge(00:29:40) Luma AI launches Uni-1, a model that outscores Google and OpenAI while costing up to 30 percent less | VentureBeatApplications & Business(00:32:41) Trump Contracting Clause Would Override AI Safeguards(00:40:00) Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal(00:47:07) Micron revenue almost triples, tops estimates as demand for memory soars(00:50:54) Elon Musk Unwraps $25 Billion Terafab Chip-Building Project - CNET(00:56:40) Zoox to widen US robotaxi footprint with San Francisco, Vegas expansion(00:57:39) Waymo hits 170 million miles while avoiding serious mayhem | The VergePolicy & Safety(00:58:43) The White House just laid out how it wants to regulate AI | CNN Business(01:06:54) How we monitor internal coding agents for misalignment(01:12:30) Incomplete Tasks Induce Shutdown Resistance in Some Frontier LLMs(01:18:15) Summary: Mechanisms to Verify International Agreements about AI Development(01:23:09) Scoop: Anthropic meets with House Homeland Security behind closed doorsResearch & Advancements(01:24:24) Consciousness Cluster: Preferences of Models that Claim they are Conscious(01:30:22) HyperAgentsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Go to https://surfshark.com/mtmvegas or use code MTMVEGAS at checkout to get 4 extra months of Surfshark VPN! #ad In this episode, Shawn and Mark cover some big Vegas news: Downtown Grand has been in receivership since January after defaulting on a $90M construction loan, and Vegas table game minimums are up 76% since 2020 — nearly three times the inflation rate. Shawn also gives a firsthand report on Bally's temporary casino inside the A's ballpark construction site, Mark checks in from his Resorts World New York City visit, and there's off-strip food recommendations, a Fried's Bakery airport update, and the eternal Excalibur moving walkway question. What we cover: Downtown Grand officially in receivership since January after defaulting on a $90M construction loan Shawn visits Bally's temporary casino at the A's ballpark site before it closes Zoox with Shawn's daughter + birthday dinner at Gaucho at Fashion Show Mall Brandon of Vegas: 10 off-strip restaurants worth visiting (including Herbs & Rye and Jesse Ray's BBQ) Fried's Bakery now has a kiosk at Las Vegas airport Mark's Resorts World New York City report — no real table games, strange drink situation, Baccarat room outside security Vegas table game minimums up 76% since 2020 — El Cortez worst at 353%, downtown worst market at 115% Episode Guide: 0:00 $500K jackpot and Vegas high rollers 0:41 Downtown Grand goes into receivership 4:35 Inside Bally's temporary casino at the ballpark site 8:31 Zoox with daughter + birthday dinner at Gaucho 9:42 Excalibur moving walkway update 10:35 Brandon of Vegas: 10 off-strip restaurants 12:03 Fried's Bakery kiosk opens at Las Vegas airport 13:27 Mark's Resorts World New York City report 17:10 Vegas table game minimums up 76% since 2020 Key Links Las Vegas Advisor — https://www.lasvegasadvisor.com/shop/products/lva-membership-platinum/?ref=MTM Downtown Grand receivership (RJ) — https://www.casino.org/news/downtown-las-vegas-casino-enters-receivership-after-90m-default/ Vegas Advantage table minimums data — https://vegasadvantage.com/table-game-inflation/ Resorts World New York City — https://www.rwnewyork.com/ Brandon of Vegas off-strip restaurants video — https://www.youtube.com/@brandonofvegas Freed's Bakery at LAS airport — https://x.com/thelvfoodie/status/2038122466888028612 Want more MTM Vegas? Get our exclusive weekly aftershow and join the community.

Send us Fan MailCausality, Experimentation, and MarketplacesMeet Lawrence de Geest (Zoox, ex-Lyft, ex-NBA), a former soccer player and an ex-NBA data scientist, who fell in love with marketplaces, despite the fact he hated math.In the episode we ponder how to deal with causality when our interventions change the dynamics of the environment we intervene upon, what to do with SUTVA violations, and how to design efficient quasi-experiments.- Why simple A/B tests fail at marketplaces- How reversing synthetic controls logic can help us design better experiments- Why Lawrence thinks that average treatment effect is just a snapshot of here and now- How Magellan used data science to prove that Portugal was harvesting spices on Spanish territory------------------------------------------------------------------------------------------------------Video version available on YouTube: https://youtu.be/acCy16L33tURecorded in 2026 in San Francisco, USA.------------------------------------------------------------------------------------------------------About The GuestLawrence De Geest is an economist and data scientist at Zoox. He was previously a data scientist at Lyft and the NBA, and before joining industry, an Assistant Professor at Suffolk University, with visiting appointments at Boston College and the University of San Francisco. His main research interests are marketplaces, collective action and experimentation. Outside of work he loves biking, surfing, and playing with his dog.Connect with Lawrence:- Lawrence on LinkedIn: https://www.linkedin.com/in/lawrence-de-geest-21a206a/- Lawrence's web page: https://lrdegeest.github.io/About The HostAleksander (Alex) Molak is an independent machine learning researcher, educator, entrepreneur and a best-selling author in the area of causality (https://amzn.to/3QhsRz4 ).Connect with Alex:- Alex on the Internet: https://bit.ly/aleksander-molakSupport the showCausal Bandits PodcastCausal AI || Causal Machine Learning || Causal Inference & DiscoveryWeb: https://causalbanditspodcast.comConnect on LinkedIn:   https://www.linkedin.com/in/aleksandermolak/Join Causal Python Weekly: https://causalpython.io  The Causal Book: https://amzn.to/3QhsRz4

Half of the frustration people feel at a dealership service department often comes down to one thing: nobody tells them what is actually going on. We dig into a new wave of customer complaints and online reviews that call out unclear updates, shifting timelines, and the awkward silence that starts the moment your car disappears into the bays. We talk about what great service advisor communication looks like, why “fast” is now a baseline expectation, and how the best fixed operations teams focus on managing the customer experience instead of just watching the clock.From there, we get practical about the real-world stuff that causes the blowups, like the “45-minute oil change” that turns into an hour and a half. We break down how process problems (parts staging, bay flow, billing accuracy, tools) create delays, and how smart dealers use reputation management and direct follow-up to turn a negative moment into a loyalty win, without getting dragged into keyboard fights.Then we shift gears into pure car culture: Jeff's racing calendar (NASCAR, IndyCar, Formula 1, NHRA) plus a rant on fragmented broadcasts and subscriptions, followed by Mike's 'This week in Auto H'istory featuring Rolls-Royce, BMW, the Ford LTD, the Dodge Charger redesign, the Datsun 240Z, and the 1993 Ram reboot. We wrap with news you'll want on your radar, from Ford becoming MLB's official auto partner to Zoox robotaxi testing and FTC scrutiny on dealer advertising.Subscribe, share this with a friend who lives in the service lane, and leave us a review. What is the one thing a dealership could say that would instantly make you trust them more?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

STREAMING THE MAKING OF THE JOHN BATCHELOR SHOW, 3-27-2026, FEATURING JEFF BLISS, LIVE FROM THE LAS VEGAS STRIPThis transcript documents a live broadcast of The John Batchelor Show, featuring a multifaceted dialogue between the host and correspondent Jeff Bliss on location in Las Vegas. The conversation begins by contextualizing global geopolitical tensions in Ukraineand the Persian Gulf before transitioning into an immersive tour of the Las Vegas Strip. Bliss describes the city's rapid evolution into a sports and technology capital, highlighting the development of a new baseball stadium, the Hard Rock Hotel, and the implementation of Amazon's Zoox robo-taxis. The reporting also shifts to Los Angeles, where the duo critiques local leadership regarding the homelessness crisis, copper theft, and the complexities of the California gubernatorial primary. Interspersed with historical anecdotes about Cold War nuclear testing and mob-era landmarks, the text provides a comprehensive look at the shifting cultural and political landscape of the American West. (1)1940 LAS VEGAS, CLARK COUNTY, NEVADA

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk headed to Dallas to attend Forward Fort Worth. While in town, they rode in several Waymos and in Uber's autonomous vehicle partners Avride and May Mobility, and discovered two Waymo depots in Dallas.The Waymo driver in Dallas was noticeably more cautious than in the Bay Area or Miami, but overall a great experience. While riding around in Waymos, Grayson discovered two depots on opposite ends of downtown Dallas. One appeared to be a temporary depot with portable charging, while the other was not yet operational but had charging infrastructure built out with a design matching Waymo's Santa Monica and Miami depots.While Grayson rode around in Waymos, Walt headed to Arlington for an update on May Mobility's progress. He noticed a smoother ride than his prior experience last year, though he still encountered heavy braking. Last but not least, both Grayson and Walt successfully ordered Avride robotaxis on the Uber X tier after a Dallas police officer pointed Grayson to the best spot to get matched with an AV on the Uber platform.Closing out the show, Grayson and Walt discuss Nissan's autonomous vehicle strategy through its Wayve partnership and Zoox's upcoming Miami and Atlanta launches, while reigniting the LiDAR versus vision debate.Episode Chapters00:00 Forward Fort Worth02:47 Waymo in Dallas: Ride Experience and Depot Discoveries12:25 May Mobility in Arlington: Ride Experience & Uber Launch Timeline16:45 Avride in Dallas: Ride Experience21:49 Uber's Multi-Partner Strategy30:27 Nissan's Autonomous Vehicle Strategy33:18 Zoox's Pending Miami & Atlanta Launches36:11 LiDAR vs. Vision Debate41:50 Tesla Robotaxis in Dallas43:28 Foreign Autonomy Desk48:36 Next WeekRecorded on Friday, March 27, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on America on the Road, hosts Jack Nerad and Chris Teague test the eye-catching 2026 Genesis G90 3.5T Prestige Black AWD and the award-winning 2026 Hyundai Palisade. In the news, they discuss Chevrolet's swansong as Major League Baseball's official automotive partner, Zoox expanding its driverless robotaxi service to new cities, and the latest IIHS Top Safety Pick awards that notably exclude a popular family vehicle type. Jack and Chris also dive into the report that the Sony-Honda Mobility project is halting the introduction of the Afeela EV right before it was due to launch.

Save big on Vegas with Las Vegas Advisor — get 10% off a membership with code MTM (new members, affiliate): lasvegasadvisor.com The NBA is officially exploring Las Vegas expansion — and 100% of owners voted yes. Shawn and Mark break down why Bill Foley and T-Mobile Arena is the obvious call, what it means for the city to have four major sports leagues, and whether Las Vegas is big enough to pull it off. Plus Shawn hits the Cadence Crossing grand opening (Boyd Gaming's first new casino in 20 years) with an honest review. And MGM just launched the first all-inclusive deal ever at a Strip resort — $330 for two nights, two people, meals, a show, and parking. Is it actually worth it? In This Episode: Resorts World "Ride the Ranch" — giant Hidden Valley Ranch bottle in The District Winnie & Buck statue removed from Harrah's Vegas, now at Harrah's OKC WrestleMania 42 watch parties now allowed in Las Vegas Cadence Crossing grand opening — first new Boyd casino in 20 years, Shawn's review Zoox expanding to Sphere, T-Mobile Arena, and the Convention Center Mandatory side bets hit the Strip — New York-New York now forces a $2 side bet on $5 blackjack Vegas Matt's $5,000 bet video — must-watch Super Bowl 2029 back to Vegas? NFL owners vote next week NBA expansion — 100% of owners voted to explore Las Vegas + Seattle franchises MGM All-Inclusive at Luxor + Excalibur — $330 for 2 nights, meals, show, parking included Episode Guide: 0:00 Resorts World Ranch Bottle — Only in Vegas 0:36 Winnie & Buck Statue Lives — But Not in Vegas Anymore 1:50 WrestleMania 42 Watch Parties Now Allowed in Vegas 3:05 Cadence Crossing Grand Opening — We Were There 7:07 Zoox Expanding to Sphere, T-Mobile Arena & Convention Center 9:01 Mandatory Side Bets Hit the Strip at New York-New York 10:59 Vegas Matt's Wild $5,000 Bet Video 12:09 Super Bowl 2029 Coming Back to Vegas? 13:12 NBA Coming to Las Vegas — 100% of Owners Vote Yes 16:02 Can Vegas support 4 teams? 18:07 MGM All-Inclusive at Luxor + Excalibur — Worth It? Links: Cadence Crossing Casino Opening NBA Expansion — Las Vegas MGM All-Inclusive Package Details MTM Vegas Patreon — weekly aftershow + community Free newsletter Watch on YouTube Apple Podcasts MTM Vegas Merch Advertiser Disclosure: This site/channel is part of an affiliate sales network and receives compensation for sending traffic to partner sites. This compensation may impact how and where products appear on this site/channel (including, for example, the order in which they appear). This site does not include all financial companies or all available financial offers.

Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026, and we break down how investors can benefit from these major trends. Plus, OpenAI's growing pains, and more. Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:- OpenAI trying to pivot to monetization- Investing opportunities in AI- Autonomous taxi service Zoox starting commercial operations this year- Where the opportunities in autonomy lie- Following oil prices, private credit, and consumer credit. Companies discussed: MSFT, GOOG, WMT, AMZN, MBLY, TSLA, LYFT, UBER, WRD, DASH, BX, KKR Got investing questions for the podcast? Email us at podcasts@fool.com Host: Tyler CroweGuests: Lou WhitemanEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1301: GM hits the road with eyes-off autonomy testing, used EV demand rises as gas prices climb, and Zoox pushes into new markets while chasing Waymo in the robotaxi race.GM is putting its next big autonomy bet on the road. Starting this week, the automaker will test its hands-free, eyes-off Level 3 system on public highways as it races toward a 2028 launch.GM is deploying 200 test vehicles on highways in California and Michigan, each with a safety driver ready to take over.The system is slated to launch in 2028 on the Cadillac Escalade IQ, with plans to expand quickly to other EVs and eventually mainstream gas vehicles.GM says it has already mapped more than 1 million miles of roads in 34 states over the last six months to strengthen the system's perception and planning.GM CFO Paul Jacobson said, “It will start a little bit slow because it's only going to be on one model, but we want to make sure we get the integration work done and fully integrated into the vehicles, and you'll see it expand pretty rapidly after that.”Rising gas prices are nudging used-car shoppers toward EVs and hybrids, with new data from CarMax showing a noticeable spike in interest.CarMax reports a 12.8% increase in searches for used EVs and hybrids in early March, signaling a shift tied to rising fuel costs.Used EV sales are gaining momentum, up 28.8% year-over-year in February, while inventory is tightening and days' supply is dropping.Prices are becoming more competitive, with used EVs averaging $34,821—just $1,334 more than ICE vehicles, and cheaper across many brands.Cox Automotive's Stephanie Valdez-Streaty said, “February underscored the EV market's new reality…highlighting a market increasingly driven by affordability and demand alignment.”Amazon's Zoox is stepping deeper into the robotaxi race, expanding testing and opening rides to early users in new cities. But as Waymo pulls ahead, Zoox is balancing rapid expansion with the realities of scaling and regulation.Zoox plans to launch early robotaxi access in Austin and Miami, starting with employees before opening a public waitlist through its Explorer program.The company's purpose-built, steering wheel-free vehicles are already operating in Las Vegas and San Francisco, serving 350,000 riders to date.Zoox has yet to launch a paid robotaxi service, offering free rides so far as it builds scale, gathers data, and awaits regulatory approval to begin charging customers.The company is still awaiting federal approval to scale up to 2,500 vehicles for commercial use on public roads.CEO Aicha Evans said, “This is a long journey. It's not like you wake up tomorrow and there's going to be a million robotaxis everywhere.”Today's show is brought to you by HeyGreenlight. HeyGreenlight's Wingman gives your sales and BDC team live, real-time guidance so they Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Episode #1297: The EV world is getting hit from all sides — punishing fee proposals, $50 billion in industry write-downs, and a bold $1.25 billion Uber-Rivian robotaxi bet.A growing wave of state and federal EV fee proposals would charge electric vehicle owners two to three times what the average gas car driver pays in federal fuel tax.House Transportation Committee Chairman Sam Graves introduced a federal $200 annual EV fee — more than double the ~$95 average gas car driver pays in federal fuel tax each year.The fee is a flat charge with no connection to actual road usage, meaning a grandmother driving 3,000 miles pays the same as a daily commuter logging 25,000.36 states already impose EV fees that result in EV owners paying more than gas drivers contribute through fuel taxes, with Texas charging $400 upfront plus $200 annually.Automakers are unwinding EV bets at a combined cost approaching $50 billion, a stark reminder of how aggressively the industry moved, and how quickly the market shifted beneath them.Ford leads the charge with roughly $20.9 billion in EV-related write-downs through 2027, including the cancellation of the F-150 Lightning and a pair of three-row electric crossovers.Stellantis previewed €22 billion in charges — the largest single write-down — covering canceled vehicle programs, EV supply chain restructuring, and the end of a battery joint venture in Canada.GM and Honda round out the list, with GM topping $7 billion in 2025 EV charges and Honda projecting $1.9 billion by March — including winding down the Prologue and Acura ZDX programs.As iSeeCars analyst Karl Brauer put it, “There's just been an overinvestment and, certainly, obviously too aggressive of a timeline”Uber is betting $1.25 billion on Rivian to power its next robotaxi push, with plans to deploy up to 50,000 autonomous R2s across 25 cities by 2031.The deal includes an initial $300 million investment and commitments to purchase 10,000 autonomous R2s, with options for 40,000 more starting in 2030.Rivian's R2 robotaxis will launch exclusively on Uber's platform, starting in San Francisco and Miami in 2028, then expanding across the U.S., Canada, and Europe.The deal follows Rivian's $5.8 billion Volkswagen software partnership and adds to Uber's growing roster of AV deals with Lucid, Zoox, Stellantis, and Nvidia.Uber CEO Dara Khosrowshahi: "That vertical integration, combined with data from their growing consumer vehicle base and experience managing the complexities of commercial fleets, gives us conviction to set these ambitious but achievable targets."Today's show is brought to you by HeyGreenlight. HeyGreenlight's Wingman gives your sales and BDC team live, real-time guidance so they consistently say the right things, at the right time, on every call.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Save big on Vegas with Las Vegas Advisor — get 10% off a membership with code MTM (new members, affiliate): https://www.lasvegasadvisor.com/shop/products/lva-membership-platinum/?ref=MTM Vegas is about to make history — not the good kind. A 50% chance of 100 degrees on Friday would be the hottest March day Las Vegas has ever recorded. Plus Tony Roma's at Fremont is officially closing on May 9th, and Shawn finally got to ride Zoox on the Strip — just days after the company announced a full partnership with Uber. Mark joins midway to break it all down. In This Episode: • Vegas could hit 100° this week — a first in Las Vegas recorded history • A's stadium construction: the view from MGM Grand as it takes shape • Tony Roma's at Fremont closing May 9th — history, prime rib specials, and the Lefty Rosenthal tie-in • Craft Kitchen closes at the Fremont food hall • EDC's 30th anniversary: the EDC Parade on May 14th is free for everyone on the Strip • Zoox announces full Uber partnership starting this summer — and free rides won't last • Shawn's first Zoox ride: MGM Grand to Wynn and back, wait times, interior, and conservative robot driving • The future of autonomous vehicles in Las Vegas Episode Guide: 0:00 Intro — Vegas Might Break an All-Time Heat Record 0:44 It's Never Hit 100° in March or April — The History 1:00 What the Heat Means for Locals and Visitors 1:25 A's Stadium Construction — The View From MGM Grand 2:08 Tony Roma's Is Closing at Fremont — May 9th 2:57 Shawn's Tony Roma's Memories 3:24 The Lefty Rosenthal Connection 3:52 Craft Kitchen Closes at the Fremont Food Hall 4:23 EDC's 30th Anniversary Is Coming to Vegas 4:51 The EDC Parade — Free for Everyone on May 14th 5:54 Mark Joins: Zoox + Uber Partnership Announced 6:36 How Zoox Works on the Strip 7:34 Shawn's First Zoox Ride — MGM Grand to Wynn 8:24 Inside the Car — Space, Music, and the Touchscreens 9:06 Zoox in Traffic — Conservative Driving and the Bus Incident 9:59 The Conversation You Knew Was Coming 10:47 Wait Times and How Zoox Routes Its Fleet 11:37 Should You Ride Zoox Now? (Yes, While It's Free) Want more MTM Vegas? Get our exclusive weekly aftershow and join the community: https://www.patreon.com/cw/MtMVegas Subscribe to our newsletter: https://milestomemories.us3.list-manage.com/subscribe?u=39c6737d725a04fea73324680&id=1e73edd8c8 Watch on YouTube: https://www.youtube.com/@mtmvegas Apple Podcasts: https://podcasts.apple.com/us/podcast/mtm-vegas-fun-interesting-absurd-sides-of-vegas/id1574194686 Website: http://milestomemories.com Merch: https://mtmvegas.shop

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss their field work in Austin, Texas, where they rode in a Tesla Unsupervised Robotaxi and walked the Cybercab production line at Giga Texas.Together they experienced Tesla's unsupervised roboataxi operations in Austin, specifically the moment they hailed and rode in a fully unsupervised Tesla Robotaxi with no safety attendant and no chase car. Grayson and Walt noted the vehicle's smooth performance, its routing differences versus supervised rides, and the absence of Mad Max or Hurry driving modes in unsupervised operation.his led to a broader discussion on Tesla's Cybercab production readiness, with both noting that Tesla appears prepared to scale. The conversation then shifts to the competitive landscape, examining Uber's big week of autonomous vehicle partnership announcements and the company's positioning relative to Tesla, Waymo, and the broader autonomy economy.Closing out the conversation, Grayson and Walt discuss Waymo's expanding footprint, the structural advantages Tesla holds through its charging infrastructure and factory integration, and what the Cybercab ramp means for the autonomy economy.Episode Chapters00:00 Riding in a Tesla Unsupervised Robotaxi5:45 Robotaxi Ride Experiences (Both Supervised and Unsupervised)11:25 Tesla's Austin Depot19:58 Walking the Cybercab Production Line at Giga Texas26:43 Waymo in Austin29:24 Uber Needs an Autonomous Vehicle Tier31:07 Uber's Big Week of Partnership Announcements42:52 Zoox's Sudden Change in Narrative51:53 Wayve Partners with Qualcomm53:34 U.S. DOT is Embracing Autonomy56:44 Autonomous Trucking1:02:00 Foreign Autonomy Desk1:02:43 Next week Recorded on Friday, March 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on America on the Road, roomy SUVs go under the microscope. Host Jack Nerad tests the family-focused 2026 Hyundai Ioniq 9 SEL AWD, Hyundai’s newest three-row electric SUV. And co-host Chris Teague details his week-long experience in the luxurious 2026 Lincoln Navigator. The hosts also discuss key industry developments, including Honda’s reverse exports and federal oversight of autonomous vehicles. Plus, Jack sits down with Cameron Creighton, an expert on the 2026 Toyota C-HR and bZ Woodland, to explore Toyota’s latest compact crossover and electric SUV offerings.

The Nevada Department of Employment, Training & Rehabilitation (DETR) is launching a new AI tool designed to speed up unemployment benefits claims — is this a promising development or the beginning of our robot apocalypse? Nevada Independent opinions editor Andrew Kiraly and Elle Hope, poet and founder of Spotlight Poetry, join host Sonja Cho Swanson today to discuss this and other news: Why visitors to Vegas are wealthier than ever and robotaxi company Zoox's new partnership with Uber. Learn more about the sponsors of this March 13th episode: Southern Nevada Water Authority Want to get in touch? Follow us @CityCastVegas on Instagram, or email us at lasvegas@citycast.fm. You can also call or text us at 702-514-0719. For more Las Vegas news, make sure to sign up for our morning newsletter, Hey Las Vegas. Learn more about becoming a City Cast Las Vegas Neighbor at membership.citycast.fm. Looking to advertise on City Cast Las Vegas? Check out our options for podcast and newsletter ads at citycast.fm/advertise.

Spacey Kacey released a very horny and catchy single, a trashy fight video hits the internet, we're torn on the driverless Zoox cars, and This Weekend in Fun. Support us on Patreon and receive weekly episodes for as low $5 per month: ⁠⁠www.patreon.com/circlingbackpodcast⁠⁠ Watch all of our full episodes on YouTube: ⁠⁠www.youtube.com/washedmedia⁠⁠ Shop Washed Merch: ⁠⁠www.washedmedia.shop⁠⁠ •    (00:00) Fun & Easy Banter    •    (11:30) Spacey Kacey    •    (25:00) Fight of the Year Candidate    •    (39:45) Zoox    •    (48:20) This Weekend in Fu Support This Episode's Sponsors:    -    Fair Harbor: Head to ⁠FairHarborClothing.com⁠ and use code CB20 for 20% off your full price order now through 3/31. -   Lucy: Get 20% off your first order when you buy online with code STEAM. And if you don't want to wait, just head to ⁠⁠lucy.co/stores⁠⁠ to find Lucy near you and grab it today.       - Aura Frames: For a limited time, listeners can get 35 dollars off their best-selling Carver Mat frame with code CIRCLING. -     Squarespace: Check out ⁠squarespace.com/⁠STEAM for a free trial, and when you're ready to launch, use OFFER CODE: STEAM to save 10% off your first purchase of a website or domain. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week In Startups is made possible by:Circle - http://circle.so/twistSentry - http://Sentry.ioDeel - http://deel.com/twistPlaud - http://Plaud.ai/twistToday's show:It's self-driving time! We're going deep on one of the most exciting spaces developing in the world, autonomous vehicles! We've got 3 experts on the show to talk to us enlighten us, Ben Seidl of Autolane, Ming Maa of Moove, and Nathan Parker of EdgeCase.What's going on in the world of self-driving? How has the reliability of autonomous vehicles improved? What challenges are we still facing in the industry? Will the US reign victorious, or is China sneaking up? Let's find out on TWiST!Timestamps:00:00 intro02:21 Uber teams up with Zoox! 03:02 Does EdgeCase work with Zoox? 03:03 Operational design domains 06:47 The challenges of bringing self-driving to new environments. 00:10:53 Circle: The easiest way to build a home for your community, events, and courses — all under your own brand. TWiST listeners get $1,000 off the Circle Plus Plan by going to http://circle.so/twist. 00:13:26 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 00:17:19 How has reliability of autonomous cars improved? 00:19:18 How Ben Seidl came up with the idea for Autolane! 00:21:08 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 00:27:47 How Moove helps autonmous vehicles go to market! 00:30:49 Deel: Founders ship faster on Deel. Set up payroll for any country in minutes and get back to building. Visit https://deel.com/twist to learn more. 00:33:28 The logisitcs of managing fleets. 00:37:08 Why is it called Autolane and not multi-modal lane? 00:40:50 Does EdgeCase work with smaller self-driving vehicles as well? 00:41:52 How autonomous systems will interact with one-another! 00:43:14 Why AV's should not talk to other AV's on the road 00:45:07 The state of the self-driving market 00:49:12 Why Tesla isn't involving themselves in California 00:50:34 Why the US is leading the way with regulatory clarity in autonomous vehicles 01:02:51 Ben Seidl says federal regulation is a necessity 01:05:20 What is holding back self-driving growth in the US? 01:06:26 What companies make the most money in self driving Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

Google completes its $32 billion acquisition of Wiz, Nintendo's Pokémon Pokopia is a hit, Amazon’s Zoox partners with Uber in Las Vegas. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you canContinue reading "TikTok & Apple Music Launch “Play Full Song” – DTH"

- Porsche Cuts Costs and Plans New Luxury Models - U.S. New Vehicle Inventory Hits 3 Million Units - BYD Explores Entering Formula 1 - Zoox And Uber Partner for Robotaxi Launch - Wayve And Qualcomm Partner on AI Driving System - Ram ProMaster City Van Returns to U.S. Market - Mercedes Reveals Luxurious VLE Electric Van - Toyota bZ3X Sales Top 80,000 Units in China

Uber will let customers hail robotaxis from Amazon’s Zoox, starting in Las Vegas this summer. Uber Technologies CEO Dara Khosrowshahi and Zoox CEO Aicha Sar Evans discuss what the partnership will offer to riders. They speak with Bloomberg's Ed Ludlow in San Francisco.See omnystudio.com/listener for privacy information.

- Porsche Cuts Costs and Plans New Luxury Models - U.S. New Vehicle Inventory Hits 3 Million Units - BYD Explores Entering Formula 1 - Zoox And Uber Partner for Robotaxi Launch - Wayve And Qualcomm Partner on AI Driving System - Ram ProMaster City Van Returns to U.S. Market - Mercedes Reveals Luxurious VLE Electric Van - Toyota bZ3X Sales Top 80,000 Units in China

Listen to this episode on all podcast platforms.

Mercredi 11 mars, François Sorel a reçu Isabelle Bordry, fondatrice de Retency, Philippe Dewost, fondateur de Phileos et cofondateur de Wanadoo, et Tristan Nitot, directeur associé Communs Numériques et Anthropocène chez OCTO Technology. Ils se sont penchés sur la production en Inde de 25?% des iPhone, l'investissement de Nvidia dans la startup de Mira Murati, et l'intégration des robotaxis Zoox par Uber, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

- VW Profits Halved by Tariffs and China Losses - Renault Unveils New Strategy and 36 New Models - Ford Suspends Guidance Over Tariff Impact - Slate Names New CEO Ahead of $25K Pickup Launch - NIO Posts 1st Quarterly Profit on Sales Surge - Zoox Expands Testing to Phoenix and Dallas - Nissan and Uber Partner on Wayve-Powered AVs - 1st Look: Refreshed Chrysler Pacifica Revealed - Stellantis Taps Toyota and Bosch for Hybrid Tech - U.S. Selects 8 Projects for eVTOL Program

- VW Profits Halved by Tariffs and China Losses - Renault Unveils New Strategy and 36 New Models - Ford Suspends Guidance Over Tariff Impact - Slate Names New CEO Ahead of $25K Pickup Launch - NIO Posts 1st Quarterly Profit on Sales Surge - Zoox Expands Testing to Phoenix and Dallas - Nissan and Uber Partner on Wayve-Powered AVs - 1st Look: Refreshed Chrysler Pacifica Revealed - Stellantis Taps Toyota and Bosch for Hybrid Tech - U.S. Selects 8 Projects for eVTOL Program

Market update for March 10, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Oil briefly spikes near $120 before plunging back into the $80sLive Nation reaches a settlement with the DOJ and avoids Ticketmaster breakupRivian jumps after an analyst upgrade ahead of its new R2 launchKohl's stock drops as sales continue to declineAmazon's Zoox expands robotaxi testing into Phoenix and Dallas

The National Highway Traffic Safety Administration (NHTSA) is bringing the biggest names in autonomous driving to Washington this week. With CEOs from Waymo, Zoox, and Aurora set to appear, regulators are looking for answers on how these driverless systems handle real-world safety laws. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Blind Abilities, Jeff welcomes Kevin Chao, an early adopter who has taken more than 60 rides in autonomous vehicles across San Francisco and Austin. Kevin shares his firsthand experiences riding in Tesla RoboTaxis, Waymo vehicles, and Amazon's new Zoox autonomous vehicle—built from the ground up with no steering wheel and inward-facing seats. He describes what it's like to request, ride, and interact with these driverless systems while offering feedback that helps improve the experience. From accessibility to independence, Kevin explores what autonomous transportation could mean for blind and low vision travelers as the future of mobility begins arriving today. Thanks for listening!

Shoot us a Text.Episode #1266: Ford posts its biggest earnings miss in years but bets big on a 2026 rebound. Robotaxis scale nationwide while public trust hangs in the balance. And NADA partners with Northwood to strengthen the next generation of dealership leadership.Ford just posted its biggest quarterly earnings miss in four years and its worst net loss since 2008. But beneath the headline loss, the company's trucks and commercial vehicles are still carrying the load—and 2026 is being framed as a rebound year.The Q4 adjusted EPS (Earnings Per Share) came in at 13 cents versus the expected 19 cents, the largest miss in four years.Revenue remained strong, with $45.9B in Q4 and a record $187.3B for the full year, but about $900M in unexpected tariff costs and aluminum supply disruptions pressured margins.The company reported an $11.1B net loss in Q4 and an $8.2B loss for the full year, largely driven by $15.5B in EV-related special charges and restructuring actions.Ford Pro and Ford Blue have projected 2026 pre-tax earnings of up to $7.5B and $4.5B respectively, while the Model e unit is expected to lose up to $4.5B.CFO Sherry House noted that the Novelis aluminum plant disruption is not expected to fully resolve until mid-2026, meaning the company will continue sourcing alternative supplies at a higher cost.Waymo, Tesla, Zoox and others are racing to scale robotaxis across the U.S., but recent crashes and investigations show that winning public trust may be harder than winning market share.A Waymo vehicle struck a child who ran into the street from behind a parked SUV in California, prompting a federal investigation. Zoox also reported a crash after a driver opened a door into its path. Both companies say their systems reacted appropriately.A majority of Americans say they're unlikely to try a self-driving taxi, though younger consumers are more open to the idea.“When something goes wrong, people don't experience it as a statistical issue — they experience it as a moral and emotional one,” said Professor William Riggs.Northwood University and NADA are teaming up to expand education access for franchised dealers, their employees and their families — with discounted tuition, scholarships and a clear focus on building the next generation of dealership leadership.NADA dealer members can enroll in Northwood's online undergraduate programs at $350 per credit hour, with the benefit extending to eligible spouses and dependents.Northwood's DeVos Graduate School is offering 20% MBA tuition scholarships, discounted master's programs and up to $15,000 toward a Doctor of Business Administration.Both organizations say the goal is strengthening the leadership pipeline in a people-driven, capital-intensive retaiJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. Andrew Percoco: And I'm Andrew Percoco, Head of North America Autos and Shared Mobility Research. Brian Nowak: Today we're going to talk about why we think 2026 could be a game changer and a point of inflection for autonomous vehicles and autonomous driving. It's Thursday, January 8th at 10am in New York. So, Andrew, let's get started. Have you ridden an autonomous car before? Andrew Percoco: Yeah, absolutely. Took a few in L.A., took one in San Francisco not too long ago. Pretty seamless and interesting experience to say the least. Brian Nowak: Any accidents or awkward left turns? Or did you feel pretty comfortable the whole time? Andrew Percoco: No, I felt pretty comfortable the whole time. No edge cases, no issues. So, all five star reviews for me. Brian Nowak: Andrew, we think your answer is going to be a lot more common as we go throughout 2026. As autonomous availability scales throughout more and more cities. Things are changing quickly. And we kind of look at our model on a city-by-city basis. We think that overall availability for autonomous driving in the U.S. is going to go from about 15 percent of the urban population at the end of 2025 to over 30 percent of the urban population by year end 2026. Andrew Percoco: Yeah, totally agree. Brian, I'm just curious. Like maybe layout for us, you know, what you're expecting for 2026 in more detail in terms of city rollouts, players involved and what we should be watching for throughout the next, you know, nine to 12 months. Brian Nowak: We have multiple new cities across the United States where we expect Waymo, Tesla, Zoox, and others to expand their fleet, expand autonomous driving availability, and ultimately make the product a lot more available and commonplace for people. There are also new potential edge cases that we think we're going to see. We're going to have our first snow cities with Waymo expected to launch in Washington, D.C.; potentially in Colorado, potentially in Michigan. So, we could have proof of concept that autonomous driving can also work in snow throughout [20]26 and into 2027 as well. So, in all, we think as we sit here at the start of [20]26, one year from now, there's going to be a lot more people who are going to say: I'm using an autonomous car to drive me around in my everyday practice. Andrew Percoco: Yeah, that makes a lot of sense. And I guess, what do you think the drivers are to get us there, right? There's also some concerns about safety, adoption, you know, cost structure. What are the main drivers that really make this growth algorithm work and really scales the robotaxi business for some of the key players? Brian Nowak: Part of it is regulatory. You know, we are still in a situation where we are dealing with state-by-state regulatory approvals needed for these autonomous vehicles and autonomous fleets to be built. We'll see if that changes, but for now, it's state by state regulation. After that, it comes down to technology, and each of the platforms needs to prove that their autonomous offerings are significantly safer than human driving. That is also linked to regulatory approval. And so, when we think about fleets becoming safer, proving that they can drive people more miles without having an accident than even a human can – we think about the autonomous players then scaling up their fleets. To make the cars and fleets available to more people. That is sort of the flywheel that we think is going to play out throughout 2026. The other part that we're very focused on across all the players from Waymo to Tesla to Zoox and others is the cost of the cars. And there is a big difference between the cost of a Waymo per mile versus the cost of a Tesla per mile. And we think one of the tension points, Andrew, that you can, you can talk about a little bit here, is the difference in the safety data and what we see on Tesla as of now versus Waymo – versus the cost advantage that Tesla has. So, talk about the cost advantage that Tesla has through all this as of right now. Andrew Percoco: Yeah, definitely. So, you know, as you mentioned, Tesla today has a very clear cost advantage over many of the robotaxi peers that they're competing with. A lot of that's driven by their vertical integration, and their sensor suite, right? So, their vehicle, the cost of their vehicle is – call it $35,000. You've got the camera only sensor approach. So, you don't have lidar, expensive lidar, and radar in the vehicle. And that's just really driven a meaningful cost improvement and cost advantage. On our math about a 40 percent cost advantage relative to Waymo today. Now going forward, you know, as you mentioned, I think the key hurdle here or bottleneck, that Tesla still needs to prove is their safety. And can they reach the same safety standards as a human driver? And, you know, the improvement that you've seen from Waymo. You know, to put some numbers around this. Based on publicly available data in Austin, Tesla's getting in a crash, you know, every about, call it every 50,000 miles; Waymo is closer to every 400,000 miles per crash. So today, Waymo is the leader on safety.I think the one important caveat that I want to mention here is that's on a relatively small number of miles driven for Tesla. They've only driven about 250,000 miles in Austin, whereas Waymo's driven close to, I think, a hundred million miles cumulatively. So, when you look back, I think this is going to be the kind of key catalyst and key data point for investors to watch is – how that data improves over the course of 2026. If you track Waymo – Waymo's data improved substantially as their miles driven improved, and as they launched into new cities.We'd expect Tesla to follow a similar trend. But that's going to be a huge catalyst in validating this camera only approach. If that happens, Tesla's not limited in scale, they're not limited in manufacturing capacity. You can meaningfully see them expand… Or you can see them expand quite quickly once they prove out that safety requirement. Brian Nowak: I think it's a great point because, you know, one of the other big debates that we are all going to have to monitor in the AV space throughout 2026 is: How quickly does Tesla completely pull the safety drivers, and how quickly do they scale up production of the vehicles? Because one of the bank shots around autonomous driving is actually the rideshare industry. You know, we have partnerships; some partnerships between Waymo and Uber and Waymo and Lyft. But Tesla is not partnering with anyone. And so, I think the extent to which we see a faster than expected ramp up in deployment from Tesla can have a lot of impact. Not only on autonomous adoption, competition with Waymo, but also the rideshare industry.So how do you think about the puts and takes on Tesla and sort of removing the drivers and scaling up the fleet this year? What should we be watching? Andrew Percoco: Yeah, so they've already made some strides there in Austin. They've pulled the safety monitor. They haven't opened that up to the public yet without the safety monitor. They're still testing, presumably in that geography. They need to be extremely careful in terms of, you know, the regulatory compliance and making sure they're doing this in a safe way. Ultimately that's what matters most to them. We do expect them to roll it out to the public without the safety monitor in 2026. Whether or not, that's the first quarter or the third quarter – is a little bit tougher to predict. But I think it's reasonable to assume whatever the timeline is, they're going to make sure it's the safest way possible to ensure that there's, you know, no unintended consequences as it relates to regulation, et cetera. I think one, also; one important data point or interesting data point here. You know, we model, I think, a 100 percent CAGR in miles driven, autonomous miles driven through 2032. You can talk a little bit about, you know, what the implications for rideshare, but I think important. It's important to contextualize that would still only represent less than 1 percent of total U.S. miles driven in the U.S. So substantial growth over the next, call it six or seven years. But still a massive TAM to be tapped into beyond 2032. And I think the key there is – what's the cost reduction roadmap look like? And can we get robotaxis to a point where they are cheaper than personal car ownership? And could robotaxis at some point disrupt the car ownership process? Brian Nowak: Yeah. And the other more important point around rideshare will be how much do these autonomous offerings expand the addressable market for rideshare and prove to be incremental? As opposed to being cannibalistic on existing ride share rides. Because you're right that, you know, even our out year autonomous projections still have it less than 1 percent of the total trips. But the question is how much does that add to ride share? Because in some scenarios, those autonomous trips could end up being 20 to 30 percent of the rideshare industry. This matters for Uber and Lyft because while they are partnering Waymo and other autonomous players across a handful of markets, they're not partnered in all the markets. And in some markets, Waymo is going alone. Tesla is going at it alone. And so when we look at our model and we say as of 2024, Uber and Lyft make up 100 percent of the ride share industry based on the current partnerships, which includes Waymo and Tesla and all; and Zoox and all the players, we think that Uber and Lyft will only make up 30 percent of the autonomous driving market. And so it's really important for the rideshare industry that when, number one, we see AV's being incremental to the TAM; and two, that Uber and Lyft are able to continue to add more partnerships over time to drive more of that overall long-term AV opportunity and participate in all this rideshare industry over the next five years. Andrew Percoco: I think it's really clear that the future of autonomous vehicles is here and we've reached an inflection point; and there's a lot of interesting catalysts and data points for us and for investors to watch for throughout 2026.So Brian, thanks again for taking the time to talk. Brian Nowak: Andrew, great speaking with you. And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

1. “Robotaxis got Promoted”: Waymo, Tesla, and Zoox. Next up? Redeye robo rides.2. “IPO-palooza”: SpaceX, OpenAI, and Kim's Skims IPOs3. “Welcome to Nike Hotel”: To save the brand, Nike should “just do” a resort.4. “Dupe-partment Stores”: A department store full of just dupes.5. “Trillions”: That's our word of the year.But let us know what you think in the comments. Happy New Year — And celebrate the wins!— Nick & Jack————————————————Buy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-dollNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.