Can vision only robo taxi compete with lidar. Uh, and we would actually claim that we think vision only is the solution. Uh, Elon actually just tweeted out recently talking about this.It's like one of the issues if you're not doing vision only is what do you do when the sensors disagree with each other. If lidar or radar says one thing but vision says something else. And so his assertion is actually that using all of these different sensors can lead to a less safe system.Uh furthermore, vision only should b ...

Hello everyone. My name is Nicholas Grus. I'm a director of research here at ARC, covering consumer internet and fintech. Daytoday here, we're covering the entire internet from a consumer lens.Um, looking at all of these innovative companies you are probably very familiar with and we're looking at where they are today and where they're headed in the future. I was originally drawn to ARC because of this open research ecosystem that they've pioneered and that I've been so grateful to be a part of for the last ...

Company Strategy & Vision - Robinhood operates at the intersection of capitalism and democracy, aiming to be relevant in that space [1] - The company's vision aligns with American ideals, which have been questioned in recent years [2] AI & Market Access - AI models currently have a centralizing effect, benefiting larger companies [2] - Much of the gains from AI are accruing to wealthier insiders, not retail investors [3] - There's a risk that AI could exclude many people if not managed appropriately [3] - Robinhood is focused on providing private markets access to ensure technology is available to more people [3]

Welcome to the brainstorm episode 99. We're there and we're tackling subjects that Nick is an expert on. Not just an expert, an a not no not an addict, an avid fan.We're talking about >> really throwing me under the bus early on here. >> No, no, no. We're talking about Robin Hood and Khi partnering up.Um, you know, we talk about Poly Market a lot on here. less so Khi. So maybe you want to give Kalshi's background and what the announcement was.>> Yeah. So Khi is one of the main US players in the prediction m ...

Hi, I'm Tom Stout, the president and chief operating officer at Arc. I've been here over 12 years. I joined the firm just after its founding.I'm primarily responsible for the business operations of the firm on a day-to-day basis. And one of the most exciting parts about the job is that we've continuously pushed the envelope of innovation within the investment management industry. It's been thrilling to be a part of the active ETF revolution.Uh and the innovations haven't stopped. We're continuing to push th ...

Definition of Digital Asset Treasuries - Digital asset treasuries are public companies focused on accumulating Bitcoin, Ethereum, or other digital assets [1] - These companies arbitrage the price difference between their market cap and the value of their digital asset holdings [1][2] Funding Mechanisms - They raise capital through at-the-market offerings, debt issuance, or convertible bonds [1] - The raised capital is used to acquire more digital assets [1][2] Market Dynamics - These companies often trade at a net asset value (NAV) premium, meaning their market cap exceeds the value of their balance sheet [2] - They can issue more shares at a higher price due to the premium, further accumulating assets [2] Goal - The ultimate goal is to increase the amount of ETH or Bitcoin per share [2]

核心观点 - Robotaxis 可能占据特斯拉企业价值的 90% (ninety percent) 到 2029 年 [1] 研究方法 - 公司测试了一辆 Robotaxi 并讨论了其推理 [1]

Safety first. >> Say hi, Sam. Okay, so we're here in Austin.We're testing out the robo taxi. We've taken a few test rides, but now we have some actual meetings to get to. So, we're going to take it just like we're using Uber.Um, and share some of our reactions and talk about research. >> Time to call a robo taxi to Capital Factory. Looks like we're going to have a Model Y here in 12 minutes.>> Oh, is this the robo taxi. >> All right, so our robo taxi is here. >> Hey, how are you.>> Yeah, you got to fasten y ...

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Competitive Landscape - Autonomous technology maturation positions Tesla as a direct competitor to Uber in the robo-taxi market [1] - Tesla's vertically integrated manufacturing could enable lower cost per mile, potentially undercutting Uber's pricing [2] Market Opportunity - Robo-taxi represents a significantly larger opportunity than ride-hailing [2] - Ride-hailing currently accounts for only 3% of US vehicle miles traveled [2] - Robo-taxi market could reach a $10 trillion addressable opportunity at scale [2] Company Focus - The company is closely monitoring Tesla's robo-taxi rollout since June [3] - The company is tracking the scale of Tesla's robo-taxi rollout in the coming months [3]