For nearly a decade Elon Musk has claimed Teslas can truly drive themselves. They can’t. Now California regulators, a Miami jury and a new class action suit are calling him on it. (Photo: Shawn Thew/Pool via Getty Images) https://t.co/ScopJHfFZn https://t.co/jwuZfQ7erX ...

Imagine never stressing about rush hour traffic, random construction or annoying detours ever againWhat if your car drove you … not the other way aroundThat’s what FSD Supervised doesAnd it works *anywhere* it’s available(Not just on one highway at noon in July in perfect conditions) ...

Automotive Industry Focus - The nominee for top car safety regulator aims to balance prioritizing safety with facilitating the deployment of self-driving cars [1]

Core Insights - Aeva Technologies (AEVA) has experienced a dramatic stock price increase of approximately 1,200%, rising from $2.50 in September to $30, with a peak of $38.80 in June, adding about $1.5 billion to its market value [1][6] - The surge is attributed to increased product sales, a $50 million investment from a strategic partner, and more orders from industrial clients, but questions remain about the sustainability of this growth [1][6] - The LiDAR technology market is still developing, and while AEVA's FMCW-based sensors are unique, competition from manufacturers developing in-house LiDAR systems poses a risk to AEVA's market share [1][2] Financial Performance - Aeva Technologies' stock has surged nearly 700% in the first half of 2025 [5] - The company's current valuation stands at $1.7 billion, which raises concerns when compared to competitors like Ouster (OUST), which reported $32.6 million in revenues in the first quarter of 2025, nearly ten times AEVA's revenue [2][6] - AEVA's forward price-to-sales ratio is 53, significantly higher than the industry average, indicating potential overvaluation [7] Competitive Landscape - Ouster's healthy profit margin of 41% and expected revenue growth of around 30% this year highlight the competitive challenges AEVA faces [2] - The valuation of AEVA at $1.7 billion compared to Ouster's $1.2 billion suggests that AEVA's stock price may be pricing in future growth that has not yet materialized [2]

conversation with you about Tesla a week ago. So we got to start right there. Dan, you weren't there.Personally, I'm sure everybody was a little disappointed you weren't there personally, but you had one of your associates and your team there. What did you make of these rides. A few vehicles in a very limited geo fenced off space.>> I mean, I thought it was extremely smooth. Everything we saw, not just from a safety perspective, maneuverability was way impressive. I thought actually better than even Waymo c ...

Group 1: Bill Miller's Investment Insights - Bill Miller views Amazon (AMZN) as a buy and Tesla (TSLA) as a sell in his recent commentary [2] - Miller considers Tesla to be overvalued despite acknowledging it as an "incredibly company" and praising CEO Elon Musk [4][5] - Tesla's first-quarter deliveries of 337,000 were the lowest in over two years, and it faces intense competition from BYD, which has captured over 30% market share in China [8] Group 2: Tesla's Challenges - Miller believes Tesla's valuation is overly reliant on future initiatives, particularly self-driving technology, which remains uncertain [8][9] - Competition from smaller companies like Pony AI and Slate Auto adds to the challenges Tesla faces in maintaining its market position [9] Group 3: Amazon's Strengths - Miller has a strong history with Amazon and believes concerns about its exposure to China are exaggerated [10] - Amazon's diverse revenue streams, including Amazon Web Services (AWS) and advertising, contribute to its resilience against market challenges [14] - The stock trades at 30 times forward earnings, near its five-year low, suggesting it is attractively priced despite potential temporary earnings impacts from ongoing trade tensions [15]

Group 1 - Waymo's robotaxis in Austin are outperforming human drivers, completing more trips per day than over 99% of them, with approximately 100 vehicles currently in operation [1] - Uber plans to scale the autonomous fleet in Austin to "hundreds" of Waymo vehicles and will launch Waymo's robotaxis on the Uber app in Atlanta later this year [2] - Competition is expected from Tesla, which is set to launch its own robotaxi service in Austin in June, raising concerns among Uber drivers about the long-term impact on their earnings [3] Group 2 - Uber has partnered with 18 autonomous vehicle companies, including Waymo and Volkswagen, to offer their vehicles on the Uber app, indicating a strategic shift from building its own robotaxis [4] - Uber's first-quarter earnings report showed revenue of $42.8 billion, which fell short of Wall Street's expectations of $43.1 billion, leading to a nearly 5% drop in stock price [5]

Summary of NVIDIA Conference Call - June 12, 2023 Company and Industry Overview - **Company**: NVIDIA (NVDA) - **Industry**: Automotive technology, specifically focusing on autonomous vehicles (AV) and related software solutions Key Points and Arguments 1. **NVIDIA's Unique Automotive Strategy**: NVIDIA provides an end-to-end platform for automotive partners, which includes tools for car design, AI model training, and simulation of AV stacks, differentiating itself from competitors who only sell chips [4][5][6] 2. **Ecosystem Approach**: NVIDIA aims to support the entire automotive ecosystem, collaborating with software companies and OEMs to enhance the development of self-driving software [6][7] 3. **Increasing Compute Requirements**: The demand for higher compute capabilities in AVs is growing due to advancements in sensor technology and the complexity of networks, necessitating a flexible, programmable architecture [10][11] 4. **Modular Architecture**: NVIDIA's architecture allows for easy upgrades and compatibility across different generations of hardware, ensuring that software can run seamlessly on newer models [12] 5. **Centralization Trend**: The industry is moving towards centralizing computing power in vehicles, reducing the number of computers needed and improving efficiency and security [13][14] 6. **Partnerships and Ecosystem Expansion**: NVIDIA is expanding its ecosystem through partnerships, such as with MediaTek, to integrate its software capabilities into third-party SoCs [15][16] 7. **Revenue Model**: NVIDIA's revenue from automotive is not solely from chip sales; software and services can represent a significant portion of revenue, especially for full-stack solutions [21][22][24] 8. **Open Ecosystem**: NVIDIA is open to working with various hardware solutions, allowing OEMs to use non-NVIDIA chips while still benefiting from NVIDIA's software and cloud services [32][34] 9. **Pipeline and Future Growth**: NVIDIA has a projected pipeline of $14 billion over the next six years, with various OEMs ramping production of new models [17][19] 10. **Cost Competitiveness**: NVIDIA's cost positioning is competitive in the L2+ and higher segments, with a focus on scalable architectures that allow customers to choose their sensor sets [60][62][64] Additional Important Insights 1. **Long-Term OEM Strategy**: OEMs are expected to develop in-house competencies for software in the long term, but many currently lack the resources and expertise to do so [52][54][57] 2. **Cautious Approach to AV Rollout**: The rollout of fully autonomous vehicles is anticipated to take longer than expected, with initial trials likely focusing on commercial goods delivery rather than passenger cars [66][68][70] 3. **Simulation Importance**: Simulation is critical for validating AV technology, as it allows for testing various scenarios without real-world risks [70] This summary encapsulates the core discussions and insights from the NVIDIA conference call, highlighting the company's strategic positioning within the automotive technology sector and its approach to fostering partnerships and innovation in autonomous vehicle development.