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In this episode, I chat with Jon McNeill, a veteran entrepreneur, investor, and industry executive. Prior to his current CEO and co-founder role at DVx Ventures, Jon was President at Tesla and COO at Lyft. We talk about Jon's background, the recent Tesla robotaxi launch, and Tesla’s approach to autonomy, especially compared to other top players like Waymo.

We also discuss the potential market shifts due to autonomous vehicles (AVs) and the impacts on Uber and Lyft. Jon shares insights on hardware and software developments, market sizes, media misunderstandings about Tesla, and future trends in the AV space. We close the conversation with a discussion on investment opportunities in the AV sector and Jon’s role at DVX Ventures.

Chapters

(00:00) Introduction to Jon McNeill

(01:30) First impressions and thoughts on the Tesla robotaxi rollout

(02:50) Jon’s experience at Tesla, and how it might play into autonomy

(05:00) Thoughts on the media coverage and market perception of Tesla

(07:28) How does Tesla compare to Waymo’s hardware and software?

(13:34) Thoughts on robotaxi scalability and market impact for Tesla vs Waymo

(17:35) What do you think of Uber and Lyft’s position in the AV space?

(19:43) Waymo's impact on rideshare in San Francisco?

(20:17) Consumer comfort in autonomous vehicles

(20:47) Uber and Lyft’s strategic moves to stay in the game

(21:08) Rideshare demand and supply dynamics with autonomous vehicles

(22:37) Future market predictions for Uber and Lyft

(23:09) Does Waymo need Uber more than Uber needs Waymo?

(28:04) How Does Waymo solve the utilization problem without Uber

(29:57) How autonomy fits into DVx Ventures business

(33:30) Current untapped opportunities in the AV/Autonomy space for entrepreneurs and Founders

(35:19) Conclusion and Final Thoughts

Notes/Links:

* RSG093: Why Lyft COO Jon McNeill is All About The Drivers! (link).

- Harry

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