Hosts: Marcus Chen & Zara Okafor

In this episode:

• Today we're breaking down Geely's massive robotaxi plans, Alibaba's voice AI push into vehicles, and WeRide's ambitious partnership with Lenovo.

• Let's start with Geely's Caocao division. They're planning to deploy 100,000 purpose-built robotaxis by 2030, but here's where it gets interesting—the...

• The numbers here are fascinating. 100,000 units in six years means they'd need to produce roughly 16,000 vehicles annually starting now. For context, ...

• Right, and this signals a major shift in thinking. While everyone's been obsessed with Level 4 and Level 5 autonomy capabilities, Caocao is essentiall...

• Let's dig into the economics. Purpose-built robotaxis typically cost $150,000 to $200,000 per unit with current sensor packages. Even if Geely achieve...

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