Saved by Jason Badeaux
Attention Required! | Cloudflare
- GMV TAM: How much B2B spend could the marketplace facilitate at scale?
Bessemer Venture Partners • Roadmap: B2B Marketplaces
Autonomous electric ride-hail vehicles should benefit from much higher utilization rates than human-driven cars, not to mention lower labor and insurance costs. ARK estimates that, at scale, an autonomous electric taxi platform could price rides profitably at $0.25 per mile. As a result, autonomous rides could cost less than personal car transporta... See more
Tasha Keeney • Attention Required! | Cloudflare
The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.
Tasha Keeney • Attention Required! | Cloudflare
Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.
Worm Capital • The Tesla Decade — Worm Capital
All of those miles matter. As autonomous vehicles drive, they gather information: positions of traffic signs, road conditions, and the like. More information equals smarter algorithms equals safer cars—and this combination is the very edge needed for market domination.
Peter H. Diamandis, Steven Kotler • The Future Is Faster Than You Think
The final question is whether "TAM dreaming" can translate into dollars and cents in terms of valuation and execution. Forecasts have only one thing in common; they're all wrong. But appreciating directional size for a market can impact the equation.