Show notes
- Iteration at scale: fast decision cycles and rapid correction loops
- Backend complexity drives competitive advantage
- Market share feels dominant—but growth vs. private car ownership remains enormous
- EVs are the future, but not yet the cost breakthrough many expect
- Cities must align EV expectations with private car policy
- Teleoperations ≠ the endgame; autonomy is the structural shift
- Europe’s constraint is regulation more than technology
- Fleet operators may become key AV fulfillment partners
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