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Elad Gil and Sarah Guo speak with leading AI engineers, researchers, and founders about model progress, markets at risk of disruption, and how commerce, culture, and society may change.
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AI, R2 and the Future of Everyday Driving | Rivian CEO RJ Scaringe
Rivian’s 2021–22 clean-sheet reset replaced its rules-based autonomy stack with neural networks, making fleet data central to progress through 2029–30.Scaringe puts viable competitors outside China at more than one, less than five, while Rivian’s in-house inference chip targets economical autonomy in every car.R2 starts at $45,000 for the $45,000–$55,000 market, with adoption and rare safety cases still the key tests.
Applied Intuition: The Operating System for Self-Driving Vehicles
Qasar YounisPeter LudwigElad Gil
Applied Intuition has reached a $15 billion valuation, more than 1,000 employees, hundreds of millions in revenue, and sustained profitability by extending engineering tools into a vehicle operating system and autonomy applications.Its compatibility layer could remove thousands of dollars in hardware as autonomy approaches mainstream US vehicles within five years, but potential commoditization by 2030-2035 creates a critical risk to recouping $12 billion-$15 billion development costs.