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BNSF & Aurora: Autonomous Trucking's Impact on Rail Intermodal

Partner Interview
BNSF RailwayAuroraUnion PacificBerkshire HathawayCanadian Pacific Kansas CityScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Aug 19, 2026

Google: Waymo & Vehicle Costs per Mile

Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesConsumer DiscretionaryIndustrialsInformation TechnologyFinancials
May 1, 2025

Waymo: Cash Breakeven & Software Portability

Partner Interview
GoogleUSMega CapTeslaNVIDIAAuroraVelodyne LidarLuminarMobileye GlobalAmazonNetwork EffectsProcess PowerBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyIndustrialsFinancials
Feb 24, 2025

Tesla vs Waymo: Autonomous Driving & Long Tail Data

Partner Interview
TeslaUSMega CapAmazonLyftGeneral MotorsNVIDIAAuroraFordMetaVelodyne LidarGoogleMobileye GlobalLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesFinancials
Feb 3, 2025

Tesla: Artificial Intelligence in Autonomous Driving

Partner Interview
TeslaUSMega CapAmazonLyftGeneral MotorsAuroraUberGoogleMotionalGetaroundWayveFordLargoNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesMaterials
May 9, 2023

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