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Uber & Waymo: Competing for the Autonomous Demand Layer

Partner Interview
Uber•US•Large CapWaymoLyftGoogleTeslaNetwork EffectsMarketplaces & Platforms
Aug 11, 2026

Uber & Waymo: AV Fleet Platform Integration & Partner Economics

Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsMarketplaces & Platforms
Jul 29, 2026

NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets

Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYD
Mar 11, 2026

Li Auto, Xpeng, NIO & Chinese Auto ADAS Development

Partner Interview
Li Auto•CN•Large CapTeslaBYDStellantisVolkswagen
Feb 12, 2026

Chinese EVs: Competing in the European Market

Partner Interview
BYD•CN•Mega CapNIOXPengLi AutoGeely AutomobileVolkswagenBMWStellantisTesla
Dec 17, 2025

Carvana: Root & Embedded Insurance Moat

Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeBrand EquityLow Cost Operators
Dec 9, 2025

Root Inc: Growth Outside the DTC Channel

Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaScale EconomiesInsurers & Financials
Dec 1, 2025

Waymo: Autonomous Vehicle Rollout Strategy

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IP Interview
WaymoUberLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsMarketplaces & Platforms
Nov 30, 2025

Geely & Chinese EV Penetration in Europe

Partner Interview
Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaVolkswagenFord
Nov 17, 2025

Root Inc: OEM Partnerships & Vehicle Data

Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesInsurers & Financials
Nov 3, 2025

Incumbent Auto OEMs: Gigacasting Gaps, Legacy-Line Constraints & Cultural Bottlenecks

Partner Interview
BYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagen
Nov 3, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsMarketplaces & Platforms
Oct 13, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsMarketplaces & Platforms
Oct 12, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesInsurers & Financials
Aug 21, 2025

Google: Waymo & Vehicle Costs per Mile

Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsPhysical Infra & Networks
May 1, 2025
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IP Research Resource

IP Research Roundup: O’Reilly & US Auto Parts Retail Market

IP Research Roundup
OReilly Automotive•US•Large CapAdvance Auto PartsTeslaAutoZoneNAPA Auto PartsCarvanaCarMaxBrand EquityB2B Middlemen
Apr 23, 2025

Tesla vs Chinese Automakers: ADAS and Autonomous Driving

Partner Interview
Tesla•US•Mega CapBYDNIOGeneral MotorsFord
Apr 20, 2025

Amazon Robotics & Challenges with Humanoid Robots

Partner Interview
Amazon•US•Mega CapBossa Nova RoboticsAgility RoboticsBoston DynamicsFanucTeslaFetch Robotics, IncBrand EquityPhysical Infra & Networks
Apr 7, 2025

Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning

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IP Interview
Caliber CollisionBelronD'Ieteren GroupService KingGerber Collision & GlassTeslaCarvanaCarMaxDriven BrandsPenske Automotive GroupLithia MotorsAutoNationBrand EquityLow Cost Operators
Mar 3, 2025

Waymo: Cash Breakeven & Software Portability

Partner Interview
Google•US•Mega CapTeslaNVIDIAAuroraVelodyne LidarLuminarMobileye GlobalAmazonNetwork EffectsPhysical Infra & Networks
Feb 24, 2025

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