FSD, Autonomy, Robotaxi, and more: Talking Tesla w/ Analyst Tom Narayan!

Coming up this episode... I have a conversation with RBC Capital Markets Lead Equity Analyst of Global Autos, Tom Narayan, about Tesla Full Self Driving, Autonomous Vehicles, Robotaxi, and the future of the auto industry!Content:0:00 - Titan Auto & Tire, my favorite place to take my vehicles for maintenance and repairs!0:19 - Intro and Welcome1:56 - Tom Narayan: Background2:55 - Tesla is the Netflix of the Auto Industry4:47 - How has Tesla been so influential?7:49 - Taking on Big Oil and Big Auto8:49 - With recent partnerships, things are changing9:52 - Will we see Tesla licensing their software, FSD specifically? 12:51 - Regulators will likely mandate Autonomous Features13:46 - Future profit margins will be on software, not the vehicles themselves17:04 - Robo-Taxi is going to be the key to the future of Tesla17:44 - FSD isn’t where it needs to be yet, but will see rapid improvements21:09 - Tesla has said they want to lower the price of FSD23:27 - There will be a point where it’s undeniably good and use will be mandated25:50 - When will we see private vehicles prohibited from driving in some areas?30:11 - Maybe it’s time to design cities that focus on people, not cars31:34 - Talking Robo-Taxis and full autonomy33:57 - What will it take to transition to Level 4 Autonomy and Robo-Taxis?36:30 - When can we expect Level 4 Autonomy to be available?39:41 - Robo-Taxis may actually make things harder… at first.40:33 - There’s a big business opportunity…42:48 - Who will the winners and losers be over the next 20 years?49:05 - How to follow Tom Narayan50:16 - Ending AnnouncementsPodcast Partner: Titan Auto and Tire - Titan is one of the very few independent shops in Central Virginia that are qualified to work on EVs and Hybrids.  https://www.titanautotire.comPatreon Supporters: Director Tier - Rajeev Narayan, Andy Cooper, Ethan B.Executive Producer Tier - Christopher LawrenceProducer Tier - Charles Hall, Eric Weber, Alan MichelIf you would like to support the EV Resource Podcast, Magazine, Newsletter, and YouTube Channel, head over to Patreon and consider a monthly contribution. https://www.patreon.com/EVResourceDo you like to read your news as well as listen to it? Check out the EV Resource Weekly Newsletter and Bi-Monthly Digital Magazine:https://evresource.beehiiv.com/Connect with EV Resource on Social Media!Facebook: https://www.facebook.com/evresource1Instagram: https://www.instagram.com/ev_resourceTwitter: https://www.twitter.com/EV_ResourceWebpage: https://www.ev-resource.comEmail: hello@ev-resource.com]Support the Show.Connect with EV Resource on Social Media!Facebook: https://www.facebook.com/evresource1Instagram: https://www.instagram.com/ev_resourceTwitter: https://www.twitter.com/EV_ResourceWebpage: https://www.ev-resource.comEmail: hello@ev-resource.com