エピソード

  • The Autonomous Vehicle Supply Chain Crunch You Haven't Heard About

    The Autonomous Vehicle Supply Chain Crunch You Haven't Heard About
    2026/06/06
    Episode 35 of Autonomous Vehicles Business digs into a bottleneck few are talking about: the specialized semiconductors and rare-earth magnets needed to scale self-driving fleets. Lucas and Luna examine how a single fab fire in Taiwan and a cobalt supply squeeze in the DRC are delaying deployments for Waymo, Cruise, and Tesla. They connect the dots between the recent 6% drop in Tesla shares, the 23% slide in Lucid, and the real-world production constraints that have little to do with demand. With commentary on how automakers like GM and Ford are pivoting to in-house chip design and alternative magnet chemistries, this episode explains why the autonomous vehicle revolution depends as much on mining permits and wafer starts as on software miles. A must-listen for anyone tracking AV timelines or investing in the ecosystem. #AutonomousVehicles #SupplyChainCrisis #Semiconductors #RareEarthMagnets #Waymo #Cruise #Tesla #LucidMotors #Rivian #GM #Ford #Cobalt #DRC #FexingoBusiness #BusinessPodcast #BusinessAndTechnology #AutonomousTrucks #Manufacturing Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
  • Why Autonomous Trucks Are Stuck on Rural Routes

    Why Autonomous Trucks Are Stuck on Rural Routes
    2026/06/06
    Episode 34 of Autonomous Vehicles Business investigates a counterintuitive bottleneck in the self-driving truck industry: rural highways. While cities grab headlines, the long-haul autonomous trucking giants are discovering that the most challenging technical problems lie on two-lane roads without shoulders, inconsistent lane markings, and unpredictable wildlife crossings. Hosts Lucas and Luna break down why companies like TuSimple, Aurora, and Waymo Via have been quietly shifting their test routes from Interstate-10 corridors to secondary highways in Texas and the American West. They examine a new report showing that over 60% of autonomous truck disengagements in Q1 2026 occurred on rural stretches, and what that means for the promised 2027 commercial rollout timeline. The episode also touches on how this rural road challenge is creating a surprising market for high-definition mapping startups and specialty sensor configurations tailored for low-infrastructure environments. #AutonomousTrucks #RuralRoutes #SelfDrivingTrucks #TuSimple #AuroraInnovation #WaymoVia #HDMapping #TruckingIndustry #AutonomousVehicles #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #AutonomousVehicleBusiness #LucasAndLuna #SupplyChain #Transportation #Logistics #SensorTech Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • The Autonomous Vehicle Cold Storage Problem

    The Autonomous Vehicle Cold Storage Problem
    2026/06/05
    Autonomous vehicle testing is expanding rapidly, but one overlooked bottleneck threatens deployment timelines: the lack of climate-controlled storage for fleets. Lucas and Luna explore how cold weather and extreme heat expose sensor limitations, why companies are investing millions in heated and cooled garages, and what this means for the rollout of robotaxis in 2026. With 5-day stock drops across the sector — Tesla down 6%, Rivian down 3.5%, Lucid down 23% — the hosts connect infrastructure gaps to market jitters. They also highlight a startup building modular 'AV garages' that could solve the problem. A concrete look at the unglamorous but critical logistics behind self-driving vehicles. #AutonomousVehicles #SelfDrivingCars #Robotaxis #SensorTechnology #Lidar #ColdWeatherTesting #AVInfrastructure #FleetManagement #ElectricVehicles #Tesla #Waymo #Cruise #Business #Technology #FexingoBusiness #BusinessPodcast #Startup #Logistics Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • Why Autonomous Vehicle Stocks Are Splitting Into Two Markets

    Why Autonomous Vehicle Stocks Are Splitting Into Two Markets
    2026/06/05
    In this episode of Autonomous Vehicles Business with Fexingo, Lucas and Luna explore how the autonomous vehicle industry is bifurcating into two distinct markets in mid-2026. On one side, well-funded leaders like Waymo and Tesla are accelerating toward full autonomy with proven technology and regulatory approval. On the other, cash-constrained startups are pivoting to niche applications like mining, delivery, and agriculture to survive. The hosts discuss recent stock divergence, with Ford down 12% and Honda up 3.5% over the past week, and what it means for investors. They examine how the capital market is now punishing companies without a clear path to revenue, while rewarding those with actual deployed fleets. Specific examples include Waymo's expansion to 50,000 weekly paid rides and Tesla's Full Self-Driving subscriber numbers. The episode also covers how regional players like Chinese autonomous driving firms are carving out local advantages, and why the traditional automakers are struggling to catch up. A must-listen for anyone tracking the autonomous vehicle ecosystem in 2026. #AutonomousVehicles #Business #Technology #Waymo #Tesla #Ford #Honda #AutonomousStocks #Mobility #Investing #SelfDrivingCars #Robotaxis #NicheApplications #MiningAutonomy #DeliveryAutonomy #RegulatoryApproval #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • How Autonomous Vehicle Stocks Are Diverging in Mid-2026

    How Autonomous Vehicle Stocks Are Diverging in Mid-2026
    2026/06/04
    Lucas and Luna examine the widening performance gap among autonomous vehicle stocks as of June 2026. Rivian is up 11% in the last five days while Lucid and Ford are down sharply. They drill into what's driving the divergence: Rivian's commercial van deliveries and Amazon partnership versus Lucid's production struggles and Ford's EV division losses. The hosts also discuss how the broader market is starting to separate genuine autonomous-vehicle plays from hype, with concrete examples from the week's trading. If you're tracking which AV companies are actually executing, this episode gives you a clear framework for evaluating the winners and losers. #AutonomousVehicles #Rivian #Lucid #Ford #ElectricVehicles #EVStocks #StockMarket #Investing #BusinessPodcast #FexingoBusiness #Business #Technology #AutonomousDriving #Mobility #SupplyChain #CommercialEVs #Amazon #Manufacturing Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • How Autonomous Vehicles Are Changing Urban Parking

    How Autonomous Vehicles Are Changing Urban Parking
    2026/06/04
    In this episode of Autonomous Vehicles Business with Fexingo, Lucas and Luna explore how self-driving cars are reshaping urban parking demand. With data from a 2026 study in San Francisco, they discuss how robotaxi fleets are reducing the need for downtown parking spaces, the economic ripple effects on parking lot owners, and why some cities are already rezoning parking structures for residential or commercial use. They reference Rivian's recent stock surge (+20%) and the broader shift in mobility trends. A natural donation segment is included, where Lucas and Luna highlight listener support as the reason the show remains ad-free. Tune in for a focused look at one of the most tangible impacts of autonomous vehicles on city life. #AutonomousVehicles #SelfDrivingCars #UrbanParking #Robotaxis #Waymo #Cruise #Rivian #MobilityTrends #SmartCities #RealEstate #ParkingReform #SanFrancisco #BusinessPodcast #FexingoBusiness #Technology #FutureOfTransit #UrbanPlanning #Transportation Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    6 分
  • Why Uber Is Building Its Own Autonomous Fleet

    Why Uber Is Building Its Own Autonomous Fleet
    2026/06/03
    Uber is putting 500 data-collection vehicles on the road this year, signaling a major strategic shift. Lucas and Luna break down the economics: why Uber is moving from partnering to owning its own autonomous fleet, what the data will be used for, and how this affects rivals like Waymo and Tesla. They discuss the cost of sensor suites, the advantage of Uber's existing ride-hail network, and why scale matters more than ever. Plus: a look at Rivian's 20% weekly surge and what it says about the autonomous vehicle supply chain. #Uber #AutonomousVehicles #SelfDriving #Robotaxis #Waymo #Tesla #Rivian #LIDAR #DataCollection #FleetManagement #BusinessAndTechnology #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #Mobility #AutonomousFleet Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • How Autonomous Vehicles Are Changing City Speed Limits

    How Autonomous Vehicles Are Changing City Speed Limits
    2026/06/03
    Episode 28 of Autonomous Vehicles Business with Fexingo explores how self-driving cars are forcing cities to rethink speed limits. Lucas and Luna break down the case of San Francisco, where Waymo and Cruise vehicles now obey a citywide 20 mph cap, leading to a surprising 30% drop in pedestrian fatalities — even among human-driven cars. They discuss the tension between traffic flow and safety, the data from the National Highway Traffic Safety Administration, and what this means for other cities like Austin and Phoenix. The hosts also touch on how autonomous vehicle companies are lobbying for uniform speed standards to avoid patchwork regulations. A focused look at how machine compliance is reshaping urban mobility policy, with real numbers and real consequences. #AutonomousVehicles #SelfDrivingCars #SpeedLimits #Waymo #Cruise #SanFrancisco #UrbanMobility #TrafficSafety #PedestrianSafety #NHTSA #AVPolicy #TransportationTech #CityPlanning #MachineCompliance #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分