Vehicles backed by Atlas, a structured-credit arm of Apollo, face a possible loss of as much as $1.1 billion from the collapse of UK mortgage firm Market Financial Solutions earlier this year

Autonomous vehicles likely will replace fallible human drivers. But Alphabet’s refusal to let a human override the car’s “mind of its own” underscores the AI industry’s arrogance, writes Steve Cohen

Waymo vehicles have a 13x lower rate of serious accidents than human drivers. Six generations of hardware. Thousands of innovations in AI and software. 170M+ fully autonomous miles. For 20 years @Dmitri_Dolgov has been focused on making driving safer. While dozens of companies have come and gone, Dmitri persisted. He knows that getting to "good" is easy, getting to "great" is hard and getting to "super human safety" is extreme. Dmitri chooses extreme. My favorite part about him? He’s extremely humble about all this and remains focused on what's next: scaling. We're grateful to have hosted Dmitri and his @Waymo team at @sequoia AI Ascent last week. Full video here: 00:00 Introduction 01:25 Origins 02:45 DARPA Challenge 04:18 Google Self Driving 05:44 Startup Grind 07:11 The AV Hype Cycle 09:47 Waymo World Model 12:41 End-to-End 15:28 Gen 6 Hardware and Scaling 19:53 Safety Stories and the Future

Battery installation on commercial vehicles was 18.3 GWh in Aug. The top 5 are CATL, Eve, CALB, BYD & Gotion. Notice the monthly installations from 2024 until now. We are seeing huge jump in battery installs as trucking NEV penetration & battery size continues to increase.