Fexingo
Autonomous Vehicles Business with Fexingo: Self-Driving Cars, Trucks, and Mobility Companies
Every trading day, Lucas and Luna sit down with the latest market data, earnings reports, and macro indicators to dissect the business of autonomous vehicles — not the demo reels, but the balance sheets. They track how Waymo, Tesla, Cruise, and Aurora are burning cash, who’s winning the LIDAR cost war, and what the Fed’s rate decisions mean for SPACs that went public with $2 billion valuations and $0 revenue. The show lives in the tension between the technology’s promise and the industry’s capital-intensive reality. When a new Robotaxi approval drops in San Francisco or a trucking pilot launch...
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
How Waymo’s Floods and Construction Zones Expose the Limits of Autonomous Driving 22.05.2026 6:51
This week, Waymo paused operations in four cities after robotaxis repeatedly struggled with flooded roads and construction zone detours. Lucas and Luna dig into the specific failure modes: why today’s autonomy stack still can’t handle standing water or temporary lane shifts, and what that means for the industry’s timeline. They look at the gap between Waymo’s Phoenix success and broader deployment...
Why Tesla Robotaxis Hit a Regulatory Wall in 2026 21.05.2026 10:06
Lucas and Luna unpack the regulatory bottleneck facing Tesla's robotaxi ambitions as of May 2026. With the NHTSA dragging its feet on nationwide approval and California's DMV demanding a separate permit, Tesla shares slipped 1% over the past five days. The hosts examine how competitors like Waymo and Cruise have already navigated these hurdles, and what Elon Musk's aggressive timeline means for in...
Why Autonomous Vehicle Stocks Are Falling This Week 21.05.2026 5:49
Lucas and Luna break down the broad sell-off in autonomous vehicle stocks as of May 21, 2026. NIO down over 10%, Tesla off nearly 6% in five days, and the ETF DRIV shedding nearly 5%. They explore whether this is just profit-taking after a strong start to the year or a deeper shift in investor sentiment toward self-driving timelines. Lucas points to a specific J.D. Power survey from last week show...
Tesla Shares Drop Nine Percent in a Week as Self-Driving Doubts Return 19.05.2026 7:20
In the debut episode of Autonomous Vehicles Business, Lucas and Luna examine why Tesla's stock fell 9% in a single week, even as the company insists full autonomy is imminent. They drill into the specific number — a 9% drop that erased $45 billion in market cap — and ask whether the market is finally pricing in the gap between autonomous vehicle promises and real-world deployment. They contrast Wa...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.