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Jameson Detweiler

Aug 7, 2026

Ed Loh
Ed LohHOST
11:06
And usually you know the steering wheel or driver controls.
11:09
Yeah, typically.
11:11
In theory, you could have a vehicle where you could switch between the two, but no one has anything in the market for that today yet.
11:15
So Waymo today is L4.
11:17
RoboTaxi would be L4 in there as well.
11:20
And so that will come, and eventually you'll probably get to L5, but for us in a sense, because you have an inherently constrained operating area, you're not getting on highways, L4 is essentially going to lower the full value for the company.
11:32
That's all you ever need to do.

37 MINS LATER

Ed Loh
Ed LohHOST
48:57
instance, would it be centrally produced, or you'd have multiple places producing the body panels?
69:38
Mm.
69:38
Um, so got, wound up there by selling my HD mapping business, uh, Fantasma to them.
69:43
So, uh, basically creating a digital twin of the world, and we built a computer vision powered GPS and turns out, uh, scooters don't know where they are very well because of GPS, and so Bird, Jump, Uber, and Tier were our biggest customers and scaled up.
69:57
And, uh, then also started building kind of, uh, driver assistance systems for scooters as well.

12 MINS LATER

81:47
Interesting.
81:48
And, like, but, you know, these guys are...
81:49
Like, you look at all of these companies, and, like, they're all tied to products, I think, that are huge money makers but, like, create problems for innovation there, right, for them.
81:59
And so this is an area where it'll be, like, very hard for them to come in, kind of come in and innovate.

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