30 Minutes: Self-Driving Cars Are Here And What It Means for You ft. Harry Campbell

Episode One of an ADSN Original: 30 Minutes kicks off welcoming Harry Campbell, founder of Driverless Digest and one of the leading global experts on autonomous vehicles and mobility. He joins hosts James Borow and Daniel Druger to break down the state of the self-driving industry. Harry unpacks the Waymo vs. Tesla debate, explaining why Waymo has a massive safety and operational lead, but how Tesla's fleet scale could flip the script if they crack full autonomy. He walks through how LiDAR costs have plummeted upending Tesla's original camera-only thesis, and why Uber is facing an existential investor crisis as its Waymo partnership deteriorates and its stock underperforms.

The conversation digs into regulation and the human cost of disruption, from taxi medallion collapses to the 110K Uber and Lyft drivers in New York City facing an uncertain future. Harry also breaks down the drone delivery boom in Texas, why near-zero delivery costs could create unlimited TAM, and what excites him most over the next 3-5 years as more AV companies enter the game. Whether you're a consumer, investor, or just someone who's been curious about getting into a Waymo, this is the episode to understand where autonomous vehicles actually stand today.

Connect with Harry at:

• https://therideshareguy.com/
• https://www.thedriverlessdigest.com/

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