I like the horizontal vs vertical outlay of the industry you mentioned. Completely agree with the fact that Data will become increasingly important as we move towards Level 5 Driving Systems. However, more than the AI models – which I believe will become a commodity, the underlying data capturing ability and combining that with simulations to create a rich database will be the key. Moreover, the car industry is very relationship driven (Multiple tiers of suppliers) and it should be interesting to see how these relationships evolve as you have the horizontal players coming in.
Interesting article! Anyone who has coded (including me) can attest to the importance of stackoverflow. Sad to see the recent news regarding the moderator firings and changes to the website. Do you think this is a part of the broader resentment against tech (Google faced a lot of protests, Amazon was put under a lot of scrutiny although the context was different than StackOverflow)? Or is this happening only at StackOverflow? What do you think about the other community platforms such as Kaggle / Github that have growing popularity in the recent times? I think there’s space for all to succeed as long as they listen to the community.
This looks like a great solution especially where space is constrained in high density cities of the world. Also in Emerging Markets, where volumes are large and population density high, this could be a great micro-fulfillment solution. I would have loved to get more insight into the competitive space and what are the e-commerce giants across the world doing? For example: Amazon’s Kiva. How is Autostore planning to compete with these giants?