FERNRIDE hat dies direkt geteilt
Reading Sequoia Capital's insightful article (link in the comments) on the AI investment landscape made me reflect on what's happening in the #autonomous #driving space. According to Sequoia’s David Cahn, current investments in AI hardware and infrastructure build-out need to generate around $600 billion in revenue - only to pay back the investments. That's quite a target to hit - especially investors have a high risk of being a loser in this game. Similarly, investment in the autonomous driving space in recent years has been enormous, with investors having high expectations of returns that need to be created through enormous revenues. So far, we have yet to see the commercialization of this technology at a level that justifies the massive investments. Autonomy is not a simple problem to solve, especially on open roads. While many favor moonshot approaches in the AV space that tackle the largest TAMs first with the promise of full autonomy, I firmly believe in our pragmatic, step-by-step method. Here's why FERNRIDE's strategy allows us to execute realistically and generate the best possible value per Euro invested: 🚛 We start in logistics yards, perfecting our solutions in controlled environments. 🧑🤝🧑 Utilizing human-assisted autonomy (1:n) ensures reliability and the best possible productivity gains per € invested 📈 We scale our initial use cases first, delivering value today. 🚗 Together with our customers, we venture onto the open road. Being pragmatic and cost-effective simultaneously, we deliver the product and hit our milestones step-by-step, all while delivering the desired value to our customers - starting from day 1. This approach doesn't just create great returns for investors; it’s optimal for our customers too, ensuring sustainable and scalable growth. When you change logistics operations from diesel and manual towards autonomous and electric the transition and change management for organizations is much more successful in a gradual way, then changing everything with a big bang. #AI #BusinessStrategy #LogisticsInnovation #AutonomousTrucking #FERNRIDE