The Self-Driving Unicorn You Need to Meet & MicroStrategy's Bitcoin Bet | E2052

Join us as we chat with Alex Kendall, Co-Founder & CEO of Wayve, about their unique approach to autonomous driving and AI technology. We dive into the LiDAR vs. camera-first debate, exploring economic and strategic considerations for autonomous vehicles. Discover Wayve's deployment plans, future market scenarios, and the autonomy subscription model. We also discuss AI driving behavior, driving culture, and provide a Twist 500 update. The episode shifts to MicroStrategy's Bitcoin strategy, including a convertible debt analysis. We wrap up with insights into complex business models and investor advice, along with an invitation to Michael Saylor for future discussions.

Speakers

AI Chat

Jason Calacanis

Host • 56%

Alex Kendall

Guest • 27%

Alex Wilhelm

Host • 17%

Partners

Chapters

0:00	Jason and Alex kick off the show
2:32	Introduction of guest Alex Kendall Co-Founder & CEO of Wayve
3:00	Alex Kendall on Wayve's autonomous driving approach and AI technology
8:29	LiDAR vs. camera-first solutions debate
10:19	Cloud Devs - Visit https://www.clouddevs.com/twist for an unbeatable offer on hiring elite Latam talent today.
12:23	Economic viability and strategy of autonomous vehicles
17:49	Timeline for Wave's technology deployment and future market scenarios
19:58	Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
22:34	Autonomy subscription models and AI driving behavior challenges
30:01	Kyte - Download the Kyte app today and use code JASON to save 10% on your first rental.
33:00	AI driving culture and Twist 500 update
37:05	MicroStrategy's Bitcoin strategy and market concerns
41:33	Bitcoin convertible debt analysis
49:03	Deciphering complex business models and historical examples
51:24	Evaluating new financial terms and investor advice
52:29	Final thoughts and invitation to Michael Saylor

Transcript

Clip

Loading transcript...