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Walter Piecyk
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Walter Piecyk
@WaltLightShed
TMT analyst LightShed Partners - Partner LightShed Ventures - GP Autonomy Markets Podcast #FlyEaglesFly #LFC
NYC Katılım Mart 2008
811 Takip Edilen13.5K Takipçiler
Jensen says at the 42-minute mark, “we’re not the solutions provider" for autonomy.
Obviously they won't make cars but what exactly is NVIDIA’s role beyond compute and training?
Do Mercedes and others still need a separate AV partner? Do they self-develop like @sterling_a is doing at GM? Or is NVIDIA doing the full stack and simply labeling the automaker a “solutions provider”?
Thank you for asking the question
@Jason
The All-In Podcast@theallinpod
🚨MAJOR INTERVIEW: Jensen Huang joins the Besties! The @nvidia CEO joins to discuss: -- Nvidia's future, roadmap to $1T revenue -- Physical AI's $50T market -- Rise of the agent, OpenClaw's inflection moment -- Inference explosion, Groq deal -- AI PR Crisis, Anthropic's comms mistakes -- Token allocation for employees ++ much more! (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era
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@wholemars To get more than $300 million it would have to work.
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“We’ll buy 10,000 and then maybe 40,000 more if it actually works”
Yahoo Finance@YahooFinance
Uber and its fleet partners will purchase 10,000 Rivian R2 robotaxis, with an option to purchase 40,000 more in 2030. 🤖 yhoo.it/41kFYVT
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*RIVIAN NO LONGER EXPECTS POSITIVE ADJUSTED EBITDA IN 2027: 8-K
*RIVIAN: GUIDANCE CHANGE DUE TO AUTONOMY-RELATED R&D SPENDING $RIVN
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$950 million of the $UBER investment in $RIVN is based on 4 milestones of "proven autonomy quality". $300 million is up front.
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@Jason Hopefully AI is an accelerator for all. It has been for Waymo's generalization more recently.
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@WaltLightShed “Decade” is a good timeline — if you start with Waymo three years ago (in SF) as the starters pistol
7 more to go
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50k more autonomous cars on the roadmap in less than one decade.
Autonomy will not take decades to scale. It’s happening now.
Dan Primack@danprimack
Uber to invest up to $1.25 billion in Rivian for robotaxi push axios.com/2026/03/19/ube…
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@nocalledstrikes Sure. Is there an AV stack they have not backed? I would not like to be that company. 😂
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@WaltLightShed yes, think their strat here is spray and pray in a sense
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@nocalledstrikes Well there is $300 million. Promoting the field is to their benefit as we watch to see how the Waymo relationship benefits. But what does this say about their confidence in NVIDIA's AV stack?
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@WaltLightShed These recent UBER press releases all fluff and lack meat, feels like desperation… (no position in any of these companies fwiw)
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@TheRideshareGuy @James_Gross I was referring to the industry. And yes its happening now.
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@WaltLightShed @James_Gross I mean the now part. It's not happening now. I'm quite skeptical of this one tbh. Rivians autonomy features are basically tesla auto pilot from 8 years ago.
Great car (I own one) otherwise though.
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@reinvestcap I have seen some big lots in existing markets and many players chasing this space, some also getting $UBER cash.
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@WaltLightShed the infrastructure is not built out to support tens of thousands of vehicles - it will take time. charging/parking/regulatory/fleet management headwinds still exist
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@TheRideshareGuy @James_Gross Is that not less than one decade?
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@WaltLightShed @James_Gross Well technically it's happening in 2028-2031 😂
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Can’t wait to get in one of these.
Nuro@nuro
Meet the fleet! Now almost 100 vehicles strong, our Robotaxi Engineering Fleet is gathering diverse real-world data and testing autonomous driving in multiple U.S. cities and states ahead of the launch of our autonomous ride-hail service. This is what responsible and scalable autonomy deployment looks like. Driven by Nuro, built by @LucidMotors, available exclusively on @Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles
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Oscars down almost 2m viewers from last year. Lots of What I’m Hearing readers wildly overshot in their guesses and will not be getting a stylish Puck hat…
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@RichLightShed @MattBelloni What the fuck are you talking about?
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@RichLightShed @MattBelloni Partisan hack didn’t like the Oscars! Coming tomorrow to a podcast no one will listen to!
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@RichLightShed @MattBelloni And perhaps American’s broadly.
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@MattBelloni Painful to watch and completely out of touch with the American movie audience
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$UBER Got the Headline It Needed. Now It Needs the Product
lightshedtmt.com/2026/03/17/is-…
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"The headline “launch” by $UBER and $NVDA may simply mean a safety driver behind the wheel of a Level 2 car in the first half of next year."
Walter Piecyk@WaltLightShed
Is $UBER Betting Its Autonomy Future on NVIDIA’s Full-Stack Ambition? $NVDA lightshedtmt.com/2026/03/17/is-…
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GTC is basically just press release week. Even Kabletown is getting involved. 😂😂
GIF
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Is $UBER Betting Its Autonomy Future on NVIDIA’s Full-Stack Ambition? $NVDA lightshedtmt.com/2026/03/17/is-…
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