Representative appearances

• Tesla’s Austin Moment, LiDAR Chapter 11 & HYPR Emerges

  Co-host of the podcast, referred to as Walt throughout the transcript.

• Rivian’s Vertical Integration Bet, Wayve’s Nissan Win & Uber’s Autonomy Narrative

  Co-host and Wall Street analyst (Speaker B), providing financial and strategic analysis.

• China vs US: Who Can Scale Faster, WeRide or Waymo?

  Co-host of the podcast, identified as Speaker B in the transcript; provides analysis on Apple and autonomous vehicle markets.

• Waymo's Six Stages of Autonomy

  Host (Speaker B), identified by name at 00:00 and 05:31; provides financial and market analysis.

• Waymo's Highway Unlock Is Real. Its Moat Still Isn't.

  Co-host and analyst from LightShed, identified as Speaker B, providing market analysis and predictions.