Recorded on 05/28/26 In this podcast, we sit down with Alex Roy, general partner at New Industry Venture Capital and co-host of Autonocast, to discuss key debates around autonomous vehicles. We explore 1) Waymo &amp; Tesla&#x27;s US leadership, 2) impacts to ride hailing platforms like Uber and Lyft, and 3) the landscape of emerging AV companies. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Autonomous Vehicles In Focus With Alex Roy

TD Cowen Insights

Welcome to TD Cowen Insights, a space that brings leading thinkers together to share insights and ideas shaping the world around us. Join us as we converse with the top minds who are influencing our global sectors.

We're live from TD Cowen's 54th Annual TMT Conference. Really happy to have Alex Roy, General Partner of New Industry Venture Capital. And I'm with my colleague Itai McKellie, our Autos Analyst. I'm John Blackledge, Internet Analyst here at TD Cowen. This is going to be a great podcast. Maybe I'll kick it off, Alex. Thanks for coming. Just current thoughts on the state of autonomous industry.

Couldn't be more bullish technologically, but the political dimension or maybe the sociocultural dimension is really coming into play recently. I live in Arizona and there's Waymo's all over my neighborhood. I've got a Tesla. It is getting better, despite my criticism in the past. But wow, I'm amazed at how aggressive some political voices have been about AV. It's in prime time.

And how suboptimal, it would be a nice word, for how Silicon Valley and the AV companies are handling the messaging around their quite obvious technical success. Alex, I know you woke up to the program. Great to get to see you. You went coast to coast with Tesla FSD and you've, of course, tracked this system for years. Talk to us about the rate of improvement you've seen in your personal vehicles.

And based on that, what do you think the next couple of years look like for FSD and Tesla RoboTaxi? If you're referring to my zero intervention cannonball drive from a few months ago, yeah, I was surprised that it worked as well as it did.

Autonomous Vehicles In Focus With Alex Roy

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Autonomous Vehicles In Focus With Alex Roy

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.