Investor Presentaiton
FUTURE AGENDA
1. Fleets are now driving progress: In terms of the dominant business models, momentum is
clearly behind both robo-taxis and truck fleets.
2. Automated trucks are coming: Freight has much to gain in terms of efficiency; this has
regulatory momentum and wide industry support.
3. Safety is a pre-requisite: Expectations are high, but as many advances are already in process,
improvements look likely.
4. Congestion is a conundrum: While the aim is for less congestion and the role of connectivity is
pivotal, user behaviour and Transportation Network Company (TNC) strategies could initially
mean more congestion.
5. Multiple options for the last mile: There are many alternatives in the mix, all bridging different
needs and location gaps.
6. First vs widespread deployment: Where and why we see initial AV services may not necessarily
align with where mass impact will occur.
7. Deeper collaboration will be needed: Moving from partnerships to long-term multi-party
collaboration is seen as a critical enabler.
8. Technical standards may not be pivotal: Although comprehensive technical standards are
advocated, they are not essential for AV; in some regions, safety standards will support regulation.
9. Regulators are influencing deployment: Proactive regulation is attracting companies, but the
balance of light vs. heavy regulatory approaches may impact this.
Nine Thoughts
We can see nine core issues as significant for the next decade. All are intricately
inter-connected but collectively define the highly 'wicked' problem to address.View entire presentation