Can China Do to Robotaxis What It Did to Solar?

Ben Lorica talks with Evangelos Simoudis  about three forces reshaping AI: why recent “rogue agent” incidents may be more about permissions, identity, and governance than runaway intelligence; how the belief that AGI is near is helping sustain enormous investment in AI models and data centers despite unanswered questions about margins and ROI; and whether Chinese robotaxi companies can challenge Waymo globally by following a playbook similar to China’s rise in solar and batteries. 

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Detailed show notes and transcript, can be found on The Data Exchange web site.