The Dawn of Autonomy Commercialization

An example of the fleet AV market structure. Source: Koop Technologies
  • We believe it is unlikely that a $10T industry will be dominated by 2–3 players at scale (be those developers or fleets). Autonomy will be a market rich with players and business models.
  • It is also unlikely that the risk of the $10T industry will be concentrated solely at the developer level. Our vision is that each link in the AV value chain will bear some form of liability pertaining to autonomy. Such liability will most likely be legally and contractually determined.
  • We also believe that the relationship between developers and fleets will be the most important because this is where the most complex technology deployment happens.
  • Liability will eventually become a function of AV performance, safety, and operating domain.
Source: Koop Technologies



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