Ben Lorica and Evangelos Simoudis discuss two critical technology infrastructure topics: the evolving economics of autonomous vehicles and growing local opposition to AI data centers. Simoudis explains how “end-to-end AI” is transforming robotaxi viability, comparing Waymo’s multi-sensor approach to Tesla’s camera-only strategy, while both explore the challenges of profitability and safety. They then examine “The Data Center Rebellion” — grassroots resistance from local communities facing electricity demands, water shortages, and noise pollution from AI infrastructure, set against the backdrop of U.S.-China technological competition.
