All posts

Mobility 2 posts

Every post filed under Mobility, newest first.

Waymo built a custom 5nm chip because robotaxi compute is not a data center problem
Applied AI
4 min read

Waymo built a custom 5nm chip because…

Waymo revealed a purpose-built 5nm ASIC for front-end sensor processing, 1,000+ TOPS onboard, and 20x compute scaling in eight years. I mapped what that means for anyone shipping physical AI at the edge.

Uber is betting $10B that it can own the rider, not the robot
Applied AI
6 min read

Uber is betting $10B that it can…

Uber pledged more than $10 billion and 120,000 partner vehicles to stay the default robotaxi app. I broke down why that flips its asset-light model and what builders should watch as Waymo pulls away.