AI Meets the Physical Economy

Autonomous trucking and AI power infrastructure are both hitting execution inflection points, with turbine bookings stretching into 2032.

• Autonomous trucking inflection: Ravi Shanker says the industry has entered a 12-18 month window before serial commercial production, with debate shifting from 'does this work' to 'can this work for me.'
• Proven at scale: Aurora has logged almost half a million miles of fully driverless revenue-generating highway operations; Kodiak runs multiple trucks commercially for customers like Atlas.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.