Transcription of the vidéo "Top Chrono Valentin MORY, Mobility & Transport Analyst Eric BENOIST, Tech & Data Analyst" video

Eric Benoist, Tech and Data Analyst at Natixis CIB:

“The success of robotaxis hinges on one core challenge: achieving true full autonomy, once remaining economically viable.”

[Dynamic music]

Text on the screen “A viable business model?”

Valentin Mory Mobility and Transport Analyst at Natixis CIB:

“Who pays for the capital intensity? How are fleets financed? And who monetizes the product, the software and the services ? At this early stage, big tech players with deep pockets and leading Chinese EV makers are driving the push. As the market scales, we expect vertical integration to diminish. »

Text on the screen “Which technology?”

Eric Benoist:

“The next-generation Vision-Language Models powered by generative AI, and pioneered by innovative startups such as Wayve in the UK, promise to combine cost efficiency with better reasoning and explainability. For European players long dominated by Chinese and American leaders, this may simply be the best opportunity in a while to finally rejoin the race.”

Text on the screen “Can Europe compete?”

Valentin Mory :

“Europe leads on regulation and offers a compelling ecosystem and infrastructure. It is also key on the services side of the equation, as it brings fleet-management expertise tailored to local conditions. So, sit back and watch as the first robotaxi services roll out on European roads no later than this year.”