Transcriptions
Note: this content has been automatically generated.
00:00:02
so we'll start with a one question i as i know that you
00:00:07
know working look quite closely with automotive uh produces manufacturers especially german manufactures
00:00:13
uh to you in the all these cases dust innovation come from the manufacturers all
00:00:19
from the chair one i'm sure to supply the those and uh people such as
00:00:24
a forest yeah a pressure come and value or
00:00:28
window francophone universe what is innovation is that the
00:00:32
technology is supply is uh offer to the manufacturers or outside
00:00:36
it's uh something that's been quite by the manufacturers and needing innovation
00:00:42
well to me i think the difference that you have to
00:00:44
draw on it is that on one side you have especially the
00:00:48
german preeminent talking especially about audi b. m. w. unless it as
00:00:52
a day really you have the expectation in the ambition to read
00:00:57
too late to development in this technology but also by doing so in partnership with
00:01:04
some of their suppliers and you example i can give you is time uh was bush
00:01:09
they really do d. side by side
00:01:16
and then also you have a ga emma and for the and the they
00:01:21
have bought some startups uh which did
00:01:24
not integrate but adele work working uh independently
00:01:29
in order to develop this technology and also will say uh i have the
00:01:34
intention to say these two other uh automotive manufacturers so that's another a model
00:01:41
and and all the others i would think that motel look too logical point of view that would not be able to develop these themselves so
00:01:47
in terms of of the ultimate leave a manufactures and they
00:01:50
wouldn't need to rely either on the you're a typical or a
00:01:55
surprise all that would have to rely on a and call on a new suppliers and knowing them i think that this will be
00:02:01
uh rather than you suppose that would when in doubt
00:02:03
a case rather than a classic uh suppose traditional suppose
00:02:18
could have to know in it actually intervention i have a small question regarding your last slide
00:02:26
how is it that too we have roughly ninety three percent of venture capital is toss also like cheese
00:02:33
countries like soft back investing in this industry was that we did this is quite
00:02:37
a knowledge industrious a gender also some big
00:02:41
capitalisation such as new set increase their operational
00:02:48
that not that don't seem to be present uh uh in terms of uh funding advancing
00:02:56
while accordance a new directly as follows
00:03:03
question of evaluation of a way mall
00:03:07
that's a a has less than one thousand employees in our product and yet it was valued uh
00:03:12
on wall street and evaluation uh in ace roughly between
00:03:17
one hundred fifty and two hundred billion asphalt evaluation for diana
00:03:22
which uh has three hundred and fifty uh as i'm probably example dishes
00:03:26
uh many millions of cars and has been in existence for many years
00:03:30
for more than one hundred euro and yet they're valuation is that roughly one hundred fifty billion and uh
00:03:36
uh i'll for fright flight gets christ are it's a reviews out of that so this is the answer why do
00:03:43
soft back and others invest that's because they see this evaluation
00:03:46
and where does this valuation come from where almost exclusively from
00:04:00
well my colleagues who uh as done
00:04:02
this can i we you know how
00:04:08
the robot actually market in london this would represent roughly at the beginning revenues
00:04:13
we could say even if it's not a big ended four billion it's to london is so
00:04:17
incredible markets it's a huge market uh does the first point and the second point is that
00:04:22
it's a winner stick so market because the module or the producer here if you think in terms of
00:04:29
autonomous driving i will not be able to say my autonomous driving system is better than yours i cannot
00:04:35
say that a search because it has to be said to just to
00:04:38
be guaranteed by somebody by yeah i so standards and so false so therefore
00:04:44
this will not die differentiated so therefore if i'm the one who manage to develop this first
00:04:49
i would be able to sell these too many people first of all and secondly i would be the one
00:04:54
how would be able to offer that kind of services that extract
00:04:57
a lot of value because to finish on that bone disease uh solemnly
00:05:04
regarding the private mobility but also you have every scene
00:05:08
but uh it has to do with a commercial transport
00:05:13
where you can also talk about uh thirty to forty percent of
00:05:19
costs in trance bought uh the uh low wage that could be saved
00:05:24
with this kind of technology so that's the second part of the answer the sad part of the answer is that
00:05:33
i have a spoken about uh the next iteration investments here
00:05:41
and if you look at uh the media in a a non being paid by company
00:05:48
this has been multiply by four i think so is an evaluation
00:05:53
always one hundred percent uh pretty chief totally uh i'm not too sure
00:06:02
but it's accent regarding an investment being carried about a
00:06:06
range autonomous aspect of a mobility what is the role of
00:06:09
to be played by start that when we see that uh one of
00:06:12
the main ah ah actors whether we're talking about away mall or the recurrence
00:06:17
i've created there and three uh by uh so with the creation of massive data no that is necessary
00:06:23
in order to bring the solutions that uh they push what what do you think that would be some
00:06:27
data centres that would be a collaborative all from consortium that would open up
00:06:31
in order to facilitate some integration in that sector or would that be consolidated
00:06:36
and uh they're falwell is some replace that already quite established
00:06:42
our try to reply into boss the first a bar dressing there would be a consideration yes absolutely
00:06:48
as i stated i think that uh we would end up with two or three systems
00:06:53
and all of the others in five will buy a license in order to use does is to simply because
00:07:00
it will cost to mark a five billion minimum to develop
00:07:03
well on an examination of the one thousand or two thousand years
00:07:07
able to do develop this and there aren't that many of them so yes i think that will uh
00:07:12
up and that way but i think that is
00:07:16
not really a matter of a data centre does for
00:07:20
but yet if you look and though many interesting videos on the internet that
00:07:24
shows that there are some people from way more oh explain hard operate and uh
00:07:29
the idea is say that having some cars that it all and driving
00:07:34
in order to get some of videos in situation in all though too
00:07:39
trained yeah i've got reasons afterwards in order to navigate them
00:07:47
that had to start with is but
00:07:51
and that would come to divide slide and second
00:08:04
so so strong see our article you see some critically see which are actually
00:08:09
very difficult sorry and try things thunder turns more from you never get a right take
00:08:15
that there's always a simulating simulation system which
00:08:19
are very complex and co representing the meteor
00:08:23
for the destination sir or thing for a three kilometre train fan
00:08:30
i think the war as sam or or tens of thousands of kilometres which are
00:08:36
being single entity known to to rightly so to do identify that kind of situations
00:08:44
and that's just one part of my hands at the
00:08:46
front part is that the way is really an issue
00:08:51
when it comes to the public sector is it
00:08:54
do i accent that there are several systems with uh
00:09:00
different performances there of environments when this is that acceptable accepted
00:09:07
it can be that there really is needed for different for public
00:09:14
private partnerships for some of the data i components of the question
00:09:30
i thank you very much for that a vision
00:09:35
or however in fact a question related to the next to the previous one what would it be
00:09:40
the place made and the role played by insurers in the future in such a scenario
00:09:48
uh i did a very similar presentation
00:09:53
uh_huh that presentation in front of i'm not perfect insurance company
00:09:59
i don't know enough really to give you a finished answer
00:10:03
but it is not too difficult to work in a chain
00:10:08
that if i am a user of a couple taxi i call it on
00:10:13
the application there right now it's like okay i mean there is no steering wheel
00:10:17
so it's clear contact insurance for the co it
00:10:20
may not be the company operating the oh although taxi
00:10:25
but i think i'd yeah and it's the company that produced yet cover them which has to ensure
00:10:32
they think l. c. d. c.'s uh just destroying and chip
00:10:37
advising the current system that we have now for car insurances
00:10:43
that'll be my uh standard answer and i've had no the contesting my handset so
00:10:50
but again that's just the feeling haven't don't not enough knowledge to give you a better the different and set up
00:10:57
the other point easy for what if you take a company such a circuit folks again
00:11:05
says uh several thousands of cause or if they have the accurately then and they
00:11:11
could then say well we can ensure it have sides so it doesn't make sense
00:11:16
for anybody nobody can be is it going to calculate the basics are
00:11:21
in this case that we know what you want like an insurance thing that
00:11:25
respect so what is interesting is in in that
00:11:29
overall vision there are several industries doing different things
00:11:35
four oh they're twenty would be some drastic changes or it's another exam product
00:11:41
for i can think about so if you consider hospitals and number of uh
00:11:49
oh oh patients which come to the hospitals for the to the one traffic collision
00:11:55
for instance but if you trust the tournaments that try thing and you know that uh
00:12:00
though all for ninety five percent accident oh close by humans
00:12:05
so yes uh i would be less uh uh all kinds any fifteen it'll be you then
00:12:12
that you as a server startup and that would be a lot less uh accidents okay so these ow
00:12:19
things and they wouldn't need anymore to park the car
00:12:23
so you could get real product up box and uh
00:12:26
why don't the romans and plant some trees and and you can be created around what you could
00:12:37
no church and then enter
00:12:41
so when when you're looking at those uh
00:12:44
forecast or anticipation pay you want dissipating a
00:12:48
significant decrease in the number of acres on the rights this is a very good question
00:12:58
the the the handset is i dunno i. e.
00:13:03
they all know stuff uh effects are and of sirens which go against each other so
00:13:10
it's can be quite difficult for me to answer that uh it's just some examples of course
00:13:16
the use of autonomous car will be uh increasing in its use
00:13:22
then what percentage of the cars would be tournaments when it comes to
00:13:27
to fasten unfair to you that we don't know that that's cost autonomous cows would also
00:13:32
be used a lot more and when we get a or not fast uh s. o. b.
00:13:38
you have to be replaced so it's it's uh it would become like just a cycle of it when
00:13:44
you're all which would be accelerated and then you
00:13:48
have the fact that the demand for mobility ease increasing
00:13:54
and if the price the crazies thing would be then more people get
00:14:01
people to uh at this participate more opportunities for individuals and oh so
00:14:07
for them i think it's something which quite prefer which is quite good if you
00:14:11
have a ton of this cat you can get access to a lot of groups
00:14:16
who didn't have that uh and mobility uh so fast or or a
00:14:20
young people under eighteen for instance and how people caught before they on car
00:14:27
and oh so all the pension as you can no longer drive
00:14:32
so over the most people can the okay and get involved
00:14:35
in uh in this in this society can fruit the transport
00:14:41
so the net effect of orders effects at it to a few more uh of the effects
00:14:47
i won't be able to give you a straight answer but if