Guest
Dan Chiolan
Research associate, Prof G Media
Analyzes autonomous-vehicle markets, including Waymo’s lead and the ripple effects of driverless cars.
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Real Alpha has cut 2 moments of Dan Chiolan (Research associate, Prof G Media) talking, from an interview on Prof G Markets published Oct 28, 2026.
What Dan Chiolan said
Steve Eisman: Here's What Anthropic Isn't Telling You
2 moments · 6 min
- 25:32
Autonomous fleets create opportunities beyond vehicle makers
“currently 95% of passenger car LiDAR sensors, which are in these autonomous vehicles, are made in China.”
at 26:13 - 20:59
The U.S. leads AV commercialization while China leads manufacturing
“America is definitely in the lead because there's no company in China that's doing as many paid rides as Waymo is.”
at 21:43
- 25:32