https://rideai.substack.com/p/avs-vs-airlines
AVs vs. Airlines - by Mike Mallazzo - Ride AI
Plus, a busy week at Tesla and Pony's Gen7 costs fall below the Model 3
mike mallazzoavsairlinesride
https://rideai.substack.com/p/robotaxi-moneyball
Robotaxi Moneyball - by Mike Mallazzo - Ride AI
On building Waymo in the aggregate, new AV regulations in California, and a mass stall in China
mike mallazzorobotaximoneyballrideai
https://rideai.substack.com/p/gradually-then-suddenly
"Gradually, then suddenly" - by Mike Mallazzo - Ride AI
On the current moment for AVs coming out of Ride AI 2026
mike mallazzograduallysuddenlyrideai