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The hypothesis suggests OEMs could forge strategic partnerships or acquisitions to develop autonomous vehicles at scale, designing cost-reduced, autonomous-specific EV platforms ready for mass deployment by 2028. For OEMs with strong existing EV manufacturing lines, such as Volkswagen or Hyundai, tailored versions of their models could be converted into autonomous robo-taxis.
Google's Potential Role: The Big Wildcard
A bold and central hypothesis posits that Google could emerge as a significant player by leveraging its technological prowess and regulatory expertise—potentially via its AI division, Gemini, or OpenAI. Google's primary advantage would be its ability to develop or license frontier models capable of delivering AGI-based FSD without requiring massive training datasets.