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On The Tape

Trust, Safety & Uber’s Trojan Horse: Can Tesla Catch Up to Waymo with Deirdre Bosa

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 5 June 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into Tesla's upcoming Robotaxi event, comparing its approach to self-driving technology with that of competitors like Waymo. They also cover the role of trust and safety in the adoption of autonomous vehicles and the financial implications for Tesla. Additionally, the conversation shifts to the broader AI landscape, touching on Meta's AI shakeup and strategic moves by companies like Perplexity and Samsung. The episode ends with a discussion of meme stocks, particularly Core Weave, and its position in the generative AI market. Further Reading A Fatal Tesla Crash Shows the Limits of Full Self-Driving (Bloomberg) Trends – Artificial Intelligence (BOND) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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All right, welcome to the Risk Reversal podcast. I'm Dan Nathan. I'm joined by Dear Drobosa.

1:01.8

She is CNBC's host of Tech Check. Debo, welcome back to the pod.

1:05.6

Hey, Dan. Always thrilled to be here.

1:07.8

All right. This is one that I just needed to get set up here because there's a lot of stuff going on next week. This is stuff that's so in your wheelhouse. Obviously, WWDC. We start out the week and then we get into the Robotaxie event. I know you were just reporting on that on tech check. There's a whole host of other things. We've got to talk about you've been doing a lot on perplexity and who they are partnering with, I guess, as it relates to smartphones.

1:30.1

Meta AI shakeup.

1:31.2

That's an interesting one.

1:32.4

And we can talk a little bit about what that means, right?

...

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