# Transportation/Mobility Sources Index ## 전라좌수군 자료실 > 풍부한 예시 아이디어가 많을수록 독자들의 감정을 잘 조정해 surprise를 설계할수 있다. --- ## 🚗 AV Industry Analysis ### Primary Sources (Local) - [[🚗AV.md]] - 20개 AV 기업 분석 (Commitment vs Flexibility Trap) - [[tesla-waymo.md]] - Tesla vs Waymo 비교 분석 - [[🔋 EV Transition.md]] - EV 전환 분석 ### Key Cases for Papers | Case | Paper | Trap Type | Key Insight | |------|-------|-----------|-------------| | TuSimple | P2 🦾 | Premature Commitment | SPAC → 99% 하락 | | Waymo | P2 🦾 | Belief Lock-in | LiDAR-first → geofenced | | Cruise | P2 🦾 | Believer Board | $10B → shutdown | | Argo AI | P2 🦾 | Trap Collapse | Ford+VW → complete shutdown | | Comma.ai | P2 🦾 (counter) | Doubter Diversity | Late entry → wide deployment | | Aurora | P3 🤹 | Over-Flexibility | Multi-vertical → burn | --- ## 📚 MMI Community Reviews ### Seminar Notes - [[mmi2024]] - 14주 세미나 리뷰 - Week 1: Raquel Urtasun (Waabi) - Capitalization strategies - Week 6: Henry Liu (MCity) - AV Safety Assessment - Week 8: MIT Mobility Vision Day - Industry transition - Week 11: Mircea Dinca - Sustainable Batteries - [[mmi2023]] - 과거 세미나 - [[mmi2025]] - 진행 중 ### Key Quotes for Papers | Speaker | Quote | Paper | |---------|-------|-------| | Xiaodi Hou (Bot Auto) | "Cost Per Mile > Miles Per Intervention" | P3 🤹 | | Henry Liu | "From deterministic to probabilistic safety" | P2 🦾 | | Mircea Dinca | "Technology is there, but perception issues" | P1 ✌️ | --- ## 🎓 Academic Context ### Course Materials - [[🛝mmi24_2]] - Zhao 교수 Behavioral Mobility AI - 자율주행 산업 의사결정 분석 - 행동경제학적 관점 --- ## 👓 Expert Perspectives ### David Zipper Analysis - [[david_zipper.md]] - EV 마케팅 메트릭 비판 - Range 과대평가 (95% trips < 30 miles) - Efficiency (MPGe) 무시 - Car bloat 문제 ### Key Insight for Papers > "Focus more on metrics that promote EV market sustainability (efficiency) rather than ones that may drive unnecessary battery size increases." → P1 적용: "Specificity" metric의 함정 (잘못된 metric에 구체적 = 오히려 해악) --- ## 📊 Quantitative Hooks ### AV Industry Data - **Funding trajectories**: 2021 SPAC ($3-10B) → 2024 시총 ($100M-1B, 90%+ 하락) - **Layoff metrics**: Cruise 50%, Motional 40%, Nuro 44% - **Burn rates**: Aurora ~$750M/yr, Cruise ~$2B/yr, Waymo ~$1B+/yr - **Windows**: 2016-21 (과열기), 2022-25 (조정기) ### For Paper Hooks | Statistic | Paper | Hook | |-----------|-------|------| | 99% SPAC decline | P2 🦾 | "Success to trap in 3 years" | | $10B Cruise shutdown | P2 🦾 | "Believers couldn't pivot" | | 90%+ valuation drop | P1 ✌️ | "Middle ground killed" | --- ## 🔗 External Resources ### Industry Reports - NVCA 2023: 24% hardware ventures - PitchBook AV sector analysis ### Academic References - Baldwin & Clark (2000) - Design Rules - Kogut & Kulatilaka (2001) - Capabilities as Options - Leonard-Barton (1992) - Core Rigidity --- *Last updated: 2024-11-28* *Maintained by: 나대용 🐅*