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Ed Ludlow

Ed Ludlow

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Bloomberg correspondent; covers Tesla/EV/AV and mobility

Uber Partners with Zoox for Robotaxi Rides via App
Social•Mar 11, 2026

Uber Partners with Zoox for Robotaxi Rides via App

NEWS: Uber has reached an agreement with Zoox to make rides available through the Uber app on the Zoox purpose-built robotaxi starting in Las Vegas this summer and expanding to LA next year. Story and details @TheTerminal with @natlungfy This is Zoox's first third-party deal.

By Ed Ludlow
Tesla FSD Hesitates on Green Left Turns, Misreads Speed Zones
Social•Mar 11, 2026

Tesla FSD Hesitates on Green Left Turns, Misreads Speed Zones

Tesla FSD (Supervised) v14.2.2.5 Sudden braking on greenlight protected left hand turns. At Van Ness and Broadway there's two lanes of arrow-lighted protected left hand turns. Today the MY braked hard even when light was green. I tapped accelerator and we...

By Ed Ludlow
Unmanned Ships Signal New Defense Inflection Point
Social•Mar 9, 2026

Unmanned Ships Signal New Defense Inflection Point

Truist note re Iranian conflict and autonomous sea power: @TheTerminal “We believe the impending shift toward unmanned maritime systems in the Persian Gulf represents the next major inflection point for defense technology, mirroring the rapid ‘Ukraine-style’ adoption cycle."

By Ed Ludlow
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Social•Mar 5, 2026

Software Streamlines Manufacturing for Defense, Space, Energy, Automotive

Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.

By Ed Ludlow
Alfred Lin Joins Rowspace CEO After Sequoia‑Led $50M Funding
Social•Feb 25, 2026

Alfred Lin Joins Rowspace CEO After Sequoia‑Led $50M Funding

Alfred Lin is coming on the show today with Rowspace CEO Michael Manapat. Sequoia led Rowspace's $50M debut round. https://t.co/SkBI6J8BJB @Alfred_Lin @mlmanapat

By Ed Ludlow
NY Governor Blocks Robotaxi Rollout, Waymo Hit, Tesla Dips
Social•Feb 19, 2026

NY Governor Blocks Robotaxi Rollout, Waymo Hit, Tesla Dips

Big piece of robotaxi reporting by @natlungfy New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. A big blow for Waymo. But also note that Tesla shares fell...

By Ed Ludlow

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