Featuring Colin Langan
Colin will discuss his new study of autonomous vehicle delivery, which will be released in conjunction with the webinar. While most autonomous vehicle (AV) startups have focused on rideshare, Colin believes the autonomous delivery opportunity is more compelling given lower technology hurdles and better economics. He will review why removing the human passenger will enable the technology to reach the market faster. His study highlights the delivery market is already substantial, accounting for close to 1 trillion miles today. More importantly, AV delivery economics are significantly better than AV rideshare. Despite industry hype, getting the cost of AV rideshare below personal car ownership is surprisingly difficult.
Following Colin’s presentation there will be plenty of time for Q&A. A copy of the study will be provided to all attendees.
Colin Langan is an experienced automotive equity research analyst and has been a Society of Automotive Analyst board member since 2017. He was ranked by Institutional Investor All-American Research survey in Autos & Auto Parts in 2017, 2018 and 2019. He authored reports and hosted expert-led conferences, including What is the Future of Mobility? on the key disruptive automotive themes of autonomous cars, ride-sharing, and electric vehicles to help investors gain conviction in investment ideas. He cultivated an extensive automotive industry network to help identify industry risks and themes early. Earlier in his career, he was a Senior Associate at Deloitte. He holds an MBA in Finance from Columbia Business School and a BBA in Accounting from the University of Notre Dame. He is also a CFA charterholder and a certified public accountant
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