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In today’s edition, we have an exclusive scoop on Sam Altman and Vinod Khosla’s bet on AV mass trans͏‌  ͏‌  ͏‌  ͏‌  ͏‌  ͏‌ 
 
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August 23, 2024
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Reed Albergotti
Reed Albergotti

Hi, and welcome back to Semafor Tech.

When we think of autonomous cars, we think about Waymo and Elon’s long awaited robotaxis: Cars that can drive on public streets, alongside pedestrians and human drivers.

But people like Sam Altman and Vinod Khosla have made a bet on a company called Glydways, that is building a decidedly less sexy version of autonomous cars: Little pods that operate on fixed routes, cordoned off from the congested streets.

Many transit advocates think this is a gimmicky idea that ultimately won’t go anywhere. I spoke with Glydways CEO Gokul Hemmady earlier this week about the company’s latest success: Winning the contract for a pilot program to transport people to and from Atlanta’s airport.

The company makes a compelling case that we’ve reached a point where the technology component of these so-called personal rapid transit systems has come down in cost and complexity, making the concept finally feasible. Of course, AI plays a huge role in that.

Also, a programming note. I’ll be moderating a panel at the Roadrunner Technology Forum on Sept. 4 in New Mexico. The focus of the conference is deep tech, an area that is increasingly hot in Silicon Valley. Tickets are on sale if you’d like to catch me in person.

Reed Albergotti

Altman-backed Silicon Valley startup wins bid to test autonomous mass transit system in Atlanta

Glydways

THE SCOOP

Silicon Valley autonomous transportation company Glydways has won a contract to build an experimental mass transit system that shuttles travelers the 10 miles between Atlanta’s convention center downtown to its airport, the company told Semafor.

Backed by venture capitalists like Vinod Khosla and OpenAI CEO Sam Altman, Glydways plans to make small, electric-powered autonomous vehicles that travel along a fixed path. Executives say its compact AVs can move people at rates comparable to rail at a fraction of the cost.

Its shuttles are more narrow than traditional vehicles — about 5 feet wide compared with 8 feet for a Ford F-150, allowing it to shrink the footprint of mass transit. The transport system requires dedicated lanes, such as elevated platforms, and uses small, diagonal pullouts for loading and unloading. The company says Glydways’ infrastructure is less of an eyesore, in part, because it takes up far less space than large parking lots for automobiles or train and bus stations.

Glydways says its system is capable of carrying 10,000 people per hour in a roughly six-foot-wide lane. A 12-foot-wide highway lane can carry a max of about 2,200 people, by comparison. Light rail systems can transport about 10,000, but they require an even wider width.

Glydways has two similar programs in the works, including one in the Bay Area connecting the San Jose airport and BART passengers in Contra Costa County. The founders say that using autonomous vehicles on regular, city roads will do little to solve the intractable and growing problem of urban congestion. They also say traditional systems, such as buses and rail, have become prohibitively expensive for cities around the world.

Read on to see why Reed thinks this could gain mainstream acceptance. →

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