Luminar Technologies, which is an autonomous vehicle technology company that I have written about before, just hosted its first ever "Studio Day" in New York City this week. And at the event they announced two new technologies.

The first is called Iris, which is a small lidar device that is intended to be integrated into regular consumer production vehicles -- on the roof just above the windshield. And supposedly the company is on track to have these into full production and available to their OEM partners by the end of next year (2022).

The second technology is something that they are calling Blade, which is a lidar system that can offer a 360 degree field of vision and is intended for use in robo-taxis, trucks, and other consumer vehicles. It's called Blade because it's kind of like a blade that wraps around the tops of these vehicles.

We've been talking about autonomous vehicles for what seems like a long time. And it is now clear that this is not an easy problem to solve. But from what I have read, lidar seems like the promising technology and something that will become necessary for full autonomy. So I am now long $LAZR. Whether this is the right move is still to be determined.

The full Studio Day video is embedded at the top of this post. If you're reading via email subscription and can't see it, click here.

I liked the bit (just after the 9 minute mark) about how headlights were first introduced and how it took some time before they were fully absorbed and integrated into the design of cars. Today they are now a signature design element for most car brands. It's a clever parallel for what Luminar is trying to do with Iris and Blade.

Last week, Uber made this green announcement.

In it, they committed to becoming a "zero-emission platform" by 2040, with 100% of rides taking place in zero-emission vehicles, on public transit, or with micromobility. In the US, Canada, and Europe, they have gone even further and committed to 100% of rides taking place in an electric vehicle by 2030. And at the corporate level, they are similarly targeting net-zero emissions by 2030.

To achieve all of this, the company will be focusing on helping drivers transition to EVs by 2025, investing in their multimodal network, and trying to encourage less reliance on personal car ownership, among other things. They'll also be incentivizing both drivers (+$1.50 per Green ride) and consumers (3x Uber Rewards points per Green ride, instead of 2x). And I think these will be key.

According to Uber, global carbon emissions fell by some 17% in the month of April as a result of lockdowns. But by June that decline had diminished to only 5%. What is obvious is that this was a short-term blip. "Normal" will return at some point. But once on-demand mobility is able to fully transition to electric vehicles, we'll certainly be looking at a different kind of normal.

For the full news release, click here.

Full disclosure: I am long Uber.

CES is underway right now in Las Vegas. About 200,000 people are in attendance. 

Since tech and mobility are today closely intertwined, the show has become an important platform for the automative industry.

Here is a video showcasing BMW’s new iNext concept (expected by 2021):

[youtube https://www.youtube.com/watch?v=x9-f3cALABk&w=560&h=315]

It is based on level 3 autonomy, which means the car will do mostly everything, but you need to be ready to take over at any time.

The video is interesting because it begins to show you what becomes possible when you no longer need to pay attention to the road. It is a bit like flying (but hopefully more enjoyable). 

And here is a video of Bell’s new urban air taxi, which is called Nexus (expected by the mid-2020s):

[youtube https://www.youtube.com/watch?v=1o4d8N-A1G8&w=560&h=315]

This is the company’s first concept. But they’ve been working with Uber since 2017 to develop a network of flying taxis for cities.

Finally, flying cars.