Kerry Wu

@kerrygwu

Tech & VC research focusing on auto and transport tech. Former consultant and alum. Fan of , hoops, sports sedans, and burgers

Joined September 2015

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  1. Pinned Tweet
    3 Jun 2016

    Just sent out the inaugural issue of the newsletter, check it out and sign up!

  2. May 31

    From : again, even if margin shifts from hardware to software, you can't conjure excess willingness to pay out of thin air

  3. Retweeted
    May 30

    The amount of change in cities that Street View has captured in a decade amazing. Here’s 33rd & 10th. What a historic project.

  4. May 19

    6-10x increase in semi content from EV drivetrain alone (even before other obvious boosts from infotainment, connectivity, autonomy/ADAS)

  5. May 19

    Western consumers are much more willing to pay a premium for EVs compared to their Asian counterparts

  6. May 19

    Couple highlights: the Bolt's costs were $5k lower than expected, meaning consumers will see cost parity with ICE vehicles more quickly

  7. May 19

    Lots of good nuggets in UBS EV report and Chevy Bolt teardown

  8. May 17

    Member when M cars used to get bespoke (or at least new) engines?

  9. May 15
  10. Retweeted
    May 14

    Lil Duval had his mom and grandma in the self driving tesla. This was their reaction 😂

  11. May 15

    when your eating habits are so legendary they get their own push notifications

  12. May 2

    Caught by : Tesla CTO & Special Projects head linked to stealthy advanced materials initiative

  13. Apr 27
    Replying to

    Oh THAT's where we've seen this before

  14. Apr 27
    Replying to

    Today's deja vu is brought to you by the Chinese bike-sharing market:

  15. Apr 26
    Replying to

    SUV/truck boom also heavily influencing automakers' long-range EV pipelines, leaving sedan segment to Tesla+startups (h/t )

  16. Apr 25

    Well it's not as though this has ever worked out poorly before

  17. Retweeted
    Apr 19
    Replying to

    Just published a teardown of Amazon's strategy, nearly 10k words about where it's going in AI, drones, retail & more

  18. Apr 11
    Replying to

    Good proposition by to reorient messy ADAS/semi-autonomous solutions as "driving envelope protections"

  19. Apr 3
    Replying to

    Zoox's hiring of Mark Rosekind goes towards addressing AV safety evaluation and communication needs

  20. Retweeted
    Mar 30
  21. Mar 29

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