The New Mobility Stack: Autonomous Fleets, AI Dispatch, and Cars On Demand with Ezra Goldman

🚗 Growth Capital Podcast — Episode 68 🚗 What happens when cars no longer sit idle in driveways, but instead operate like a software platform? In this episode of the Growth Capital Podcast, host Justin Dixon sits down with Ezra Goldman, Co-Founder & CEO of Upshift, to explore how autonomous vehicles, AI-powered dispatch systems, and subscription-based access could reshape the entire mobility economy. Instead of owning a car that sits unused most of the time, Ezra believes the future will look more like “Netflix for cars”—where a vehicle shows up when you need it and disappears when you don’t. From fleet logistics and utilization economics to the role AI will play in orchestrating thousands of vehicles in real time, this conversation dives into what the next mobility stack actually looks like and why the biggest opportunity may not be the car itself, but the software layer managing it. In this episode, they discuss: Why most cars sit idle nearly all the time, and the massive inefficiency it creates The shift from car ownership to “mobility as a service” How AI-powered dispatch systems could unlock profitable fleet economics Why autonomous vehicles will likely start in luxury markets before scaling to mass adoption The operational challenges behind running large autonomous fleets How founders can use AI as a strategic thinking partner Whether you’re a founder building mobility tech, an investor tracking autonomous vehicles, or an operator thinking about logistics and fleet optimization, this episode offers a fascinating look at how transportation may evolve over the next decade. Connect with Ezra & Upshift: 🌐 Website: https://www.upshiftcars.com/ 🔗 LinkedIn: https://www.linkedin.com/in/ezrajgoldman/ 📱 Social: Facebook, Instagram, and X 👍 If you enjoyed this episode, make sure to like, subscribe, and comment with your thoughts on the future of mobility.