The Minutes

Bill Gurley on

lidar

2 entries, 5 Jun 2025 to 17 Dec 2025

On the recordsourced and dated, oldest first

    1. spoken

      Gurley notes Chinese solid-state LiDAR costs $130 per car versus Waymo's $5,000, a result of competitive optionality.

      “And it's actually in China right now is, I think being priced at like $130 a car, this solid state MEMS LiDAR, whereas the Waymo LiDAR is like $5,000 a car.”

      5 Jun 2025 · BG2 Pod · 15:04 · source · permalink
    2. spoken

      Gurley says Chinese entrepreneurs match US quality, citing MEMS LiDAR at $130 per car versus thousands.

      “These entrepreneurs are every bit as good as the entrepreneurs they are here. There are examples like in LiDAR, they built a MEMS LiDAR product that's like $130 a car.”

      17 Dec 2025 · Tim Ferriss · 39:26 · source · permalink

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