Gurley argues Waymo faces unsolvable dilemma: building fleet to average demand disappoints peak users, building to peak wastes expensive CapEx.
“And if you build it to peak, you're gonna have a bunch of very, very, very expensive CapEx sitting around doing nothing mostly.”
“If you build it to average, you're not gonna be able to serve your customers during the peak at all. Like, they're only gonna be disappointed.”
Gurley challenges Waymo advocates to publish twenty-year financial projections showing how owned robotaxi fleet could work economically.
“Let's build a public Google Sheet of the twenty year financial statements for this thing, and let's put it out there in the public.”