The Minutes of Bill Gurley on robotaxi https://minutesof.com/bill-gurley/on/robotaxi/ Everything Bill Gurley has said on robotaxi: 2 verbatim quotes from April 2024, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:12 +0000 Gurley argues Waymo faces unsolvable dilemma: building fleet to average demand disappoints peak users, buildin https://minutesof.com/q/3d5ca838-dbb0-4407-8b34-18ee9abb14f9/ https://minutesof.com/q/3d5ca838-dbb0-4407-8b34-18ee9abb14f9/ “And if you build it to peak, you're gonna have a bunch of very, very, very expensive CapEx sitting around doing nothing mostly.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi Gurley challenges Waymo advocates to publish twenty-year financial projections showing how owned robotaxi flee https://minutesof.com/q/c1dcb64d-025e-49b8-91e4-fbcfa495ed9f/ https://minutesof.com/q/c1dcb64d-025e-49b8-91e4-fbcfa495ed9f/ “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.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi