Gurley argues Waymo and Cruise cannot compete because their $150,000 cars make fleet scale mathematically impossible.
“And their cars cost 150,000. So if they wanted to have like, the math just doesn't work. You can't build the footprint. You know? And so who could? I don't know.”
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.”