The Minutes of Bill Gurley on waymo https://minutesof.com/bill-gurley/on/waymo/ Everything Bill Gurley has said on waymo: 2 verbatim quotes between March 2024 and April 2024, each with a timestamp and a link to the recording it came… en Mon, 31 Aug 2026 13:09:52 +0000 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 waymo Gurley argues Waymo and Cruise cannot compete because their $150,000 cars make fleet scale mathematically impo https://minutesof.com/q/7bbeb75f-278b-41ed-9ae2-fd413511ef38/ https://minutesof.com/q/7bbeb75f-278b-41ed-9ae2-fd413511ef38/ “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.” — BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 waymo