The Minutes of Brad Gerstner on robotaxi https://minutesof.com/brad-gerstner/on/robotaxi/ Everything Brad Gerstner has said on robotaxi: 2 verbatim quotes between April 2024 and April 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:56 +0000 Gerstner believes robotaxis pose a fundamental risk to Uber's business model. https://minutesof.com/q/d9bf9ba2-64ad-4f01-9591-d18ae4bb686b/ https://minutesof.com/q/d9bf9ba2-64ad-4f01-9591-d18ae4bb686b/ “I I I think this does pose a risk fundamentally to the Uber business model.” — CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 robotaxi Gerstner estimates robotaxi revenue per car drops from $140K to $100K due to increased supply lowering prices https://minutesof.com/q/ea7bebeb-7121-42d2-a106-d1176445a9de/ https://minutesof.com/q/ea7bebeb-7121-42d2-a106-d1176445a9de/ “When you do that in self driving, we think it goes down to about a 100,000. Why? Well, you have actually more rides in the self driven car.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi