Gerstner calls 2024 the ChatGPT moment for full self-driving technology based on deployment evidence.
“Right? That's self reported, right, with with with human drivers. So if 2024 was the chat GPT moment for full self driving, Bill, where we started seeing Waymo's on every street corner in San Francisco,”
Gerstner estimates Tesla FSD 13 will match Waymo at around 25,000 miles per critical disengagement at Q4 launch.
“At launch in q four of this year, it looks like version 13 will be somewhere around 25,000 miles per critical disengagement.”
Gerstner observes San Francisco parents prefer Waymo robotaxis over human-driven Ubers for their kids.
“We see parents all over San Francisco that are getting their kids to after school activities in Waymo's with no drivers. They actually prefer it to an Uber with a driver.”
Gerstner declares robotaxi services will come from Waymo, Tesla, and Chinese companies partnering with Uber.
“I'm absolutely convinced Robotaxia is coming. It's coming from Waymo. It's coming from Tesla, and it's coming from others around the world and many in China that Uber is partnering with around the world.”