Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 18 Apr 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
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thin
18 Apr 2024 – 18 Apr 2024
+0 d
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Brad Gerstner
2
thin
18 Apr 2024 – 3 Apr 2025
+0 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley argues Waymo faces unsolvable dilemma: building fleet to average demand disappoints peak users, building to peak wastes expensive CapEx.
“And if you build it to peak, you're gonna have a bunch of very, very, very expensive CapEx sitting around doing nothing mostly.”
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Bill Gurley
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.”
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Brad Gerstner
Gerstner estimates robotaxi revenue per car drops from $140K to $100K due to increased supply lowering prices despite more rides.
“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.”
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Brad Gerstner
Gerstner believes robotaxis pose a fundamental risk to Uber's business model.
“I I I think this does pose a risk fundamentally to the Uber business model.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together