robotaxi: everyone on the record — The Minutes https://minutesof.com/on/robotaxi/ Everyone on the record about robotaxi: 4 verbatim quotes from 2 people, April 2024 to April 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:12 +0000 Brad Gerstner: 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.” — Brad Gerstner, CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 robotaxi Brad Gerstner: Gerstner estimates robotaxi revenue per car drops from $140K to $100K due to increased supply l 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.” — Brad Gerstner, BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi Bill Gurley: Gurley challenges Waymo advocates to publish twenty-year financial projections showing how owned 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.” — Bill Gurley, BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi Bill Gurley: Gurley argues Waymo faces unsolvable dilemma: building fleet to average demand disappoints peak u https://minutesof.com/q/3d5ca838-dbb0-4407-8b34-18ee9abb14f9/ https://minutesof.com/q/3d5ca838-dbb0-4407-8b34-18ee9abb14f9/ “And if you build it to peak, you're gonna have a bunch of very, very, very expensive CapEx sitting around doing nothing mostly.” — Bill Gurley, BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 robotaxi