Alex Rodrigues
10 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Jul 5, 2019 by Alex Rodrigues · said 3 times in 1 episodes since 2019 · across every show →
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brought up most by Pat Grady (3)
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Everything said about Alex Rodrigues, oldest first
Jul 5, 2019
Rodrigues: Make clear crisis decisions by framing problems as advising a friend
“Yeah, I think it's easy to get wrapped up in the emotions of it, but I try to step outside myself and think, if this was a friend of mine who was having this problem, and they came to me and said, hey, here's the situation, what do you think? And sometimes I'l…”
Jul 5, 2019 bullish
Jul 5, 2019 bullish
Rodrigues: Autonomous truck fleets could create $6 trillion in enterprise value
“3.8 trillion dollars of trucking revenue worldwide. New next generation self-driving powered trucking fleet are able to earn even 10% margin and get even like a conservative 16 X PE ratio. You run those numbers together and we're talking about six trillion dol…”
Jul 5, 2019
Rodrigues: US truck driver shortage is driven by youth rejecting long-haul lifestyle
“America has a huge driver shortage right now. And so we're in a very different position in our relationship It's currently facing this huge shortage. And this is really being driven by the fact that younger people aren't getting into trucking because they don'…”
Jul 5, 2019 bullish
Rodrigues: Cruise and Zoox are undervalued compared to AV's potential
“And like cruise is worth nineteen billion. Uber ATG is valued at seven. Zoops is valued at two. And so it's like huge, huge amounts of money, but not actually close to the 600 that you could sort of support when you look at what the long term value will be.”
Jul 5, 2019
Jul 5, 2019 positive
Jul 5, 2019 bullish
Rodrigues: Trucking is an order of magnitude larger than the advertising market
“So it's actually five hundred billion. So we like put that in context when technology came for advertising, it created two almost trillion dollar companies. And when we're talking about self-driving, we're talking about technology coming for an industry that's…”
Jul 5, 2019 positive
Rodrigues: Autonomous vehicles will prioritize privacy over data monetization
“I think that you'll see a lot more privacy in this next wave of technical development because maybe in similar to how hardware businesses have an easier time where they're selling you a product and so They don't need to also get your data.”