autonomous vehicles

“I think that we are at level two, because that's where, you know, it's adaptive cruise control, and the ability for a car to stay in a lane, and change lanes, but we're increasingly going towards level three, and I think we'll be at level three very, very soon…”

“To level four, where a driver doesn't have to be in the car, and where a vehicle can drive autonomously without anyone in the car, that's a big shift. That's something that is not going to happen in the next couple years.”

“And now as we layer on top of that autonomous vehicles, the potential for what they do goes far beyond car ownership. I think it can also change where suburbs are actually created.”

“I think car ownership is, is, is going to be a thing of the past because when autonomous vehicles come around, you know, there'll be these fleets of vehicles. You can just call on one button. I think it'll be cheaper. It'll be more convenient.”

“When money is available at will at great valuations for these companies so that they can experiment and do autonomous vehicles and You know, when you spend five hundred million on a project that Wall Street just like, this is stupid, and why are you doing this…”

“Because I think that the data that is being collected and the optimization of the routes based on the data is a moat, so to speak. And I think a lot of the technology for managing these dispatch systems and autonomous vehicles will be created by those companie…”

“Even though the mass adoption might not happen for a long time now, I think the impact on real estate could happen on a much more accelerated basis.”

“No one's going to park a car at an airport probably in 10 years, or very few people will.”

“I think gas stations, rest stops in particular, take a huge hit off of this between moving to autonomous vehicles and moving to electric vehicles as well.”

“So hesitant to say, just given a lot of natural preferences that go towards cities, that AVs are going to really disrupt things that much.”

“A large consumer outcome, or even some of these autonomous vehicle outcomes, are going to be a hundred billion plus or minus companies, right? Or tens of billions. If, you know, autonomous vehicles become a reality, that's going to disrupt a multi-trillion dol…”

“First, all the parking lots can go away because the cars will constantly be in motion. The fleet operators will need that to drive the efficiency and utilization out of their cars, and so if the car is not carrying you, it's carrying goods, and if it's not car…”

“The people who will own this will be fleets, and they'll be available sort of on the push of a button.”

“The hard part of driving a car autonomously is the edge cases that live beyond 99.99, and I think those ones are just hard to imagine, let alone generate synthetically.”

“What's going to prevent this for what I think has a hope of preventing this from just being a hype cycle that falls flat like AB is that those things are, those shoes are yet to drop. And as they do, the capabilities of these models are going to continue to im…”

“I hope that we're gonna get to the place where the technology and the costs are sorted out over the next five years, and then it's probably going to be a couple more years after that for the regulation to get sorted.”

“Like, I think that you and I could be buying the very last drive driven cars. Like, I think that in five to 10 years time, like our kids will not need to drive.”

“Which is why I do think in some future world, maybe not five years, but 15 or 20 years, Everyone's going to be like Harry. Nobody's going to own a car. Nobody's going to have their driver's license because you'll be able to get around. And I think bikes and sc…”

“Because like ride sharing at the end of the day is price reliability and safety. That's all it is. That's what it was 10 years ago. I think that's what it's going to be 10 years from now, even when it's autonomous vehicles. It's like price, reliability, safety…”

“If Uber doesn't have autonomy on our platform, and we will we will, we are investing actively and aggressively to bring it to market, but if we didn't, then it certainly would be existential for our core business.”

“It's existential because at the end of the day, it's a better product than our core product in many use cases, and I think those use cases grow over time, and eventually it's better in all use cases.”

“So I think, you know, it's probably another 10 years where anyone with a brain is, is gonna have this be their primary Mode of ownership if you're not in the country or you don't have niche use cases.”