The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Waymo and Tesla Will Eventually Have to Partner With Uber
“I think ultimately it's in both of their interests to put their vehicles on our network, even if they have their own robo taxi apps or their own one P apps, even if they work with our competitors on the rideshare side or on the delivery side. I think everyone …”
Stebbings: AI and Waymo could displace 30-40M workers in four years
“If we want to add in Waymo and what it'll do for self-driving within a four year period, Gosh, I think you could see 30 to forty million people.”
O'Driscoll: Waymo at $110B is cheap compared to Tesla's $500B autonomous valuation
“Tesla trades at 1.2 trillion plus or minus. It's got a hundred million dollar flat car business with declining profitability. Let's value that at two X revenues. That's two hundred billion. So that leaves you a trillion left, right? Trillion from the 1.2 trill…”
Macdonald: Waymo, Tesla, and Multiple Other AV Players Will Win Globally
“I think there's going to be more than two winners. Do I think Waymo and Tesla will ultimately be winners? Yes, I do. I don't know who, who's going to bet against either of those, but I think there will be more winners.”
Stebbings: Autonomous vehicles remain largely irrelevant and limited
“I love it, but it's in one city. It can't deal with, like, very ambiguous data. It's still, like, pretty irrelevant.”
Nitski: Robotics adoption will scale like driverless cars, not ChatGPT
“Yeah, I think so, but I think it might play out similar to driverless cars, where it's really hard to scale physical things as opposed to software, so it might be more of a, more of like a Waymo robo-taxi-cruise type moment than a ChatGPT moment, but I think t…”
Arora: Waymo is the largest agentic AI product in existence
“In my view, Waymo is the biggest agentic product that is out there because guess what? We've replaced a human being called a driver, right?”
O'Driscoll: Waymo is burdened by high LiDAR and remote driver costs
“Waymo works, and the problem is cost structure. The Tesla product doesn't quite work yet, but if it does, the cost structure will be lower, right? Waymo has the physical costs of the more expensive cars. It has, obviously, including the LiDAR cost, and then le…”
Lemkin: Google is corporate investor of the year for its massive stakes
“Owning almost 10% of SpaceX, owning, ah, perhaps 14% of Anthropic, depending on dilution, right? Now, and obviously, now this is the greatest in circular investment of all, owning the vast majority of Waymo, which is going to blow up. But those three are, like…”
Villig: Google heavily subsidizes Waymo rides to mask high operational costs
“Yeah, but there's a difference between price and cost. Google is one of the wealthiest companies on the planet. They can keep on subsidizing millions of rights for a long time. That doesn't mean the cost structure is there.”
Villig: AV developers like Waymo will not operate ride-hailing fleets long-term
“My view is that most of these companies Like Waymo over the longterm don't want to operate a car network. It's just too much hassle. So I think that these companies can build what they're fantastic at, which is building the software. And then there's going to …”
Uber partnering with Waymo and Cruise is the right long-term strategy
“I think the decision to partner with You know, the leading AV players in the space, doing things with, like, the Waymos and the Cruises of the world, and trying to bring their fleets onto Uber is the right long-term strategy.”
Khosla: Waymo and Cruise self-driving models are not transformative for cities
“I think the Waymo approach and the cruise approach is nice. It adds functionality. It's not transformative of cities.”
O'Driscoll: Tesla is the only other credible competitor to Waymo
“They're the only other competitor to Waymo.
With credibility.”
Frankel: In 5 to 10 years, our children will not need to drive
“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.”
O'Driscoll: Waymo brings in hundreds of millions, not billions, in revenue
“There are, you know, hundreds of millions of dollars in revenue, but not billions.”
O'Driscoll: Autonomous vehicle deployment is moving much slower than expected
“This stuff is still moving way slower than I think people anticipated. It hasn't been, you know, way more in San Francisco resulting in, you know, way more everywhere within six months. It's been a long, steady progress. For Waymo.”
Yamashita: Waymo delivers best-in-class consumer experience through detailed safety cues
“The consumer product right now that I love is Waymo, but it's more kind of the physical experience of it. I mean, part of it is obviously just how impressive it is in making you feel incredibly safe in something that, like, didn't seem plausible, and all the l…”