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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
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…”
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.”
Rodrigues: Embark will power the first autonomous truck fleets within five years
“Yeah, the next five years, I want to see our technology powering the first self-driving trucking fleets in the world. So call me up in five years and we'll be doing something that humanity has never done before.”
Rodrigues: FIRST Robotics was better preparation for Embark than university
“Yeah, I stand by that a hundred percent. I think First Robotics was by far the most useful preparation for running Embark”
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…”
Rodrigues predicts widely deployed self-driving vehicles in 10 to 15 years
“In 10 to 15 years, we'll see widely deployed self-driving vehicles.”
Rodrigues: Autonomous vehicles will be fleet-owned public utilities, not private assets
“The people who will own this will be fleets, and they'll be available sort of on the push of a button.”
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.”
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'…”
Rodrigues: Average US trucker is 55, reducing AV labor displacement risks
“The average trucker is 55 today, I think you'll see a lot of things able to line up where we're coming in and filling roles that are presently empty instead of roles that are presently full.”
Rodrigues: Hiring and firing are young founders' biggest weaknesses
“If I had to pick like specific things that I think young founders frequently don't understand how to do, I would say hiring and firing are probably the top.”
Rodrigues: Autonomous localization and perception tech will enable home robotics in 10-20 years
“I think that a lot of the technology that's been developed in terms of localization will then end up working in the home. You have all these cool perception pieces that we'built, allowing us to move around and allowing us to see and interact with things. Reall…”
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…”