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Airbus

5 statements across 5 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 16, 2017 by Frank Chen · said 7 times in 5 episodes since 2017 · across every show →

Mentions by year

brought up most by Frank Chen (5), Shyam Sankar (1), John Gedmark (1)

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0010.521201720182019202020212022202320242025episodesmentions per episode
2025 1 mention in 1 episode
2023 1 mention in 1 episode
2019 2 mentions in 1 episode
2018 1 mention in 1 episode
2017 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Airbus, oldest first

Jul 16, 2017
Insight
Chen: TaaS Shift Will Turn Automakers Into B2B Suppliers Like Boeing
“And if that happens, then the car companies become B to B providers, just like Boeing and Airbus. They sell to fleet managers and your consumer loyalty is to the fleet provider. Not to the car manufacturer.”
Frank Chen Jul 16, 2017 ▶ 21:23 16 Questions About Self Driving Cars
Feb 3, 2018
Prediction Not checkable as stated
Chen: Autonomous car brands will matter as little as airplane manufacturers
“The make and model of the car will become the least important, and in fact, you don't care about the decision in the same way that most of us don't care about whether we're riding in Boeing or Airbus or Embraer airplane.”
Frank Chen Feb 3, 2018 ▶ 1:39 The Autonomy Ecosystem: The Value Chain (3 of 8)
Jan 2, 2019
Prediction Not checkable as stated
Chen: Automakers will shift to Boeing-style B2B fleet sales
“Well, one of the big changes, especially if we're going to switch to fleet ownership, is the car manufacturers will start being a lot more like Boeing and Airbus than they will be like Ford and BMW today.”
Frank Chen Jan 2, 2019 ▶ 12:34 a16z Podcast | Cars and Cities, the Autonomy Edition
Feb 6, 2023 negative
Assertion Not checkable as stated
Legacy GEO satellites cost billions and take years to build
“They're typically only built by a handful of companies in the entire world. They cost hundreds of millions of dollars, ah, on the commercial side, and then on the military, national security side, it's in the billions of dollars. For a single satellite. And th…”
John Gedmark Feb 6, 2023 ▶ 3:54 A New Golden Age of Space with John Gedmark
Apr 23, 2025 positive
Disclosure
Sankar: Half of Palantir's business is commercial
“Half of our business is really commercial, and we build every Airbus, every Chrysler, every BMW, every HD Hyundai ship.”
Shyam Sankar Apr 23, 2025 ▶ 10:01 Mobilizing the American Industrial Base
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