robotaxi

also referred to as: robotaxis

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 25, 2023 by Martin Casado · across every show →

Everything said about robotaxi, oldest first

Sep 25, 2023 negative
Assertion Not checkable as stated
Robotaxi unit economics remain worse than human drivers despite $75B invested
“We've been working at this for decades. We've invested seventy-five billion dollars, and the unit economics are still not on par with, like, a human Uber driver, right?”
Martin Casado Sep 25, 2023 ▶ 5:05 The Economic Case for Generative AI with a16z's Martin Casado
Jul 21, 2026 bullish
Prediction Open · timeframe Dec 2030
Younis: Robotaxis will be routine in 200 major US cities by 2030
“It's 26 now. I mean, certainly by 30.”
Qasar Younis Jul 21, 2026 ▶ 41:07 Why Physical AI Is the Next Frontier | The a16z Show
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