Self Driving

“I do think that on the topic of robots, the biggest trend perhaps, or one of the biggest trends of 20, 26, 100% will be that self-driving will really begin to matter. And that'll be both in terms of your own car. It'll be in terms of Waymo and Tesla cabs.”

“I don't find Tesla self-driving to be like considerably better. Now that I've been on It's other cars. Every, basically everybody has caught up.”

“My personal bet is I think it's gonna be, the humanoid space is gonna look much more like self-driving, where we have some very good isolated demos, but the long tail will kill you. And so we're gonna go through many false starts, and I think this is just the …”

“The bar for commercial success for self-driving was like five, six nines of reliability. And understand that each extra nine of reliability you add, so 10 times better, takes probably 10 times more engineering work.”

“The quants were going to be merging with AI. And this is obvious now, but like, you know, the quant and self-driving worlds are kind of like the same talent base.”

“I think at 2030, 2035, you're going to have deep downward pricing pressure, like to where it's like the expectation is going to be close to free.”

“With driving, I feel like you kind of need to solve the entire distribution to be have anything that's viable. You have to be able to handle an intersection at any time of day or with any kind of possible pedestrian scenario or other cars and all that. Whereas…”

“I think even though they may be doing a lot of teleoperation and other things there, I do think that China is still years behind, behind the best US companies for self-driving.”

“Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it, so I think this is the year that self-driving broke through, and I think next year's g…”

“Google Maps probably did more for self-driving than literal self-driving. Like, you know, a billion people have like the ability to have like maps and navigation just like taken care of for you autonomously.”

“You have to get the self-driving thing. That's the only play, which is why they're so obsessed with it right now. It's the only thing that can possibly justify how they trade.”

“These like line striping or line painting businesses are going to be exponentially more valuable in the future because as self-driving becomes prevalent on the road, governments are going to mandate that the roads are painted more often so that the cars from a…”

“The trajectory of issues and concerns that people are running into are similar to, you know, like the path is similar to what it was in self-driving, which is, you know, How do I get like this, you know, runtime safety? How do I get like runtime constraints, e…”

“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.”