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 19 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
Chinese autonomous vehicle developers take safety as seriously as Western firms
“They take safety just as seriously as the Western companies do, so I think their safety record is excellent.”
Tesla's camera-only autonomy strategy trades hardware savings for software difficulty
“Elon is doing camera only. Tougher on the software, cheaper for the hardware, ok?”
Financial firms will own large autonomous vehicle fleets within ten years
“10 years down the line, you know, there are these things called REITs, real estate investment trucks. You're going to have fleets. You're going to have financial owners that own big fleets of cars that are on our network, maybe on other networks.”
Austin Uber drivers earn as much or more following Waymo's local launch
“Austin drivers now are making as much or more money than they were before we introduced Waymo.”
Uber expects to employ more human drivers in five to seven years
“So I think for the next five to seven years, we're going to have more human drivers and delivery people just because we're going so quickly.”
Autonomous vehicle job displacement will become a real issue in 10-15 years
“But I think, you know, 10 to 15 years from now, this is going to be a real issue.”
Uber is partnered with Chinese autonomous operators Baidu, WeRide, and Pony
“So there are Baidu WeRide, Pony are all on the road today, no safety driver. We are partners with all of them.”
Uber requires autonomous vehicle partners to be multiple times safer than humans
“Our different definition of safety is multiple times safer than a human being, which is achievable.”
Solid-state LiDAR costs have dropped from $20,000 to $300-$500 per unit
“LiDAR was 20, 30,000 bucks a pop like five, six years ago. Now solid state LiDAR is 300 to 500 bucks a pop.”
Uber will temporarily use its balance sheet to finance autonomous vehicle fleets
“Between now and the end state, we will take balance sheet risk, because we can sign up. We know exactly how much revenue a car can produce in said market, because that, because cars are already producing revenue, so we can sign up for the revenue. We will prov…”
Robots and drones could eventually cover over 50% of Uber's delivery market
“Those two together we think can cover 50 plus percent of our delivery TAM, so to speak.”
Tesla currently intends to launch its robotaxi network independently without Uber
“At this point they're looking to go it alone”
Uber generated over $8.5 billion in cash flow over the last year
“The past 12 months we've had over eight and a half billion of cash flow.”
Uber collaborates with ousted founder Travis Kalanick's CloudKitchens business
“So we're, we actually work with Travis and his cloud kitchens business.”
Uber has no plans to enter the food roboticization business
“And I think as the cost of labor is going up all of these businesses are building, are investing increasingly in robotic station. It's not something that we are getting into.”
Uber has over 20 autonomous technology partners across mobility and delivery
“So we have over 20 partners across both mobility and the delivery business.”
Waymo driverless rides are currently active on Uber in Austin and Atlanta
“Waymo, Waymo is working with us now in Austin and Atlanta. So in Austin and Atlanta, if you're using Uber, ah, you can be picked up, ah, with a Waymo.”