Cruise
3 statements across 1 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Mar 7, 2024 by Bill Gurley · said 9 times in 2 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (5), Brad Gerstner (3)
tap a year for its mentions
2024 9 mentions in 2 episodes 5 per episode
Everything said about Cruise, oldest first
Mar 7, 2024 bearish
Gurley: Waymo and Cruise cannot compete if neural networks solve autonomy
“If let's, let's make an assertion. If this type of neural network approach is the right answer. Yes. And I want to reason you once again, you know, Occam's razor seems that way to me, then who could compete in one of the companies or two, you know, several of …”
Mar 7, 2024 bullish
Mar 7, 2024 bearish
Gurley: Operating a robotaxi fleet service requires $100B in CapEx
“I've always thought this model that we're going to build this incredible car and our business model is going to be to run a service like the CapEx. Like if you just build a 10 year model, the CapEx you need, like they would have to go raise a hundred billion.”