Cruise, every mention

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every year anyone Bill Gurley 5Brad Gerstner 3

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Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 18, 2024 · 3 mentions

  • ▶ 45:59 Brad Gerstner You know, you and I did this, ah, this breakdown on FSD-II and we said one of the downsides of Waymo and Cruze is they have these deterministic models, right? 3 times in the scene

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 6 mentions

  • ▶ 19:16 Bill Gurley 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 the companies would be least likely would be cruising Waymo and these things… 5 times in the scene
  • ▶ 27:53 unnamed speaker Right, and you can imagine when that's just this autonomous flywheel without a lot of human intervention, and that's the direction that, uh, you know, Tesla still has some engineering intervention along the way, but I think there, I think…
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