Electric vehicles
also referred to as: evs
3 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 16, 2024 by Bill Gurley · across every show →
Everything said about Electric vehicles, oldest first
May 16, 2024 bullish
Gurley: Automotive innovation is most alive in China's car industry
“These companies are creating more competitive products, not just on AV, not just on landed price point, but even on features consumer care about. Much bigger screens, more interesting features you've never seen before. It's abundantly clear that innovation is …”
Aug 28, 2025 bullish
Gurley: Open-Source AI Fuels Faster Hyper-Competition by Co-Training Models
“You just have a much more natural environment to have this kind of hyper competition that we talked about in EVs or solar, like having that many open source providers gives you that.
I would say even maybe more because of the way the models can help one anothe…”
Aug 28, 2025 neutral
Gurley: China leads world in EVs and solar but faces overcapacity bankruptcies
“They are now facing problems, even though they're the world leader in EVs and the world leader in solar panels, where some of these companies need to go bankrupt, and a province may not want them to because of employment issues, right?”