historical incumbents
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 21, 2024 by Bill Gurley · across every show →
Everything said about historical incumbents, oldest first
Nov 21, 2024 bullish
Gurley: Waymo and Tesla Licensing Tech to Incumbent Automakers Seems Likely
“Both Waymo and Tesla have ended at potentially licensing. And so, that would be an interesting maybe that happens down the road between the, you know, the historical incumbents and these two new companies and whether that type of model plays out seems quite li…”