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Robotaxi

3 statements across 2 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Apr 18, 2024 by Brad Gerstner · across every show →

Everything said about Robotaxi, oldest first

Apr 18, 2024 bearish
Prediction Not checkable as stated
Gerstner: Robotaxis Will Scale Internationally Before the US
“There are a ton of jurisdictions where I expect this, unfortunately, before I expect it in the US you know, at scale.”
Brad Gerstner Apr 18, 2024 ▶ 1:10:03 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 18, 2024 bullish
Prediction Not checkable as stated
Gerstner: Robotaxis Will Increase Rideshare Net Margins to 12-14%
“We still think that the margin goes up from, let's call it seven percent of gross bookings to something like 12 or 14% of gross bookings, even taking into account all of that bill.”
Brad Gerstner Apr 18, 2024 ▶ 1:06:18 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Nov 21, 2024 bullish
Prediction Didn’t hold up
Gerstner: Tesla Robotaxi will likely launch in select cities by Q2 2025
“I think next year really is the year of achievement of a safety standard that allows RoboTaxi to go into action, probably in Q two. They'll pick a couple of cities.”
Brad Gerstner Nov 21, 2024 ▶ 25:33 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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