Waymo
7 statements across 5 episodes · 3 bullish · 4 bearish · 1 people on the record · first statement Mar 7, 2024 by Bill Gurley · said 44 times in 9 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (21), Brad Gerstner (17), Sherwin Wu (5), Philippe Laffont (1)
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2025 11 mentions in 4 episodes 3 per episode
- Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 33 mentions in 5 episodes 7 per episode
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Waymo, 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 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.”
Apr 18, 2024 bearish
Gurley: Standalone owned AV fleets like Waymo require hundreds of billions
“Someone trying to build a completely separate fleet, I just don't think it works. Like, and I would encourage anyone that believes in it, or anyone that's a, let's call them a Waymo advocate, let's build a public Google sheet of the 20 year financial statement…”
Apr 18, 2024 bearish
Gurley: Owned AV fleets face an unwinnable peak versus average demand dilemma
“Are you going to build the fleet to average or peak? And by the way, you lose whatever your answer is. If you build it to average, you're not going to be able to serve your customers during the peak at all. Like they're only going to be disappointed. And if yo…”
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…”
Jun 6, 2025 bullish
Gurley: Chinese solid-state LiDAR costs $130 per car vs Waymo's $5,000
“Chinese LIDAR is solid state and designed very differently than the LIDAR that Waymo's using, and it's actually in China right now is, I think, being priced at like a 130 dollars a car, this solid state MEMS LIDAR, whereas the Waymo LIDAR is like 5000 dollars …”
Aug 28, 2025 bullish
Gurley: Baidu Trades at Zero Enterprise Value Despite Apollo Robotaxi Asset
“While people are saying that, that the Waymos should be worth a hundred and seventy billion inside of Google, you can buy shares of Baidu for zero enterprise value. It's a thirty billion market cap, thirty billion in cash from the books.”