Waymo, every mention

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Verbatim, from the transcripts: the passages where Waymo comes up

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▶ 20:33 Sherwin Wu Yeah, we love the Waymos. 4 times in the scene
▶ 1:04:46 Sherwin Wu For me, the most memorable thing was I remember right after Dev Day, all the demos worked well, all the talks worked well, we had the after party, and then I was just in a way mode driving home at night.

▶ 25:09 Bill Gurley So this is the, the BYD, this is the Apollo, um, competitor to Waymo. 3 times in the scene

▶ 17:52 Philippe Laffont Google could still be an amazing company by just saying, listen, maybe search is under threat, but YouTube is with all this new AI content going to explode and potentially threaten Netflix and maybe Waymo is going to also do incredibly…

▶ 14:48 Bill Gurley You're exposed to way more optionality because 500 startups will try a bunch of different approaches, and one, one thing I've uncovered in the past few weeks is Chinese LIDAR is solid state and designed very differently than the LIDAR that… 2 times in the scene

▶ 22:27 Brad Gerstner I think that's very beneficial to Tesla and to Waymo and to anybody else who's in the, the full self-driving game. 7 times in the scene
▶ 38:41 Bill Gurley I've certainly seen videos online that suggest, you know, the Waymo equivalents are already, you know, working in China, so that would, that'd be a data point we could.
▶ 39:12 Bill Gurley There's another question, I think, which is both Waymo and Tesla have ended at potentially licensing.

▶ 1:05:44 Bill Gurley I was wondering when that was coming, because they, they, the Waymos of the world, they have to apply for licenses for the car to run independently, and so I always knew that would be a step before they were live. 2 times in the scene

▶ 51:52 Bill Gurley I, you know, Waymo's had to apply for these licenses to get these cars on the street.

▶ 42:14 Bill Gurley And then Waymo is open and available in more cities and people are riding in them, and so they're having experiences. 4 times in the scene
▶ 45:56 Brad Gerstner Because I think, you know, if you think about the way Waymo, 8 times in the scene
▶ 1:04:54 Bill Gurley To be really cheap in order, cause, cause if it, and, and I don't think anyone thinks the current Waymo when you were surrounded by the other day is anywhere close to you. 2 times in the scene

▶ 16:56 Brad Gerstner Think about Waymo, for example. 2 times in the scene
▶ 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

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