The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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 …”
Gerstner: Tesla's autonomous driving engineering team is roughly one-tenth the size of Cruise's
“I think the engineering team working on this at Tesla is about one-tenth the size of the teams at Cruiser.”
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.”