autonomous vehicles

also referred to as: autonomous vehicle

8 statements across 6 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Oct 9, 2022 by Dan Hockenmaier · across every show →

Everything said about autonomous vehicles, oldest first

Oct 9, 2022 bearish
Prediction Not checkable as stated
Hockenmaier: Autonomous vehicles will end the ride-sharing marketplace model
“As soon as autonomous vehicles arrive, we're gonna fully consolidate that industry. And it's not gonna be marketplace model anymore.”
Dan Hockenmaier Oct 9, 2022 ▶ 1:01:33 Developing a growth model + marketplace growth strategy | Dan Hockenmaier
Apr 9, 2023 neutral
Insight
Shrivastava: Autonomous vehicles must balance safety with assertiveness to make progress
“Hey, you can be very safe if you're not moving at all. That's not what we're building, right? We need to make sure that the riders get to their destination on time. So it has to be making, it has to be appropriately assertive and be making the right progress.”
Shweta Shrivastava Apr 9, 2023 ▶ 18:39 Product lessons from Waymo | Shweta Shrivastava (Waymo, Amazon, Cisco)
Oct 6, 2024 bullish
Prediction Not checkable as stated
Nickels: Autonomous driving will become super cheap within 10 to 20 years
“Well, autonomy is like the given. I think most people would probably agree with that. And you know, we'll probably solve it with just cameras and we'll need LIDAR cause humans don't have LIDAR and you know, the cost of vehicles and sensors will come down, remo…”
JM Nickels Oct 6, 2024 ▶ 27:08 Conscious leadership: Unlocking vision, strategy and purpose | JM Nickels (Uber, Waymo, DoorDash)
Oct 6, 2024 bullish
Prediction Not checkable as stated
Nickels: Shared rides and micromobility will remain essential in an autonomous future
“So, so then that from, for me, it's like, well, from first principles, shared rides is, is going to continue to be an important part of the future transportation and other modalities where, yeah, back to the three mile thing. It's like, well, it probably will …”
JM Nickels Oct 6, 2024 ▶ 28:16 Conscious leadership: Unlocking vision, strategy and purpose | JM Nickels (Uber, Waymo, DoorDash)
Oct 9, 2025 neutral
Assertion Not checkable as stated
Autonomous vehicles require less data labeling than they did historically
“Autonomous vehicles do not need as much data labeling as they did in the past.”
Jason Droege Oct 9, 2025 ▶ 28:47 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Mar 8, 2026 bullish
Prediction Open · timeframe Mar 2033
Younis: Autonomy will be standard and near-free within seven years
“It will not be a long time. You're already seeing this happen in China where the downward pricing pressure for that autonomous product for the lack of better word will become close to free. So now you fast forward five to seven years and every car Has some lev…”
Qasar Younis Mar 8, 2026 ▶ 25:43 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
Mar 8, 2026 bullish
Prediction Not checkable as stated
Younis: Earliest robotics will upgrade existing hardware like cars and mining vehicles
“I think like the most obvious use cases that will come early are going to be use cases where you get the most amount of bang for buck. And the bang for buck is a car that drives itself or a mining robot, which is a mining vehicle, which is now intelligent. And…”
Qasar Younis Mar 8, 2026 ▶ 23:02 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
May 17, 2026 negative
Insight
Kalinowski: Home robots face tougher consumer adoption than autonomous vehicles
“There's a big difference between a car that is safer, that drives itself versus a car that a human drives, because you have an existence proof of the human driving car and you have the data. When you talk about homes, what is the delta? You have now a thing th…”
Caitlin Kalinowski May 17, 2026 ▶ 1:10:27 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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