Cruise

7 statements across 2 episodes · 2 bullish · 2 bearish · 2 people on the record · first statement Feb 20, 2025 by Kyle Vogt · said 27 times in 6 episodes since 2023 · across every show →

Mentions by year

brought up most by Elad Gil (12), Kyle Vogt (5), Sarah Guo (3), Garry Tan (3), Qasar Younis (2), Shyam Sankar (1), Alexandr Wang (1)

tap a year for its mentions
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023202320242025episodes it came up in
007.51.5153202320242025episodesmentions per episode
2025 21 mentions in 2 episodes 11 per episode
2024 5 mentions in 3 episodes 2 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Cruise, oldest first

Feb 20, 2025 positive
Assertion Not checkable as stated
Vogt: Autonomous vehicle skepticism dropped from ~80% to ~20% after one ride
“One thing I saw in self-driving, which I guess you could say it's intuitive, but it was still very striking, was that most people on the whole were very skeptical of self-driving cars. I guess like, 75, 80% of people are like, I've never, you know, I'm never g…”
Kyle Vogt Feb 20, 2025 ▶ 23:33 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Feb 20, 2025 negative
Opinion
Vogt: Cruise was decimated by GM abandoning priority and support
“We got completely decimated by GM's like lack of, you know, priority and then completely abandoning crews.”
Kyle Vogt Feb 20, 2025 ▶ 34:21 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Feb 20, 2025
Assertion Not checkable as stated
Vogt pitched around 120 investors to fund Cruise in early years
“I had to scrape the bottom of the barrel to raise money. I think I pitched like A 120 investors you know, over the course of probably a couple of years to raise all the money we needed.”
Kyle Vogt Feb 20, 2025 ▶ 1:17 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Feb 20, 2025 negative
Disclosure
Vogt vows never to sell a company or accept an acquisition again
“First is I'm never going to sell another company again, ever. And so like, you know, maybe it will IPO or something like that, but there will never be an acquisition in my life again.”
Kyle Vogt Feb 20, 2025 ▶ 34:28 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Feb 20, 2025 positive
Opinion
Vogt: Elon Musk Nailed Tesla's AV Business Model Over Cash-Burning Rivals
“To be fair, Elon nailed it from a business model perspective. He's been making billions of dollars of profit while developing self-driving cars, whereas everyone else has been burning billions of dollars to try to get to basically the same point.”
Kyle Vogt Feb 20, 2025 ▶ 3:43 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Feb 20, 2025
Insight
Vogt: Driver labor costs created market pull for autonomous vehicles
“And they had this big hole in their unit economics, which is paying the drivers. And so suddenly there was like a strong market pull for self-driving technology, whereas before I had been seen as just kind of a cool sci-fi thing.”
Kyle Vogt Feb 20, 2025 ▶ 2:47 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt
Jun 17, 2025 neutral
Assertion Not checkable as stated
Younis: Applied Intuition is likely largest employer of ex-Waymo staff
“I think we're probably Waymo's biggest employer outside of Waymo, and Cruise and Tesla, all, all of these organizations.”
Qasar Younis Jun 17, 2025 ▶ 25:21 No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig
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