self-driving

4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Feb 20, 2025 by Kyle Vogt · across every show →

Everything said about self-driving, oldest first

Feb 20, 2025 bearish

Opinion

Vogt: China is years behind top US companies in self-driving

“I think even though they may be doing a lot of teleoperation and other things there, I do think that China is still years behind, behind the best US companies for self-driving.”

Kyle Vogt Feb 20, 2025 ▶ 27:58 No Priors Ep. 102 | With The Bot Company CEO Kyle Vogt

Mar 20, 2025 bullish

Insight

Finn: Robotics avoids self-driving's edge-case distribution problem by finding commercial niches

“With driving, I feel like you kind of need to solve the entire distribution to be have anything that's viable. You have to be able to handle an intersection at any time of day or with any kind of possible pedestrian scenario or other cars and all that. Whereas…”

Chelsea Finn Mar 20, 2025 ▶ 25:44 No Priors Ep. 107 | With Physical Intelligence Co-Founder Chelsea Finn

Jun 17, 2025 bearish

Prediction Open · timeframe Dec 2035

Younis: Self-driving software will become virtually free by 2030–2035

“I think at 2030, 2035, you're going to have deep downward pricing pressure, like to where it's like the expectation is going to be close to free.”

Qasar Younis Jun 17, 2025 ▶ 35:24 No Priors Ep. 119 | With Applied Intuition's Qasar Younis and Peter Ludwig

Dec 19, 2025 bullish

Prediction Not checkable as stated

Gil: Waymo and Tesla Autonomous Driving Will Dominate 2026

“I do think that on the topic of robots, the biggest trend perhaps, or one of the biggest trends of 20, 26, 100% will be that self-driving will really begin to matter. And that'll be both in terms of your own car. It'll be in terms of Waymo and Tesla cabs.”

Elad Gil Dec 19, 2025 ▶ 11:46 No Priors Ep. 144 | The 2026 AI Forecast with Sarah & Elad

self-driving

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