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 7 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
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.”
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.”
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.”
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.”
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…”
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.”