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 11 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
Hotz: Waymo robotaxis require approximately 1.2 remote human operators per car
“There's probably about, I would say there's 1.2 operators per car. But it's not, they don't have a steering wheel and pedals. It is an autonomous system that they're probably doing some higher level inputs on.”
Groom: Waymo is far better than Tesla despite having fewer cars
“Tesla has this, Incredible advantage with how much data they're collecting and passively, yet Waymo is so much better so far, and it has so many fewer cars on the roads.”
Hays: Tesla could potentially scale robotaxis 1,000 times faster than Waymo
“They could potentially scale a thousand times faster than Waymo. It's all just going to come down to, Safety and what's actually going on behind the scenes.”
Coogan: Waymo injury crash rate is five times lower than human drivers
“The best data that we have on Waymo is all any injury crashes per million miles. For the average human, it's about four any injury crashes. So any injury that counts, four per million miles. Waymo is way better. 0.75. So about five times safer.”
Coogan: Autonomous vehicles will become a polarized culture issue
“Tesla is the American competitor to everything that Waymo will be doing, and it will become a culture issue.”
Coogan: Waymo sources parts from China but builds vehicles in US
“So Waymo is sourcing like almost all the parts for the new Waymo's from China, but they are building them, I believe in the United States and all of the software is from Google or Alphabet or Waymo.”
Coogan: Waymo's Success Will Outweigh All Google's Failed Side Projects
“You look at the progress with Waymo, and it's very clear that just one win in Waymo will be a power law that will wash out all of the side chat apps that never went anywhere or little Little software projects that an April fool's jokes that they launched and s…”
Coogan: Waymo sources powertrains and batteries from Chinese EV makers
“So Waymo is sourcing the powertrain and battery from Chinese EV manufacturers, but none of the telemetry, telecommunication systems, IT systems, that's all Waymo.”
Alphabet is vertically integrated from chips and AI to autonomous robotics
“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”
Coogan: Solving San Francisco makes Waymo's expansion to Chicago or LA easy
“Going into San Francisco, like crazy streets, tons of pedestrians, like shoddy streets, like all sorts of weather, fog, and also people that will vandalize you. So if they can solve that, it's going to be a breeze to go to Chicago or LA.”
Coogan highlights Keras powering ML at YouTube, Netflix, and Waymo
“I mean, he built Keras. Powers ML solutions that countless companies touch. It powers your recommendations on YouTube, Netflix, Spotify, the fraud filtering of your credit card transactions, Waymo cars that drive you around San Francisco.”