Bill Gurley

And so the difference from peak to trough every day is about 4x.

And so it's pretty easy for a Waymo to compete in the first 25% of a market.

As you try and go up, you'd have to ask yourself questions about how active you want and utilization rates that you want because you can't really build a fleet to peak, if you understand what I'm saying.

And so, you know, we'll see.

I mean, obviously, what DAR is doing is running out and partnering with every AV vendor possible he can.

The approach that I had been pushing for, which didn't play out, but was one where you would actually embrace open source ideals around the autonomous stack is in as many places as you can.

Because if

If that piece of the stack is more of a commodity, then the network will win.

There's just no doubt about it.

Well, I have a hard time not reflecting on the book that I've been talking so much about in this window.

And I've come to believe that if you were pointed at something that you just have a remarkable obsession with—and other people have made that statement.

Paul Graham has this statement about disinterested obsession—

You're going to have all this energy to excel yourself past everyone else.

And it may be that that's impossible for some, like they just don't have that thing that they're most obsessed with.

But I think your job security...

is higher being differentiated and being a constant learner in almost any field than you are picking a field because you think the field is safe if you enter that field and you're ambivalent about whether you're making yourself better or not.

Yes.

I mean, I listened to a lot of your stuff, Scott, and I agree with most of what you say.

There is a...

And we've gotten ourselves in this game.