David George
👤 SpeakerAppearances Over Time
Podcast Appearances
We got to a parking lot and it stalled and we had to override and go drive up to the front.
But you could see signs that it was going to be pretty interesting, but it wasn't on the road.
We knew they were going to be conservative about rolling it out.
So Mark and Ben came to me and they said, hey, we got to do this Waymo investment.
And I said, no, I don't like this at all.
This is crazy.
It's going to take 10 years.
The valuation that we come in at is going to be really high.
And they said, you know what?
Don't care.
Don't care.
This is autonomous driving.
Are you kidding me?
This is the mother of all markets.
If they have the thing that can drive cars autonomously, it's going to be worth a ton.
Stop overthinking it.
And my team, we had built all this analysis and why it would take forever and the economics were going to be strained.
So we compromised and we made a small investment in Waymo at the time.
And I was excited to be a part of it.
I just thought the returns would be stretched