Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 4d ago

Jason Lemkin’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition · 10 Sep 2026 podcast

They have an approach and a couple of different dimensions that's different than Waymo's, which is one, not going with LiDAR, just going with Vision. voice-verified

And then two, now the new Cyber Cab is a standalone cab only vehicle. voice-verified

It doesn't even have a uh steering wheel. voice-verified

It's deliberately built for pure autonomy. voice-verified

So it's very Elon, it first principles all voice-verified

the way down. voice-verified

The question is, you know, what's the adoption curve of that going to be like? voice-verified

You've got the regulatory issues. voice-verified

I think the Department of Transport is giving them grief because apparently a car, quote unquote, has to have a steering wheel. voice-verified

I don't know. voice-verified

So the truth is, Waymo is continuing to grind on. voice-verified

They're at, you know, hundreds of millions of dollars in revenue, but not billions. voice-verified

It's a I think it's a long journey. voice-verified

And so I I didn't go, oh my God, it's amazing. voice-verified

And then on the um the um voice-verified

Atom thing. voice-verified

Yeah, I mean my guess is if you're Travis, you're gonna want to scratch the itch of autonomy and fine, you've got a hundred million, you've got your old colleague back and have a have a go. voice-verified

But I think comment here, I I I think that the fact when you look how long it's taken Waymo, right, I actually think it does speak to the argument that they were right not to try and fund this thing at Uber for the last decade to because I just think it's it it's a very long, very voice-verified

capital intensive process. voice-verified

Now maybe the last three or four years they should have been doing it and it's probably smart of Uber to put some money in. voice-verified

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