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Bill Gurley

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Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming? Too Early Fri, 29 May 2026 22:23:00 +0000 · 01:22:23

As robotaxis scale, usage of non-owned (ride-hail/robotaxi) vehicles will rise substantially, with human drivers eventually handling only about half of such rides instead of nearly all of them—yet total human-driving jobs in this category could stay flat or even grow due to overall market expansion.

“I think the the use of nonownership cars is going to go way up. So, it's going to keep growing through this and humans are going to be used for like 50% of it instead of a hundred. And so, I might not be surprised if the number actually stays the same or grows.” View on YouTube
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No specific near-term checkpoint was given for this prediction.