Waymo

“We at scale, we work with Very innovative companies are actually using AI and machine learning and deep learning in particular. So we work with folks like OpenAI and Waymo and Uber and Lyft and all these folks.”

“I think the Waymo approach and the cruise approach is nice. It adds functionality. It's not transformative of cities.”

“I think the decision to partner with You know, the leading AV players in the space, doing things with, like, the Waymos and the Cruises of the world, and trying to bring their fleets onto Uber is the right long-term strategy.”

“Yeah, but there's a difference between price and cost. Google is one of the wealthiest companies on the planet. They can keep on subsidizing millions of rights for a long time. That doesn't mean the cost structure is there.”

“My view is that most of these companies Like Waymo over the longterm don't want to operate a car network. It's just too much hassle. So I think that these companies can build what they're fantastic at, which is building the software. And then there's going to …”

“The consumer product right now that I love is Waymo, but it's more kind of the physical experience of it. I mean, part of it is obviously just how impressive it is in making you feel incredibly safe in something that, like, didn't seem plausible, and all the l…”

“Owning almost 10% of SpaceX, owning, ah, perhaps 14% of Anthropic, depending on dilution, right? Now, and obviously, now this is the greatest in circular investment of all, owning the vast majority of Waymo, which is going to blow up. But those three are, like…”

“Tesla trades at 1.2 trillion plus or minus. It's got a hundred million dollar flat car business with declining profitability. Let's value that at two X revenues. That's two hundred billion. So that leaves you a trillion left, right? Trillion from the 1.2 trill…”

“Waymo works, and the problem is cost structure. The Tesla product doesn't quite work yet, but if it does, the cost structure will be lower, right? Waymo has the physical costs of the more expensive cars. It has, obviously, including the LiDAR cost, and then le…”

“If we want to add in Waymo and what it'll do for self-driving within a four year period, Gosh, I think you could see 30 to forty million people.”

“This stuff is still moving way slower than I think people anticipated. It hasn't been, you know, way more in San Francisco resulting in, you know, way more everywhere within six months. It's been a long, steady progress. For Waymo.”

“In my view, Waymo is the biggest agentic product that is out there because guess what? We've replaced a human being called a driver, right?”

“I love it, but it's in one city. It can't deal with, like, very ambiguous data. It's still, like, pretty irrelevant.”

“Yeah, I think so, but I think it might play out similar to driverless cars, where it's really hard to scale physical things as opposed to software, so it might be more of a, more of like a Waymo robo-taxi-cruise type moment than a ChatGPT moment, but I think t…”

“Like, I think that you and I could be buying the very last drive driven cars. Like, I think that in five to 10 years time, like our kids will not need to drive.”

“I think there's going to be more than two winners. Do I think Waymo and Tesla will ultimately be winners? Yes, I do. I don't know who, who's going to bet against either of those, but I think there will be more winners.”

“I think ultimately it's in both of their interests to put their vehicles on our network, even if they have their own robo taxi apps or their own one P apps, even if they work with our competitors on the rideshare side or on the delivery side. I think everyone …”

“In the Bay Area, I got rid of my car, so I only do Waymo and autonomous driving. Yeah. I don't drive. I'm done with it. if there is an issue, I take a Uber black, but I don't have a car anymore in the bear. I just don't have one.”

“They're the only other competitor to Waymo. With credibility.”

“There are, you know, hundreds of millions of dollars in revenue, but not billions.”