Waymo, every mention
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tap a year for its mentions
every year anyone Harry Stebbings 30Nikesh Arora 13David George 11Jason Lemkin 8Rory O'Driscoll 7Vinod Khosla 2Andrew Macdonald (Mac) 2Alex Wang 2Aatish Nayak 2Steve Jurvetson 1
Verbatim, from the transcripts: the passages where Waymo comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 42:56 Rory O'Driscoll I think that the positive statement is they're the only other competitor to Waymo. 6 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 22:11 Andrew Macdonald (Mac) You can debate about whether we were trailing the field or whether we were just trailing Waymo, but we were, we were not in the pull position.
- ▶ 25:21 Harry Stebbings Can I ask you, who do you think is a bigger threat, Waymo or Tesla? 3 times in the scene
- ▶ 50:10 Andrew Macdonald (Mac) I think there's a question as to, you know, compare the prices of Uber, Lyft, and Waymo, and get me the cheapest one.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 1:28:30 David Frankel But I would say that each wave brings things that we couldn't imagine, and I look back to driverless cars, and there was a promise that that was, like, five years away, and it turns out, like, 20 years from now, I saw Waymo driving around…
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 6:28 Nikesh Arora Are we making sure that our car will drive, you know, the next 10 exits by itself, and might have to grab the steering wheel once in a while, and are we building a Waymo? 5 times in the scene
- ▶ 32:59 Nikesh Arora I'm like, a Waymo has agency.
- ▶ 36:57 Nikesh Arora And I'm sorry to go back to the Waymo example, because it's kind of, I think it's the most obvious one out there.
- ▶ 50:57 Nikesh Arora It's kind of like the Waymo thing.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 1:01:04 unnamed speaker But now I take Waymo more than I take Uber. 2 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 7:26 Nikesh Arora Now, take Waymo. 2 times in the scene
- ▶ 35:23 Nikesh Arora It's called Waymo, right? 3 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 28:29 unnamed speaker It hasn't been, you know, way more in San Francisco resulting in, you know, way more everywhere within six months. 2 times in the scene
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 48:56 Harry Stebbings He wants to be more aggressive than Waymo.
- ▶ 1:03:12 Rory O'Driscoll You know, autonomous driving in freeways is kind of hovering on the edge of being a thing with Waymo, but autonomous driving for mining and for industrial equipment is a category now, and there's some players in that space, so I buy that…
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 43:20 Harry Stebbings If we want to add in Waymo and what it'll do for self-driving within a four year period, 3 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 1:07:10 Harry Stebbings I do just want to go back to one thing before we discuss Waymo, which is just, do you think this is the fraying relationship between Sam and Jensen?
- ▶ 1:08:06 Harry Stebbings Waymo raises a monster sixteen billion round at a hundred and ten billion valuation, thirteen billion coming from Google, with three coming from Sequoia, DST, Dragoneer. 6 times in the scene
- ▶ 1:12:56 Jason Lemkin If every single American, just American, forget about the rest of the world, could take a Waymo today, they would, right? 8 times in the scene
- ▶ 1:18:02 unnamed speaker And that's just a lot of excess premium where it for a hundred looks like for a hundred and ten billion dollars, you can get your action on the way more table clean. 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 17:51 unnamed speaker Now, and, and obviously, now this is the greatest in circular investment of all, owning the vast majority of Waymo, which is going to blow up. 2 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 21:53 David George So something that was originated, you know, or Waymo, something that we originally did out of the growth fund.
- ▶ 51:21 David George You know, Waymo when we invested is an example of this.
- ▶ 53:02 David George The biggest one was our original investment in Waymo. 9 times in the scene
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 9:15 Harry Stebbings They have Waymo. 7 times in the scene
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 26:45 Harry Stebbings oh my god, self-driving is here, everyone's going to be jobless, like eight million truck drivers are gone, and then actually it was only two or three years ago, I might be butchering it totally, but where kind of Waymo's were really being… 3 times in the scene
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
- ▶ 57:24 unnamed speaker The consumer product right now that I love is Waymo, but it's more kind of the physical experience of it. 4 times in the scene
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- ▶ 13:21 Aatish Nayak Tesla and Waymo, basically, and they have near infinite data and near infinite capital, and there's a wake of a graveyard of a lot of companies that, you know, end up failing, and you can't say, oh, the founders are bad. 2 times in the scene
Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261 · 20VC with Harry Stebbings
- ▶ 11:42 Adarsh Hiremath Let's say Waymo wants a bunch of their images labeled.
Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
- ▶ 1:12:29 Harry Stebbings We're seeing Waymo all over Twitter. 4 times in the scene
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 54:09 Harry Stebbings But it's one of those ones where suddenly, suddenly, and then boom, suddenly Waymo's there. 2 times in the scene
Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
- ▶ 36:57 Scott Gorlick 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.
Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
Mike Schroepfer: Former Meta CTO on "Why The Best Leaders are Like Music Conductors" | E1158 · 20VC with Harry Stebbings
- ▶ 1:14:11 Mike Schroepfer Um, self-driving cars, I don't know if you've been in a Waymo, like, I think self-driving cars went through a huge boom, and then like, now everyone thinks they suck, and like, they kind of miss that they actually work now, and so like, I…
Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- ▶ 1:01:45 Christian Lanng I think it's an asymptomatic curve, and I think we're going to end up with Waymo-style cars, meaning you almost have a lawyer, but not quite, and the five percent you don't quite have, it's going to be really, really bad.
Vinod Khosla: How AI Impacts Healthcare, Energy, Geo-Politics, Media and Climate Change | E1045 · 20VC with Harry Stebbings
- ▶ 42:48 Vinod Khosla I think the Waymo approach and the cruise approach is nice.
20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
- ▶ 15:11 Steve Jurvetson When I first experienced that with Google, when that was the Waymo division is like an epiphany.
20VC: Vinod Khosla on What Venture Assistance Really Means, Why Many VCs Are Not Qualified To Advise Founders & Why Startups Can Innovate So Much Faster Than Incumbents
- ▶ 14:02 Vinod Khosla Tesla and Waymo that did the most radical things in automotive and changed the trajectory of automotive.
20VC: Scale Founder Alex Wang on How To Hire Incredible Talent Before You Are A Hot Company, Why Beating Competition Is Not As Clear Cut As Investors Believe & Why AI Is Under-Hyped Today In Terms of Total Impact
20VC: a16z Partner Frank Chen on The Future of Car Ownership, Whether The High Employee Attrition Rate in The Valley Is A Feature or A Bug & His Biggest Lessons From Netscape, Loudcloud & Opsware
- ▶ 21:47 Frank Chen Race one is you're going to count on somebody like Waymo doing outstanding technology development and launching in the city of Phoenix.
20VC: Why The Engineer Will Replace The MBA As CEO, Why The Peace Dividends From The Autonomous Car Wars Will Generate More Value Outside of Transport & Why Old and Boring Industries Are The Most Exciting To Build In with Avidan Ross, Founding Partner @ R
- ▶ 15:54 Avidan Ross So now if we take the peace dividends of the smartphone wars and now say we have autonomous vehicle wars going on between Apple and Zoox and Cruise and obviously Waymo being the first into this industry, what we found is that there's a…