Waze
5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Jul 15, 2017 by Martín Casado · said 17 times in 13 episodes since 2017 · across every show →
Mentions by year
brought up most by Martin Casado (3), Frank Chen (3), Salim Ismail (2), Jay Komarneni (2), Wei Lowe (1), Steven Sinofsky (1), Steve Wozniak (1), Prasad Akella (1)
tap a year for its mentions
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
2019 7 mentions in 6 episodes 1 per episode
- a16z Podcast | The Taxonomy of Collective Knowledge
- Network Effects: Categories & Debates (2 of 3)
- a16z Podcast | Automation + Work, Human + Machine
- a16z Podcast | Revenge of the Algorithms (Over Data)... Go! No?
- a16z Podcast | Exploding the Map
- a16z Podcast | Not If, But How -- When Technology is Inevitable (with Kevin Kelly)
- every mention in 2019, scene by scene →
2018 1 mention in 1 episode
2017 6 mentions in 4 episodes 2 per episode
Everything said about Waze, oldest first
Jul 15, 2017 positive
Casado: Waze grew to 50M users on $70M before $1B Google acquisition
“Waze started in about, I think it was 2007, and it went through three rounds of funding, probably got seventy million dollars in total, and within five years, It had a mass, I think, fifty million users and was sold to Google for a billion dollars.”
Jul 16, 2017 negative
Nov 30, 2018 positive
Jan 2, 2019
May 25, 2023
Ismail: Reducing marginal cost of supply to zero drives market cap growth
“What we find with exponential organizations, they found a way of dropping the cost of supply exponentially, right? So you think about Airbnb, the cost of adding a room to their inventory is near zero. If you're hired, you have to build a hotel. Same with Uber …”