Waymo

“Look at what Google did with Waymo. They put over a billion dollars in that project before everyone woke up and said, my God, self-driving is real.”

“Meta and Amazon do not have an isomorphic lab and Waymo sitting inside their business that suddenly pops to a couple hundred billion of market cap. And Google does have a few of those.”

“YouTube and Waymo, those would be like a four hundred billion dollar company, a fifty billion dollar company.”

“What we've been able to determine as of June of this year with over twenty-two million, what we refer to as RO miles, those are miles that are fully autonomous. We've been able to have 83% fewer airbag deployments, which of course is important because those ar…”

“A lot of people don't realize we've had a 24 seven ride hailing service around the clock. It was in 2020 during COVID though. That we removed the driver from behind the wheel. So we have the WeMo driver that's driving the vehicles at all time, but there's no h…”

“The, you know, we drive in a week more than a human drives in a lifetime.”

“It's completely true. And it's over a 100,000. Per week, yeah.”

“36% were using, The vehicles to go to local businesses”

“It definitely led to more scrutiny in San Francisco because there was already an active and continues to be a fairly active voice against technology in San Francisco”

“We're the only company that can pick you up autonomously at the airport, right?”

“We've tested across 25 cities specifically for that, so we had massive storms in San Francisco last year. And we didn't take down the fleet, like our fleet was able to handle all of the rain.”

“We have the partnership with Uber because we think it's important for us to create an AV ecosystem around this technology. Like, this isn't going to be, we've created technology and we're going to figure out everything ourselves. Like, that would be foolish an…”

“So obviously we have conviction that we need LIDAR, radar, and cameras.”

“We just did a UX study, and we found that a third of people use the service in San Francisco to go to their doctor appointments.”

“Most people come because they have lost someone. Like, they're very mission oriented.”

“We're the only company that's doing level four driving on public roads, 24 hours a day.”

“So on the question of open sourcing, that isn't something that we're spending a lot of time talking about right now.”

“We've always had as part of our strategy from the beginning that we would start with ride hailing and local delivery and that eventually we would make our technology available to automotive companies so that this, you know, at some point you'll find Waymo cars…”

“We are only focused on level four and above level four and above means you do not need a driver's license, nor do you need to sit behind the wheel.”

“Yeah, I think this is the year that self-driving finally broke through. Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it, so I think this is the year that self-driving broke through, and I think next year's g…”

“I think the age of autonomy is here, and I think there is going to be Some partnerships that will happen between Amazon, DoorDash, Uber, Tesla, Waymo, and that cohort, and I would not be surprised to see Tesla could buy Uber right now for but 10% of its market…”

“Waymo launched in SF in August, 20, 23 in kind of an open market way. Uber and Lyft were 66 and 34% market share at the time. And in 15 months in November of 2024, Waymo is now a 22% market share of rides in SF, which is the same as Lyft and Uber is now down t…”

“You could see something happen with Waymo this year that could either be something like a massive financing, an IPO, or a merger or acquisition with one of the big ride-sharing companies. I don't know if that makes as much strategic sense as I've thought about…”

“I think that Waymo and Tesla are gonna run away with this market, and I think it's gonna force a bunch of consolidation in the traditional auto OEMs.”

“This is going to be the largest breakout in robotics we've ever seen if Waymo's any indicator.”

“I talked to Takedra. And what's interesting is the Waymo approach is they don't need pops anywhere because all of the models are on board. So these things go fully autonomous units out into the wild. They can make every decision themeselves. They have the lida…”

“250,000 rides a week now, growing like crazy, and they're only like four cities.”

“Waymo, Waymo is working with us now in Austin and Atlanta. So in Austin and Atlanta, if you're using Uber, ah, you can be picked up, ah, with a Waymo.”

“Austin drivers now are making as much or more money than they were before we introduced Waymo.”

“By bringing in outside capital and having an independent board for these subsidiaries, they were actually able to drive better outcomes because now there was governance and there was aligned interests that could then take management and say, guys, if you can d…”

“Now it's up to Google to live up to their part of the bargain, because if it doesn't get liquid, it sets a very bad precedent for everybody that committed capital into that company.”

“I think the amount of miles driven per day by Waymo is about to pass 250,000.”

“So it probably is that there's going to be a bunch of high-end cars like Ferrari, where you pay for the experience. You're in a position to pay for the car. You'll pay for the insurance. All of it. And then the rest of us will be using FSD or Waymo.”

“Look, I think Waymo obviously is ahead. The existence proof is there. Their issue is manufacturing and scale and urgency and fierceness.”

“The Waymo machine takes a hundred times more energy to drive a Waymo than a human does to drive a Waymo.”

“I think going to a city where you can't get in a Waymo or a cyber cab is going to feel barbaric and unsafe.”

“If you talk to Uber and Waymo in the cities where Waymo is present and has gotten past a couple of hundred cars, they've stopped recruiting drivers. Drivers are either static or going down in those markets.”

“Most people are incapable at this point of imagining a Waymo robo-taxi, an Uber self-driving car, and a robot getting out and bringing the packages to your doorstep. That's gonna happen.”

“Waymo. They're doubling the number of cars on the road, like every six months or so.”

“You're going to see, I will predict it now. They're going to ban Waymo's in New York, Boston, DC, and they're going to limit them with licenses.”