Waymo, every mention
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every year anyone Jason Calacanis 92David Friedberg 43Chamath Palihapitiya 23David Sacks 7Tekedra Mawakana 6Sundar Pichai 5Andrew Ross Sorkin 4Travis Kalanick 3Dara Khosrowshahi 3Cyan Banister 3
Verbatim, from the transcripts: the passages where Waymo comes up
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 47:09 Jason Calacanis We need to stop AI, stop the data centers, and burn the Waymos in the street.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 36:19 Jason Calacanis Then you look at just massive progress by Waymo. 3 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 13:39 Jason Calacanis A Waymo might want to drive you home, but sure.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 1:02:21 Jason Calacanis 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.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 1:13:13 Jason Calacanis Waymo worth a hundred.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 41:03 Jason Calacanis Maybe you could open the, um, aperture here if you want, or you can just go very detailed, but the nature of we have a free market, we don't have non-competes in California, generally speaking, you can just employment at will, go where you…
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 38:04 Jason Calacanis Waymo is stuck at 3000. 6 times in the scene
- ▶ 44:07 David Friedberg In a Waymo. 2 times in the scene
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 0:48 Bill Maris I was also Google's Vice President of Special Projects, where I incubated Waymo and Google X, Calico, uh, uh, and many other, uh, projects as well.
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 21:23 Chamath Palihapitiya Uh, Waymo. 3 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:10:15 Jason Calacanis If you look at self-driving, that's obviously happening with Waymo, with 3000 vehicles, and there'll be many more on the roads.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 32:48 Gavin Baker 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.
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 7:03 Travis Kalanick Look at, uh, look at Waymo.
- ▶ 11:12 Jason Calacanis Because my lord, you know, Waymo's making great progress. 5 times in the scene
- ▶ 15:10 Travis Kalanick The Waymo machine takes a hundred times more energy to drive a Waymo than a human does to drive a Waymo.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 22:32 Jason Calacanis Basically, everybody's building the great, you know, as we talked about at the All In Summit, like, some of these companies are trying to build the best pilot in the world, or Waymo's trying to build the best driver in the world.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 1:07:23 Chamath Palihapitiya I drive myself in a Model Y with FSD or I take a Waymo. 3 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:24:30 Jason Calacanis It's like the robo-taxi and Waymo story.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 32:50 Jason Calacanis Obviously Amazon also is the one I'm watching because the idea that somebody's going to drive packages or pack packages in the age of Optimus and RoboTaxi and Waymo sounds crazy.
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 18:44 David Sacks It feels like we've had some sort of new inflection point there where the quality's gotten to the point where you're starting to see robo taxis now, Waymo's and Tesla.
Supercharging a New FDA: Marty Makary on Science, Power & Patients
- ▶ 23:29 unnamed speaker I always talk about the example of, you put the Waymos or the autonomous cars on the road, they, uh, cut down on, uh, fatalities by 95%. 2 times in the scene
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 34:51 Jason Calacanis Waymo obviously is leading the pack, but then you also have Baidu, Alibaba, WeRide, Pony AI.
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 30:42 Jason Calacanis And when I talked to Dara, he told me in areas where robo taxis like Waymo are occurring, what they did specifically to deal with this issue was they stopped trying to hire drivers in Cal, in Los Angeles, 4 times in the scene
- ▶ 59:11 Jason Calacanis Shout out to our friends at Waymo for eliminating the cat problem in San Francisco. 2 times in the scene
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
- ▶ 57:53 Jason Calacanis You will be wrong, because you'll see taxi drivers are going to be the first group to do it, and it's already happening in different places in the world, as I mentioned, in China, and it's already starting to happen in places like San…
- ▶ 1:11:17 Jason Calacanis When you see drive-throughs moving to AI, and when you see a third of rides in San Francisco and LA move to Waymo without the driver in it, it's really hard to say it's not happening.
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
- ▶ 1:04:23 Jason Calacanis Like Waymo, I think, gets a bit of a pass.
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
- ▶ 54:10 Chamath Palihapitiya I think the amount of miles driven per day by Waymo is about to pass 250,000.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 37:20 David Friedberg And then to your point, they made that evolution, particularly in a company like Waymo, where they said, we can't be the sole funder. 2 times in the scene
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
- ▶ 5:17 Cathie Wood Waymo has been there for a while.
Science Corner Special! David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
- ▶ 1:00:11 Keller Rinaudo Clifton I mean, it's the reason that, like, Waymo right now is more expensive, and people prefer Waymo to Uber. 2 times in the scene
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
- ▶ 0:08 unnamed speaker Waymo and Uber have announced a partnership.
- ▶ 1:21 Dara Khosrowshahi Obviously we've got a partnership with Waymo, who is, uh, I think the best of the best in Atlanta and Austin.
- ▶ 3:25 unnamed speaker Um, Elon's approach and the Waymo approach, and maybe the, the relative pros and cons as you see it.
- ▶ 6:23 Dara Khosrowshahi Waymo is showing that it's achievable.
- ▶ 10:47 Dara Khosrowshahi Every major food player, McDonald's, has a direct channel, but they have a box, and they want that box to create as much revenue as possible, so they have a direct channel, and they work through our marketplace, DoorDash marketplace, other…
- ▶ 12:46 unnamed speaker Does, is Waymo willing to work with you? 3 times in the scene
- ▶ 23:10 Jason Calacanis And we saw the Waymos get called to their death here in Los Angeles, and that was a pretty clear message as well. 2 times in the scene
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 38:19 Jason Calacanis Waymo has a bit more deterministic model. 2 times in the scene
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 3:42 Chamath Palihapitiya Well, the deal was basically that you could partner with Uber, license in the pony technology, and essentially start a competitor, I guess, to Waymo and Tesla? 3 times in the scene
- ▶ 8:13 Travis Kalanick That, you know, I like to say autonomous burritos, like is a Waymo going to carry a burrito or is Tesla going to have a, a machine that carries food or, you know, is there another, another company that ends up doing, you know, sort of the,…
- ▶ 23:40 Chamath Palihapitiya And then the last thing I'll say is, if you look back, he made this bet once before, which was Tesla FSD versus Waymo.
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 13:46 Jason Calacanis So, but I'm just from first principles, you know, there's self-driving cars now in Palo Alto going up to the city from Waymo.
Which Company Is Going To Win The AI Race? - David Friedberg
- ▶ 8:45 David Friedberg I think that there's a diversification of high beta bets inside of Google of any one of which could have, call it a trillion dollar market cap outcome ranging from Waymo to quantum computing
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 38:24 David Friedberg I think that there's a diversification of high beta bets inside of Google of any one of which could have, call it a trillion dollar market cap outcome ranging from Waymo to quantum computing
Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
- ▶ 4:53 Jason Calacanis Just randomly pick people up, it seems, uh, at least a half dozen Waymo's were vandalized and burned, 20 plus businesses looted, and, uh, Waymo narrowed their area, and it's, uh, spiked to 30 minute wait times, uh, so that's a first world… 2 times in the scene
Sundar Pichai, CEO of Alphabet | The All-In Interview
- ▶ 15:10 Sundar Pichai Search, YouTube, cloud, Waymo, and the other new things we are doing.
- ▶ 28:11 Sundar Pichai You can think of Waymo as a big robot.
- ▶ 41:07 David Friedberg The insane continued investment forever in Waymo is a great example, and suddenly it looks like Waymo's on track to be a hundred billion dollar business, and this is actually going to work. 4 times in the scene
- ▶ 58:25 Sundar Pichai So, like, I mean, Waymo is going to keep getting better because of the same work we do in Gemini and AI over time as Google Cloud, to Search, to YouTube, to Isomorphic, to Robotics, etc. 3 times in the scene
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 41:27 Philippe Laffont Waymo and YouTube and really cloud and all the cloud apps.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 50:26 Andrew Ross Sorkin Starts talking about Waymo on the call for the first time in a long time, if ever. 4 times in the scene
- ▶ 1:17:13 David Friedberg So it is a bit of a risk with the camera only mode on how Tesla operates FSD if they can actually run a full, you know, never to disengage robo taxi service like Waymo does. 3 times in the scene
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 49:03 David Friedberg The big companies that have a market that's telling them you have to have a positive return on invested capital that have the scale to invest have the most incredible returns for America, like Google that put out the transformer model that…
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 56:41 Jason Calacanis You've talked about the ramp up with Waymo.
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 1:17:27 Jason Calacanis We're looking at self-driving, obviously Waymo's got cars on the road, obviously, uh, Tesla, which you were previously on the board of.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 1:25:06 David Friedberg Can we talk to Travis about Waymo now?
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- ▶ 1:23:12 Cyan Banister This is going to be the largest breakout in robotics we've ever seen if Waymo's any indicator. 3 times in the scene
- ▶ 1:24:46 Chamath Palihapitiya I think that sort of along the lines of what I said on the prediction show, 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.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 52:40 Jason Calacanis 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 cap, and Waymo could spin out and partner with… 10 times in the scene
The All-In Holiday Spectacular
- ▶ 22:26 Jason Calacanis Also Waymo, also delightful, and you know, they had a rough year with some of that woke, uh, imagery in, uh, Gemini, but I think they had a great rebound. 4 times in the scene
- ▶ 50:20 David Sacks Obviously, Tesla's got full self-driving, but also this Waymo One app, people are going wild over it, so I think, uh, this is the year that self-driving broke through, and I think next year's gonna get bigger and bigger.
- ▶ 51:30 Jason Calacanis The companies in China, there's six or seven of them actually active, uh, as well as obviously Waymo and, uh, FSD,
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 33:46 Jason Calacanis You have Waymo.
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 36:05 Jason Calacanis If somebody wants to buy, let's say Waymo gets spun out, somebody wants to buy it. 4 times in the scene
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
- ▶ 32:02 David Friedberg Same with Waymo, by the way, at this point, that took a long time and a lot of capital to get the payback on.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
- ▶ 31:49 Chamath Palihapitiya Wait, why don't they just buy Waymo? 2 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 41:49 David Friedberg Google also invested in Waymo for years and years and years, which arguably spurned and drove investment from many other companies in self-driving technology. 2 times in the scene
Flying Cars Have Arrived! eVTOL Panel: Archer, Joby, Wisk | All-In Summit 2024
- ▶ 7:10 Brian Yutko Like what you saw yesterday from Waymo, we use existing flying cars, aka helicopters that are piloted, to take that sensor package and those computation, uh, abilities and put them onto a, a piloted helicopter
- ▶ 12:22 Jason Calacanis Um, yesterday we heard from Takedra from the CEO of Waymo.
- ▶ 16:36 Brian Yutko And, uh, so we still operate as an independent company, a lot like the Waymo, um, Google relationship right now.
Tekedra Mawakana | All-In Summit 2024
- ▶ 0:00 David Sacks Hop in a driverless taxi with the Google-owned self-driving company Waymo opening up its robo taxis to all users in that city. 5 times in the scene
- ▶ 0:56 David Friedberg Takedra's been co-CEO of Waymo since twenty-twenty-one, where she leads the company's business operations and expansion in autonomous driving. 5 times in the scene
- ▶ 1:40 David Friedberg The Waymo story started a long time ago as a Google X project. 6 times in the scene
- ▶ 3:37 Tekedra Mawakana So we have the WeMo driver, uh, that's driving the vehicles at all time, but there's no human behind the wheel, and we've been offering that service now.
- ▶ 5:02 Jason Calacanis Is it just somebody running into the Waymo versus the Waymo running into somebody else? 3 times in the scene
- ▶ 7:03 Tekedra Mawakana It's really important to, for the driver, the Waymo driver, to ingest dense urban environments, because that is where the driver is going to learn the most.
- ▶ 8:08 Jason Calacanis The LiDAR on Waymo's I believe is still in the 10 to 20,000 dollars in incremental cost. 3 times in the scene
- ▶ 12:42 Tekedra Mawakana oh my gosh, I got my Uber Eats in a Waymo.
- ▶ 16:59 Tekedra Mawakana Um, I don't remember where I was, uh, when I learned, but I, um, you know, it's, we're here to improve road safety, so it was pretty, um, upsetting, I think, to me and the whole org. 3 times in the scene
- ▶ 18:48 Jason Calacanis Because I don't think Waymo wants to be in the back of that car cleaning up the puke and the, and doing the air tire, right? 6 times in the scene
- ▶ 25:40 Jason Calacanis So where, where are you at with those internal discussions at Waymo?
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 3:11 David Friedberg We have the CEO of Waymo, Takedra Mawakana joining us, uh, talking about autonomous driving.
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 6:51 Jason Calacanis You got Waymo doing 50,000 paid trips a week now. 3 times in the scene
- ▶ 25:37 David Friedberg At Google, they've invested billions of dollars in Waymo. 3 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 9:51 Jason Calacanis Then you have like the next year down nest Waymo, you know, some of those other projects, but, but how important is GCP right now to Google?
500K Subscriber Livestream! | All-In Podcast
- ▶ 57:42 Jason Calacanis They said we'd have self-driving cars, and Waymo just opened up.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 1:29:38 Jason Calacanis Waymo. 2 times in the scene
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 39:16 Jason Calacanis That being said, all of these systems work really well in a controlled grid, like we've seen with Waymo in Arizona and in, you know, limited parts of Los Angeles and San Francisco. 2 times in the scene
- ▶ 40:15 Jason Calacanis So if you, you can just look at cruise and Waymo and you can have your answer, which is today in a contained environment with remote drivers intervening on some regular basis, it works. 4 times in the scene
- ▶ 43:43 Chamath Palihapitiya What is Waymo? 8 times in the scene
- ▶ 46:55 Chamath Palihapitiya You have to download the Waymo app?
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
- ▶ 1:02:23 Jason Calacanis I saw Waymo is doing Uber Eats deliveries.
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
- ▶ 57:32 Jason Calacanis Waymo. 2 times in the scene
- ▶ 1:03:07 David Friedberg I think it was sold to GM, and then they set it up as a sub, and they, like, like Alphabet did with Waymo, Alphabet's raised five billion in outside money into Waymo, and I think that Cruise or GM tried to do the same thing where they've… 5 times in the scene
All-In Summit: In conversation with Vinod Khosla
- ▶ 22:16 Vinod Khosla You know, did General Motors do driverless cars or Waymo?
- ▶ 27:31 Vinod Khosla Um, you know, Waymoor went the way of autonomous cars for consumers or taxis.
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
- ▶ 1:00:27 David Friedberg That it takes to make these breakthroughs at AlphaFold or at Waymo, uh, or what Bezos and Elon are doing, um, is so extraordinary that you have to be in a position where you can fund this work. 3 times in the scene
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
- ▶ 1:07:19 David Friedberg Or Waymo, and think about the industry that emerged around Waymo. 2 times in the scene