Waymo
4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jul 16, 2025 by Boris Sofman · said 25 times in 9 episodes since 2023 · across every show →
Mentions by year
brought up most by Joe Lonsdale (8), Boris Sofman (6), Max Meyer (3), Nathan Mintz (2), Alex Kolicich (2), Marc Andreessen (1), Joe Liemandt (1), Harish Abbott (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 20 mentions in 5 episodes 4 per episode
- How AI Robots Are Taking Over Construction · Joe Lonsdale
- The One Thing AI Will Never Replace · Joe Lonsdale
- Secret Tech Billionaire Is Betting $1B on This · Joe Lonsdale
- How AI Agents Are Transforming Logistics · Joe Lonsdale
- From ChatGPT to Billions of Robots: Marc Andreessen’s Prediction · Joe Lonsdale
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
Everything said about Waymo, oldest first
Jul 16, 2025
Sofman: Autonomous driving AI must optimize for worst case, not average case
“This is one of those where oftentimes you think of like AI or products where it's like, yeah, get it out there and iterate. This is one of those where you're optimizing for the worst case, not the average case. This isn't search where you give some bogus resul…”
Jul 16, 2025 positive
Jul 16, 2025 bullish
Sep 15, 2025 bullish
Meyer: Waymo's Biggest Business Will Be Built in Texas
“I think it's super entertaining that, you know, Waymo, which is you know, owned by Google, self-driving cars, it's very much a Bay Area company. But the place where they're doing the best and where they're going to have a massive business is Texas.”