Waymo

includes Waymo Driver

11 statements across 9 episodes · 6 bullish · 2 bearish · 6 people on the record · first statement Jun 29, 2023 by Astro Teller · said 129 times in 35 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Alex Kantrowitz (83), Ranjan Roy (13), Reed Albergotti (9), Jim Cramer (5), Joanna Stern (4), M.G. Siegler (3), James Manyika (3), Blake Lemoine (2)

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2026 18 mentions in 8 episodes 2 per episode
2025 78 mentions in 21 episodes 4 per episode
2024 6 mentions in 1 episode
2023 25 mentions in 4 episodes 6 per episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Waymo, oldest first

Jun 29, 2023 neutral
Insight
Teller: Autonomous driving delays stem from human drivers' legal gray areas
“One of the things that I think caught Waymo by surprise, got us by surprise, is that there are a lot of things that human drivers do that if we want to follow the laws, we can't do. Those humans just kind of like are in the gray area a lot about how they choos…”
Astro Teller Jun 29, 2023 ▶ 44:14 Google's "X" Experimental Unit CEO Astro Teller — The Incredible Promise Of AI & Its Dangers
Oct 25, 2023 bullish
Opinion
Kantrowitz: Waymo ranks alongside iPhone and ChatGPT as top tech experiences
“I put it up there with iPhone, chat GPT and Waymo cars, the three most amazing experiences I've had with tech in my lifetime.”
Alex Kantrowitz Oct 25, 2023 ▶ 23:47 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
Oct 25, 2023 bullish
Assertion Supported
Kantrowitz: Waymo expanded Phoenix operational area past 200 square miles
“Waymo since 2021 has gone from 50 square miles of operation within Phoenix, which is already a decent amount of size to more than 200 square miles in Phoenix.”
Alex Kantrowitz Oct 25, 2023 ▶ 20:56 Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough
Jul 31, 2024 positive
Insight
Shapiro: Autonomous vehicle safety requires combining cameras, radar, and lidar
“This diversity and redundancy is really how you get higher levels of safety. So cameras are great, but they don't work in all conditions, and so when you combine radar, when you combine lidar, you have the strengths of many different types of sensors, and they…”
Danny Shapiro Jul 31, 2024 ▶ 14:46 NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
Jan 5, 2025 positive
Opinion
Newton: Waymo is the best consumer technology experience most haven't had
“I think like Waymo is the best consumer technology experience that most people have not had.”
Casey Newton Jan 5, 2025 ▶ 40:31 Bold Predictions For Tech and AI in 2025 — With Casey Newton
Jun 14, 2025 bearish
Prediction Not checkable as stated
Kantrowitz: Public will continue to physically attack autonomous robots and vehicles
“There's just gonna be discomfort there, and people are going to keep attacking these things.”
Alex Kantrowitz Jun 14, 2025 ▶ 56:58 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jun 23, 2025 positive
Assertion Supported
Kantrowitz: Waymo is about to start testing in New York City
“Waymo is about to start testing in New York City.”
Alex Kantrowitz Jun 23, 2025 ▶ 44:37 OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
Jun 23, 2025 neutral
Assertion Supported
Kantrowitz: Tesla is rolling out an Austin pilot with safety drivers
“We also have Tesla starting to roll out its pilot. In Austin, I think that's coming in the coming days, it's gonna be with safety drivers and Waymo will also be with drivers in the front seat until they until they get approval to drive.”
Alex Kantrowitz Jun 23, 2025 ▶ 44:41 OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
Jun 30, 2025 neutral
Opinion
Albergotti: Tesla's Camera Approach Is More Ambitious Than Waymo's Geofencing
“Tesla's taking a much more difficult road because they're doing it only with cameras, you know, that I think that to me makes it and there, and it's like general per they're really ultimately trying to get to like level five autonomy. Whereas Waymo is like, we…”
Reed Albergotti Jun 30, 2025 ▶ 59:43 The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
Nov 10, 2025 negative
Prediction Held up
Kantrowitz: Humans will violently attack and destroy humanoid robots
“Well, I think we will definitely have a war among people and humanoid robots. It's without a doubt. Even if the humanoid robots don't assemble into the army, people will knock these things out and they're already burning Waymos. People don't like robots. They …”
Alex Kantrowitz Nov 10, 2025 ▶ 47:54 OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
Feb 18, 2026 positive
Disclosure
Manyika: Google DeepMind develops specialized AI models for Waymo's autonomous driver
“And then you've got all these other, you know, special kind of ambitious projects working on things like Genie build world models. You've got work going on to build special things for Waymo and enhance the models that Waymo's that lead to Waymo, the Waymo driv…”
James Manyika Feb 18, 2026 ▶ 9:46 How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
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