Waymo

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement May 7, 2026 by Shayle Kann · said 32 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by Shayle Kann (30), Jake Elder (2)

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2026 31 mentions in 6 episodes 5 per episode
2025 1 mention in 1 episode

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Everything said about Waymo, oldest first

May 7, 2026 positive
Assertion Supported
Kann: Waymo has driven 200 million miles on public roads
“Waymo has done two hundred million miles now on public roads and is driving me all over the complicated and messy streets of San Francisco.”
Shayle Kann May 7, 2026 ▶ 4:26 Cracking the code on autonomous trucking
May 7, 2026 negative
Insight
Cohen: Highway stops for confused autonomous trucks are highly dangerous
“When, in San Francisco, when a passenger car stops, you know, people go around and they honk, they call they call annoyed their local politicians, whatever, but mostly it's a safe situation. You don't have that advantage on a highway. So, so, so stopping a tru…”
Eyal Cohen May 7, 2026 ▶ 8:47 Cracking the code on autonomous trucking
Jun 18, 2026 positive
Opinion
Kann: Autonomy breeds vehicle electrification and accelerates EV adoption
“Autonomous vehicles are almost certainly endemically electric vehicles. Like, it makes more sense for them to be electric vehicles, and the proof is in the pudding. All of the autonomous vehicles on the road today are electric vehicles, right? That is true of …”
Shayle Kann Jun 18, 2026 ▶ 23:35 Enter the electric supercycle
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