Waymo
7 statements across 3 episodes · 5 bullish · 1 bearish · 3 people on the record · first statement Oct 6, 2025 by Jesse Zhang · said 27 times in 8 episodes since 2025 · across every show →
Mentions by year
brought up most by Patrick O'Shaughnessy (18), Eric Vishria (2), Dara Khosrowshahi (2), Karim Atiyeh (1), Joe Liemandt (1), Jesse Zhang (1), Jeremy Giffon (1), Gokul Rajaram (1)
tap a year for its mentions
2026 9 mentions in 4 episodes 2 per episode
- Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
- Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- every mention in 2026, scene by scene →
2025 18 mentions in 4 episodes 5 per episode
- How a16z Growth Invests · Invest Like The Best
- The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- Alpha School's Disruptive Vision for the Future of Education · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Waymo, oldest first
Oct 6, 2025 positive
Zhang: Enterprises must evaluate AI on holistic success rates, not zero mistakes
“There's the Waymo effect that often happens where It will be objectively just way better than human drivers, and human drivers make a lot of mistakes, but because we're investing in new technology, the bar is a lot higher, so it has to be near perfect. So ther…”
Dec 2, 2025 bullish
Dec 2, 2025 neutral
Dec 2, 2025 bearish
George: In-home robotics will take a long time despite generative AI
“Endless degrees of freedom, like make a cup of coffee you know, go do my laundry, but it took Waymo 10 years. And, you know, if you go back to the DARPA challenge, like the whole industry, you know, decades to get to this .2 decades to get to this point, rough…”
Dec 2, 2025 positive
George: a16z was the only VC firm in Waymo's 2020 outside round
“We originally invested in 2020 in Waymo. They came to us to raise outside capital for the first time. So it's just purely funded by Google over time. They thought it would be helpful for employees, for hiring all that stuff, outside counsel, all that, diversif…”
Jun 3, 2026 bullish
Khosrowshahi: Uber has over 30 autonomous vehicle partnerships
“So we've got over 30 partnerships now with incredible partners like a Waymo to a Neuro and Lucid to an NVIDIA that is building not just compute and sensors, but also a software driver now to companies like Wabi and Wave, WeRides of the World, Pony AIs of the W…”
Jun 3, 2026 positive
Khosrowshahi: Waymo robotaxis in Austin and Atlanta increased human Uber driver earnings
“Now drivers in Austin and Atlanta, where we have two big partnerships with Waymo, Drivers on the Uber platform, they're making more money. The number of drivers joining the platform is increasing because it looks like AVs are actually adding incremental demand…”