Waymo

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 11 times in 7 episodes since 2019 · across every show →

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brought up most by Dylan Patel (3), Dan Fu (2), Sanjit Biswas (1), Sam Anthony (1), Richard Socher (1), Nathan Benaich (1), Matt Turck (1), Gary Marcus (1)

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2026 7 mentions in 3 episodes 2 per episode

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 3 mentions · from 47:59
The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas Jul 29, 2026 · 2 mentions · from 1:56
The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI) Jan 22, 2026 · 2 mentions · from 28:59
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2024 2 mentions in 2 episodes 1 per episode

State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital Nov 14, 2024 · 1 mention · from 46:45
AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com Oct 10, 2024 · 1 mention · from 39:09
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2019 2 mentions in 2 episodes 1 per episode

Human Intuition for Machines // Sam Anthony, Perceptive Automata (FirstMark's Data Driven NYC) Nov 13, 2019 · 1 mention · from 7:32
Rebooting AI // Gary Marcus, Robust AI (FirstMark's Data Driven NYC) Sep 17, 2019 · 1 mention · from 22:59
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Everything said about Waymo, oldest first

Feb 5, 2026 positive

Assertion Not checkable as stated

Patel: New Waymo vehicle costs dropped from $300k to $90k-$100k

“Their Waymo's went from like 300 K to like a hundred K or 90 K, the new Waymo car.”

Dylan Patel Feb 5, 2026 ▶ 47:59 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

Waymo

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Everything said about Waymo, oldest first

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