Waymo

19 statements across 11 episodes · 12 bullish · 4 bearish · 5 people on the record · first statement Aug 16, 2024 by Sam Lessin · across every show →

Everything said about Waymo, oldest first

Aug 16, 2024 bullish
Opinion
Sam Lessin: Transportation Like Waymo Capitalizes on In-Person Trend
“Waymo. Because if you, all of these people got to go places, then all of a sudden you got to get them there, right? So it's like transportation shit is where to be at.”
Sam Lessin Aug 16, 2024 ▶ 50:00 #60: Body Futurism and Why Gen Z is Ditching Tech · More or Less Podcast
Oct 18, 2024 positive
Prediction Held up
Brit Morin: Waymo is testing autonomous driving on Highway 101
“They're going to go on the highways soon. They're already testing on the one-on-one.”
Brit Morin Oct 18, 2024 ▶ 8:46 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Oct 18, 2024 neutral
Assertion Supported
Sam Lessin: San Francisco schools are adopting Waymo drop-off rules
“Well, but we do know, we know of some schools in San Francisco that now have Waymo drop-off roles for the kids.”
Sam Lessin Oct 18, 2024 ▶ 48:07 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Oct 18, 2024 negative
Assertion Not checkable as stated
Lessin: Alphabet was created because Waymo was too expensive for Google
“I mean, Waymo was so expensive that Larry Page could not convince anyone at Google to let them keep it fully on their books. So they had to create Alphabet so they could get outside investors in Waymo.”
Jessica Lessin Oct 18, 2024 ▶ 41:34 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Dec 20, 2024 bullish
Assertion Partly supported
Brit Morin: Waymo holds 22 percent of SF rides, surpassing Lyft
“Now Waymo has 22% market share of all taxi journeys in San Francisco, which exceeds the human driver company, or sorry, the human driver company Lyft was the headline.”
Brit Morin Dec 20, 2024 ▶ 32:52 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Dec 20, 2024 bearish
Opinion
Sam Lessin: Lyft is doomed due to autonomous vehicle competition
“Guys, lift, lift is fucked.”
Sam Lessin Dec 20, 2024 ▶ 33:15 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Mar 7, 2025 neutral
Assertion Not checkable as stated
Sam Lessin: Private schools use Waymos to drop off unattended kids
“Well, to be clear, I mean, we know for a fact that some private schools in San Francisco is going to have Waymo pickups and drop off for kids. Now, whether that's against the rules or not, I know for a fact that that has happened.”
Sam Lessin Mar 7, 2025 ▶ 21:39 #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback · More or Less Podcast
Mar 7, 2025 bullish
Prediction Not checkable as stated
Jessica Lessin: Waymo could open its SFO passenger route any day
“There was no passenger because they're clearly testing, but I hear sources say any day they could be opening up the SFO route.”
Jessica Lessin Mar 7, 2025 ▶ 20:48 #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback · More or Less Podcast
Mar 14, 2025 positive
Assertion Partly supported
Jessica Lessin: Waymo Expands Robotaxi Operations to Silicon Valley Peninsula
“Waymo announced this week, opening up Palo Alto, Menlo Park, Los Altos, and I think one other.”
Jessica Lessin Mar 14, 2025 ▶ 5:24 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast
Jun 6, 2025 positive
Assertion Not checkable as stated
Brit Morin: San Francisco parents mandate Waymo over Uber for kids
“We do know also a lot of people in the city that require that their kids use Waymo versus using Ubers.”
Brit Morin Jun 6, 2025 ▶ 46:04 #102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App · More or Less Podcast
Jun 13, 2025 neutral
Insight
Lessin: Waymos refusing to drive to their death will signal AGI
“I think we'll probably know that the AGI has occurred when the Waymos are like, no, I'm not gonna, like, march to my death. Like, that's gonna be the sign of sentience.”
Sam Lessin Jun 13, 2025 ▶ 2:44 #103: Are Silicon Valley’s Mega-Deals Just Talent Grabs? · More or Less Podcast
Nov 7, 2025 bullish
Prediction Not checkable as stated
Jessica Lessin predicts Waymo demand will make El Camino a primary route
“This is my prediction that, oh, Camino is going to be an important thoroughfare. Relative to the one-on-one because the people are going to want their Waymos.”
Jessica Lessin Nov 7, 2025 ▶ 49:37 Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins · More or Less Podcast
Nov 7, 2025 positive
Opinion
Dave Morin claims San Francisco parents only let their children ride Waymos
“Everybody in the city only allows their children to use Waymo.”
Dave Morin Nov 7, 2025 ▶ 49:14 Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins · More or Less Podcast
Apr 17, 2026 bullish
Prediction Not checkable as stated
Lessin: Waymo will be everywhere by the LA Olympics
“And I also predict by the Olympics in LA, Waymo is just gonna be, like, everywhere.”
Jessica Lessin Apr 17, 2026 ▶ 7:35 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026 negative
Opinion
Sam Lessin: The average Uber driver is worse than autonomous vehicles
“The average Uber driver is worse than the computer at driving”
Sam Lessin Apr 17, 2026 ▶ 6:32 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 17, 2026 positive
Opinion
Jessica Lessin: Waymo finds faster routes in the Bay Area than rideshares
“And the internet is skeptical of this claim, but as someone who's commuted to my office for a long time, twice a day, Waymo's find faster routes. Every day they are optimizing the Bay Area traffic with some AI stuff in ways that's faster.”
Jessica Lessin Apr 17, 2026 ▶ 4:51 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Apr 24, 2026 bullish
Opinion
CRISPR has transitioned to a proven technology just like Waymo
“It feels exactly like Waymo, where for 10 years, people have been like, CRISPR's awesome. You're like, it is awesome. It's very, very cool. But now it's like, oh shit, it works.”
Sam Lessin Apr 24, 2026 ▶ 4:42 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Sep 4, 2026 bullish
Prediction Not checkable as stated
Suds: Laundry-Folding Robots Will Arrive in Three to Four Years
“We're gonna go from, like, Waymo in, like, 15 cities to, like, robots folding your laundry in four years, three years from now, and it's gonna look really weird.”
Sudarshan "Suds" Sep 4, 2026 ▶ 33:40 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
Sep 4, 2026 negative
Assertion Contradicted
Dave Morin: Waymo Vehicles Cost Between $250K and $500K Each
“I think these Waymo's cost on the order of 250 to 500 K a piece.”
Dave Morin Sep 4, 2026 ▶ 35:13 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
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