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Waymo

5 statements across 4 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Sep 26, 2023 by Brett Adcock · said 17 times in 7 episodes since 2023 · across every show →

Mentions by year

brought up most by Shaan Puri (9), Steph Smith (4), Furqan Rydhan (2), Sam Parr (1), Brett Adcock (1)

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023202320242025episodes it came up in
001.51.533202320242025episodesmentions per episode
2025 9 mentions in 3 episodes 3 per episode
2024 6 mentions in 2 episodes 3 per episode
2023 2 mentions in 2 episodes 1 per episode

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Everything said about Waymo, oldest first

Sep 26, 2023 bullish
Prediction Not checkable as stated
Adcock predicts Figure will be valued higher than Cruise and Waymo
“I happen to think this business is probably valued bigger than Cruise and Waymo, which are like, these are a thirty billion dollar free revenue companies.”
Brett Adcock Sep 26, 2023 ▶ 44:36 This $3B Founder Is The Next Elon Musk (#499)
Jul 12, 2024 positive
Opinion
Puri: Waymo's autonomous driving technology is far superior to Tesla Autopilot
“It's better than Tesla's autopilot by far.”
Shaan Puri Jul 12, 2024 ▶ 33:33 3 Startup Ideas: Mouse Jigglers, Employee Monitoring Softwares and Photoshop Copycats
Apr 24, 2025 bullish
Assertion Supported
Smith: Waymo already accounts for 20% of Austin Uber rides
“Waymo's are already taking up 20% of Uber rides in Austin”
Steph Smith Apr 24, 2025 ▶ 15:21 5 under-the-radar trends (+ our business ideas)
Jun 25, 2025 bullish
Assertion Supported
Puri: Waymo handles 20% of all San Francisco rides
“Weebo's are now doing 20% of all the rides in San Francisco. That was zero, like, 12 months ago.”
Shaan Puri Jun 25, 2025 ▶ 47:33 Business as a sport, Surge AI, and Waymo vs. Robotaxi
Jun 25, 2025 neutral
Assertion Supported
Puri: Waymo autonomous vehicles cost $150,000 to $300,000 each with sensors
“I forgot the all-in cost, but it's something like a 150 to 300,000 dollars is the cost of the car with all the sensors on it, right?”
Shaan Puri Jun 25, 2025 ▶ 40:05 Business as a sport, Surge AI, and Waymo vs. Robotaxi
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