Waymo

“Three more.”

“I think that I love the product, but also it seems like the speed at which they're iterating is increasing. So I'm going to go with six.”

“They, in San Francisco, it got to 25% market share really quickly with very few cars. You know, Surpassing Lyft and being a formidable competitor to Uber.”

“They're scaling to over 20 new cities this year.”

“But when you take a step back and compare the data, whether it's disengagements, reported accidents in Austin, Waymo is still significantly ahead today, and we feel really good about their position.”

“Waymo raised sixteen billion dollars at a hundred twenty six billion dollar valuation. It was their Series D. We're really excited to be a major participant there. We've participated in all four of their external rounds dating back to the Series A.”

“Waymo used to be in self-driving trucks, and then they closed that team down because the old way of building self-driving, those are two almost discrete systems. Different sensor placement, you know, different vehicle type was enough To make it actually just d…”

“So we believe we have a platform strategy with AVs in that just like we want every safe human driver on the platform, we want every safe robot driver on the platform, whether it's a Waymo or a Zoox or it's a WeRide.”