Waymo, every mention

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every year anyone John Coogan 79Jordi Hays 15George Hotz 4Lachy Groom 3Will Depue 2Travis Kalanick 2Everett Randle 2Samir Chaudry 1Marc Benioff 1Jeff Huber 1

Verbatim, from the transcripts: the passages where Waymo comes up

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Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 2 mentions

  • ▶ 22:52 John Coogan I mean, I think that's like a hundred times as many Waymo's. 2 times in the scene

Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN Aug 5, 2026 · 1 mention

  • ▶ 28:36 unnamed speaker No, I don't think Waymo will do crazy ads.

U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN Jul 30, 2026 · 3 mentions

  • ▶ 4:36 John Coogan The, the, the Google Waymo approach I think is probably the correct, like, 3 times in the scene

Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN Jul 16, 2026 · 1 mention

Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN Jun 2, 2026 · 2 mentions

  • ▶ 7:52 John Coogan You look at the progress with Waymo, and it's very clear that just one win in Waymo will be a power law that will wash out all of the side chat apps that never went anywhere or little 2 times in the scene

Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN May 27, 2026 · 4 mentions

Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN May 20, 2026 · 1 mention

  • ▶ 14:28 unnamed speaker Waymo is now boring.

Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN May 19, 2026 · 1 mention

  • ▶ 23:07 unnamed speaker Like, yes, you get Waymo.

Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN Mar 25, 2026 · 4 mentions

  • ▶ 1:29 John Coogan So, uh, our friend of the show, Owen McCabe, over at bin.ai, said, uh, Waymo is superior to Uber in literally every way. 4 times in the scene

OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN Mar 17, 2026 · 1 mention

  • ▶ 6:33 unnamed speaker He's like, sir, you should take a Waymo tonight.

Why OpenAI Is Killing Side Projects to Win AI Mar 17, 2026 · 2 mentions

  • ▶ 8:58 unnamed speaker He's like, you, sir, you should take a Waymo tonight. 2 times in the scene

FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup Mar 13, 2026 · 2 mentions

Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN Mar 9, 2026 · 1 mention

  • ▶ 25:24 unnamed speaker Pichai will receive Waymo stock with a target, stock in Waymo with a target value of a 130,000,045 million in Wing Aviation.

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN Feb 19, 2026 · 1 mention

$1M a Year to Live Forever? Bryan Johnson Explains Feb 12, 2026 · 1 mention

  • ▶ 17:13 Bryan Johnson Once you take a Waymo, you're like, I'm never getting in with a human driver ever again.

Anthropic’s Trust Nuke, OpenAI’s new releases, Google Claims AI Crown | Diet TBPN Feb 6, 2026 · 1 mention

  • ▶ 26:05 John Coogan You take your Waymo, or your autonomous Uber, into the city, you hop on a steed, and you go from place to place.

FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI Feb 3, 2026 · 1 mention

  • ▶ 2:55 unnamed speaker Like, you're, you're just relying on some sort of, like, you know, 90% uptime stuff's coming down, but most people that are in a Waymo, like, the chip keeps working, right?

Moltbook and the Zombie Internet Feb 3, 2026 · 3 mentions

  • ▶ 11:38 John Coogan There's a story that just happened, ah, you know, ah, Waymo is, ah, is raising, ah, sixteen billion dollar funding round, right? 3 times in the scene

Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN Feb 3, 2026 · 3 mentions

  • ▶ 8:52 John Coogan Or, I mean, even just, even just like on any post on X, you can click the Grok button and get some extra context, but it would be sort of interesting to say, there's a story that just happened, uh, Waymo is, uh, is raising a sixteen… 3 times in the scene

China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN Jan 24, 2026 · 6 mentions

Capital One Acquires Brex for $5B, Davos’s $500M business, Apple’s Siri rebuild | Diet TBPN Jan 23, 2026 · 2 mentions

Davos Reactions, Waymo in the News, WB & Netflix Strike All Cash Deal | Diet TBPN Jan 21, 2026 · 1 mention

AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN Jan 10, 2026 · 1 mention

  • ▶ 12:59 unnamed speaker Maybe, you know, imagine somebody that's driving for Uber and Lyft, and all day long they're driving, and they're just seeing, they're sitting next to Waymo's in traffic, and you're looking over, and there's no one in the seat, like,…

Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN Dec 5, 2025 · 1 mention

  • ▶ 17:36 unnamed speaker Maybe, but, uh, I mean, Google did, did get, did earn the right to do other bets by just so solidifying their market in the search engine world, that then they could go and do Gmail, and they could go and do GCP, and they could go and do…

Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN Nov 21, 2025 · 1 mention

  • ▶ 7:26 unnamed speaker Is tipping going to come to the Waymo ecosystem?

Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Diet TBPN Nov 11, 2025 · 2 mentions

  • ▶ 7:50 unnamed speaker So I think this is what hat, what's happening with Waymo. 2 times in the scene

Google's First $100B Quarter Reactions | Diet TBPN Oct 31, 2025 · 4 mentions

  • ▶ 2:05 unnamed speaker Google was able to just hold on to Waymo from 2009 to today, 16 years. 3 times in the scene
  • ▶ 7:43 unnamed speaker They, like, they invested so much in Waymo, and so much in DeepMind, and so much in Google Cloud, and at the same time, they still had money left over.

Sequoia Capital Partner Shaun Maguire Live on TBPN Oct 30, 2025 · 1 mention

  • ▶ 8:06 unnamed speaker You know that self-driving cars are company are coming and your options are Waymo and Tesla.

Are AI Agents Further Away Than We Think? | Dropbox CEO Drew Houston Joins TBPN Oct 23, 2025 · 3 mentions

  • ▶ 0:37 unnamed speaker I, I, are, are you, are you a Waymo fan? 2 times in the scene
  • ▶ 3:28 Drew Houston Uh, but, you know, maybe thousands of people are going to get in a Waymo today.

Marc Benioff on AI Agents' Biggest Problem Oct 17, 2025 · 1 mention

Google Makes MAJOR Cancer Research Breakthrough | Diet TBPN Oct 17, 2025 · 1 mention

  • ▶ 3:56 unnamed speaker Is this the chat GPT moment for AI and bio, or is this the 2005 DARPA grand challenge that took 20 years until Waymo's were on the street?

Sam Altman on Sora, Social Media, The Future of AI, and More Oct 10, 2025 · 2 mentions

  • ▶ 24:33 John Coogan Uh, it's kind of this throwback car, very, it's not a Waymo. 2 times in the scene

Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake Oct 9, 2025 · 1 mention

  • ▶ 5:27 John Coogan I saw you just shared the original Waymo rig, and like, it feels like you're getting photos that don't exist on the internet anymore, and you're actually surfacing new images, which I think are super cool.

Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption Sep 13, 2025 · 1 mention

  • ▶ 4:58 unnamed speaker A little bit, because, uh, you know, AI is so insane, but then, you know, you go back to the ChatGPT moment, that was twenty-twenty-three, uh, Waymo, uh, you know, really, like, rolling out to general, that was twenty-twenty-three.

Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories Sep 6, 2025 · 1 mention

  • ▶ 6:12 unnamed speaker And then eventually that kind of hit takeoff where there was not that much more business to, for scale to do, I believe, because Waymo had gotten all of the data and Cruz had gotten the data and Tesla had gotten like the, the, the base…

Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained Aug 19, 2025 · 6 mentions

Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot Aug 16, 2025 · 6 mentions

Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5 Aug 9, 2025 · 2 mentions

Google’s Genie 3 Builds Game Maps From a Single Prompt Aug 7, 2025 · 1 mention

  • ▶ 13:58 unnamed speaker I mean, Waymo, Tesla and crews all had very serious simulation teams that were developing

SAMIR CHAUDRY: ChatGPT Might Kill YouTube — Here's How Aug 6, 2025 · 1 mention

Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill Jul 5, 2025 · 2 mentions

Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update Jun 28, 2025 · 8 mentions

  • ▶ 0:59 unnamed speaker Uh, the geofence area is definitely much smaller than Waymo's right now, but I think they did that, uh, with the thought process of like, hey, we want to make sure we have a really good launch. 3 times in the scene
  • ▶ 7:34 Jordi Hays Power bottom dad says time will tell, but my bet is that this signals the death of the Waymo leaving Google in a twenty billion dollar hole, and likely Uber as well. 4 times in the scene
  • ▶ 2:04:59 John Coogan Because now we have, you know, DoorDash and Waymo and, uh, you know, last mile, all these, all these different last mile solutions.

Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely Jun 21, 2025 · 5 mentions

  • ▶ 1:37:14 Jordi Hays It, it, it even, you know, we're, we're here in LA and when all the imagery was coming out of the, the protests from a couple of weeks ago, it was like burning Waymo's kind of looks like something you'd generate with VO three because it…
  • ▶ 2:06:01 George Hotz And like, now, ok, they shipped Waymo, it's in a few cities, they're tele-opped, 4 times in the scene

When Will Robot Deliveries Become the Default? | Daniel Singer on TBPN Apr 28, 2025 · 6 mentions

The Race to Create General-Purpose Robots | Karol Hausman & Lachy Groom on TBPN Apr 26, 2025 · 3 mentions

  • ▶ 27:18 Lachy Groom Uh, there's a lot of parallels, but, uh, I mean, even like the Waymo Tesla thing, right? 3 times in the scene

You Shouldn't IPO - Here's Why | Everett Randle on TBPN April 10th Apr 17, 2025 · 2 mentions

The Most UNDERRATED Use Case in AI | Jeff Huber on TBPN April 8th Apr 10, 2025 · 1 mention

  • ▶ 12:42 Jeff Huber And of course, if you live in San Francisco, you can use Waymo and it is actually incredible, but it's taken 10 years.

Why 2027 and 2049 are KEY YEARS | Akhil Iyer on TBPN April 3rd Apr 8, 2025 · 1 mention

Aidan McLaughlin (OpenAI) On ChatGPT, model welfare, and path to AGI Apr 6, 2025 · 4 mentions

  • ▶ 10:19 Jordi Hays You know, in LA, at least like there was just entire fan pages dedicated to like throwing birds off of, you know, uh, buildings you posted, uh, last week, you said, I suspect in six months, it'll be safer to Uber than Waymo. 3 times in the scene
  • ▶ 16:05 John Coogan It might also kind of solve your, your, your issue of like the beating up on the Waymo.

Elizabeth Holmes First Interview Released Feb 18, 2025 · 1 mention

  • ▶ 22:47 unnamed speaker You're in a Waymo.

The Future of Autonomous Vehicles Feb 14, 2025 · 12 mentions

  • ▶ 9:43 unnamed speaker We did have the marketplace separate from ATG and the other players with whom we wanted to partner like Waymo didn't believe us. 3 times in the scene
  • ▶ 11:56 unnamed speaker It could be Waymo too. 2 times in the scene
  • ▶ 14:11 unnamed speaker I always had this lens on Uber as, okay, Waymo's is dominant force. 3 times in the scene
  • ▶ 15:54 unnamed speaker I do wonder if, uh, maybe Uber is particularly well positioned for this, like slower transition towards AV fleet rollouts, because even if the next training run of the AV AI system is just flawless and superhuman in every way, it's still… 4 times in the scene

DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind Jan 24, 2025 · 1 mention

  • ▶ 2:00:47 unnamed speaker Whereas OpenAI, if they're, if OpenAI is driving, hey, we're deciding if we're sending it to Uber or Waymo, you need to give us a cut.

Can This Man Save Los Angeles? (Rick Caruso) Jan 9, 2025 · 3 mentions

  • ▶ 1:26:05 John Coogan At Waymo, at Zoox, and it's a, uh, routine, forties horse and carriage. 3 times in the scene

How to WIN in 2025? (INSANE Predictions List) Jan 8, 2025 · 4 mentions

  • ▶ 44:09 John Coogan Waymo becomes a clear market leader for self-driving. 3 times in the scene
  • ▶ 48:55 John Coogan Uh, Waymo will surpass Uber in rides taken in San Francisco and Los Angeles by the end of 2025.

You are NOT a Lottery Ticket (Peter Thiel Breakdown) Dec 19, 2024 · 2 mentions

CHRISTIANITY: Why it's making a comeback (ep23) Dec 17, 2024 · 1 mention

  • ▶ 15:40 John Coogan I believe he was the, the, the guy who left Google, went to Uber, and then went to jail and got pardoned for stealing code from Waymo.

Billionaires XMAS list (ep21) Dec 12, 2024 · 3 mentions

  • ▶ 1:38:49 John Coogan Uh, San Francisco, and they were a competitor to Waymo, and then they had, you know. 3 times in the scene

How BILLIONAIRES dress for XMAS (ep17) Dec 2, 2024 · 1 mention

Taylor Lorenz Trades Teams (ep16) Nov 30, 2024 · 7 mentions

  • ▶ 1:27:23 John Coogan He says, uh, so Waymo is changing to a Chinese auto manufacturer. 7 times in the scene

How to Spend a Trillion Dollars Fast (ep13) Nov 21, 2024 · 3 mentions

Who's Getting Rich Off Ozempic? (e12) Nov 19, 2024 · 1 mention

  • ▶ 3:12:53 John Coogan It powers your recommendations on YouTube, Netflix, Spotify, the fraud filtering of your credit card transactions, Waymo cars that drive you around San Francisco.

What is the TRUMP BUBBLE? (ep11) Nov 16, 2024 · 1 mention

  • ▶ 1:04:38 John Coogan Matt Freed writes, I don't know, I feel like Waymo can solve most of their problems by adding just one additional seat.

The Secret Billionaire Party (ep6) Nov 3, 2024 · 1 mention

  • ▶ 1:09:10 John Coogan Like, even, even if it's like, okay, you had, if Waymo had an open API, like, what would you do with that?

Elon's Big Week (ep4) Oct 21, 2024 · 11 mentions

  • ▶ 8:21 unnamed speaker Like, there is a very clear, like, bull thesis for the Tesla strategy of, like, not doing what Waymo's doing, like, not doing LiDAR, not 9 times in the scene
  • ▶ 21:32 unnamed speaker And yet he didn't, he didn't actually articulate, like, is he going to war against Waymo? 2 times in the scene

Venture Capital Just Changed Forever (ep1) Oct 14, 2024 · 1 mention

  • ▶ 46:56 unnamed speaker Probably be Waymo.
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