Waymo

“Today, with Waymo's recent successes, a global society-altering self-driving car rollout seems more and more likely. So what if they got us all excited about a world historical idea a decade too soon?”

“Waymo and San Francisco are resulting in... Waymo is everywhere within six months. It's been a long, steady progress for Waymo.”

“an MIT Transit Lab analysis found Waymo's robotaxis drive without passengers for about 44% of their miles, roughly in line with Uber and Lyft's deadheading rates.”

“AVs that are on our network are 30% or more busy than, let's say, 1P AVs who aren't using our network. That 30% in terms of trips per vehicle per day, in terms of revenue per vehicle per day, can make a huge difference in terms of your ROI of investing in these expensive cars.”

“Alphabet has another business — Waymo — where the company has so far rejected an asset-light model of licensing their software to OEMs... that's a choice that has always felt at odds with Google Services, but is perhaps more compelling and aligned with Google Cloud and the Google Capital Company.”

“Waymo has begun offering select riders in Los Angeles, Phoenix, and San Francisco free rides in Ojai, its new Chinese-made electric robotaxi, as the Alphabet-owned company tries to lower the cost of building and operating its fleet.”

“I think its technical capability is decent, but I think it will be very difficult to globalize. In the time it's taken, their technology is inherently a higher-level stitched monster. It's very difficult to achieve extreme generalization in AI.”

“"It's a bunch of guys from Waymo with me, Boris. And he's doing excavation and it's working, right? So it's AI driven excavation, which is 25% of the construction spend in the US." — Joe Lonsdale [00:27:10]”

“"If I tell my mom about Waymo, she's really scared... and then you just force her to take a Waymo and it's like, I don't want to do this. It's like 10 seconds of the ride. It's like the most normal thing in the world."”

“Waymo – Stable at $126B; listed among top 10 private companies. Listed at #10 with $126B valuation.”

“The popularity of Waymo proves that people are willing to pay (and pay up) for the service.”

“Hey, Waymo saved lives. You know, you're going to have a fraction of the deaths using Waymo, whether you're a passenger or you're not. When you already see people in San Francisco adapting how they respond around a Waymo versus any other car, you're seeing behavioral changes that are based on trust.”

“Moove AV 'manages and dispatches Waymo robotaxis in Phoenix and Miami' — Ming Maa, CEO: 'Think of it like a WiFi mesh network, but for an entire city'”

“The robotaxi revolution's next layer isn't about AI. It's about real estate.”

“Waymo at #10 ($126B) complete the list.”

“Only SpaceX has filed an S-1. OpenAI, Anthropic, Stripe, Databricks, and Waymo all remain private despite favorable conditions.”