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Waymo

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Waymo develops autonomous driving technology and self-driving vehicles.

sentiment mix
bull 59%bear 18%neu 23%

funding rounds

private markets
public-market context

Waymo is an Alphabet subsidiary, not a standalone private venture-backed funding-round target.

signal summary

latest high-conviction thesis
Jason: Waymo doubling fleet every 6 months; predicts city bans on robotaxis as wealth polarizes to Silicon Valley▾

Autonomous vehicle deployment (Waymo, Zipline, Tesla Cybercab) will trigger political backlash as driver earnings leave local communities for cloud/Silicon Valley, leading to bans in major cities like NYC, Boston, DC.

jason calacanisT1All-In Podcast2026-08-21
confidence 88 / 100impact High
key themes
  • Autonomous Vehicles80%
  • AI Infrastructure67%
  • Robotics & Physical AI47%
  • AI Agents27%
  • AI Geopolitics & Export Controls27%

bull thesis · 10

76 / 100
  • •Waymo's 250k weekly autonomous rides prove trustworthy physical AI is possible
  • •Multiple AV winners will emerge; distribution beats pure technology
  • •Waymo researcher presents self-supervised bootstrapping for embodied reasoning across manipulation, locomotion, and driving

bear thesis · 3

44 / 100
  • •Calacanis predicts regulatory bans on Waymo robotaxis in major US cities
  • •Jason: Waymo doubling fleet every 6 months; predicts city bans on robotaxis as wealth polarizes to Silicon Valley
  • •Waymo ending exclusive Uber partnerships; launching own app in Austin and Atlanta

company research · 3 videos

mentions · 17

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