Waymo

Sawyer Merritt

@SawyerMerritt

Waymo is considering ending its partnerships with Uber. The relationship between the two companies has soured amid an intense lobbying battle over rollout of autonomous vehicles. Uber has recently been lobbying to try and slow down the rollout of autonomous vehicles. Waymo vehicles in Austin and Atlanta are currently available only on Uber.

Robert Scoble

@Scobleizer

Being at the launch of Cybercab two years ago was magic. A decade from now there will be millions of these things rolling around the world. The war over autonomous vehicles is on, as everyone in San Francisco knows. But if you add up everyone who has been in ANY autonomous vehicle, whether from Waymo, any of the Chinese, the NVIDIA, any Tesla, it is only a few million people out of eight billion. When I first saw autonomous vehicles at Stanford University about 20 years ago they were so crappy I thought I'd never be alive to see them. I have the first video of the first Waymo on the freeway, and I've been blessed to have been able to watch the development of these up close (got the first ride in Mercedes' AI car, for instance). So many engineers spent so many hours developing them, many going down bad paths. Which happens with innovation. They will save millions of lives. Ford's head of safety told me that what kills people in a head-on wreck is the steering wheel. Now we can see a path to getting rid of the steering wheel totally. Congrats to Tesla and @elonmusk for getting here. Still a lot of work to go and many fights with many communities who will try to ban these to protect jobs. I'm very bullish on Cybercab and will buy one if sold to private citizens, as expected. Why? I never touch the steering wheel in my vehicles already and this will be the lowest cost vehicle with the most safety. And a great big screen and a great sound system to watch whatever I want. When I met the engineers at the launch they said they made many decisions to make it quieter inside, so we can do things like listen to music, video calls, or watch the World Cup. This vehicle is the iPhone moment of autonomous vehicles. One I've been lucky enough to survive the 20 years it took to see.

Boring_Business

@BoringBiz_

Google might be the only company that is absolutely indifferent to which layer of AI stack captures value They have enough market share in each that they probably stand to win either way If it’s infrastructure, they can sell TPUs, tap Google Cloud, and sell compute If it’s the model layer, they have Gemini and can probably do a lot more with search It it’s applications, they own the entire G suite, have stake in Waymo, and of course YouTube will benefit as well

@jason

@Jason

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

Gary Black

@garyblack00

# unsupervised autonomous vehicles without safety monitors: - Waymo 3,500 - Tesla ~40 # paid unsupervised autonomous rides per week without safety monitors: - Waymo 500K - Tesla ~4K The last metric is where the rubber meets the road since it’s what drives earnings and cash flow. The TSLA promoters who focus on # autonomous vehicles in operation or # cities where TSLA operates are deluding themselves. Safety monitors in vehicles = supervised. $TSLA $GOOG

Whole Mars Catalog

@wholemars

I sometimes hear people make the point that sensor fusion is an issue for autonomous vehicles with multiple sensor modalities. I have never found this to be a strong argument. We have many services around the world, like Waymo, that have implemented sensor fusion successfully. So clearly it’s not impossible. Does it make the engineering task and overall system more complicated? Sure, but it’s not causing major issues if implemented correctly. A better argument for why pure vision can outperform systems with a greater number of sensor modalities is that pure vision systems leverage deep learning and larger datasets to create smarter models that are more predictive and can ultimately perform much better over a wider range of conditions.

Tekedra Mawakana

Co-CEO

Co-CEO of Waymo leading business and operations, previously its COO.

Dmitri Dolgov

Co-CEO & CTO

Co-CEO and CTO of Waymo, an early engineer on Google's self-driving car project.

Sebastian Thrun

Founder (Google Self-Driving Car Project)

Founded Google's self-driving car project in 2009, which spun out as Waymo.

Mashhour Solh

Head of Mapping ML

Previously at BillingLens · San Francisco Bay Area

Joined May 2026

Amitai Bin-Nun

Staff Safety Researcher

Previously at Foretellix · Pittsburgh, Pennsylvania, United States

Joined Jun 2026

Asif Hussain

Autonomous Vehicle Readiness Fleet Operations Manager

Previously at Medtronic · Miami, Florida, United States

Joined Jun 2026

Kevin Larson

Regional Security Manager (West)

Previously at Kroger · Columbus, Ohio Metropolitan Area

Joined May 2026