What is Waymo?

Waymo is a company developing autonomous driving technology. As of June 2025, Brad Gerstner noted that Waymo’s lidar system costs approximately $5,000 per car, contrasting with a Chinese solid-state lidar priced at around $130 per car. By April 2026, Peter stated that Waymo is “very interesting for a long time but not worth $126 billion.” In May 2026, Alex Kendall reported that Nissan plans to integrate Waymo’s approach into 90% of its vehicles — and since Nissan builds about 3 million cars a year, that amounts to approximately 2.7 million vehicles. Also in May 2026, Mike Granoff stated Waymo is “going to a million by the end of this year,” though the specific metric he referenced was not further specified in the source.