What is Waymo?

Waymo is a company developing autonomous driving technology. The main thread tracks its cost structure, valuation, and scaling plans.

• Jun 2025 - Brad Gerstner said Waymo’s lidar costs about $5,000 per car, compared to a Chinese solid-state lidar priced at $130 per car.
• Apr 2026 - Peter said Waymo is a company that has been interesting for a long time but is not worth $126 billion.
• May 2026 - Alex Kendall said Nissan announced it will bring Waymo’s approach to 90% of its vehicles, which is about 2.7 million cars per year.
• May 2026 - Mike Granoff said Waymo is going to a million vehicles by the end of this year.