
Waymo
The autonomous driving company operating robotaxis at scale
- Size
- Enterprise (5,000+)
- Founded
- 2009
- Stage
- Series D
- Last valuation
- $126B
- Raised
- $27.1B
Alphabet's autonomous driving unit operating 400,000+ weekly paid rides across 6 US cities. Raised $16B at $126B valuation to expand to 20+ cities globally including Tokyo and London. 127 million autonomous miles driven with 90% fewer serious crashes than human drivers.
4 mentions across our dossiers
“Waymo (Alphabet) GOOGL Public (subsidiary) (mega-cap) Robotaxi leader; Waymo Via trucking wound down/deprioritized n/a Named competitor; largely exited trucking — a tailwind for AUR's truck focus.”Aurora Innovation · RIVAL · from Aurora Innovation’s dossier
Company details
| Industry | AI & Machine Learning |
| Type | Tech Startup |
| Size | Enterprise (5,000+) |
| Founded | 2009 |
| Funding | |
| Stage | Series D |
| Valuation | $126B |
| Raised | $27.1B |
| Lead investors | Dragoneer Investment GroupDST GlobalSequoia Capital |
| Website | Visit Waymo |
Others in the same industry
5 namesWhere Waymo sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
Amazon (AWS)
AMZNThe 2026-07-30 print settled four of the five questions the prior dossier said it could
Cash $78.2B
Meta AI / FAIR
METAThe bear case arrived a year early and the bull case grew a new leg in the same quarter
Cash $90.3B
Meta Platforms
METAThe buildout stopped being paid for by the ad business and started being paid for by the capital markets
Cash $90.3B
Alphabet
GOOGLThe market spent two years pricing Alphabet as the AI loser; FY2025 (+15% op income, Cloud margin to 24%, Gemini at 750M users, the antitrust gun most…
Cash $55.9B
Palantir
PLTRA genuinely great business priced as a perfect one
Cash $2.0B