The autonomous driving company operating robotaxis at scale
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.
| 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 Group |
| Website | Visit Waymo |
Where Waymo sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
The 2026-07-30 print settled four of the five questions the prior dossier said it could
Cash $78.2B
The bear case arrived a year early and the bull case grew a new leg in the same quarter
Cash $90.3B
The buildout stopped being paid for by the ad business and started being paid for by the capital markets
Cash $90.3B
NOT ASSESSED — this is a pre-print evidence refresh, not a call.
A genuinely great business priced as a perfect one