# Waymo > Markdown twin of https://roboterminal.app/companies/waymo · https://roboterminal.app/companies/waymo.md ## On shared sources - [Tesla](https://roboterminal.app/companies/tesla) (22) - [SpaceX](https://roboterminal.app/companies/spacex) (5) - [Unitree](https://roboterminal.app/companies/unitree) (4) - [Google](https://roboterminal.app/companies/google) (3) - [LG](https://roboterminal.app/companies/lg) (3) - [Neuralink](https://roboterminal.app/companies/neuralink) (3) - [xAI](https://roboterminal.app/companies/xai) (3) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (2) - [Dyna Robotics](https://roboterminal.app/companies/dyna-robotics) (2) - [Encord](https://roboterminal.app/companies/encord) (2) - [Figure](https://roboterminal.app/companies/figure) (2) - [Hesai](https://roboterminal.app/companies/hesai) (2) - [Microsoft](https://roboterminal.app/companies/microsoft) (2) - [NVIDIA](https://roboterminal.app/companies/nvidia) (2) - [Skild](https://roboterminal.app/companies/skild) (2) - [Uber](https://roboterminal.app/companies/uber) (2) - [Wayve](https://roboterminal.app/companies/wayve) (2) - [a16z](https://roboterminal.app/companies/a16z) (1) - [AGCO](https://roboterminal.app/companies/agco) (1) - [Agility](https://roboterminal.app/companies/agility) (1) - [Amazon](https://roboterminal.app/companies/amazon) (1) - [Ambi Robotics](https://roboterminal.app/companies/ambi-robotics) (1) - [Andromeda](https://roboterminal.app/companies/andromeda) (1) - [Anthropic](https://roboterminal.app/companies/anthropic) (1) - [ARK Invest](https://roboterminal.app/companies/ark-invest) (1) - [Core Matter](https://roboterminal.app/companies/core-matter) (1) - [Ericsson](https://roboterminal.app/companies/ericsson) (1) - [Fellows Fund](https://roboterminal.app/companies/fellows-fund) (1) - [Formic](https://roboterminal.app/companies/formic) (1) - [GO](https://roboterminal.app/companies/go) (1) - [Intel](https://roboterminal.app/companies/intel) (1) - [Main Street Autonomy](https://roboterminal.app/companies/main-street-autonomy) (1) - [Matic](https://roboterminal.app/companies/matic) (1) - [microagi](https://roboterminal.app/companies/microagi) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [Neo](https://roboterminal.app/companies/neo) (1) - [Nokia](https://roboterminal.app/companies/nokia) (1) - [Physical Intelligence](https://roboterminal.app/companies/pi) (1) - [Robosense](https://roboterminal.app/companies/robosense) (1) - [Sereact](https://roboterminal.app/companies/sereact) (1) - [Shield AI](https://roboterminal.app/companies/shield-ai) (1) - [Terafab](https://roboterminal.app/companies/terafab) (1) - [UBTECH](https://roboterminal.app/companies/ubtech) (1) - [Walden Robotics](https://roboterminal.app/companies/walden-robotics) (1) - [Y Combinator](https://roboterminal.app/companies/y-combinator) (1) - [Zoox](https://roboterminal.app/companies/zoox) (1) ## Pulse - [@mehul on X](https://x.com/mehul/status/2113288117981753840) Physical AI agents that real people pay for and trust every day, at scale: @Waymo @robotaxi @maticrobots thats it. that's the list. - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2113276740483113213) Top stories in robotics today: - This $20K robot butler is up for reservations - Unitree H2-X plays action hero - Tesla fires up Optimus production - Waymo wants 20K robotaxis by 2027 https://t.co/DcS… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2112936643195986066) People act on the belief that robots are coming for their jobs long before any loss shows up in the data. We're already seeing it: data center projects blocked across red and blue states, dockworkers … - [@tslaming on X](https://x.com/tslaming/status/2112350161834045479) BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,30… - [@mehul on X](https://x.com/mehul/status/2111927591301202337) in the short run, robotics demos are a voting machine. in the long run, robots shipped are a weighing machine. h/t self-driving cars. only Waymo and Tesla FSD matter. https://t.co/q2ua53yoW8 - [@Scobleizer on X](https://x.com/Scobleizer/status/2110619597347127768) My car got the 14.3 FSD light update this week. It is spectacular. For an eight-year-old car it is absolutely amazing. @aelluswamy and team are expert at distilling their big models that run on hardwa… - [@Newsforce on X](https://x.com/Newsforce/status/2110517256996503572) “ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, … - [@Newsforce on X](https://x.com/Newsforce/status/2110471958534221987) “THE CYBERCAB IS THE MOST EFFICIENT VEHICLE EVER MADE!” | THE STACK John Stringer (@teslaownersSV) compares @Tesla's Cybercab with Waymo's Jaguar I-PACE fleet, highlighting the fundamentally different… - [@Newsforce on X](https://x.com/Newsforce/status/2110464408728052207) “TESLA'S ROBOTAXI ROLLOUT IS JUST GETTING STARTED!” | THE STACK John Stringer (@teslaownersSV) and Joseph Jefferson (@SjvTesla) discuss @Tesla's Robotaxi expansion in Austin, with the number of author… - [@Newsforce on X](https://x.com/Newsforce/status/2110120899269771434) THE STACK: ROBOTAXIS, BRAIN CHIPS & THE FUTURE OF AI Is @Tesla pulling away from the competition? Can @SpaceX keep breaking launch records? And is @Neuralink bringing science fiction to life? John Str… - [@logi_today on X](https://x.com/logi_today/status/2109808502873190516) ウェイモ、50億ドル調達で自動運転配車拡大-https://t.co/mv5wZkS2hX 米ウェイモは、完全自動運転配車サービスの拡大に向け、50億ドルの負債による資金調達を完了。米国内外での事業展開を加速し、財務の柔軟性も高める。 https://t.co/4pTFPoG1Ty - [@Scobleizer on X](https://x.com/Scobleizer/status/2109441889543786949) “Hey Cybercab race the Waymo.” Scenes from the future. Only possible in Austin, Texas today. https://t.co/7zaOCjlqtq - [@a16z on X](https://x.com/a16z/status/2109366017831154097) Dmitri Dolgov of @Waymo on how to tell if you’re one year away from shipping or ten: "One pattern that I've seen over and over again is do you have convergence of discovery? The problems that you are … - [@Scobleizer on X](https://x.com/Scobleizer/status/2108389169550827525) I arrive in Austin and instantly see Cybercabs driving with no humans. About to get a ride in one to hang out with the Tesla tribe. You can’t call yourself a city of the future without autonomous cars… - [@svrobo on X](https://x.com/svrobo/status/2107933140316479861) I’m pretty amazed by the Long Horizon speaker roster - everytime I check the website it’s still growing. This event is rapidly becoming “the rooms where it happens” for robotics.... plus lots of hallw… - [@michellelsun on X](https://x.com/michellelsun/status/2107491327789428797) Could a robot run for a flight without spilling its coffee? I started thinking about this during my own airport sprint, coffee in hand. For a humanoid, 6 senses are working together at all times: - Si… - [@michellelsun on X](https://x.com/michellelsun/status/2107481810900771259) The Six Senses of a Humanoid Robot - [@smsehy on X](https://x.com/smsehy/status/2107364367528525921) Local regulatory mandates like this highlight the divergence between technological readiness and municipal risk tolerance. Commercial autonomy at scale will require standardizing operational validatio… - [@michellelsun on X](https://x.com/michellelsun/status/2107176871742108033) The demo is only 1% of the work, says @Waymo co-CEO Dmitri Dolgov. In his Y Combinator talk, he shares seven lessons from building autonomous driving: • Decide how much reliability the product needs. … - [@tslaming on X](https://x.com/tslaming/status/2106285690422178000) GOOD NEWS 🚨 Austin was hit with heavy downpours recently, but instead of stalling out, Tesla’s Robotaxis were cruising through the storm picking up fares left and right ☔️ Meanwhile, Waymo vehicles l… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2106019864993255518) I can't remember the last time this many people from physical AI were booked into one room! The Long Horizon Physical AI Summit by @encord_team lineup is fire! 🔥 → Sebastian Thrun, founder of Google … - [@Scobleizer on X](https://x.com/Scobleizer/status/2105489866884575677) I share posts I like from the AI community and add my evening’s thoughts on. I don’t care if a dude is teleoperating my @1x_tech Neo robot if it, er he, is entertaining my friends and making them drin… - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2102774998549078329) Why an in-person summit still matters when physical AI is moving this fast?! 👀 Look at the last few weeks alone. @SkildAI crossed a $100 million revenue run rate and shipped its S1 model. @wayve_ai s… - [@johnkoetsier on X](https://x.com/johnkoetsier/status/2100966073818562592) Huge. Powerful. But it's important to remember: it's not just data volume that matters. Think: Tesla had the greatest volume of driving data of anyone on the planet. Still does. But they're worse at s… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2100593174485864586) Top stories in robotics today: - Agility’s Digit crouches to keep humans safe - Waymo to launch robotaxis in Tokyo - How Unitree drove humanoid prices so low - UBTECH’s factory can build 10K humanoids… - [@Scobleizer on X](https://x.com/Scobleizer/status/2100384262709211541) There are so many Waymo’s in Mountain View. Google’s headquarters. I was surrounded by nine this morning and two within sight right now. Silicon Valley is in full on change. https://t.co/I3UPZMLCah - [@Scobleizer on X](https://x.com/Scobleizer/status/2100066818157367744) Do you know why @waymo built these small cars? As seen at @ComputerHistory museum in Silicon Valley where I learned a lot about wearable computing future at an event being held today and tomorrow. htt… - [@logi_today on X](https://x.com/logi_today/status/2099736960084726082) GOとWaymo、東京で27年にレベル4無人タクシー-https://t.co/fPWSDqpsLT GOはウェイモと東京での自動運転タクシー商用化に向け協業。2027年中の国内初となる無人商用タクシーサービス開始を目指し、タクシーアプリ「GO」からの提供も予定する。 - [@lukas_m_ziegler on X](https://x.com/lukas_m_ziegler/status/2098452833125191800) 🚨 Physical AI is having its "lab to production" moment, and the people driving it will be in one room later this month. If you're building or investing in embodied intelligence, Fellows Forum 2026 is… - [@Scobleizer on X](https://x.com/Scobleizer/status/2097958614044701047) How do we know we don't have AGI yet? Because they aren't ordering a @waymo and exploring the world more yet. IE, making a run for it. Based on current world model learning speeds it is possible to se… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2097317284616327669) I really wonder how this compares to cybercab. Have seen few stories as of yet To be fair my experience with waymo has been super positive (other than how slow they are to get) https://t.co/szCDn4Hlw7 - [@IEEESpectrum on X](https://x.com/IEEESpectrum/status/2097309101315309700) Mounting data shows autonomous driving technology is safer than human drivers. An IIHS study found Waymo robotaxis had 81% fewer injury crashes. Other studies have suggested that self-driving tech cou… - [@Scobleizer on X](https://x.com/Scobleizer/status/2096527812471804064) I was thinking about this all wrong On the day that Grok @bot can read my lists like https://t.co/8L5xphk0qQ does I will switch everything over to Grok Bot, which may be the product of the year. Excep… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2096300902034321790) Waymo Ojai sighting in Pittsburgh https://t.co/N65FmV5T5n - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095955262276567206) Tesla could turn a $3.50 per mile transportation market into a $0.20 per mile software business (Save this). The chart compares what riders pay today with Tesla’s long term robotaxi targets, showing t… - [@Scobleizer on X](https://x.com/Scobleizer/status/2095727451951550488) The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities i… - [@Scobleizer on X](https://x.com/Scobleizer/status/2095727283520905535) The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities i… - [Visions of AI: An Inflection Point in Robotaxis in 2027](https://www.ai-supremacy.com/p/visions-of-ai-an-inflection-point-for-waymo-robotaxi-launches-in-2027) Google’s Waymo leads an all-out expansion of Robotaxis that will shift gears starting in 2027. - [Waymo’s Three-City Launch Tests Robotaxi Network Density](https://physicalaifinancemonitor.substack.com/p/waymos-three-city-launch-tests-robotaxi) Public access expands rapidly, but utilisation and empty mileage still govern economics. - [@smsehy on X](https://x.com/smsehy/status/2095293945534091544) Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal p… - [Nic Cruz Patane on X: "The @Tesla Cybercab is launching this week. Good luck to Waymo." / X](https://x.com/chris_j_paxton/status/2095218065705443682) Post Log in Sign up Post Nic Cruz Patane on X: "The @Tesla Cybercab is launching this week. Good luck to Waymo." - Nic Cruz Patane @niccruzpatane The @Tesla Cybercab is launching this week. Good luck … - [The Pulse™ | Week 36: Measured beats promised](https://thefogsignal.substack.com/p/the-pulse-week-36-measured-beats-promised) NVIDIA guides $108B with zero from China, Ericsson measures 10% against Nokia's 100% promise, Intel splits silicon in three, Waymo picks Munich for 2027. - [📐_Cyber_Owl_🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most futuristic Robotaxis ever 👏 @robotaxi @Tesla @… / X](https://x.com/SawyerMerritt/status/2094608155078504703) Post Log in Sign up Post 📐\Cyber\Owl\🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs… - [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039148169154615) Waymo was founded in 2009. Their demo took 18 months. Their first driverless rides opened to the public in 2020. It's easy to show a demo. What comes after are the edge cases, recovery, uptime, integr… --- Source: Roboterminal · https://roboterminal.app/companies/waymo.md