Overview
- Website
- waymo.com
- Segment
- Robotics & Physical AI
Product overview
Waymo is Alphabet's autonomous driving subsidiary operating commercial robotaxi services in Phoenix, San Francisco, Los Angeles, and Austin using its 6th generation Driver AI system on Jaguar I-PACE and Zeekr RT vehicles. Used by consumers as a driverless ride-hailing alternative to Uber/Lyft in select markets, with 150,000+ paid trips per week by 2025. Distinct for the most extensive commercial autonomous vehicle deployment globally, operating without human safety drivers, backed by Alphabet's deep compute and mapping resources.
Revenue model
Per-ride revenue via Waymo One app (pricing similar to Uber/Lyft in operating markets); enterprise partnerships for Waymo Via freight; funded by Alphabet and external investors ($11B+ raised); no public per-mile rate disclosed.
Moat
- Proprietary Technology
- Proprietary Data
- Scale Advantages
- Patents/IP
Waymo's key competitive moat is its proprietary autonomous driving technology, including in-house developed sensors, AI software, and the Waymo Driver system, bolstered by massive real-world and simulated driving data that enables superior safety and performance over human drivers.