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IP Interview
Published November 30, 2025

Waymo: Autonomous Vehicle Rollout Strategy

Executive Bio

Former Director at Waymo

Summary

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Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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Is it easier to coordinate within Uber compared to Waymo One? How does Waymo view this?

They have been operating in San Francisco for several years, and have gained market share from both Uber and Lyft. It is currently around 55% Uber, 22% Lyft and 22% Waymo.

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Is it easier to coordinate within Uber compared to Waymo One? How does Waymo view this?

I don't know if the same statistics are going to unroll in the other cities as that, as the time goes on. Maybe San Francisco is their home turf being at Silicon Valley and many tech minded people like taking Waymo. That tells me that when they get enough cars out and the cost is good, they can go direct without any issues.

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What kind of volume was Waymo aiming to get from Zeekr in terms of the number of car bases?

It is usually the other way around, with car companies demanding you produce 5,000 or 10,000 cars for a volume discount. I don't know the exact number because I was involved in the early stages of a partnership, thinking it would be a joint venture and we might do some international work. But when it shifted to the car provider, I was no longer part of it.

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