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Waymo seeking about $16B near $110B valuation

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Re: Waymo seeking about $16B near $110B valuation

#4
I presume if you invest in Google you are indirectly (but significantly) invested in Waymo, like it is with Anthropic?

Waymo is the best service I've used in many, many years. The jump from Uber->Waymo is similar to the quality jump from Taxi->Uber 12 years ago, but I don't see an obvious way for Waymo to get enshittified.

Re: Waymo seeking about $16B near $110B valuation

#5

I presume if you invest in Google you are indirectly (but significantly) invested in Waymo, like it is with Anthropic? Waymo is the best service I've used in many, many years. The jump from Uber->Waymo is similar to the quality jump from Taxi->Uber 12 years ago, but I don't see an obvious way for Waymo to get enshittified.

This is Google you're talking about. They're an ads+AI company. They'll figure out a way to enshittify, even if it's not obvious.

Re: Waymo seeking about $16B near $110B valuation

#6

I presume if you invest in Google you are indirectly (but significantly) invested in Waymo, like it is with Anthropic? Waymo is the best service I've used in many, many years. The jump from Uber->Waymo is similar to the quality jump from Taxi->Uber 12 years ago, but I don't see an obvious way for Waymo to get enshittified.

Google has a $4.1T market cap.

So a $110B valuation is not currently that significant in terms of exposure. It's only 2.7% of it overall.

Re: Waymo seeking about $16B near $110B valuation

#9

I presume if you invest in Google you are indirectly (but significantly) invested in Waymo, like it is with Anthropic? Waymo is the best service I've used in many, many years. The jump from Uber->Waymo is similar to the quality jump from Taxi->Uber 12 years ago, but I don't see an obvious way for Waymo to get enshittified.

> I don't see an obvious way for Waymo to get enshittified.

Oh ye of little faith! Here are some ideas off the top of my head, I am sure the suits at Google already have a bigger list.

  * Ads in vehicle 
  * Adjust route so you see partner companies or billboards
  * Offering alternative destinations (I see you are going to Burger King, would you rather go to our partner McDonalds?)
  * Listening to conversations in car
  * Selling ride data.
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