What the top podcasts are saying about Waymo.
Waymo came up in 4 of 157 episodes (3%) in the four weeks to Nov 8, against 5% in the earlier weeks. A change this size could be chance, so we do not call it a trend.
Share of episodes, four weeks at a time
The 4 episodes behind the newest bar
- 🗽 Live from NYSETBPN · week ending Nov 8 · said it twice
- Technology Is Back, Gavin Baker Live, Math Solved Again, Anduril Laptop, DoorDash + Insta…TBPN · week ending Nov 1 · said it twice
- Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm PredictionsAll-In Podcast · week ending Nov 1 · said it twice
- Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Samee…20VC with Harry Stebbings · week ending Oct 25 · said it 5 times
What the shows said about Waymo
Key takeaways from our write-ups that name it, newest first, no more than two from one show. Each links to the full write-up.
The vehicle market is splitting into two distinct poles: commoditized utility software appliances like the Tesla Model 3 or Waymo, and visceral mechanical art like the Ferrari SP3 Daytona.
Porsche's Quartz Crisis: Why Analog Beats Electric · TBPN · week ending Oct 11Jason Lemkin already sold his personal car in the Bay Area, relying entirely on Waymo and autonomous rides for his daily transportation.
Tesla Cybercab vs Waymo: The $25,000 Robotaxi War · 20VC with Harry Stebbings · week ending Sep 13To meet projected 5x or 10x future demand, DoorDash needs a "multimodal fleet" approach, integrating every available delivery method: human, autonomous robots (like DOT, Whimos, and sidewalk robots), and drones.
DoorDash: More Human Dashers Even With AI & Robots · No Priors · week ending Jul 26Joseph Krause defines a 'self-driving lab' as an autonomous system that manages entire research campaigns, like a Waymo vehicle, starkly different from 'automated labs' that merely run high-throughput experiments.
Self-Driving Labs: Beyond Automation in Material Science · Latent Space · week ending Jun 21Long-term bets like Waymo and quantum computing are funded against technical milestones and option value, not immediate revenue.
Sundar Pichai on Allocating Compute Over Headcount · Cheeky Pint · week ending Apr 12
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“Google has up and down the stack, whether it be applications or models or TPUs or whatever—as well as Waymo and YouTube and all the cool bets. What do you think investors, as a proxy for informed sentiment,…”
“…is like most changed my life outside of cloud products is probably Waymo. Like I'm a diehard Waymo user. Um use it…”
How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Cla…
“…although obviously there's YouTube and there's a bunch of other stuff and Waymo and all these interesting things now,…”
The AI Frontier and How to Spot Billion-Dollar Companies Before Everyone Else — Elad Gil
“…that conversation. I think companies like Waymo are doing a lot of, you know, service positively to the industry in…”
The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied…
“…meaningful when you're controlling a car, right? For-- Well, you've-- you've seen, you've used Waymos, right? When Waymos don't work, and that happens even if one percent of the time, there is someone that is basically…”
FFmpeg: The Incredible Technology Behind Video on the Internet | Lex Fridman Podcast #496
“McLarens more often. Uh well, in other car news, Waymo is maybe going crazy or something. What's happening in Atlanta?”
Debater Center, Figma's Not Dead, 67 Year Old Founder, AI Monet Paintings
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“I'm like uh I think about I think about Waymo and self-driving and and cyber cabs.”
“…great CFO. Let's make all these other bets. Fend for themselves. The Whimos of the world have to make their way in the…”
Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
“…embodied AI. Like we invested nearly $200 million into Waymo and I just think that you know autonomy uh and and how…”
Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Samee…
“…doing that by building cooking robots for homes. We thought that if Waymo and Tesla and Zuks can use computer vision…”
“…that evolving. Of course, I love, you know, at Whimos are probably if if I could like own a Waymo right now that…”
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| TBPN | 2 | 7 |
| 20VC with Harry Stebbings | 1 | 5 |
| All-In Podcast | 1 | 4 |
| Lenny's Podcast | 0 | 3 |
| Cheeky Pint | 0 | 1 |
| Invest Like the Best | 0 | 1 |
| Latent Space | 0 | 1 |
| Lex Fridman Podcast | 0 | 1 |
| My First Million | 0 | 1 |
| No Priors | 0 | 1 |
| The Tim Ferriss Show | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “Waymo” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip the lines around phrases like “brought to you by” and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the tech, business and science shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of March 30, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. Counts Waymo and the spelling YouTube captions use for it. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.