Waymo valued at $150B, Robotaxi market potential exceeds $450B
JOBhakdi · x · 2026-08-29
The discussion notes that Waymo is valued at around $150 billion, while the overall Robotaxi market is valued at over $450 billion. The author argues that valuing the Robotaxi market at only 3x Waymo's value is quite ignorant (underestimation). A cited view suggests that the current Cybercab fleet is nearly as large as Waymo's decades-long accumulation and will surpass Waymo by year-end even with a slow ramp.
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