Waymo Company News & Analysis — The Information

Recent Articles about Waymo

Instagram CEO Adam Mosseri. Kyle Grillot/Getty Images.

Social Media’s Reckoning

By Erin Woo · Jan 26, 2026 5:00pm PST

Jury selection kicks off in Los Angeles tomorrow for a trial that both friends and foes of social media are saying could be existential for the social media industry—broadly defined to include Google’s YouTube as well as Meta Platforms and TikTok. The trial centers on a 20-year-old girl from Chico, Calif. who says her social media addiction led... Jury selection kicks off in Los Angeles tomorrow for a trial that both friends and foes of social...

Sam Altman. Photo by Justin Sullivan/Getty Images

Why OpenAI Is Doubling Down on Enterprises

By Stephanie Palazzolo · Jan 26, 2026 7:00am PST

The circular funding party continues! This morning, Nvidia announced that it’s invested $2 billion into cloud provider CoreWeave, who said it’ll use that capital to build more than five gigawatts in AI data center capacity by 2030. CoreWeave also said that it’ll be an early adopter of Nvidia products like its AI chips and software. This is just... The circular funding party continues! This morning, Nvidia announced that it’s invested $2...

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Brexit in Fintech

By Martin Peers · Jan 22, 2026 5:00pm PST

That’s what you call going out with a whimper. Capital One’s agreement on Thursday to buy Brex, a corporate credit card startup, for $5.15 billion is an uninspiring end to Brex’s life as an independent company. Those with long memories will remember that the nine-year-old Brex’s ambitions were once so grand it claimed to be disrupting American... That’s what you call going out with a whimper. Capital One’s agreement on Thursday to buy Brex, a...

Art by Clark Miller; Screenshot via YouTube.

FabFitFun Co-Founder Launches $150 Million Deep Tech Fund

By Laura Mandaro · Jan 20, 2026 5:00am PST

Art by Clark Miller; Screenshot via YouTube.

FabFitFun Co-Founder Launches $150 Million Deep Tech Fund

By Laura Mandaro · Jan 20, 2026 5:00am PST

Over the past few years deep tech investing has taken on a new shine, as companies such as Waymo, SpaceX and Anduril turn technical breakthroughs in research-heavy fields like autonomous driving, rockets and defense tech into commercial businesses. Now one emerging investment fund wants to back new deep tech startups with a twist: The startups’... Over the past few years deep tech investing has taken on a new shine, as companies such as Waymo,...

Art by Mike Sullivan

Dashcam Maker Motive Touts AI but Relies on Humans

By Cory Weinberg and Michael Roddan · Jan 12, 2026 6:00am PST · 4 comments

Last summer, a manager at startup Motive Technologies sent an urgent Slack message to 400 employees based in Pakistan. “WE HAVE A PROBLEM,” it said in all caps. Motive sells AI-powered dashcams that allow trucking companies to monitor drivers and send alerts about crashes and other safety issues. In August, the dashcams recorded a string of... Last summer, a manager at startup Motive Technologies sent an urgent Slack message to 400...

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Uber Considers Deal for Parking App SpotHero

By Valida Pau and Cory Weinberg · Dec 31, 2025 7:58am PST · 1 comment

Uber has been in talks to acquire parking app SpotHero, a popular service that allows drivers to reserve parking spaces, according to people with knowledge of the discussions. Founded in 2011, SpotHero connects drivers looking to reserve and pay for parking spaces with parking lots, parking garages and valet services. SpotHero raised more than... Uber has been in talks to acquire parking app SpotHero, a popular service that allows drivers to...

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How Artificial Intelligence Will Change in 2026

By Stephanie Palazzolo · Dec 31, 2025 7:00am PST

Welcome to the last AI Agenda issue of 2025! Lots went down this year (check out yesterday’s newsletter for a full recap), and we expect things to get even crazier in 2026. Welcome to the last AI Agenda issue of 2025! Lots went down this year (check out yesterday’s ...

David Paul Morris/Bloomberg via Getty Images

Tesla's Pre-Emptive News

By Martin Peers · Dec 30, 2025 5:00pm PST

David Paul Morris/Bloomberg via Getty Images

Tesla's Pre-Emptive News

By Martin Peers · Dec 30, 2025 5:00pm PST

Talk about stepping on your own news. Tesla put out an unusual statement on Tuesday, detailing the number of cars that 20 Wall Street analysts expect the electric vehicle maker will deliver annually through 2029. Tesla said it “does not endorse” any of the information, mind you, which raises the question why it bothered to publish the summary.... Talk about stepping on your own news. Tesla put out an unusual statement on Tuesday, detailing...

Art by Clark Miller.

The Top AI Themes of 2025 and What We’re Watching For Next Year

By Stephanie Palazzolo · Dec 30, 2025 7:00am PST · 1 comment

Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus represents a big win for Manus’ backers, including Benchmark, ZhenFund and HongShan, who last invested in Manus in an April funding round that valued it at $500 million. Meta is paying more than $2 billion, my colleague Juro Osawa has reported (as have other... Meta Platform’s announcement on Monday that it has acquired Chinese agent startup Manus...

Jensen Huang and Masayoshi Son. Getty Images.

Meta, SoftBank and Nvidia Splurge on Holiday AI Deals

By Martin Peers · Dec 29, 2025 5:00pm PST · 1 comment

The dealmakers of the AI sector didn’t take a break this holiday season. Meta revealed this afternoon it had bought Manus, the Singapore-based developer of AI agents. The price wasn’t disclosed but seeing as Manus’ last fundraising valuation was $500 million, Meta might have spent $2 billion or so but not hugely more than that. (More on Manus ... The dealmakers of the AI sector didn’t take a break this holiday season. Meta revealed this...

Microsoft CEO Satya Nadella. Jason Redmond/AFP via Getty Images.

Applied AI: Microsoft Offers Training Funds for Copilot AI Customers

By Aaron Holmes · Dec 29, 2025 11:29am PST

Microsoft CEO Satya Nadella and his deputies have warned that plenty of employees at large enterprises that pay for Microsoft 365 Copilot haven’t been using the AI features very much, as we reported recently.The most obvious way to change their ways is to make the software, an artificial intelligence add-on to Office apps like Word and Excel,... Microsoft CEO Satya Nadella and his deputies have warned that plenty of employees at large...

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The Long Game Behind Waymo’s Potential $100 Billion Valuation

By Anita Ramaswamy · Dec 29, 2025 8:59am PST · 10 comments

Bloomberg via Getty Images

The Long Game Behind Waymo’s Potential $100 Billion Valuation

By Anita Ramaswamy · Dec 29, 2025 8:59am PST · 10 comments

Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s autonomous ride-hailing company discusses raising funding at a valuation that amounts to 280 times its annualized revenue—many times higher than other ride-hailing companies. Waymo’s rapid expansion in recent months—despite some hiccups... Can Waymo justify a $100 billion valuation? That’s a question investors will answer as Alphabet’s...

Art by Clark Miller.

10 Charts That Explain 2025

By Shane Burke and The Information Staff · Dec 29, 2025 6:00am PST · 7 comments

Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data centers that would guzzle up more energy than tens of millions of American households to power them. “Agent” became the industry’s favorite buzzword for... Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like...

SES AI CEO Qichao Hu. Photo: Courtesy SES AI.

The Electric: Rebranded as Defense Manufacturers, Next-Gen Battery Startups Are Finally Earning Revenue

By Steve LeVine · Dec 29, 2025 4:30am PST

Drones, AI data centers and the power grid are almost all anyone in the battery industry can talk about. Drones, AI data centers and the power grid are almost all anyone in the battery industry can talk...

Tesla CEO Elon Musk. Photo by Getty Images.

How Elon Musk’s Promises for Self-Driving, AI and Robots Clashed With Reality

By Theo Wayt · Dec 28, 2025 3:00pm PST · 7 comments

Whether you consider Elon Musk a visionary or a liar, he has a long record of publicly setting aggressive deadlines that his companies don’t meet. Barring any big breakthroughs over the next few days, the 2025 list will include high-profile promises on robotics manufacturing, robotaxis and AI models that fell short. On one hand, that’s... Whether you consider Elon Musk a visionary or a liar, he has a long record of publicly setting...

Art by Clark Miller (photo: Getty Images)

What Nvidia’s Year-End Shocker Says About Next Year

By Abram Brown · Dec 27, 2025 7:00am PST

Art by Clark Miller (photo: Getty Images)

What Nvidia’s Year-End Shocker Says About Next Year

By Abram Brown · Dec 27, 2025 7:00am PST

Welcome, Weekenders! In this newsletter:• A Tehran thriller, a chronicle of tech epochs—and 18 more great books to read over the holidays • The best video games of 2025• The best new tech and business podcasts of 2025 Back in 2024, Nvidia’s Jensen Huang made a really memorable boast: Even if his competitors started giving away their chips... Welcome, Weekenders! In this newsletter:• A Tehran thriller, a chronicle of tech epochs—and 18...