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Waymo raises first external investment round

217 点作者 rafaelc大约 5 年前

18 条评论

mdorazio大约 5 年前
For those not in&#x2F;near the automotive industry, this is very interesting for several reasons:<p>1) With this move, Alphabet is basically saying they a) don&#x27;t want to continue funding the autonomous moonshot on their own, and b) want some partners to come on board for various reasons<p>2) $2.25B is a big round, and speaks to the level of confidence in Waymo as well as the massive cost to get to market<p>3) Magna is effectively an outsourced automotive production company. You can give them a vehicle design spec and they will spin up a production line to make it for you. This points to the possibility of Waymo stepping outside the &quot;buy from an OEM and retrofit&quot; plan, or of outsourcing the retrofit entirely to Magna for scale at some point<p>4) AutoNation is also an interesting investor here given that they are effectively an OEM-agnostic dealership network and they have a pretty strong fleet sales arm. This is another indicator that Waymo might be looking to sidestep the traditional OEM channels entirely.
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harry8大约 5 年前
Alternative interpretation to inspire your ire and anger:<p>Self-driving is really hard and not going to be here anytime soon. A.I. is a hype bubble. Google now believe those two points and need greater fools to pare back their losses on this one and to avoid a lone P.R. disaster. &quot;We were only starting the project and it&#x27;s free to stand on it&#x27;s own separate from us.&quot;<p>Computational Statistical Inference is amazing. Calling it Machine Learning was a mistake that led to this ridiculous A.I. nonsense because machine learning sure sounds like A.I. if you don&#x27;t know any better. And it has been a tremendous hype opportunity that has been vigorously exploited. If you did, or if you intend to, consider repositioning your pitch. Doubling down may well be a reasonable option once you&#x27;ve thought it through.
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eldavido大约 5 年前
Cruise did something similar with GM.<p>I take this as a bad sign. If Alphabet felt the project was going well, they wouldn&#x27;t want to give equity away unless the price was very, very high. It might be, I haven&#x27;t looked.<p>I think situation like this test the limits of conglomerates, and are an interesting case study in corporate governance. Waymo is too big to fail -- even if it&#x27;s not working, too many peoples&#x27; names and careers are on the line, such that they&#x27;ll do everything they can to keep it going, even if doing so isn&#x27;t in the shareholders interests. So Alphabet&#x27;s board has to put some controls in place to ensure ongoing investment into this is, in fact, sound. I wouldn&#x27;t be surprised if there&#x27;s some requirement internally that a certain % of Alphabet capital be matched with external investment - that seems to get some of the disciplining effects of the market, but still lets Alphabet keep most&#x2F;all of the ownership.
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Cyph0n大约 5 年前
Interesting to see Mubadala on the list.<p>Mubadala owns Globalfoundries and around 7% of AMD. It is the technology investment arm of the UAE government (more specifically, Abu Dhabi).
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rupert1234大约 5 年前
Employees are paid stock. It&#x27;s hard for prospective&#x2F;current employees to take the valuation seriously without some external validation. This is a problem for both employees and employer. The investors (SL and AH) are seen to be savvy. This round solves a specific problem for the company.
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smithclay大约 5 年前
Strange thing: I saw the Waymo cars in the press release photo being prepped for the photoshoot on Valencia Street in San Francisco last month.<p>Now the random sighting (&quot;why is that guy polishing a Waymo Jaguar on a Saturday morning in SF?&quot;) makes much more sense.
tannerc大约 5 年前
Self-driving tech is expensive. It&#x27;s costly to design, create, and manage. I wonder how quickly that $2.25 billion will be used up.<p>For comparison (because I was curious how this ranks amongst other big funding rounds): Uber raised $7.7b from secondary funding in 2017. Airbnb series E was $1.5b. WeWork series G was $4.4b. And in 2018 Ant Financial raised a whopping $14.4b series C!
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KKKKkkkk1大约 5 年前
The key aspect is that this is a liquidity event that allows the execs and the engineers to cash out. That&#x27;s what they&#x27;ve been working so hard for with the Chandler rollout and the remote-controlled driverless demos.
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AndrewKemendo大约 5 年前
I&#x27;m curious how this works as a wholly owned subsidiary of Alphabet.<p>Is it a new class of Alphabet stock? Was this a corporate bond?
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aantix大约 5 年前
They have zero pressure to ship.<p>No, that’s not a good thing.
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hcnews大约 5 年前
I wonder how far away L5 autonomous cars are. Well funded teams have been developing them for a decade now. Are we still 1 decade away or 2 or more?
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gok大约 5 年前
Presumably a stepping stone towards spinoff. Waymo never really made business sense as a part Google. Even technically it only ever made sense in that both AVs and advertising require very complicated algorithms that almost no one understands.
jl2718大约 5 年前
So, if Canadian lawmakers don’t approve self-driving cars, they lose their retirement.
thedance大约 5 年前
I&#x27;ll tell you what, the image on this press release is a perfect microcosm of American life. A couple of hugely expensive cars are parked on a dilapidated street in San Francisco, in front of two ancient examples of what used to be working-class housing but are now worth $3 million per door. Two of the three houses in the photo are owned by the same long-time and very vocal bicycling activist who wouldn&#x27;t be caught dead in a self-driving or any other kind of car. The frontmost car is illegally parked; in San Francisco you are not permitted to park in a curb cut, even if it&#x27;s your house.
throwaway122378大约 5 年前
How can a public company take in external investment? Wouldn’t that just be issuing a secondary offering
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NoblePublius大约 5 年前
Hundreds of millions spent and nothing commercialized. Comma has spent $10M and can make your car autonomous today. <a href="https:&#x2F;&#x2F;youtu.be&#x2F;Nnh5TQ60hek" rel="nofollow">https:&#x2F;&#x2F;youtu.be&#x2F;Nnh5TQ60hek</a>
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justlexi93大约 5 年前
This is a big deal, IMO. this starts the clock ticking. maybe Waymo wont care if it takes a long time to get return on their investment, but a lot of outside investors will want return quickly. Waymo going after investors tells me that they believe they can start rolling out soon enough to actually seem attractive to investors.
lacker大约 5 年前
I wonder what the valuation was. When they don&#x27;t disclose the valuation, it&#x27;s usually a low valuation.