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Waymo clearly stands out as an exception amongst all moonshots that Google went after. However, they don't seem to have that one axis advantage in Waymo. I can't believe they didn't double, triple down on their efforts to build a fully integrated car. Compared to Apple, they were at a much better position to do this because of all the underlying tech/models and research.

May be that's the problem - that there is no one rallying individual for Waymo. They should just spin it off and make it an independent private company and retain % ownership.

I somehow feel Google will be way better if it's run like Berkshire, the CEO just focuses on capital allocation and let's the managers do their jobs in their respective companies - YT, Waymo, search, cloud, deepmind.

I'm not sure that culture can dissipate in Google at this juncture.



Building their own car was sending the wrong message to the partners they will sell self-driving to.

Waymo is all about partnerships with carmakers.


Waymo is a "Bet", so it's not managed by anyone in Google except for Alphabet CEO.




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