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perfmodeyesterday at 4:08 PM1 replyview on HN

a deliberate strategy to establish market-validated pricing, prepare for eventual independence, and impose governance discipline on what has been a protected moonshot project. The move signals that Alphabet is transforming Waymo from an “Other Bets” science experiment into a standalone asset with credible external valuation—likely positioning for an IPO within 2-4 years once profitability arrives.


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philipallstaryesterday at 7:19 PM

I'm not sure how useful this pricing is for the future, as waymo is currently operating on semi-infinite Google money. If that stops, no doubt the price would change too.

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