Waymo — The Only Commercially Scaled Autonomous Fleet
Expansion across 15+ cities targeted by end of 2025: SF, LA, Phoenix, Austin, Atlanta, Miami (live and expanding) plus Tokyo (planned). Millions of paid rides. 4x trip volume growth YoY. Partnerships with Uber, Hyundai, and Toyota. Gemini powers the driving model — TPU → Gemini → Waymo. Same stack.
DeepMind Robotics — From Digital to Physical AI
Foundation: RT-2 + Gemini (vision-language-action model for robotics). Gemini Robotics: Multimodal reasoning for physical interaction — same Gemini that powers Search and Cloud. Physical Deployment: Warehouses, hospitals, factories, roads. Waymo (roads), Intrinsic (industrial), Everyday Robots heritage. Multiple physical domains, one AI stack.
Competitive Landscape
Google/Alphabet: Full stack (Waymo + DeepMind + TPU + Gemini + Maps + Street View). Silicon → model → vehicle → city. Tesla: FSD supervised, Optimus robot prototype — no fully autonomous commercial service. Amazon/Zoox: Custom vehicle, small-scale testing. Cruise/GM: Paused and restructured. Apple: Project Titan cancelled ($10B+ spent).
Waymo doesn’t just use Google’s AI. It is built on every layer of Google’s stack. No competitor can assemble this from parts.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
