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Waymo valuation is estimated at somewhere between $80 to $175 billion (https://www.pymnts.com/news/investment-tracker/2019/funding-valuation-self-driving-car-te
by kjksf 7y ago
Waymo valuation is estimated at somewhere between $80 to $175 billion (https://www.pymnts.com/news/investment-tracker/2019/funding-valuation-self-driving-car-technology/ https://www.pymnts.com/news/investment-tracker/2019/funding-...).
Tesla is currently at under $50 billion.
Currrently the markets seem to value Tesla's self-driving technology at about $0.
I happen to think that Tesla has about the same chances of winning self-driving as Waymo, so it should be valued, today, at least $80 billion + whatever the value of car and energy business is (let's say $30 billion).
And those are valuation today, when neither company has demonstrated a working product.
When they actually start a robotaxi service, even in very limited way, the valuation will skyrocket because the consensus is that this is a market that favors natural oligopoloy (2-3 national providers) and the revenue potential is in hundreds of billions, which would lead, eventually, to a trillion-size valuation.