Waymo ranks 7 on the Robotics 100 with a score of 94; Waabi ranks 55 with 82. Waabi is ahead on leverage. Waymo is ahead on production, commercials, technology and positioning. Level on deployment, progress and firepower. Waabi is based in Toronto, Canada, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Waabi is named in 19 signals and Waymo in 331.
Waabi builds autonomous-driving systems through Waabi Driver and is developing and deploying Level 4 autonomous trucks and robotaxis with partners including Uber, Volvo and Aurora.
Darker bar: ahead of the other company on that measure.
Waabi is the clearest AV2.0 bet in this batch. Its Physical AI Platform pairs a verifiable end-to-end AI model with an advanced neural simulator so a single model powers both autonomous trucks and robotaxis, the basis of its capital-efficiency argument. Raquel Urtasun founded it in 2021 after serving as chief scientist at Uber ATG, the unit Uber sold to Aurora in 2020, so the January 2026 Uber deal is a reunion. That deal is the defining event: a USD 750 million Series C co-led by Khosla Ventures and G2 Venture Partners, plus roughly USD 250 million in milestone-based capital from Uber to deploy 25,000 or more Waabi Driver-powered robotaxis exclusively on the Uber platform, for total available capital of USD 1 billion and the largest tech fundraise in Canadian history. On trucks, Waabi partners with Volvo Autonomous Solutions, which builds the VNL Autonomous at its Virginia facility with Waabi sensors, compute and driver. The weakness is deployment: commercial pilots in Texas still carry safety drivers, the first closed-course driverless run came in October 2025, and the planned end-2025 driverless public-highway launch slipped by several quarters, attributed to validating the trucks rather than the driver.
19 signals name Waabi.
36 facts on file.
Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.
Darker bar: ahead of the other company on that measure.
Waymo (Alphabet) is the US robotaxi leader with a fleet of ~3,000-4,000 vehicles over 1,400+ sq mi, running 500,000+ paid rides a week by March 2026 (10x in two years, across 11 cities) and 20M+ lifetime trips, targeting 1M rides a week by year-end. It raised $16B at a $126B valuation in February 2026, is expanding to London and Tokyo in 2026, and claims 90% fewer serious crashes. Revenue is undisclosed (estimated ~$500M annualized at ~$20 a ride).
331 signals name Waymo.
148 facts on file.
Waymo ranks 7 on the Robotics 100 with a score of 94; Waabi ranks 55 with 82. Waabi is ahead on leverage. Waymo is ahead on production, commercials, technology and positioning. Level on deployment, progress and firepower. Waabi is based in Toronto, Canada, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Waabi is named in 19 signals and Waymo in 331.
Waymo ranks 7 on the Robotics 100 with a score of 94; Waabi ranks 55 with 82. Waabi is ahead on leverage. Waymo is ahead on production, commercials, technology and positioning. Level on deployment, progress and firepower. Waabi is based in Toronto, Canada, Waymo in Mountain View, United States. Waymo: Private, founded 2016. Waabi is named in 19 signals and Waymo in 331. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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