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Markets · Investing · Business
Finance
Alphabet Investors May Be Missing a Huge $126B Waymo Advantage
Waymo is scaling quickly, but the investment case hinges on economic factors investors still can't see. Here's what matters most for Alphabet shareholders as autonomous rides reach commercial scale.
Alphabet(NASDAQ: GOOGL) may have a second major growth engine hiding inside Other Bets. Waymo's $126 billion private valuation and 500,000-plus weekly autonomous rides suggest real commercial scale, but the bigger upside depends on whether zero-driver economics improve as the network expands.
Stock prices used were the market prices of Aug. 18, 2026. The video was published on Aug. 30, 2026.
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