Video thumbnail for Waymo Took Over San Francisco (Europe Has No Idea) | Building a VC Ep. 16

Waymo Took Over San Francisco (Europe Has No Idea) | Building a VC Ep. 16

Apr 19, 2026
Subscribe and become part of the inner circle: https://deal-by-deal.beehiiv.com/ I took a Waymo taxi, it's an AI powered autonomous vehicle through San Francisco and it's hard to overstate how normal this has become here. I also get into the lidar vs. camera debate and what I think it means for where autonomous driving is actually heading. What we cover: First impressions inside the Waymo Why SF is ground zero for autonomous vehicles Lidar vs. camera: which tech wins? Spotting the new Tesla Robotaxi What Europe is missing and why it matters Special thanks to my friend Musab, check out this: https://x.com/MozeTech I'm Johannes Gemmingen. I'm a co-founder and managing partner at Auctora Partners, where we invest in relentless founders building category defining businesses. It's not a fund, we invest deal-by-deal. Subscribe to the newsletter and become part of the inner circle: https://deal-by-deal.beehiiv.com/
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