Waymo vs Mobileye

By valuation, Waymo is the larger company at $126B versus $7.6B — a 16.6x difference. Size can also be measured by team: Waymo employs 3500 people while Mobileye has 1000+ employees.

Waymo has raised $27.1B in disclosed funding across 5 known rounds. Mobileye's funding history is not publicly available.

Waymo leads with an Awaira Score of 96/100, while Mobileye sits at 92/100. That 4-point gap reflects real differences in funding, scale, and traction — it's not a vanity metric.

Waymo was founded by Sebastian Thrun in 2009. Mobileye was founded by Amnon Shashua in 1999. Visit each company's profile on Awaira for a full founder biography.

Waymo: Waymo is an autonomous vehicle company founded in 2009 as Google's self-driving car project before becoming an independent Alphabet subsidiary. The company develops full-stack autonomous driving technology, including perception systems, planning algorithms, and simulation platforms that enable vehicles to operate without human drivers. Waymo's core offering centers on autonomous ride-hailing services and commercial trucking solutions. Its Waymo Driver technology stack processes sensor data from lidar, radar, and cameras to navigate complex environments. The company operates Waymo One, a commercial robotaxi service in Phoenix and San Francisco, serving thousands of regular passengers. Waymo has also launched Waymo Via, focusing on autonomous freight and logistics. With $27.1 billion in total funding and a $126 billion valuation, Waymo maintains significant financial backing from Alphabet and external investors. The company competes directly with Tesla, Cruise, Aurora, and traditional automotive manufacturers developing autonomous capabilities. Waymo's competitive advantages include extensive real-world testing data, Google's computational resources, and established operational services generating continuous learning. The company has achieved notable milestones including driverless taxi operations without safety drivers in urban environments and partnerships with established fleet operators. Growth trajectory focuses on geographic expansion of ride-hailing services and scaling autonomous freight operations across North America. Waymo operates the only commercially deployed, fully autonomous ride-hailing service at meaningful scale in the United States. Mobileye: Mobileye designs AI chips and software systems for advanced driver assistance and autonomous driving, producing the EyeQ system-on-chip series and associated computer vision software stack that is integrated into hundreds of millions of vehicles globally as the technical foundation for features including lane keeping, automatic emergency braking, and adaptive cruise control. The Jerusalem company was founded as a camera-based ADAS system pioneer before the autonomous vehicle era and grew to dominate the mass-market vehicle safety chip segment.\n\nMobileye was acquired by Intel in 2017 for approximately $15 billion and subsequently relisted on NASDAQ in 2022 in one of the largest technology IPOs of that year, with Intel retaining a majority stake. The company reports its EyeQ chips are integrated into vehicles from over 50 automakers globally, representing a dominant market share in camera-based ADAS hardware. Mobileye has expanded its product roadmap beyond ADAS toward full autonomy products including its Robotaxi platform, tested in Munich, Detroit, and Tel Aviv with selected mobility partners.\n\nMobileye competes in the ADAS and autonomous driving chip market against NVIDIA Drive, Qualcomm Snapdragon Ride, and Texas Instruments for automotive processor design wins, as well as against Waymo, Cruise, and Zoox in autonomous vehicle deployment. Its vertical integration across chip design, computer vision software, and mapping data creates a complete ADAS stack that automakers can implement without integrating components from multiple vendors. The Israel engineering heritage in computer vision, combined with decades of automaker relationships, gives Mobileye structural advantages in a market where safety certification requirements create multi-year adoption timelines.

Mobileye got there first, launching in 1999 — that's 10 years of extra runway. Waymo didn't arrive until 2009. In AI, that kind of head start means more training data, deeper customer relationships, and a bigger talent moat.

Waymo has about 3500 employees; Mobileye has about 1000+. A bigger team usually means more revenue or heavier VC backing, but in AI, small teams can build at massive scale.

Yes — they're direct rivals. Both Waymo and Mobileye compete in AI Robotics, targeting many of the same buyers. If you're evaluating one, you should be looking at the other.