a16z GP David George: "We were the only VC fund that invested in Waymo in early 2020." "It was extraordinary. I mean, the project was magic even at the time." "We did demo rides... it could drive smoother than a human... they could do all these really special things that you wouldn't think an autonomous car could do at the time." "But at the time they didn't have a product in the market, and I thought the valuation was really high." "Marc and Ben were like, 'It's autonomous driving... this is endless market size. This could be the biggest company in consumer technology.'" Source: @DavidGeorge83 with @HarryStebbings(a16z)