Acquired Episode 17: Waze
Acquired
00:00
Waze
Waze is in both Silicon Valley and Israel. It's too early to tell what the size of the ad business within Waze is, but I predict it is nowhere near close to paying back the purchase like this as a product. The data asset has stayed really strong. Many like Uber drivers are using it and preferring it to Google Maps. And I think that that combined with Google's autonomous vehicle future and the great data that it develops, that it creates for its use in its own app, and that feeds into Google Maps, you know, I'm going to go A minus only because these the A's that we've given out are just like wildly successful on a ridiculously fast scale.
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