Each year, more than 42,000 people are needlessly killed on American streets due to traffic "accidents." We have the power to change that.
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According to Vision Zero Network (2013), Vision Zero is a "strategy to eliminate all traffic fatalities and severe injuries, while increasing safe, healthy, equitable mobility for all."
Waymo started connecting itself to Vision Zero as part of its safety-focused marketing strategy in the early 2020s.
Through blog posts, research reports, and partnerships, they present their autonomous driving model as a tool integral to reduce crashes caused by human error. In other words, Waymo inextricably ties itself to Vision Zero's mantra of public safety, framing itself as a service for the public.
Waymo's lower crash rates compared to human drivers are "a public health breakthrough."
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On Dec. 2, 2025, the New York Times published a guest essay by neurosurgeon Jonathan Slotkin, titled "The Data on Self-Driving Cars Is Clear. We Have to Change Course," which frames Waymo as a moral necessity to prevent needless car deaths and accidents caused by human drivers. The article is essentially given credibility via the author's background as a neurosurgeon. In truth, his role is really only marginally adjacent to issues of mass safety, and relying on his implied authroity this way is misleading.
The article frames a delayed adoption of Waymo as costing lives, especially as human-driven cars pose a modern health crisis. That is, Slotkin argues that society has a moral obligation to accelerate the adoption of self-driving cars to stop avoidable deaths caused by human drivers. This is portrayed using dramatic and sensationalized language to emphasize the horrors of human drivers and human-caused accidents.
There is a deliberate portrayal of autonomous driving systems as “straightforward,” glossing over the complexities (and concerns) of edge cases and fuzzy scenarios to promote an image of security and simplicity.
Notably, much of the data presented in the article is dependent on early, geofenced data from Waymo themselves, which is then extrapolated to a broader view. This heightens the risks of over-promising and under-delivering.
Read the full article here.
Waymo's marketing and media surrounding it imply that automated vehicles have human qualities.
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Throughout Waymo's marketing explaining the technology, they continuously use language that makes it seem to have human qualities. For instance, Waymo appears to have human sight with phrases such as “Keeping an eye on everything, all at once,” “Seeing the road,” and “the Waymo driver is designed to clearly see what’s happening.” Other phrases hint at further cognitive function involving human processing and response: “deciphers what’s around it using AI” and “the Waymo Driver also responds to signs and signals.”
Even writers and the general public adopt this language. On Dec. 2, 2025, the Wall Street Journal published an article that claimed that "Waymo’s Self-Driving Cars Are Suddenly Behaving Like New York Cabbies." Throughout the article, comparisons were made between Waymo vehicles and humans such as cab and Uber drivers. Some direct quotes include claims that the Waymo gets “closer to a car than a human driver,” “[mimics] Uber drivers,” and “[makes] common-sense decisions.”
The language implies that automated vehicles have human qualities, such as “seeing” & “decision-making.” Much of this discourse is ungrounded in the actual nature of the automated technology, which is not capable of cognitive function.
In February 2026, Waymo closed on a $16 billion funding round at a $126 billion valuation, which will be used to expand into 20 new cities domestically and internationally.
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Waymo has framed 2026 as a pivotal year for domestic and international scaling. In February 2026, the company closed on a $16 billion funding round at a $126 billion evaluation led by multiple high-profile investment groups. Waymo has stated on its blog that this funding will support "ride-hailing operations in over 20 additional cities in 2026, including Tokyo and London." (Elias, 2026)
Konstatine Buhler, a partner at Sequoia Capital states, "As a technology leader in the trillion dollar transportation market, Waymo has moved beyond research milestones to achieve operational excellence, tripling its weekly paid rides in just one year while maintaining customer delight."
Saurabh Gupta, a co-founder of DST Global states, "Waymo has brought autonomous driving from science fiction to reality...As it scales in 2026 and beyond, Waymo will boost productivity and accessibility for millions while improving road safety worldwide."
Jared Middleman, a partner at Dragoneer Investment Group states, "Waymo has not only taught a car to drive itself, but to do so meaningfully better than any human or competing system, and we believe that lead will endure... [They] are poised to permanently change how people and goods move through communities around the globe."
(Accelerating Our Global Growth: Waymo Raises $16 Billion Investment Round, 2026)
Investors in Waymo believe that the technology in Waymo can eventually be used outside of personal transportation and move into the "trillion dollar transportation market" of logistics as well. In 2025 alone, Waymo has more than tripled their annual volume to 15 million rides, and investors are confident that these metric growths will continue as Waymo expands into new markets. Waymo believes that they "have demonstrated that [their] technology is not just the most advanced manifestation of AI in the physical world, but a vital service that people have come to rely on in their daily lives."
Read Waymo's Blog here
Waymo claims that "is better than humans at avoiding crashes that result in injuries" but is that a fair assumption to make?
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Waymo and its proponents have portrayed the service as growing exponentially, with increasing mass adoption in supported regions. However, data shows that approximately 56% of the vehicle miles traveled contain 1+ passengers, while 44% of the miles traveled are empty. Waymo also doesn't travel on freeways, where the majority of crashes (especially injury-causing ones) happen.
This means that the average occupancy rate for the Waymo cars is ~.75 on smaller roads and side streets, whereas the norm for an average car on the freeway is 1.5-1.75 people per car, and even greater for side streets and smaller roads (in California, the only place where Waymo is forced to publish their data).
They further expand their reach by hosting events and joining non-profit foundations and celebrations. As self-driving is “up next,” they have started working with City Harvest and LGBTQ+ orgs to serve as meal couriers and seniors around the metro SD area to promote Waymo before it arrives for commercial use.
In truth, user rates have not increased, even with seed funding money. The rates continue to hover and do not address the issues of transportation in areas prone to public transportation droughts, despite this being the original promise made in service of earnign city funding.
In introducing Waymo to new areas, advertising efforts have been intentional, leveraging strategic partnerships. Who are they connecting themselves with to build a stronger image?
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Examine this TikTok featuring members from each generation of the Manning Family advertising the Waymo Uber collaboration.
Waymo uses the reputations of pre-existing platforms, organizations, and people to integrate itself into daily life and normalize its use to people across generations.
In the video, Waymo is intentional in its branding: using Uber's platform, having relatable elements targeted at each generation, and playing into being an easier and safer system.
Reference the applied mechanism to see our team breakdown Waymo's intentions and see if you can apply similar questioning to other scripted media you see.
What is being said?
Waymo is safer and better than having a human driver--even with a young, athletic person behind the wheel like Arch Manning.
What is extreme about it?
The ad claims Waymo is performing a human function and drives better than a person with little-to-no scientific evidence to back this up, while deliberately blurring how the technology actually works.
Who is saying it?
Three generations of the Manning family are celebrity endorsers (Archie, Cooper, and Arch), tied directly to Arch's NIL deal with Uber.
Who is the target audience?
Both young rideshare users as well as safety-conscious riders in general are the target audience. The multi-generational cast was used to appeal across age groups.
How does the source benefit from the model/claim(s)?
Uber and Waymo use the Manning family as spokespeople to drive adoption of Waymo's Austin launch by making their autonomous vehicles feel safe and fun, so as to boost ridership.
Who else benefits?
The Manning family benefits financially by means of Arch's $6.5 million NIL valuation.
Who is potentially harmed by it?
Regular consumers are potentially harmed, as the ad overstates Waymo's capabilities without scientific evidence. This fosters false trust in autonomous vehicle safety and can lead to misplaced reliance on the technology.
Does anyone corroborate the claim(s)?
Waymo's own safety data cites fewer injury crashes relative to human drivers, but this data comes from Waymo itself rather than an independent third party.
What is the reliability, expertise, or credentials of people making the claim(s)?
The Mannings are football players, making their credibility purely based on fame outside of any technical knowledge of autonomous vehicles. Uber and Waymo are financially invested parties, so their safety claims pose a significant conflict of interest.
What incentives do supporters or platforms of the claim(s) have?
Uber benefits from promoting Waymo's adoption to expand its revenue. Waymo benefits from increasing public trust in its autonomous vehicle rollout in Austin. The Manning family is directly paid. In other words, every party in the ad profits from the public believing the claims made.
Messaging and Context ➡️ The TikTok advertisement collaboration between Waymo and Uber featuring three generations of football legends from the Manning Family (Archie, Cooper, and Arch) promotes the idea that Waymos are safer and better than human drivers.
Impacts, Benefits, and Harms ➡️ The advertising campaign mainly benefits Uber and Waymo by using the Manning family’s fame to promote Waymo’s Austin launch, while the Mannings also profit financially, with Arch’s NIL valuation reportedly at $6.5 million. However, regular consumers may be harmed because the ad could overstate Waymo’s safety and create a misleading sense of trust in the technology without clearly communicating its limitations.
Accuracy and Support ➡️ The only support for the safety claims in the ad comes from Waymo’s own internal data on injury crashes. The Mannings are famous football players, but have no technical expertise in autonomous vehicles, and both Uber and Waymo have financial incentives that create a conflict of interest in how safety is presented. Short ads like this 1:08-minute TikTok rarely explain a product’s full benefits and limitations, so consumers should be cautious about the messaging and claims being made.
Authors:
Brian Li, Chloe Stone, Lilly Zawadzkas, Philip Regalado, Tiantian Yang, Wilson Liang
Accelerating our global growth: Waymo raises $16 billion investment round. (2026, February 2). Waypoint; Waymo LLC. https://waymo.com/blog/2026/02/waymo-raises-usd16-billion-investment-round/
AV Program Quarterly Reporting. (2025). California Public Utilities Commission. https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/quarterly-reporting
Bindley, K. (2025, December 2). Waymo’s Self-Driving Cars Are Suddenly Behaving Like New York Cabbies. The Wall Street Journal. https://www.wsj.com/lifestyle/cars/waymo-self-driving-cars-san-francisco-7868eb2b
Elias, J. (2026, February 2). Waymo announces $16 billion funding round. CNBC. https://www.cnbc.com/2026/02/02/waymo-announced-16-billion-fundraising-round.html
Slotkin, J. (2025, December 2). The Data on Self-Driving Cars Is Clear. We Have to Change Course. The New York Times. https://www.nytimes.com/2025/12/02/opinion/self-driving-cars.html
Vision Zero Network. (2013). What is Vision Zero? Vision Zero Network; Vision Zero Network. https://visionzeronetwork.org/about/what-is-vision-zero/
Waymo Driver. (n.d.). Waymo. https://waymo.com/waymo-driver/