Silicon Valley's famous investor Vinod Khosla has a tip for Google CEO Sundar Pichai: Invest billions in this business, it may be larger than your biggest business

Sun Microsystems co-founder and famous venture capitalist Vinod Khosla is urging Google to dramatically increase investment in its autonomous vehicle subsidiary Waymo , arguing the robotaxi market could surpass the tech giant's core search business in revenue potential.

"If I were @Google I'd be investing tens of billions of dollars per year to entrench myself before others caught up. Maybe a larger market than search!" Khosla posted on X Sunday, responding to data showing Waymo's rapid market share growth in San Francisco.

The call comes as new YipitData estimates reveal Waymo has captured between 0% to 27% of San Francisco rideshares over twenty months, with the autonomous vehicle service surpassing Lyft in gross bookings and positioning to overtake Uber within the next 12 months.

Waymo's meteoric rise in San Francisco

Writing has been on the wall. Self driving will surely win over human driving. Better consumer experience, far lower cost, more scalability and predictability. If I were @Google I’d be investing tens of billions of dollars per year to entrench myself before others caught up.… https://t.co/wi6BWX3wbP

— Vinod Khosla (@vkhosla) June 1, 2025

According to the data, Waymo's market share has grown exponentially from virtually zero in August 2023 to approximately 27% by April 2025, while traditional rideshare competitors Uber and Lyft have seen their combined market share decline. The growth trajectory shows Waymo's bookings have nearly quadrupled since late 2023.

Waymo now delivers roughly 250,000 paid rides weekly across Phoenix, Los Angeles, and San Francisco, recently celebrating 10 million lifetime trips and doubling that milestone in just five months.

Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next 12 months pic.twitter.com/bBv0Gd960p

— Simon Kalouche (@simonkalouche) June 1, 2025

"Writing has been on the wall. Self driving will surely win over human driving. Better consumer experience, far lower cost, more scalability and predictability," Khosla emphasized in his social media post.

Autonomous vehicles vs search revenue
While Google's search business generated approximately $50.7 billion in revenue last quarter alone, Khosla believes the autonomous vehicle market represents an even larger opportunity. His investment thesis centers on the superior economics and scalability of self-driving technology compared to human-operated vehicles.

The venture capitalist's comments highlight growing confidence in Waymo's commercial viability, as the Alphabet subsidiary demonstrates that autonomous vehicles can operate profitably at scale in major metropolitan markets, potentially reshaping urban transportation and creating a revenue stream that could rival Google's dominant search empire.