Failed 2022

    Argo AI

    Even $3.6B from two of the world's largest automakers couldn't solve self-driving. The technology is decades, not years, away from full autonomy.

    Founded → Closed

    2016 → 2022

    Funding Raised

    $3.6B

    Industry

    Autonomous Vehicles

    Country

    USA

    IdeaProof AI Failure Score

    70/100
    Market Fit RiskBurn Rate RiskFounder Risk
    Market Fit Risk
    40
    Burn Rate Risk
    80
    Founder Risk
    20

    What Happened: The Timeline

    🚀

    2016

    Argo AI founded by Bryan Salesky (ex-Google self-driving)

    💰

    Feb 2017

    Ford invests $1B over 5 years

    📈

    Jun 2020

    Volkswagen invests $2.6B, valuation reaches $7.25B

    ⚠️

    Mid 2022

    Ford and VW conclude full autonomy is too far away

    💀

    Oct 2022

    Argo AI shuts down. Ford writes off $2.7B

    Root Causes

    Argo AI was an autonomous vehicle startup backed by Ford ($1B) and Volkswagen ($2.6B). Despite world-class engineering talent and massive resources, Ford and VW concluded that full self-driving was further away than projected and the path to profitability was unclear. Ford wrote off its entire $2.7B investment in Q3 2022. The company shut down in October 2022, with ~2,000 employees losing their jobs. Argo's failure — alongside similar shutdowns — signals that Level 4/5 autonomy remains an enormously hard problem that even automotive giants struggle to fund.

    Competitors That Won

    Waymo (Alphabet)

    Operating commercial robotaxis in SF, Phoenix, LA

    Why they won: Alphabet's deep pockets, 15+ years of R&D, patient capital with no profitability pressure

    Cruise (GM)

    Paused operations but backed by GM's balance sheet

    Why they won: Single corporate parent with automotive manufacturing expertise

    Frequently Asked Questions

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