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GOOGGOOGLCore thesis · 5/5Save idea

Waymo transitions to global scaling phase

The core engineering and scientific research phase of autonomous driving is largely complete, shifting the focus to global scaling, deployment, and localized validation.

The argument

The speaker argued that there are no longer any fundamental gaps or limitations in the core technology. The current challenge is specializing and validating the system for new operating domains, such as driving on the left side of the road in London and Tokyo, rather than inventing new core technology.

The thesis, stress-tested
✓ What validates it
  • Successful commercial launch of Waymo services in London and Tokyo
  • Expansion of the operating domain to include severe winter weather conditions
▸ Risks discussed
  • Cold weather and slippery surfaces require hardware-level modifications and motion control specialization
  • Regulatory and validation hurdles in new international jurisdictions
Hear it yourself
"I would say that we've clearly moved past the stage of scientific research and kind of deep core technology development to this new phase of accelerated global scaling and deployment. Waymo is now doing nearly half a million fully autonomous rides a week across multiple cities, a shift from long term research to real world scale."
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GOOG: Waymo transitions to global scaling phase · Zortix