Waymo, every mention
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every year anyone Ben Gilbert 44David Rosenthal 19Dara Khosrowshahi 2
Verbatim, from the transcripts: the passages where Waymo comes up
10 Years of Acquired (with Michael Lewis) · Acquired
- ▶ 59:32 David Rosenthal And Waymo, and yeah.
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 2:46:58 David Rosenthal Please tell us the Waymo story.
- ▶ 2:52:25 Ben Gilbert David, as you were alluding to earlier, this Project Chauffeur that would become Waymo is the first project inside Google X.
- ▶ 2:54:22 David Rosenthal And then also totally unreal, how long it takes after that to productize and create the Waymo that we know today.
- ▶ 2:57:49 Ben Gilbert So Waymo becomes its own subsidiary inside of Alphabet.
- ▶ 2:57:52 Ben Gilbert It's no longer a part of Google X anymore.
- ▶ 2:57:58 Ben Gilbert They incorporate some learnings from the Transformer, especially around prediction and planning.
- ▶ 2:58:03 Ben Gilbert March of twenty-twenty, they raise 3.2 billion dollars from folks like Silver Lake Canada Pension and Investment Board Mubadala, Andreessen Horowitz, and of course, the biggest check, I think, Alphabet, and I think they're always the…
- ▶ 2:58:21 Ben Gilbert In October of twenty-twenty, they launched the first public, commercial, no human behind the driver's seat thing in Phoenix.
- ▶ 2:58:38 Ben Gilbert I was like, that's cute that Waymo and all these other companies are trying to do self-driving.
- ▶ 2:58:43 Ben Gilbert And then they actually were doing a large volume of rides safely with consumers and charging money for it in Phoenix.
- ▶ 2:58:51 David Rosenthal Then they bring it to San Francisco, where, for me, and lots of people in San Francisco, it is a huge part of life in the city here now.
- ▶ 2:59:02 Ben Gilbert They're launching in Seattle soon.
- ▶ 2:59:04 Ben Gilbert Interestingly, they don't make the hardware, so they use a Jaguar vehicle.
- ▶ 2:59:08 Ben Gilbert That, from what I can tell, is only in Waymos.
- ▶ 2:59:17 Ben Gilbert But they're working on a sort of van next.
- ▶ 2:59:19 Ben Gilbert They have some next-generation hardware.
- ▶ 2:59:28 Ben Gilbert Along the way there, they raised their quote-unquote Series B, another 2.5 billion.
- ▶ 2:59:33 Ben Gilbert Then after the San Francisco rollout, they raised their quote-unquote Series C, 5.6 billion.
- ▶ 2:59:39 Ben Gilbert This year, in January, they were reportedly doing more in gross bookings than Lyft in San Francisco.
- ▶ 2:59:55 David Rosenthal It's like, try to get a Waymo.
- ▶ 2:59:56 David Rosenthal If there's not a Waymo available anytime soon, you know, then go down the stack.
- ▶ 3:00:20 David Rosenthal So, if I need to go somewhere with my older daughter, I don't mind hailing a Waymo, bringing the car seat, installing the car seat in the Waymo, and driving with my daughter, and she loves it.
- ▶ 3:00:45 David Rosenthal Not a big deal with Awaymo.
- ▶ 3:00:59 Ben Gilbert They're operating in five cities.
- ▶ 3:01:03 Ben Gilbert They have hundreds of thousands of paid rides every week.
- ▶ 3:01:06 Ben Gilbert They've now driven over a hundred million miles with no human behind the wheel, growing at two million every week.
- ▶ 3:01:17 Ben Gilbert They're going to be opening a bunch more cities in the U.S. next year.
- ▶ 3:01:20 Ben Gilbert They're launching in Tokyo, their first international city, slowly and then all at once.
- ▶ 3:01:27 Ben Gilbert The technology, they really continued with that multi-sensor approach all the way from the DARPA Grand Challenge.
- ▶ 3:01:38 Ben Gilbert And their approach is basically any data that we can gather is better because that makes it safer.
- ▶ 3:01:43 Ben Gilbert So they have 13 cameras, four lidar, six radar, and the array of external microphones.
- ▶ 3:01:48 Ben Gilbert This is obviously way more expensive of a solution than what Tesla is just doing with cameras, but Waymo's party line is they believe it is the only path to full autonomy to hit the safety bar and regulatory bar that they're aiming for.
- ▶ 3:02:02 Ben Gilbert It seems like a really big line in the sand for them anytime you talk to somebody in that organization.
- ▶ 3:02:07 David Rosenthal Yeah, and look, as a regular user of both products, you know, happy owner and driver of a Model Y in addition to regular Weibo user,
- ▶ 3:02:30 David Rosenthal Whereas every time I get in a Waymo, it's almost like Google search, right?
- ▶ 3:02:44 Ben Gilbert And frankly, regulatorily, you are required to still pay attention in Tesla and not in the Waymo.
- ▶ 3:03:13 Ben Gilbert The study that Waymo just released last month showed that they have 91% fewer crashes with serious injuries or worse compared to the average human driver, even controlled for the fact that Waymo's right now are only driving on city surface…
- ▶ 3:03:27 Ben Gilbert So they controlled it apples to apples with human driving data, and it's a 91%
- ▶ 3:03:44 Ben Gilbert So while we're in Waymo land, what do you think about doing some quick analysis?
- ▶ 3:04:10 Ben Gilbert And in fact, they're experimenting some cities, they actually outsource the operations.
- ▶ 3:04:24 Ben Gilbert So they're trying all sorts of O and O versus, uh, partnership models to operate it.
- ▶ 3:05:01 Ben Gilbert But Waymo's not really making cars, so that's probably the wrong way to slice it.
- ▶ 3:05:06 Ben Gilbert You could look at all the ride-sharing companies today, which might be a better comp because that's the business that Waymo is actually in today.
- ▶ 3:05:21 Ben Gilbert Waymo's ambitions, though, are bigger than that.
- ▶ 3:05:22 Ben Gilbert They want to be in the cars that you own.
- ▶ 3:05:25 Ben Gilbert They want to be in long-haul trucking.
- ▶ 3:05:27 Ben Gilbert So they believe they can grow the share of transportation because there's blind people that could own a car.
- ▶ 3:05:50 Ben Gilbert Because that's really what they're doing.
- ▶ 3:06:14 David Rosenthal Scoping just to rideshare, now that we have Waymo in San Francisco, I use Waymo in scenarios where I would never use an Uber or a Lyft.
- ▶ 3:06:45 Ben Gilbert So if you reduce crashes 10 X, which is what Waymo seems to be saying in their data, at least for the serious crashes, that's over four hundred and twenty billion dollars a year.
- ▶ 3:07:06 Ben Gilbert You could see a path to a Google-sized opportunity for Waymo as a standalone company just through this analysis, as long as they figure out a way to get costs down to the point where they can run this as a large and profitable business.
- ▶ 3:07:19 David Rosenthal Yeah, it is a incredible 20 plus year success story within Google.
- ▶ 3:07:31 Ben Gilbert When you consider this opportunity, they have burned somewhere in the neighborhood of 10 to fifteen billion dollars.
- ▶ 3:42:37 Ben Gilbert And then you've got the bull case of Waymo could be its own Google size business.
- ▶ 3:42:48 David Rosenthal Waymo and potentially other applications of AI beyond
- ▶ 4:04:26 Ben Gilbert To the Waymo folks, Dimitri Daglov and Suzanne Filion,
Google Part II: Alphabet (Audio) · Acquired
- ▶ 3:36:18 David Rosenthal Waymo is still part of X at this point in time that would later spin out as now part of Alphabet on its own, but the other bets, including an alphabet, really quite clever, the nomenclature here, uh, were Nest that they had just acquired.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 1:03:03 David Rosenthal Done the cruise and the Waymo here in the city and reviewed those?
- ▶ 1:06:19 David Rosenthal You can't take a Waymo for that.
- ▶ 1:07:09 David Rosenthal You totally should come up here to San Francisco and do both Waymo and Cruise and, uh, just fully review the actual
- ▶ 1:07:22 David Rosenthal Oh, I think that's Waymo.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 36:11 David Rosenthal This is when they really start investing in Waymo, but again, where it really manifests is just back to serving ads in search and recommending YouTube videos.
Uber CEO Dara Khosrowshahi · Acquired
- ▶ 1:22:26 Dara Khosrowshahi It was a good decision because our core skill set is like building this demand network, connecting demand to supply in a dynamic way, et cetera, and we now get to work with a bunch of partners, and like Waymo's a partner, Aurora's a…
- ▶ 1:24:42 Dara Khosrowshahi For the Waymo's of the world, Aurora's of the world, et cetera, mobilize to work with us so that you, you have this kind of hybrid transition state where you can still have this 98% coverage everywhere, no matter what weather it is, et…