Waymo

“Those cars are expensive. It's not about if you can hit profitability, it's about your cash conversion cycles. Like is building one Waymo, like how cheap can you make that compared to like how much you're earning sort of as the equivalent of what an Uber drive…”

“I think where we are right now is where self-driving cars were 10 years ago. I think we have very cool demos that work. I mean, 10 years ago, you had videos of people driving a car on the highway, driving a car, you know, on a street with a safety driver, but …”

“Like Waymo had twenty million miles in the real World driving, but twenty billion miles in simulation.”

“We have more people at any given time on metal playing with steering wheels and like truck simulator and these types of games than Waymo has cars on the road. It's a ridiculous stat, but it's true.”

“I think one of the things about Gemini's multimodal aspects is we've always wanted it to be multimodal from the start. And so, you know, that sometimes to people means text and images and video sort of human-like and audio, audio, human-like modalities, but I …”

“I think companies like Waymo are doing a lot of, you know, service positively to the industry in the sense of they're setting a high benchmark and they're showing, you know, kind of in a very responsible way, how to deal with these.”