Waymo

“Going into San Francisco, like crazy streets, tons of pedestrians, like shoddy streets, like all sorts of weather, fog, and also people that will vandalize you. So if they can solve that, it's going to be a breeze to go to Chicago or LA.”

“I mean, he built Keras. Powers ML solutions that countless companies touch. It powers your recommendations on YouTube, Netflix, Spotify, the fraud filtering of your credit card transactions, Waymo cars that drive you around San Francisco.”

“Tesla is the American competitor to everything that Waymo will be doing, and it will become a culture issue.”

“Tesla has this, Incredible advantage with how much data they're collecting and passively, yet Waymo is so much better so far, and it has so many fewer cars on the roads.”

“There's probably about, I would say there's 1.2 operators per car. But it's not, they don't have a steering wheel and pedals. It is an autonomous system that they're probably doing some higher level inputs on.”

“They could potentially scale a thousand times faster than Waymo. It's all just going to come down to, Safety and what's actually going on behind the scenes.”

“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”

“The best data that we have on Waymo is all any injury crashes per million miles. For the average human, it's about four any injury crashes. So any injury that counts, four per million miles. Waymo is way better. 0.75. So about five times safer.”

“So Waymo is sourcing the powertrain and battery from Chinese EV manufacturers, but none of the telemetry, telecommunication systems, IT systems, that's all Waymo.”

“You look at the progress with Waymo, and it's very clear that just one win in Waymo will be a power law that will wash out all of the side chat apps that never went anywhere or little Little software projects that an April fool's jokes that they launched and s…”

“So Waymo is sourcing like almost all the parts for the new Waymo's from China, but they are building them, I believe in the United States and all of the software is from Google or Alphabet or Waymo.”