The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

Bullish:

• $GOOGL - Waymo represents Google's most successful moonshot with 500,000+ fully autonomous rides per week, rapidly scaling to 11 US cities with international expansion planned.

  • “Waymo is Google's most successful moonshot and now provides over 500,000 fully autonomous rides each week.”

    Host·0:10

  • “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.”

    Dmitri·23:48

  • “I don't see today any limitations or any gaps in the core technology.”

    Dmitri·24:08

  • “right now, Waymo is, aside from everything else, AI AI related, kind of the most exciting thing happening at Google.”

    Host·58:07
• $ROBOTAXIS - The core technology for fully autonomous driving is now mature and ready for global scaling, with Waymo demonstrating commercial viability.

  • “the core technology, think, is good enough that I can't, you know, think of any, you know, aspect of driving that is not supported by the fundamental technology.”

    Dmitri·24:16

  • “It seems now clear that in fifteen years, most miles that are driven will be autonomous.”

    Host·47:49

  • “Eventually, will. Absolutely. Right? There's no doubt in my mind.”

    Dmitri·55:04