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Dmitri Dolgov: Waymo and the Future of Self-Driving Cars

第147期2020-12-20English

嘉宾:Dmitri Dolgov

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§01Transcript · 00:00–08:00

00:00The following is a conversation with Dmitry Dolgov,

00:03the CTO of Waymo,

00:05which is an autonomous driving company

00:07that started as Google's self-driving car project in 2009

00:11and became Waymo in 2016.

00:13Dmitry was there all along.

00:16Waymo is currently leading

00:17in the fully autonomous vehicle space

00:19in that they actually have an at-scale deployment

00:23of publicly accessible autonomous vehicles

00:25driving passengers around with no safety driver,

00:30with nobody in the driver's seat.

00:32This, to me, is an incredible accomplishment of engineering

00:37on one of the most difficult

00:38and exciting artificial intelligence challenges

00:41of the 21st century.

00:43Quick mention of a sponsor

00:45followed by some thoughts related to the episode.

00:47Thank you to Trial Labs,

00:49a company that helps businesses apply machine learning

00:52to solve real-world problems.

00:55Blinkist, an app I use for reading

00:57through summaries of books.

00:59BetterHelp, online therapy

01:01with a licensed professional.

01:02And Cash App, the app I use to send money to friends.

01:05Please check out the sponsors in the description

01:08to get a discount at the support of this podcast.

01:11As a side note, let me say that autonomous

01:13and semi-autonomous driving was the focus

01:16of my work at MIT and is a problem space

01:19that I find fascinating and full of open questions

01:22from both a robotics and a human psychology perspective.

01:26There's quite a bit that I could say here

01:28about my experiences in academia on this topic

01:32that revealed to me, let's say,

01:34the less admirable sides of human beings.

01:38But I choose to focus on the positive, on solutions,

01:41on brilliant engineers like Dmitry and the team at Waymo

01:44who work tirelessly to innovate

01:46and to build amazing technology that will define our future.

01:50Because of Dmitry and others like him,

01:53I'm excited for this future.

01:55And who knows, perhaps I too will help contribute

01:59something of value to it.

02:01If you enjoy this thing, subscribe on YouTube,

02:04review it with Five Stars and Up, a podcast,

02:06follow on Spotify, support on Patreon,

02:08or connect with me on Twitter @LexFriedman.

02:11And now, here's my conversation with Dmitry Dolgov.

02:15When did you first fall in love with robotics

02:19or even computer science more in general?

02:21- Computer science first, at a fairly young age.

02:25Then robotics happened much later.

02:27I think my first interesting introduction to computers

02:33was in the late '80s when we got our first computer.

02:38I think it was an IBM, I think IBM AT.

02:44Remember those things that had like a turbo button

02:46in the front? - Turbo button, yeah.

02:47- That you would press it and make the thing

02:49go faster.

02:50- Did that already have floppy disks?

02:52- Yeah, yeah, yeah, yeah.

02:53Like the 5.4 inch ones.

02:57- I think there was a bigger inch.

02:58So go on something, then five inches and three inches.

03:02- Yeah, I think that was the five.

03:03Maybe that was before that was the giant plates

03:05and I didn't get that.

03:07But it was definitely not the three inch ones.

03:10Anyway, so we got that computer.

03:13I spent the first few months just playing video games,

03:18as you would expect.

03:19I got bored of that.

03:21So I started messing around and trying to figure out

03:25how to make the thing do other stuff.

03:28Got into exploring programming.

03:32And a couple of years later, it got to a point

03:36where I actually wrote a game, a little game.

03:40And a game developer, a Japanese game developer

03:43actually offered to buy it for me for a few hundred bucks.

03:45But for a kid in Russia.

03:48- That's a big deal.

03:49- That's a big deal, yeah.

03:50I did not take the deal.

03:51- Wow, integrity.

03:53- Yeah, I instead--

03:55- Stupidity.

03:55- Yes, that was not the most acute financial move

03:59that I made in my life.

04:00Looking back at it now, I instead put it,

04:02well, I had a reason.

04:03I put it online.

04:04It was, what'd you call it back in the day?

04:07So it was a freeware thing, right?

04:09It was not open source, but you could upload the binaries,

04:11you would put the game online.

04:12And the idea was that people like it

04:14and then they contribute

04:15and they send you little donations, right?

04:17So I did my quick math of like,

04:18of course, thousands and millions of people

04:21are gonna play my game,

04:22send me a couple of bucks a piece,

04:23should definitely do that.

04:25As I said, not the best financial decision of my life.

04:27- You're already playing with business models

04:28at that young age.

04:29Remember what language it was?

04:31What programming it was?

04:32- Pascal.

04:33- Which, what?

04:34- Pascal.

04:35- Pascal.

04:36And it had a graphical component, so it's not text-based?

04:38- Yeah, it was like, I think 320 by 200,

04:43whatever it was, I think that kind of the earlier version.

04:45- That's the resolution.

04:45- VGA resolution, right?

04:47And I actually think the reason why this company

04:49wanted to buy it is not like the fancy graphics

04:51or the implementation,

04:52it was maybe the idea of my actual game.

04:55- The idea of the game, okay.

04:57Well, one of the things, it's so funny,

04:59I used to play this game called Golden Axe

05:02and the simplicity of the graphics

05:05and something about the simplicity of the music,

05:08like, it still haunts me.

05:11I don't know if that's a childhood thing,

05:12I don't know if that's the same thing

05:13for Call of Duty these days for young kids,

05:16but I still think that the,

05:19when the games are simple,

05:21that simple purity makes for,

05:26like, allows your imagination to take over

05:28and thereby creating a more magical experience.

05:31Like now with better and better graphics,

05:33it feels like your imagination doesn't get to create worlds,

05:38which is kind of interesting.

05:40It could be just an old man on a porch,

05:42like waving at kids these days that have no respect,

05:45but I still think that graphics

05:47almost get in the way of the experience.

05:50I don't know.

05:51- Flippant Bird.

05:52- Yeah, that's true.

05:54- Well, I don't know if the imagination-

05:56- It's closed.

05:57- Okay, it's closed.

05:58I don't, yeah, but that's more about games that,

06:01like, that's more like Tetris World

06:03where they optimally, masterfully,

06:06like, create a fun, short-term dopamine experience

06:12versus, I'm more referring to, like, role-playing games

06:15where there's like a story,

06:16you can live in it for months or years.

06:19Like, there's an Elder Scrolls series,

06:23which is probably my favorite set of games.

06:25That was a magical experience.

06:27And the graphics are terrible.

06:29The characters were all randomly generated,

06:31but they're, I don't know, it pulls you in.

06:34There's a story.

06:35It's like an interactive version

06:38of an Elder Scrolls Tolkien world.

06:41And you get to live in it.

06:42I don't know.

06:44I miss it.

06:45It's one of the things that suck about being an adult

06:48is there's no, you have to live in the real world

06:51as opposed to the Elder Scrolls world.

06:53- You know, whatever brings you joy, right?

06:56Minecraft, right?

06:57Minecraft's a great example.

06:57You create, like, it's not the fancy graphics,

06:59but it's the creation of your own worlds.

07:02- Yeah, that one is crazy.

07:03You know, one of the pitches for being a parent

07:05that people tell me is that you can, like,

07:07use the excuse of parenting

07:09to go back into the video game world.

07:13And, like, that's like, you know,

07:15father, son, father, daughter time,

07:18but really you just get to play video games with your kids.

07:20So anyway, at that time,

07:23did you have any ridiculous, ambitious dreams

07:26of where as a creator you might go as an engineer?

07:30What did you think of yourself as an engineer,

07:33as a tinker, or did you want to be like an astronaut

07:36or something like that?

07:38- You know, I'm tempted to make something up about,

07:40you know, robots, engineering,

07:43or, you know, mysteries of the universe,

07:44but that's not the actual memory that pops into my mind

07:48when you ask me about childhood dreams,

07:49so I'll actually share the real thing.

07:51When I was maybe four or five years old,

07:57I, as we all do, I thought about,

08:00you know, what I wanted to do when I grow up,

§02Transcript · 08:01–16:27

08:01and I had this dream of being a trainer

08:07and a traffic control cop.

08:08You know, they don't have those today, I think,

08:11but, you know, back in the '80s and, you know, in Russia,

08:14you probably are familiar with that, Lex.

08:16They had these, you know, police officers

08:19that would stand in the middle of an intersection all day,

08:20and they would have their, like,

08:21striped, black and white batons

08:23that they would use to, you know,

08:24control the flow of traffic.

08:26And, you know, for whatever reasons,

08:27I was strangely infatuated with this whole process,

08:31and like that, that was my dream.

08:33That's what I wanted to do when I grew up.

08:35And, you know, my parents, both physics profs, by the way,

08:39I think were, you know, a little concerned

08:42with that level of ambition coming from their child,

08:45at, you know, that age.

08:47- Well, that, it's an interesting,

08:48I don't know if you can relate,

08:50but I very much love that idea.

08:52I have a OCD nature that I think lends itself

08:56very close to the engineering mindset,

08:59which is you want to kind of optimize,

09:04you know, solve a problem

09:05by creating an automated solution,

09:09like a set of rules, a set of rules you can follow,

09:13and then thereby make it ultra efficient.

09:15I don't know if that's, it was of that nature.

09:17I certainly have that.

09:19There's like SimCity and factory building games,

09:22all those kinds of things,

09:24kind of speak to that engineering mindset.

09:26Or did you just like the uniform?

09:28- I think it was more of the latter.

09:29I think it was the uniform and the, you know,

09:31the stripe baton that made cars go in the right directions.

09:36But I guess, you know, it is, I did end up,

09:40I guess, you know, working on the transportation industry

09:43one way or another.

09:44- No uniform, no.

09:45- That's right.

09:46- Maybe it was my, you know, deep inner infatuation

09:50with the traffic control batons that led to this career.

09:55- Okay, what, when did you,

09:58when was the leap from programming to robotics?

10:01- That happened later.

10:01That was after grad school.

10:03After, and actually, then it was self-driving cars

10:05was I think my first real hands-on introduction

10:09to robotics.

10:10But I never really had that much hands-on experience

10:14in school and training.

10:15I worked on applied math and physics.

10:17Then in college, I did more kind of abstract

10:22computer science.

10:24And it was after grad school that I really got involved

10:28in robotics, which was actually self-driving cars.

10:30And, you know, that was a big, big flip.

10:33- What grad school?

10:34- So I went to grad school in Michigan,

10:36and then I did a postdoc at Stanford,

10:37which is, that was the postdoc where I got to play

10:41with self-driving cars.

10:42- Yeah, so we'll return there.

10:44Let's go back to Moscow.

10:46So, you know, for episode 100, I talked to my dad.

10:50And also I grew up with my dad, I guess.

10:52(laughing)

10:55So I had to put up with him for many years.

10:58And he went to the FISTIEH, or MIPT.

11:03It's weird to say in English,

11:05'cause I've heard all of this in Russian.

11:08Moscow Institute of Physics and Technology.

11:10And to me, that was like, I met some super interesting,

11:15as a child, I met some super interesting characters.

11:18It felt to me like the greatest university in the world,

11:21the most elite university in the world.

11:23And just the people that I met that came out of there

11:26were like, not only brilliant, but also special humans.

11:31It seems like that place really tested the soul.

11:35(laughing)

11:37Both in terms of technically and spiritually.

11:41So that could be just the romanticization of that place,

11:44I'm not sure, so maybe you can speak to it.

11:46But is it correct to say that you spent some time

11:50at FISTIEH?

11:51- Yeah, that's right, six years.

11:52I got my bachelor's and master's in physics and math there.

11:56And it's actually interesting, 'cause my dad,

11:59and actually both my parents went there,

12:01and I think all the stories that I heard,

12:04just like you, Alex, growing up about the place

12:07and how interesting and special and magical it was,

12:10I think that was a significant, maybe the main reason

12:13I wanted to go there for college.

12:16Enough so that I actually went back to Russia from the US.

12:20I graduated high school in the US.

12:22- You went back there?

12:24- I went back there, yeah.

12:25- Wow.

12:26- Exactly the reaction most of my peers in college had,

12:29but perhaps a little bit stronger,

12:31that point me out as this crazy kid.

12:35- Were your parents supportive of that?

12:36- Yeah, yeah, I gave them your previous question.

12:38They supported me in letting me pursue my passions

12:43and the things that I was interested in.

12:44- That's a bold move, wow.

12:45What was it like there?

12:46- It was interesting.

12:47Definitely fairly hardcore on the fundamentals

12:50of math and physics, and lots of good memories

12:54from those times.

12:56- So, okay, so Stanford,

12:58how'd you get into autonomous vehicles?

13:00- I had the great fortune and great honor

13:04to join Stanford's DARPA Urban Challenge Team in 2006.

13:09This was a third in the sequence of the DARPA challenges.

13:13There were two grand challenges prior to that,

13:16and then in 2007, they held the DARPA Urban Challenge.

13:20So, you know, I was doing my postdoc.

13:22I joined the team and worked on motion planning

13:27for that competition.

13:31- So, okay, so for people who might not know,

13:33I know from a certain,

13:36autonomous vehicles is a funny world.

13:38In a certain circle of people, everybody knows everything,

13:41and in a certain circle, nobody knows anything

13:45in terms of general public.

13:46So, it's interesting.

13:47It's a good question what to talk about,

13:50but I do think that the Urban Challenge is worth revisiting.

13:55It's a fun little challenge,

13:57one that first sparked so many incredible minds

14:02to focus on one of the hardest problems of our time

14:07in artificial intelligence.

14:08So, that's a success from a perspective

14:10of a single little challenge.

14:12But can you talk about what did the challenge involve?

14:15So, were there pedestrians?

14:17Were there other cars?

14:19What was the goal?

14:20Who was on the team?

14:22How long did it take?

14:23Any fun sort of specs?

14:26- Sure, sure, sure.

14:28So, the way the challenge was constructed

14:30and just a little bit of backgrounding,

14:31as I mentioned, this was the third competition

14:35in that series.

14:36The first two were the Grand Challenge,

14:38called the Grand Challenge.

14:38The goal there was to just drive

14:40in a completely static environment.

14:42You know, you had to drive in a desert.

14:44That was very successful.

14:47So, then DARPA followed with what they called

14:50the Urban Challenge, where the goal was to have,

14:53you know, build vehicles that could operate

14:55in more dynamic environments

14:57and, you know, share them with other vehicles.

14:58There were no pedestrians there.

15:00But what DARPA did is they took over

15:02an abandoned Air Force Base.

15:04And it was kind of like a little fake city

15:07that they built out there.

15:08And they had a bunch of robots, you know, cars,

15:13that were autonomous in there, all at the same time,

15:16mixed in with other vehicles driven by professional drivers.

15:21And each car had a mission.

15:24And so, there's a crude map that they received

15:27at the beginning.

15:27And they had a mission, you know, go here and then there

15:29and over here.

15:31And they kind of all were sharing this environment

15:34at the same time they had to interact with each other,

15:36they had to interact with the human drivers.

15:38So, it's this very first, very rudimentary version

15:43of a self-driving car that, you know, could operate

15:46in an environment, you know,

15:49shared with other dynamic actors.

15:51That, as you said, you know, really, in many ways,

15:54you know, kick-started this whole industry.

15:57- Okay, so who was on the team and how'd you do?

16:00I forget.

16:01(laughing)

16:03- I came in second.

16:04Perhaps that was my contribution to the team.

16:07I think the Stanford team came in first

16:08in the DARPA challenge, but then I joined the team.

16:10And, you know, we came-

16:11- You were the only one with a bug in the code.

16:13I mean, do you have sort of memories

16:15of some particularly challenging things or,

16:18you know, one of the cool things, it's not, you know,

16:21this isn't a product, this isn't a thing that, you know,

16:26it, there's, you have a little bit more freedom

16:27to experiment, so you can take risks,

§03Transcript · 16:29–24:03

16:29and there's, so you can make mistakes.

16:32Is there interesting mistakes?

16:35Is there interesting challenges that stand out to you

16:37as something that taught you a good technical lesson

16:41or a good philosophical lesson from that time?

16:44- Yeah, you know, definitely, definitely

16:46a very memorable time.

16:47Not really a challenge, but like one of the most vivid

16:51memories that I have from the time,

16:53and I think that was actually one of the days

16:57that really got me hooked on this whole field was

17:01the first time I got to run my software on the car.

17:06And I was working on a part of our planning algorithm

17:11that had to navigate in parking lots.

17:13So it was something that, you know,

17:15called free space motion planning.

17:16So the very first version of that was, you know,

17:19we tried on the car, it was on Stanford's campus

17:22in the middle of the night, and you had this little,

17:25you know, course constructed with cones

17:26in the middle of a parking lot.

17:28So we're there in like 3 a.m., you know,

17:29by the time we got the code to, you know,

17:31compile and turn over, and, you know, it drove.

17:36I could actually did something quite reasonable.

17:38And, you know, it was of course very buggy at the time

17:42and had all kinds of problems,

17:43but it was pretty darn magical.

17:48I remember going back and, you know,

17:50late at night and trying to fall asleep

17:52and just, you know, being unable to fall asleep

17:54for the rest of the night, just my mind was blown.

17:58And that's what I've been doing ever since

18:01for more than a decade.

18:03- In terms of challenges and, you know,

18:06interesting memories, like on the day of the competition,

18:08it was pretty nerve wracking.

18:10I remember standing there with Mike Montemarolo,

18:12who was the software lead and wrote most of the code.

18:15I think I did one little part of the planner,

18:17Mike, you know, incredibly did pretty much the rest of it

18:21with a bunch of other incredible people.

18:24But I remember standing on the day of the competition,

18:27you know, watching the car, you know, with Mike,

18:29and, you know, cars are completely empty, right?

18:32They're all there lined up in the beginning of the race.

18:34And then, you know, DARPA sends them, you know,

18:37on their mission one by one.

18:38So then leave, and Mike, you just,

18:40they had these sirens,

18:41(imitates siren)

18:42they all had their different silence, right?

18:43Each siren had its own personality, if you will.

18:46So, you know, off they go and you don't see them.

18:48You just kind of, and then every once in a while,

18:50they, you know, come a little bit closer

18:51to where the audience is,

18:53and you can kind of hear, you know,

18:55the sound of your car and, you know,

18:56it seems to be moving along.

18:57So that, you know, it gives you hope.

18:58And then, you know, it goes away

19:00and you can't hear it for too long.

19:01You start getting anxious, right?

19:02So it's a little bit like, you know,

19:03sending your kids to college and like, you know,

19:04kind of you invested in them.

19:05You hope you build it properly,

19:08but like it's still anxiety inducing.

19:11So that was an incredibly fun few days.

19:15In terms of, you know, bugs,

19:17as you mentioned, you know, one,

19:19that was my bug that caused us the loss of the first place,

19:22is there still a debate that, you know,

19:24occasionally have with people on the CMU team.

19:26CMU came first, I should mention.

19:28- CMU, haven't heard of them, but yeah.

19:31It's a small school.

19:33It's really a glitch that, you know,

19:36they happen to succeed at something robotics related.

19:38- Very scenic though.

19:39So most people go there for the scenery.

19:42Yeah, it's a beautiful campus.

19:44(laughing)

19:45I apologize. - Unlike Stanford.

19:46- So for people, yeah, that's true, unlike Stanford.

19:49For people who don't know,

19:50CMU is one of the great robotics

19:51and sort of artificial intelligence universities

19:53in the world.

19:54CMU, Carnegie Mellon University.

19:56Okay, sorry, go ahead.

19:58- Good PSA.

19:59So in the part that I contributed to,

20:04which was navigating parking lots,

20:06and the way that part of the mission worked is,

20:09in a parking lot, you would get from DARPA

20:14an outline of the map.

20:15You basically get this giant polygon

20:17that defined the perimeter of the parking lot.

20:20And there would be an entrance,

20:21and maybe multiple entrances or access to it.

20:23And then you would get a goal within that open space.

20:29XY heading, where the car had to park.

20:33It had no information about the obstacles

20:35that the car might encounter there.

20:36So it had to navigate a completely free space

20:39from the entrance to the parking lot

20:42into that parking space.

20:44And then once you're parked there,

20:47it had to exit the parking lot.

20:50While of course, encountering and reasoning

20:51about all the obstacles that it encounters in real time.

20:55So our interpretation,

20:59or at least my interpretation of the rules

21:00was that you had to reverse out of the parking spot.

21:03And that's what our cars did,

21:05even if there's no obstacle in front.

21:07That's not what CMU's car did.

21:08And it just kind of drove right through.

21:11So there's still a debate.

21:12And of course, you know,

21:13as you stop and then reverse out

21:14and go out the different way,

21:16that costs you some time, right?

21:17So there's still a debate,

21:18whether it was my poor implementation

21:20that cost us extra time,

21:22or whether it was CMU violating

21:26an important rule of the competition.

21:27And I have my own opinion here.

21:30In terms of other bugs,

21:31and I have to apologize to Mike Montemariella

21:34for sharing this on air,

21:35but it is actually one of the more memorable ones.

21:39And it's something that's kind of become a bit of a metaphor,

21:43I don't know, a label in the industry since then.

21:45I think at least in some circles,

21:47it's called the victory circle or victory lap.

21:50And our cars did that.

21:53So in one of the missions in the urban challenge,

21:56in one of the courses,

21:58there was this big oval right by the start

22:01and finish of the race.

22:02So the ARPA had a lot of the missions would finish

22:05kind of in that same location.

22:07And it was pretty cool

22:08because you could see the cars come by,

22:09you know, kind of finish that part,

22:10like over the trip,

22:11or that like over the mission,

22:12and then, you know, go on and finish the rest of it.

22:17And other vehicles would, you know,

22:20come hit their waypoint and, you know,

22:23exit the oval and off they would go.

22:25Our car in the hand, which hit the checkpoint,

22:28and then it would do an extra lap around the oval

22:30and only then, you know, leave and go on its merry way.

22:32So over the course of, you know, the full day,

22:34it accumulated some extra time.

22:36And the problem was that we had a bug

22:37where it wouldn't, you know,

22:39start reasoning about the next waypoint

22:40and plan a route to get to that next point

22:42until it hit a previous one.

22:43And in that particular case,

22:44by the time you hit that one,

22:46it was too late for us to consider the next one

22:49and kind of make a lane change.

22:50So every time it would do like an extra lap.

22:52So, you know, that's the Stanford victory lap.

22:56- The victory lap.

22:57(laughing)

22:58Oh, that's, I feel like there's something

23:00philosophically profound in there somehow,

23:01but I mean, ultimately,

23:04everybody is a winner in that kind of competition.

23:07And it led to sort of famously to the creation

23:11of Google self-driving car project.

23:14And now Waymo.

23:16So can we give an overview of how is Waymo born?

23:21How's the Google self-driving car project born?

23:24What is the mission?

23:25What is the hope?

23:27What is it is the engineering kind of set of milestones

23:32that it seeks to accomplish?

23:35There's a lot of questions in there.

23:37- Yeah.

23:37(laughing)

23:38I mean, you're right.

23:39Kind of the DARPA Urban Challenge

23:40and the previous DARPA Grand Challenges

23:43kind of led, I think, to a very large degree

23:46to that next step.

23:46And then Larry and Sergey, Larry Page and Sergey Brin,

23:51Google Founders Group, saw that competition

23:53and believed in the technology.

23:56So the Google self-driving car project was born.

23:59You know, at that time, and we started in 2009,

24:03it was a pretty small group of us,

§04Transcript · 24:04–33:30

24:04about a dozen people who came together

24:07to work on this project at Google.

24:10At that time, we saw that incredible early result

24:15in the DARPA Urban Challenge.

24:19I think we're all incredibly excited about where we got to.

24:24And we believed in the future of the technology,

24:26but we still had a very rudimentary understanding

24:30of the problem space.

24:31So the first goal of this project in 2009

24:35was to really better understand what we're up against.

24:39And with that goal in mind, when we started the project,

24:43we created a few milestones for ourselves

24:46that maximized learnings, if you will.

24:49The two milestones were,

24:52one was to drive 100,000 miles in autonomous mode,

24:55which was at that time, orders of magnitude

24:57that more than anybody has ever done.

25:01And the second milestone was to drive 10 routes.

25:05Each one was 100 miles long.

25:08They were specifically chosen to be kind of extra spicy,

25:12extra complicated, and sampled the full complexity

25:14of that domain.

25:18And you had to drive each one from beginning to end

25:23with no intervention, no human intervention.

25:25So you would get to the beginning of the course,

25:26you would press the button that would engage in autonomy,

25:30and you had to go for 100 miles,

25:33beginning to end with no interventions.

25:36And it sampled, again,

25:38the full complexity of driving conditions.

25:40Some were on freeways.

25:43We had one route that went all through all the freeways

25:45and all the bridges in the Bay Area.

25:47You know, we had some that went around Lake Tahoe

25:50and kind of mountains roads.

25:52We had some that drove through dense urban environments

25:56like in downtown Palo Alto and through San Francisco.

25:59So it was incredibly interesting to work on.

26:05And it took us just under two years,

26:10about a year and a half, a little bit more,

26:12to finish both of these milestones.

26:14And in that process,

26:16A, it was an incredible amount of fun,

26:20probably the most fun I had in my professional career.

26:23And you're just learning so much.

26:25The goal here is to learn and prototype.

26:27You're not yet starting to build a production system.

26:29So you just, you were,

26:31this is when you're kind of working 24/7

26:33and you're hacking things together.

26:35And you also don't know how hard this is.

26:37I mean, that's the point.

26:39Like, so, I mean, that's an ambitious,

26:41if I put myself in that mindset, even still,

26:44that's a really ambitious set of goals.

26:47Like just those two, just picking,

26:49just picking 10 different difficult, spicy challenges

26:54and then having zero interventions.

26:59So like not saying gradually we're going to like,

27:04you know, over a period of 10 years,

27:06we're going to have a bunch of roots

27:08and gradually reduce the number of interventions.

27:11You know, that literally says like,

27:12by as soon as possible, we want to have zero

27:16and on hard roads.

27:18So like, to me, if I was facing that,

27:20it's unclear that whether that takes two years

27:24or whether that takes 20 years.

27:25I mean, it may be-- - It took us under two.

27:28- And I guess that speaks to a really big difference

27:31between doing something once and having a prototype

27:35where you're going after, you know,

27:37learning about the problem

27:39versus how you go about engineering a product that,

27:43where you look at, you know,

27:45do you properly do evaluation?

27:47You look at metrics, you know, drive down,

27:49and you're confident that you can do that.

27:50And I guess that's the, you know,

27:51why it took a dozen people, you know,

27:5516 months or a little bit more than that,

27:58back in 2009 and 2010,

28:00and with the technology of, you know,

28:02more than a decade ago,

28:04that amount of time to achieve that milestone

28:08of 10 routes, 100 miles each and no interventions.

28:12And, you know, it took us a little bit longer

28:16to get to, you know, a full driverless product

28:19that customers use.

28:20- That's another really important moment.

28:22Is there some memories of technical lessons

28:27or just one, like, what did you learn

28:30about the problem of driving from that experience?

28:33I mean, we can now talk about like what you learned

28:36from modern day Waymo,

28:38but I feel like you may have learned some profound things

28:42in those early days, even more so,

28:45because it feels like what Waymo is now

28:48is the trying to, you know, how to do scale,

28:50how to make sure you create a product,

28:52how to make sure it's like safety and all those things,

28:54which is all fascinating challenges.

28:56But like you were facing the more fundamental,

28:59philosophical problem of driving in those early days.

29:03Like what the hell is driving as an autonomous vehicle?

29:08Maybe I'm again, romanticizing it,

29:10but is there some valuable lessons

29:15you picked up over there at those two years?

29:18- A ton.

29:20The most important one is probably

29:23that we believe that it's doable

29:26and we've gotten far enough into the problem that,

29:30you know, we had a, I think only a glimpse

29:33of the true complexity of the domain.

29:38You know, it's a little bit like, you know,

29:39climbing a mountain where you kind of, you know,

29:40see the next peak and you think that's kind of the summit,

29:43but then you get to that and you kind of see

29:44that this is just the start of the journey.

29:47But we've tried, we've sampled enough of the problem space

29:50and we've made enough rapid success,

29:54even, you know, with technology of 2009, 2010,

29:57that it gave us confidence to then, you know,

30:00pursue this as a real product.

30:04- So, okay.

30:05So the next step, you mentioned the milestones

30:09that you had in those two years.

30:11What are the next milestones that then led

30:13to the creation of Waymo and beyond?

30:16- Yeah, it was a really interesting journey.

30:18And, you know, Waymo came a little bit later.

30:22Then, you know, we completed those milestones in 2010.

30:26That was the pivot when we decided to focus

30:30on actually building a product, you know,

30:31using this technology.

30:33The initial couple of years after that,

30:36we were focused on a freeway, you know,

30:39what you would call a driver assist,

30:41maybe, you know, an L3 driver assist program.

30:44Then around 2013, we've learned enough about the space

30:49and have thought more deeply about, you know,

30:52the product that we wanted to build that we pivoted.

30:56We pivoted towards this vision of, you know,

31:00building a driver and deploying it fully driverless vehicles

31:04without a person.

31:05And that's the path that we've been on since then.

31:07And it was exactly the right decision for us.

31:10- So there was a moment where you also considered like,

31:13what is the right trajectory here?

31:15What is the right role of automation

31:16in the task of driving?

31:18Or is still, it wasn't from the early days,

31:21obviously you want to go fully autonomous.

31:24- From the early days, it was not.

31:25I think it was in 20, around 2013, maybe,

31:27that we've, that became very clear and we made that pivot.

31:32And it also became very clear

31:34and that it's, even the way you go building

31:37a driver assist system is, you know,

31:40fundamentally different from how you go building

31:42a fully driverless vehicle.

31:43So, you know, we've pivoted towards the latter

31:47and that's what we've been working on ever since.

31:50And so that was around 2013.

31:53Then there's a sequence of really meaningful for us,

31:58really important, defining milestones since then.

32:01In 2015, we had our first,

32:06actually the world's first fully driverless ride

32:13on public roads.

32:15It was in a custom built vehicle that we had.

32:18I must've seen those.

32:18We called them the Firefly, that, you know,

32:20funny looking, marshmallow looking thing.

32:23And we put a passenger, his name was Steve Mann,

32:28a great friend of our project from the early days.

32:32The man happens to be blind.

32:35So we put him in that vehicle.

32:36The car had no steering wheel, no pedals.

32:38It was an uncontrolled environment, you know,

32:41no lead or chase cars, no police escorts.

32:44And, you know, we did that trip a few times in Austin, Texas.

32:48So that was a really big milestone.

32:50- That was in Austin.

32:51- Yeah. - Cool, okay.

32:52- And, you know, we only, but at that time we're only,

32:55it took a tremendous amount of engineering.

32:57It took a tremendous amount of validation

32:59to get to that point.

33:01But, you know, we only did it a few times.

33:04Maybe we only did that.

33:05It was a fixed route.

33:05It was not kind of a controlled environment,

33:07but it was a fixed route and we only did a few times.

33:10Then in 2016, end of 2016, beginning of 2017,

33:15is when we founded Waymo, the company.

33:20That's when we, kind of, that was the next phase

33:24of the project where I wanted,

33:26we believed in kind of the commercial vision

33:29of this technology.

33:30And it made sense to create an independent entity,

§05Transcript · 33:33–42:27

33:33you know, within that alphabet umbrella

33:35to pursue this product at scale.

33:39Beyond that in 2017, later in 2017,

33:43was another really huge step for us,

33:46really big milestone where we started,

33:49I think it was October of 2017,

33:52where when we started regular driverless operations

33:57on public roads, that first day of operations,

34:00we drove in one day, in that first day,

34:03a hundred miles in driverless fashion.

34:06And then we've, the most important thing

34:08about that milestone was not that, you know,

34:09a hundred miles in one day,

34:11but that it was the start of kind of regular,

34:13ongoing driverless operations.

34:15- And when you say driverless, it means no driver.

34:18- That's exactly right.

34:20So on that first day, we actually had a mix

34:22and we didn't want to like, you know,

34:26be on YouTube and Twitter that same day.

34:27So in many of the rides,

34:31we had somebody in the driver's seat,

34:33but they could not disengage, like the car,

34:34- I gotcha. - not disengaged.

34:36But actually on that first day,

34:38some of the miles were driven

34:40and just completely empty driver's seat.

34:43- And this is the key distinction

34:45that I think people don't realize,

34:47you know, that oftentimes when you talk

34:49about autonomous vehicles,

34:51there's often a driver in the seat

34:54that's ready to take over,

34:58what's called a safety driver.

35:01And then Waymo is really one of the only companies,

35:05at least that I'm aware of,

35:06or at least as like boldly and carefully

35:09and all that is actually has cases.

35:13And now we'll talk about more and more

35:15where there's literally no driver.

35:17So that's another, the interesting case

35:20of where the driver's not supposed to disengage.

35:22That's like a nice middle ground.

35:24They're still there,

35:25but they're not supposed to disengage.

35:27But really there's the case when there's no,

35:30okay, there's something magical

35:32about there being nobody in the driver's seat.

35:35Like, just like to me,

35:38you mentioned the first time you wrote some code

35:42for free space navigation of the parking lot,

35:45that was like a magical moment.

35:47To me, just sort of as an observer of robots,

35:52the first magical moment is seeing

35:55an autonomous vehicle turn,

35:57like make a left turn,

35:59like apply sufficient torque to the steering wheel

36:04to where like there's a lot of rotation.

36:07And for some reason,

36:08and there's nobody in the driver's seat,

36:10for some reason that communicates

36:14that here's a being with power that makes a decision.

36:18There's something about like the steering wheel,

36:20'cause we perhaps romanticize the notion

36:22of the steering wheel.

36:23It's so essential to our conception,

36:25our 20th century conception of a car.

36:28And it turning the steering wheel

36:30with nobody in driver's seat,

36:32that to me, I think maybe to others,

36:35it's really powerful.

36:36Like this thing is in control.

36:38And then there's this leap of trust that you give,

36:41like I'm gonna put my life

36:42in the hands of this thing that's in control.

36:44So in that sense,

36:45when there's no driver in the driver's seat,

36:49that's a magical moment for robots.

36:51So I got a chance to last year to take a ride

36:55in a Waymo vehicle.

36:57And that was the magical moment.

36:59There's like nobody in the driver's seat.

37:01It's like the little details.

37:04You would think it doesn't matter

37:05whether there's a driver or not,

37:07but like if there's no driver

37:09and the steering wheel is turning on its own,

37:12I don't know, that's magical.

37:15- It's absolutely magical.

37:16I have taken many of these rides

37:18in a completely empty car.

37:20No human in the car pulls up.

37:23You call it on your cell phone, it pulls up.

37:25You get in, it takes you on its way.

37:27There's nobody in the car but you, right?

37:30That's something called fully driverless,

37:33our rider only mode of operation.

37:36Yeah, it is magical.

37:40It is transformative.

37:43This is what we hear from our riders.

37:45It kind of really changes your experience.

37:47And that really is what unlocks

37:50the real potential of this technology.

37:52But coming back to our journey,

37:56that was 2017 when we started

37:58truly driverless operations.

38:00Then in 2018, we've launched

38:04our public commercial service

38:07that we called Waymo One in Phoenix.

38:10In 2019, we started offering

38:14truly driverless rider only rides

38:17to our early rider population of users.

38:22And then 2020 has also been

38:25a pretty interesting year.

38:27One of the first ones, less about technology,

38:29but more about the maturing

38:30and the growth of Waymo as a company.

38:34We raised our first round of external financing this year.

38:39We were part of Alphabet,

38:40so obviously we have access to significant resources.

38:44But as kind of on the journey of Waymo maturing as a company,

38:47it made sense for us to partially go externally

38:51in this round.

38:52So we raised about $3.2 billion from that round.

38:57We've also started putting our fifth generation

39:03of our driver, our hardware,

39:05that is on the new vehicle,

39:07but it's also a qualitatively different set

39:10of self-driving hardware

39:12that is now on the JLR pace.

39:16So that was a very important step for us.

39:19- The hardware specs, fifth generation,

39:22I think it'd be fun to maybe,

39:25I apologize if I'm interrupting,

39:26but maybe talk about maybe the generations

39:31with a focus on what we're talking about

39:33on the fifth generation in terms of hardware specs,

39:35like what's on this car?

39:37- Sure.

39:38So we separated out the actual car

39:40that we are driving from the self-driving hardware

39:43we put on it.

39:44Right now we have,

39:45so this is, as I mentioned, the fifth generation.

39:47We've gone through,

39:49we started building our own hardware many, many years ago.

39:54And that Firefly vehicle also had the hardware suite

40:00that was mostly designed, engineered, and built in-house.

40:04Lighters are one of the more important components

40:08that we design and build from the ground up.

40:11So on the fifth generation of our drivers,

40:16of our self-driving hardware

40:18that we're switching to right now,

40:20we have, as with previous generations,

40:24in terms of sensing, we have lighters, cameras, and radars.

40:27And we have a pretty beefy computer

40:30that processes all that information

40:31and makes decisions in real time on board the car.

40:35So in all of the,

40:37and it's really a qualitative jump forward

40:41in terms of the capabilities and the various parameters

40:45and the specs of the hardware

40:47compared to what we had before

40:48and compared to what you can kind of get off the shelf

40:51in the market today.

40:52- Meaning from fifth to fourth or from fifth to first?

40:55- Definitely from first to fifth, but also from the fourth.

40:57- That was the world's dumbest question.

40:59- Definitely, definitely from fourth to fifth.

41:02As well as this, the last step is a big step forward.

41:07- So everything's in-house.

41:09So like LIDAR is built in-house

41:11and cameras are built in-house?

41:15- It's different.

41:17We work with partners.

41:18There's some components that we get from our manufacturing

41:23and supply chain partners.

41:24What exactly is in-house is a bit different.

41:28We do a lot of custom design on all of our sensing models.

41:33There's lighters, radars, cameras.

41:36Exactly, there's, lighters are almost exclusively in-house

41:41and some of the technologies that we have,

41:44some of the fundamental technologies there

41:46are completely unique to Waymo.

41:49That is also largely true about radars and cameras.

41:52It's a little bit more of a mix

41:54in terms of what we do ourselves

41:55versus what we get from partners.

41:58- Is there something super sexy about the computer

42:00that you can mention that's not top secret?

42:03Like for people who enjoy computers for, I mean,

42:08see, there's a lot of machine learning involved,

42:12but there's a lot of just basic compute.

42:13There's, you have to probably do a lot of signal processing

42:17on all the different sensors.

42:19You have to integrate everything.

42:20It has to be in real time.

42:22There's probably some kind of redundancy type of situation.

42:25Is there something interesting you could say

42:27about the computer for the people who love hardware?

§06Transcript · 42:31–51:44

42:31- It does have all of the characteristics,

42:32all the properties that you just mentioned.

42:34Redundancy, very beefy compute for general processing

42:39as well as inference and ML models.

42:43It is some of the more sensitive stuff

42:45that I don't wanna get into for IP reasons,

42:47but yeah, it can, we've shared a little bit

42:50in terms of the specs of the sensors

42:54that we have on the car.

42:55We've actually shared some videos

42:57of what our lidars see in the world.

43:02We have 29 cameras, we have five lidars,

43:05we have six radars on these vehicles,

43:08and you can kind of get a feel for the amount of data

43:11that they're producing.

43:11That all has to be processed in real time

43:14to do perception, to do complex reasoning.

43:17So it kind of gives you some idea

43:18of how beefy those computers are,

43:20but I don't wanna get into specifics

43:21of exactly how we build them.

43:23- Okay, well, let me try some more questions

43:24that you can't get into the specifics of,

43:26like GPU wise, is that something you can get into?

43:29I know that Google works with GPUs and so on.

43:32I mean, for machine learning folks,

43:34it's kind of interesting, or is there no,

43:36how do I ask it?

43:40I've been talking to people in the government about UFOs

43:44and they don't answer any questions.

43:45So this is how I feel right now asking about GPUs.

43:48(laughs)

43:50But is there something interesting that you could reveal

43:53or is it just, you know,

43:55or leave it up to our imagination, some of the compute?

43:59Is there any, I guess, is there any fun trickery?

44:02Like I talked to Chris Latner for a second time

44:05and he was a key person about TPUs

44:08and there's a lot of fun stuff going on in Google

44:11in terms of hardware that optimizes for machine learning.

44:16Is there something you can reveal

44:18in terms of how much, you mentioned customization,

44:20how much customization there is for hardware

44:23for machine learning purposes?

44:25- I'm gonna be like that government, you know,

44:27you've got a guy, a person who bought UFOs.

44:29But I, you know, I guess I will say that it's really,

44:34compute is really important.

44:38We have very data hungry and compute hungry ML models

44:43all over our stack.

44:45And this is where, you know,

44:46both being part of Alphabet as well as designing

44:51our own sensors and the entire hardware suite together

44:54where on one hand you get access to like really rich,

44:59raw sensor data that you can pipe from your sensors

45:02into your compute platform.

45:06Yeah, and build like build a whole pipe

45:09from sensor, raw sensor data to the big compute

45:11as then have the massive compute to process all that data.

45:15This is where we're finding that having a lot of control

45:18of that hardware part of the stack is really advantageous.

45:22- One of the fascinating magical places to me,

45:25again, might not be able to speak to the details,

45:28but it is the other compute, which is like, you know,

45:32this we're just talking about a single car,

45:34but the, you know, the driving experience

45:38is a source of a lot of fascinating data.

45:40And you have a huge amount of data coming in on the car

45:44and, you know, the infrastructure of storing

45:47some of that data to then train or to analyze or so on.

45:52That's a fascinating like piece of it

45:55that I understand a single car,

45:58I don't understand how you pull it all together

46:00in a nice way.

46:01Is that something that you could speak to

46:02in terms of the challenges of seeing the network of cars

46:07and then bringing the data back and analyzing things

46:10that like edge cases of driving,

46:13be able to learn on them to improve the system,

46:15to see where things went wrong, where things went right

46:20and analyze all that kind of stuff.

46:21Is there something interesting there

46:24from an engineering perspective?

46:26- Oh, there's an incredible amount

46:30of really interesting work that's happening there,

46:32both in the real time operation of the fleet of cars

46:36and the information that they exchange with each other

46:39in real time to make better decisions,

46:41as well as on the kind of the off-board component

46:45where you have to deal with massive amounts of data

46:48for training your ML models, evaluating the ML models,

46:52for simulating the entire system

46:55and for evaluating your entire system.

46:57And this is where being part of Alphabet

47:00has once again been tremendously advantageous.

47:04I think we consume an incredible amount of compute

47:07for ML infrastructure.

47:09We build a lot of custom frameworks to get good

47:11on data mining, finding the interesting edge cases

47:17for training and for evaluation of the system

47:20for both training and evaluating sub-components

47:24and sub parts of the system and various ML models,

47:27as well as evaluating the entire system and simulation.

47:31- Okay, is that first piece that you mentioned

47:32that cars communicating to each other, essentially,

47:36I mean, through perhaps through a centralized point,

47:38but what, that's fascinating too.

47:41How much does that help you?

47:43Like, if you imagine, you know, right now,

47:45the number of Waymo vehicles is whatever, X.

47:48I don't know if you can talk to what that number is,

47:51but it's not in the hundreds of millions yet.

47:54And imagine if the whole world is Waymo vehicles,

47:57like that changes potentially the power of connectivity.

48:03Like the more cars you have, I guess, actually,

48:05if you look at Phoenix, 'cause there's enough vehicles,

48:08there's enough, when there's like some level of density,

48:12you can start to probably do some really interesting stuff

48:14with the fact that cars can negotiate,

48:17can be, can communicate with each other

48:21and thereby make decisions.

48:23Is there something interesting there that you can talk to

48:27about like, how does that help with the driving problem

48:29from as compared to just a single car

48:32solving the driving problem by itself?

48:34- Yeah, it's a spectrum.

48:37I, first I'll say that, you know, it helps

48:41and it helps in various ways, but it's not required.

48:44Right now, the way we build our system,

48:46like each cars can operate independently,

48:48they can operate with no connectivity.

48:50So I think it is important that, you know,

48:52you have a fully autonomous, you know,

48:55fully capable driver that, you know,

48:59computerized driver that each car has.

49:02Then, you know, they do share information

49:05and they share information in real time.

49:06It really, really helps.

49:07All right, so the way we do this today is, you know,

49:12whenever one car encounters something interesting

49:15in the world, whether it might be an accident

49:17or a new construction zone,

49:19that information immediately gets, you know,

49:21uploaded over the air and it's propagated

49:23to the rest of the fleet.

49:25So, and that's kind of how we think about maps

49:27as priors in terms of the knowledge of our drivers,

49:32of our fleet of drivers that is distributed

49:37across the fleet and it's updated in real time.

49:40So that's one use case.

49:42You know, you can imagine as the, you know,

49:45the density of these vehicles go up

49:48that they can exchange more information

49:50in terms of what they're planning to do

49:52and start influencing how they interact with each other,

49:56as well as, you know,

49:56potentially sharing some observations, right?

49:59To help with, you know,

50:00if you have enough density of these vehicles where,

50:02you know, one car might be seeing something

50:04that another is relevant to another car

50:06that is very dynamic.

50:07You know, it's not part of kind of your updating

50:09your static prior of the map of the world,

50:11but it's more of a dynamic information

50:12that could be relevant to the decisions

50:14that another car is making real time.

50:15So you can see them exchanging that information

50:17and you can build on that.

50:18But again, I see that as an advantage,

50:22but it's, you know, not a requirement.

50:25- So what about the human in the loop?

50:27So when I got a chance to drive with a ride in a Waymo,

50:32you know, there's customer service.

50:36So like there is somebody that's able to dynamically

50:42like tune in and help you out.

50:46What role does the human play in that picture?

50:50That's a fascinating, like, you know,

50:52the idea of teleoperation,

50:53be able to remotely control a vehicle.

50:56So here, what we're talking about is like,

50:58like frictionless, like a human being able to,

51:04in a frictionless way, sort of help you out.

51:08I don't know if they're able to actually control the vehicle.

51:10Is that something you could talk to?

51:12- Yes. - Okay.

51:13- To be clear, we don't do teleoperation.

51:15I got to believe in teleoperation for a reason

51:18is that's not what we have in our cars.

51:20We do, as you mentioned, have, you know,

51:22version of customer support, you know,

51:24we call it life health.

51:25In fact, we find it that it's very important

51:28for our rider experience, especially if it's your first trip,

51:32you've never been in a fully driverless ride

51:34or only Waymo vehicle, you get in, there's nobody there.

51:37And so you can imagine having all kinds of questions

51:40in your head, like how this thing works.

51:42So we've put a lot of thought into kind of guiding

51:44our riders, our customers through that experience,

§07Transcript · 51:48–59:49

51:48especially for the first time,

51:49they get some information on the phone.

51:51If the fully driverless vehicle is used

51:54to service their trip, when you get into the car,

51:58we have an in-car screen and audio that kind of guides them

52:01and explains what to expect.

52:04They also have a button that they can push

52:06that will connect them to, you know,

52:09a real life human being that they can talk to, right,

52:12about this whole process.

52:14So that's one aspect of it.

52:15There is, you know, I should mention that there is

52:19another function that humans provide to our cars,

52:23but it's not teleoperation.

52:24You can think of it a little bit more like, you know,

52:26fleet assistance, kind of like, you know,

52:28traffic control that you have, where our cars,

52:32again, they're responsible on their own

52:34for making all of the decisions,

52:36all of the driving decisions

52:37that don't require connectivity.

52:39They, you know, anything that is safety or latency critical

52:43is done, you know, purely autonomously by onboard,

52:46our onboard system.

52:49But there are situations where, you know,

52:50if connectivity is available,

52:52and a car encounters a particularly challenging situation,

52:54you can imagine like a super hairy scene of an accident,

52:58the cars will do their best.

52:59They will recognize that it's an off-nominal situation.

53:02They will, you know, do their best to come up, you know,

53:06with the right interpretation,

53:07the best course of action in that scenario.

53:08But if connectivity is available,

53:10they can ask for confirmation from, you know,

53:12a human-mode human assistant

53:16to kind of confirm those actions,

53:18and, you know, perhaps provide a little bit

53:20of kind of contextual information and guidance.

53:23- So October 8th was when you're talking about the,

53:26was Waymo launched the fully self,

53:31the public version of its fully driverless,

53:36that's the right term, I think, service in Phoenix.

53:39Is that October 8th?

53:40- That's right.

53:41It was the introduction of fully driverless

53:43rider-only vehicles into our public Waymo One service.

53:46- Okay, so that's amazing.

53:48So it's like anybody can get into Waymo in Phoenix?

53:52- That's right.

53:53So we previously had early people

53:56in our early rider program

53:58taking fully driverless rides in Phoenix.

54:01And just this, a little while ago,

54:05we opened on October 8th,

54:06we opened that mode of operation to the public.

54:09So I can download the app and go on the ride.

54:12There is a lot more demand right now for that service

54:16than we have capacity.

54:18So we're kind of managing that,

54:20but that's exactly the way you described it.

54:21- Yeah, well, that's interesting.

54:22So there's more demand than you can handle.

54:25Like what has been the reception so far?

54:29Like what, I mean, okay, so, you know,

54:32that's, this is a product, right?

54:36That's a whole nother discussion of like

54:38how compelling of a product it is.

54:40Great, but it's also like one of the most

54:42kind of transformational technologies of the 21st century.

54:45So it's also like a tourist attraction.

54:48Like it's fun to, you know, to be a part of it.

54:51So it'd be interesting to see like, what do people say?

54:54What do people, what have been the feedback so far?

54:58- You know, still early days,

54:59but so far the feedback has been incredible,

55:03incredibly positive.

55:05They, you know, we asked them for feedback during the ride.

55:07We asked them for feedback after the ride

55:10as part of their trip.

55:11You know, we asked them some questions.

55:12We asked them to, you know,

55:13rate the performance of our driver.

55:15Most by far, you know, most of our drivers

55:17give us five stars in our app,

55:20which is absolutely great to see.

55:23And you know, that's, and we're,

55:24they're also giving us feedback on, you know,

55:26things we can improve.

55:27And, you know, that's one of the main reasons

55:29we're doing this with Phoenix.

55:30And, you know, over the last couple of years

55:32and every day today,

55:33we are just learning a tremendous amount of new stuff

55:37from our users.

55:38There's no substitute for actually doing the real thing,

55:41actually having a fully driverless product

55:43out there in the field with, you know,

55:45users that are actually, you know,

55:47paying us money to get from point A to point B.

55:49- So this is a legitimate, like,

55:51this is a paid service.

55:53- That's right.

55:53- And the idea is you use the app to go from point A

55:57to point B, and then what are the A's?

56:00What are the, what's the freedom of the,

56:02of the starting and ending places?

56:05- It's an area of geography where that service is enabled.

56:09It's a decent size of geography of territory.

56:12It's actually larger than, you know,

56:14the size of San Francisco.

56:16And, you know, within that, you have full freedom

56:19of, you know, selecting where you want to go.

56:21You know, of course there are some,

56:23and you, on your app, you get a map,

56:25you tell the car where you want to be picked up,

56:29you know, where you want the car to pull over

56:31and pick you up, and then you tell it

56:32where you want to be dropped off, right?

56:34And of course there are some exclusions, right?

56:35You don't want to be, you know,

56:37where in terms of where the car is allowed to pull over,

56:39right, so, you know, that you can't do,

56:41but, you know, besides that, it's-

56:43- Amazing.

56:43- It's not like a fixed, just would be very,

56:45I guess, I don't know,

56:46maybe that's what's the question behind your question,

56:47but it's not a, you know, preset set of-

56:49- Yes, I guess, so within the geographic constraints

56:52with that, within that area, anywhere else,

56:54it can be picked up and dropped off anywhere.

56:57- That's right, and, you know, people use them

56:59on like all kinds of trips.

57:00They, we have, and we have an incredible spectrum of riders.

57:03I think the youngest, actually have car seats in them,

57:05and we have, you know, people taking their kids on rides.

57:07I think the youngest riders we had on cars

57:09are, you know, one or two years old, you know,

57:11and the full spectrum of use cases.

57:12People, you can take them to, you know, schools,

57:16to, you know, go grocery shopping,

57:19to restaurants, to bars, you know, run errands,

57:22you know, go shopping, et cetera, et cetera.

57:24You can go to your office, right?

57:25Like the full spectrum of use cases,

57:27and people, you're gonna use them in their daily lives

57:31to get around, and we see all kinds of, you know,

57:35really interesting use cases,

57:37and that's what's providing us

57:38incredibly valuable experience

57:41that we then, you know, use to improve our product.

57:44- So as somebody who's been on, done a few long rants

57:49with Joe Rogan and others about the toxicity

57:53of the internet and the comments,

57:55and the negativity in the comments,

57:56I'm fascinated by feedback.

57:58I believe that most people are good and kind and intelligent

58:03and can provide, like, even in disagreement,

58:08really fascinating ideas.

58:09So on a product side, it's fascinating to me,

58:12like, how do you get the richest possible user feedback,

58:16like, to improve?

58:18What are the channels that you use

58:22to measure, 'cause like, you're no longer,

58:25that's one of the magical things about autonomous vehicles,

58:29is it's not, like, it's frictionless interaction

58:32with the human, so like, you don't get to,

58:35you know, it's just giving a ride.

58:36So like, how do you get feedback from people

58:39in order to improve?

58:40- Oh, yeah, great question.

58:42Various mechanisms.

58:43So as part of the normal flow, we ask people for feedback.

58:47They, as the car is driving around,

58:49you know, we have on the phone and in the car,

58:51and we have a touchscreen in the car,

58:53you can actually click some buttons

58:54and provide real-time feedback on how the car is doing

58:58and how the car is handling a particular situation,

59:00you know, both positive and negative.

59:02So that's one channel.

59:03We have, as we discussed, customer support or life help,

59:06where, you know, if a customer wants to,

59:08has a question or he has some sort of concern,

59:12they can talk to a person in real time.

59:14So that is another mechanism that gives us feedback.

59:19At the end of a trip, you know,

59:20we also ask them how things went.

59:22They give us comments and, you know, a star rating.

59:25And, you know, if it's, we also, you know,

59:28ask them to explain what, you know,

59:31went well and, you know, what could be improved.

59:34And we have, our riders are providing,

59:39you know, very rich feedback there.

59:41A lot, a large fraction is very passionate

59:44and very excited about this technology.

59:45So we get really good feedback.

59:47We also run UXR studies, right?

59:49You know, specific that are kind of more, you know,

§08Transcript · 59:53–1:08:28

59:53go more in depth and we will run both kind of lateral

59:55and longitudinal studies where we have deeper engagement

60:00with our customers.

60:01You know, we have our user experience research team

60:04tracking over time.

60:05That's when you say about longitudinal, it's cool.

60:07- That's exactly right.

60:08And, you know, that's another really valuable feedback,

60:12source of feedback.

60:12And we're just covering a tremendous amount, right?

60:16People go grocery shopping and they like want to load,

60:19you know, 20 bags of groceries in our cars.

60:21And like that's one workflow that you maybe don't,

60:24you know, think about, you know, getting just right

60:27when you're building the driverless product.

60:30I have people like, you know, who bike as part

60:35of their trip.

60:35So they, you know, bike somewhere,

60:36then they get in our cars, they take apart their bike,

60:39they load into our vehicle, then they go,

60:40and that's, you know, how they, you know,

60:42where we want to pull over and how that, you know,

60:44get in and get out process works,

60:48provides us very useful feedback.

60:50In terms of, you know, what makes a good pickup

60:53and drop off location, we get really valuable feedback.

60:57And in fact, we had to do some really interesting work

61:01with high definition maps and thinking about

61:06walking directions.

61:07And if you imagine you're in a store, right?

61:09In some giant space, and then, you know,

61:10you want to be picked up somewhere.

61:12If you just drop a pin at a current location,

61:14which is maybe in the middle of a shopping mall,

61:16like what's the best location for the car

61:18to come pick you up?

61:20And you can have simple heuristics where you just kind of

61:22take your, you know, you clean in distance

61:24and find the nearest spot where the car can pull over

61:27that's closest to you.

61:28But oftentimes that's not the most convenient one.

61:30You know, I have many anecdotes where that heuristic

61:32breaks in horrible ways.

61:33One example that I often mention is somebody wanted to be,

61:39you know, dropped off in Phoenix and, you know,

61:43we got car picked a location that was close,

61:47I think the closest to their, you know,

61:49where the pin was dropped on the map in terms of,

61:51you know, latitude and longitude.

61:53But it happened to be on the other side of a parking lot

61:57that had this row of cacti and the poor person had to like

62:00walk all around the parking lot to get to where they wanted

62:02to be in 110 degree heat.

62:04So that, you know, that was the bottom.

62:06So then, you know, we took all, take all of these,

62:08all of that feedback from our users and incorporate it

62:11into our system and improve it.

62:14- Yeah, I feel like that's like requires AGI

62:16to solve the problem of like, when you're,

62:19which is a very common case,

62:20when you're in a big space of some kind,

62:23like apartment building, it doesn't matter.

62:25It's just not some large space.

62:27And then you call the, like the Waymo from there, right?

62:31It's like, whatever, it doesn't matter,

62:32a ride share vehicle.

62:34And like, where's the pin supposed to drop?

62:39I feel like that's, you don't think,

62:41I think that requires AGI.

62:42I'm gonna, in order to solve, okay, the alternative,

62:47which I think the Google search engine has taught

62:50is like, there's something really valuable

62:53about the perhaps slightly dumb answer,

62:57but a really powerful one, which is like,

62:59what was done in the past by others?

63:02Like, what was the choice made by others?

63:04That seems to be like, in terms of Google search,

63:07when you have like billions of searches,

63:09that you could see which, like when they recommend

63:13what you might possibly mean,

63:15they suggest based on not some machine learning thing,

63:18which they also do, but like,

63:19on what was successful for others in the past

63:22and finding a thing that they were happy with.

63:24Is that integrated at all with Waymo?

63:27Like, what pickups worked for others?

63:30- It is.

63:31I think you're exactly right.

63:32So there's a real, it's an interesting problem.

63:35Naive solutions have interesting failure modes.

63:40So there's definitely lots of things

63:46that can be done to improve

63:49and both learning from what works,

63:54what doesn't work in actual hail

63:56from getting richer data and getting more information

63:59about the environment and richer maps.

64:02But you're absolutely right that there's something,

64:04I think there's some properties of solutions

64:05that in terms of the effect that they have on users,

64:09some are much, much, much better than others, right?

64:10And predictability and understandability is important.

64:13So you can have maybe something

64:14that is not quite as optimal,

64:16but is very natural and predictable to the user

64:19and kind of works the same way all the time.

64:22And that matters.

64:23That matters a lot for the user experience.

64:26- But to get to the basics,

64:28the pretty fundamental property

64:31is that the car actually arrives where you told it to ride.

64:36Like you can always change it, see it on the map

64:37and you can move it around if you don't like it.

64:40But like that property that the car actually shows up

64:43on the pin is critical,

64:45which where compared to some of the human driven analogs,

64:50I think you can have more predictability.

64:54It's actually the fact,

64:55if I do a little bit of a detour here,

64:59I think the fact that it's your phone and the car,

65:02it's two computers talking to each other

65:04can lead to some really interesting things we can do

65:07in terms of the user interfaces,

65:09both in terms of function,

65:10like the car actually shows up exactly where you told it

65:14you want it to be,

65:15but also some really interesting things

65:17on the user interface,

65:17like as the car is driving,

65:18as you call it and it's on the way to come and pick you up.

65:21And of course you get the position of the car

65:23and the route on the map,

65:25but, and they actually follow that route, of course,

65:27but it can also share some really interesting information

65:30about what it's doing.

65:31So, you know, our cars, as they are coming to pick you up,

65:35if it's come, if a car is coming up to a stop sign,

65:38it will actually show you that like it's there sitting

65:40because it's at a stop sign or a traffic light

65:42will show you that it's got, you know,

65:43sitting at a red light.

65:44So, you know, they're like little things, right?

65:46But it's, I find those little touch,

65:49touches really interesting, really magical.

65:53And it's just, you know,

65:54little things like that that you can do

65:56to kind of delight your users.

65:57- You know, this makes me think of,

66:00there's some products that I just love.

66:04Like there's a company called Rev,

66:09Rev.com where I like for this podcast, for example,

66:13I can just drag and drop a video

66:16and then they do all the captioning.

66:19It's humans doing the captioning,

66:21but they connect, they automate everything

66:24of connecting you to the humans

66:25and they do the captioning and transcription.

66:27It's all effortless.

66:28And it like, I remember when I first started using them,

66:30it was like, life's good.

66:34Like, because it was so painful to figure that out earlier.

66:38The same thing with something called iZotope RX,

66:42this company I use for cleaning up audio,

66:44like the sound cleanup they do,

66:46it's like drag and drop

66:47and it just cleans everything up very nicely.

66:51Another experience like that I had

66:52with Amazon OneClick purchase first time,

66:55I mean, other places do that now,

66:57but just the effortlessness of purchasing,

67:00making it frictionless,

67:02it kind of communicates to me,

67:04like I'm a fan of design, I'm a fan of products,

67:08that you can just create a really pleasant experience.

67:11The simplicity of it, the elegance

67:13just makes you fall in love with it.

67:15So, do you think about this kind of stuff?

67:18I mean, it's exactly what we've been talking about.

67:21It's like the little details

67:23that somehow make you fall in love with the product.

67:25Is that, we went from like urban challenge days

67:29where love was not part of the conversation probably,

67:33and to this point where there's human beings

67:38and you want them to fall in love with the experience.

67:42Is that something you're trying to optimize for,

67:44trying to think about,

67:45like how do you create an experience that people love?

67:48- Oh, absolutely.

67:49I think that's the vision is removing any friction

67:54or complexity from getting our users,

68:00our writers to where they wanna go.

68:03And making that as simple as possible.

68:06And then, beyond that, just transportation,

68:09making things and goods get to their destination

68:12as seamlessly as possible.

68:14I talked about a drag and drop experience

68:16where I kind of express your intent

68:18and then it just magically happens.

68:20And for our writers, that's what we're trying to get to

68:23is you download an app and you click and car shows up.

68:28It's the same car.

§09Transcript · 1:08:29–1:18:24

68:29It's very predictable.

68:31It's a safe and high quality experience.

68:34And then it gets you in a very reliable,

68:38very convenient, frictionless way to where you wanna be.

68:43And along the journey,

68:46I think we also want to do little things

68:48to delight our users.

68:51- Like the ride sharing companies,

68:54because they don't control the experience, I think,

68:57they can't make people fall in love necessarily

69:00with the experience.

69:02Or maybe they haven't put in the effort.

69:04But I think if I were to speak

69:07to the ride sharing experience I currently have,

69:09it's just very convenient.

69:13But there's a lot of room for falling in love with it.

69:18We can speak to sort of car companies.

69:20Car companies do this well.

69:21You can fall in love with a car, right?

69:22And be like a loyal car person, like whatever.

69:26Like I like badass hot rods, I guess '69 Corvette.

69:30And at this point, you can't really...

69:33Cars are so, owning a car is so 20th century, man.

69:37But is there something about the Waymo experience

69:41where you hope that people will fall in love with it?

69:44Is that part of it?

69:46Or is it just about making a convenient ride,

69:51not ride sharing, I don't know what the right term is,

69:53but just a convenient A to B autonomous transport?

69:58Or like, do you want them to fall in love with Waymo?

70:03So maybe elaborate a little bit.

70:05I mean, almost like from a business perspective,

70:07I'm curious, like how...

70:11Do you wanna be in the background invisible?

70:14Or do you want to be like a source of joy

70:19that's in very much in the foreground?

70:22- I want to provide the best,

70:26most enjoyable transportation solution.

70:28And that means building it, building our product

70:34and building our service in a way that people do.

70:37Kind of use in a very seamless, frictionless way

70:43in their day-to-day lives.

70:46And I think that does mean,

70:48in some way falling in love in that product, right?

70:51It just kind of becomes part of your routine.

70:54It comes down in my mind to safety,

70:58predictability of the experience and privacy, I think.

71:03Privacy, I think, aspects of it, right?

71:06Our cars, you get the same car,

71:09you get very predictable behavior.

71:12And that is important.

71:14I think if you're gonna use it in your daily life.

71:17Privacy, I mean, when you're in a car,

71:18you can do other things.

71:19You're spending a bunch, just another space

71:21where you're spending a significant part of your life.

71:24And so not having to share it with other people

71:27who you don't wanna share it with,

71:28I think is a very nice property.

71:32Maybe you wanna take a phone call

71:33or do something else in the vehicle.

71:35And safety on the quality of the driving,

71:40as well as the physical safety of not having to share

71:45that ride is important to a lot of people.

71:49- What about the idea that when there's somebody,

71:54like a human driving and they do a rolling stop

71:58on a stop sign, like sometimes,

72:01you get an Uber or Lyft or whatever, like human driver,

72:04and they can be a little bit aggressive as drivers.

72:09It feels like there is, not all aggression is bad.

72:12Now that may be a wrong, again,

72:1620th century conception of driving.

72:18Maybe it's possible to create a driving experience.

72:21Like if you're in the back, busy doing something,

72:24maybe aggression is not a good thing.

72:26It's a very different kind of experience perhaps.

72:29But it feels like in order to navigate this world,

72:33you need to, how do I phrase this?

72:38You need to kind of bend the rules a little bit,

72:39or at least like test the rules.

72:42I don't know what language politicians use to discuss this,

72:44but whatever language they use,

72:47you like flirt with the rules, I don't know.

72:49But like you sort of have a bit of an aggressive way

72:56of driving that asserts your presence in this world,

73:00thereby making other vehicles

73:02and people respect your presence,

73:04and thereby allowing you to sort of navigate

73:06through intersections in a timely fashion.

73:09I don't know if any of that made sense,

73:11but like how does that fit into the experience

73:15of driving autonomously?

73:17Is that-- - It's a lot of stuff.

73:19This is, you're hitting on a very important point

73:21of a number of behavioral components

73:26and parameters that make your driving feel assertive

73:31and natural and comfortable and predictable.

73:36Now, our cars will follow rules, right?

73:38They will do the safest thing possible in all situations,

73:40let me be clear on that.

73:42But if you think of really, really good drivers,

73:46just think about professional lemon drivers, right?

73:49They will follow the rules.

73:50They're very, very smooth, and yet they're very efficient.

73:55But they're assertive.

73:57They're comfortable for the people in the vehicle.

74:00They're predictable for the other people outside the vehicle

74:03that they share the environment with.

74:04And that's the kind of driver that we want to build.

74:07And you think if maybe there's a sport analogy there,

74:11you can do in very many sports,

74:15the true professionals are very efficient

74:19in their movements, right?

74:21So they don't do like hectic flailing, right?

74:25They're smooth and precise, right?

74:28And they get the best results.

74:29So that's the kind of driver that we want to build.

74:31In terms of aggressiveness, yeah,

74:33you can like roll through the stop signs.

74:34You can do crazy lane changes.

74:37Typically doesn't get you to your destination faster.

74:39Typically not the safest or most predictable,

74:41or most comfortable thing to do.

74:44But there is a way to do both.

74:48And that's what we're trying to build,

74:50the driver that is safe, comfortable,

74:54smooth, and predictable.

74:57- Yeah, that's a really interesting distinction.

74:59I think in the early days of autonomous vehicles,

75:02the vehicles felt cautious as opposed to efficient.

75:05And still probably, but when I rode in the Waymo,

75:10I mean, it was quite assertive.

75:14It moved pretty quickly.

75:17And like, yeah, then he's one of the surprising feelings

75:21was that it actually, it went fast

75:23and it didn't feel like awkwardly cautious

75:28than autonomous vehicle.

75:29So I've also programmed autonomous vehicles

75:32and everything I've ever built was felt awkwardly,

75:36either overly aggressive, okay?

75:39Especially when it was my code,

75:41or like awkwardly cautious is the way I would put it.

75:46And Waymo's vehicle felt like assertive

75:51and I think efficient is like the right terminology here.

75:57They wasn't, and I also like the professional limo driver.

76:01'Cause we often think like, you know,

76:04an Uber driver or a bus driver or a taxi.

76:08This is the funny thing is people think

76:10like taxi drivers are professionals.

76:15I mean, it's like, that's like saying

76:18I'm a professional walker

76:19just because I've been walking all my life.

76:22I think there's an art to it, right?

76:25And if you take it seriously as an art form,

76:28then there's a certain way that mastery looks like.

76:32And it's interesting to think about

76:33what does mastery look like in driving?

76:37And perhaps what we associate with like aggressiveness

76:41is unnecessary, like it's not part

76:44of the experience of driving.

76:46It's like unnecessary fluff that efficiency,

76:51you can be, you can create a good driving experience

76:57within the rules.

76:59That's, I mean, you're the first person to tell me this.

77:03So it's kind of interesting.

77:04I need to think about this,

77:05but that's exactly what it felt like with Waymo.

77:08I kind of had this intuition,

77:09maybe it's the Russian thing, I don't know,

77:11that you have to break the rules in life to get anywhere.

77:14But maybe, maybe it's possible that that's not the case

77:19in driving.

77:22I have to think about that.

77:23But it certainly felt that way on the streets of Phoenix

77:25when I was there in Waymo,

77:27that that was a very pleasant experience

77:29and it wasn't frustrating in that like,

77:32come on, move already kind of feeling.

77:34It wasn't, that wasn't there.

77:36- Yeah, I mean, that's what we're going after.

77:38I don't think you have to pick one.

77:40I think truly good driving,

77:42it gives you both efficiency, a certainness,

77:44but also comfort and predictability and safety.

77:47And that's what fundamental improvements

77:53in the core capabilities truly unlock.

77:57And you can kind of think of it as,

77:59precision and recall trade-off.

78:01You have certain capabilities of your model,

78:03and then it's very easy when you have some curve

78:05of precision and recall, you can move things around

78:07and can choose your operating point

78:08in your training of precision versus recall,

78:10false positives versus false negatives.

78:12But then, and you can tune things on that curve

78:15and be kind of more cautious or more aggressive,

78:17but then aggressive is bad or cautious is bad.

78:19But true capabilities come from actually moving

78:22the whole curve up.

78:24And then you are on a very different plane

§10Transcript · 1:18:28–1:27:55

78:28of those trade-offs.

78:29And that's what we're trying to do here

78:31is to move the whole curve up.

78:33- Before I forget, let's talk about trucks a little bit.

78:37So I also got a chance to check out

78:39some of the Waymo trucks.

78:42I'm not sure if we wanna go too much into that space,

78:45but it's a fascinating one.

78:46So maybe we can mention at least briefly,

78:48Waymo is also now doing autonomous trucking.

78:53And how different, like philosophically and technically

78:57is that whole space of problems?

79:00- It's one of our two big products

79:04and commercial applications of our driver,

79:08ride hailing and deliveries.

79:10We have Waymo One and Waymo Via,

79:12moving people and moving goods.

79:14Trucking is an example of moving goods.

79:18We've been working on trucking since 2017.

79:22It is a very interesting space.

79:28And your question of how different is it?

79:32It has this really nice property

79:34that the first order challenges,

79:37like the science, the hard engineering,

79:40whether it's hardware or onboard software

79:43or off-board software,

79:44all of the systems that you build

79:46for training your ML models,

79:48for evaluating your entire system,

79:51those fundamentals carry over.

79:53The true challenges of driving, perception,

79:58semantic understanding, prediction,

80:01decision making, planning, evaluation,

80:04the simulator, ML infrastructure, those carry over.

80:08Like the data and the application

80:09and kind of the domains might be different,

80:12but the most difficult problems,

80:15all of that carries over between the domains.

80:18So that's very nice.

80:19So that's how we approach it.

80:20We're kind of build investing in the core,

80:23the technical core.

80:25And then there is specialization of that core technology

80:29to different product lines,

80:31to different commercial applications.

80:33So on, just to tease it apart a little bit,

80:36on trucks, so starting with the hardware,

80:39the configuration of the sensors is different.

80:42They're different physically, geometrically,

80:45different vehicles.

80:47So for example, we have two of our main laser

80:50on the trucks on both sides,

80:53so that we have, not have the blind spots.

80:55Whereas on the JLR I-PACE, we have one of it,

80:59sitting at the very top,

81:01but the actual sensors are almost the same

81:04or largely the same.

81:05So all of the investment that over the years

81:09we've put into building our custom lighters,

81:12custom radars, pulling the whole system together,

81:14that carries over very nicely.

81:16Then on the perception side,

81:18the fundamental challenges of seeing,

81:21understanding the world,

81:22whether it's object detection, classification,

81:24tracking, semantic understanding, all that carries over.

81:27Yes, there's some specialization

81:29when you're driving on freeways,

81:31range becomes more important,

81:33the domain is a little bit different,

81:34but again, the fundamentals carry over very, very nicely.

81:38Same, and I guess you get into prediction

81:41or decision-making, right?

81:42The fundamentals of what it takes to predict

81:45what other people are going to do,

81:48to find the long tail, to improve your system

81:51in that long tail of behavior prediction and response,

81:54that carries over, right?

81:55And so on and so on.

81:56So, I mean, that's pretty exciting.

81:59By the way, does Waymo VIA include

82:01using the smaller vehicles for transportation goods?

82:06That's an interesting distinction.

82:07So, I would say there's three interesting

82:11modes of operation.

82:13So, one is moving humans, one is moving goods,

82:15and one is like moving nothing, zero occupancy,

82:19meaning like you're going to the destination,

82:22you're empty vehicle.

82:25I mean, it's-

82:27- The third is the less of it,

82:28that's the entirety of it,

82:29it's the less exciting from the commercial perspective.

82:32(both laughing)

82:34- Well, I mean, in terms of like,

82:36if you think about what's inside a vehicle as it's moving,

82:40because it does, some significant fraction

82:44of the vehicle's movement has to be empty.

82:48I mean, it's kind of fascinating,

82:50maybe just on that small point,

82:51is there different control and like,

82:57policies that are applied for zero occupancy vehicle?

83:01So, a vehicle with nothing in it,

83:03or is it just move as if there is a person inside,

83:06what was with some subtle differences?

83:09- As a first order approximation, there are no differences.

83:13And if you think about, you know, safety and, you know,

83:17comfort and quality of driving, only part of it,

83:23has to do with the people or the goods

83:27inside of the vehicle, right?

83:28But you don't wanna be, you know,

83:30you wanna drive smoothly, as we discussed,

83:32not for the purely for the benefit of, you know,

83:34whatever you have inside the car, right?

83:36It's also for the benefit of the people outside

83:39kind of feeding, fitting naturally and predictably

83:41into that whole environment, right?

83:43So, you know, yes, there are some second order things

83:45you can do, you can change your route,

83:47and, you know, optimize maybe kind of your fleet,

83:50things at the fleet scale,

83:52and you would take into account whether, you know,

83:54some of your cars are actually, you know,

83:58serving a useful trip, whether with people or with goods,

84:01whereas, you know, other cars are, you know,

84:03driving completely empty, you know,

84:04to that next valuable trip that they're going to provide,

84:08but that those are mostly second order effects.

84:11- Okay, cool.

84:12So Phoenix is an incredible place,

84:16and what you've announced in Phoenix is,

84:21it's kind of amazing, but, you know,

84:23that's just like one city.

84:24How do you take over the world?

84:27I mean, I'm asking for a friend.

84:32- One step at a time.

84:33- One city at a time.

84:36- Is that the cartoon pinky in the brain?

84:38Okay.

84:39- But, you know, gradually is a true answer.

84:42- So I think the heart of your question is, you know, what--

84:47- Can you ask a better question than I asked?

84:49- You're asking a great question.

84:50- Answer that one.

84:51- I'm, you know, just gonna, you know,

84:54phrase it in the terms that I want to answer.

84:56- Answer it, perfect.

84:58That's exactly right, brilliant.

84:59Please.

85:00- No, you know, where are we today?

85:03And, you know, what happens next?

85:04And what does it take to go beyond Phoenix?

85:07And what does it take to get this technology

85:11to more places and more people around the world, right?

85:15- So our next big area of focus

85:20is exactly that, larger scale commercialization

85:26and just, you know, scaling up.

85:28If I think about, you know, the main,

85:35and, you know, Phoenix gives us that platform

85:39and gives us that foundation upon which we can build.

85:44And it's, there are a few really challenging aspects

85:49of this whole problem that you have to pull together

85:54in order to, you know, build the technology,

85:57in order to deploy it into the field,

86:02to go from a driverless car to a fleet of cars

86:07that are providing a service,

86:10and then all the way to, you know, commercialization.

86:13So, and, you know, this is what we have in Phoenix.

86:15We've taken the technology from a proof point

86:20to an actual deployment,

86:21and have taken our driver, you know, from, you know,

86:24one car to a fleet that can provide a service.

86:27Beyond that, if I think about what it will take

86:31to scale up and, you know, deploy in, you know,

86:36more places with more customers,

86:38I tend to think about three main dimensions,

86:43three main axes of scale.

86:46One is the core technology, you know,

86:49the hardware and software core capabilities of our driver.

86:53The second dimension is evaluation and deployment.

86:58And the third one is just the, you know,

87:01product, commercial, and operational excellence.

87:05So you can talk a bit about where we are along, you know,

87:09each one of those three dimensions,

87:10about where we are today and, you know,

87:12what has, what will happen next.

87:14On, you know, the core technology,

87:17on, you know, the hardware and software, you know,

87:19together, comprised of driver,

87:22we, you know, obviously have that foundation

87:26that is providing fully driverless trips to our customers

87:31as we speak, in fact.

87:34And we've learned a tremendous amount from that.

87:38So now what we're doing is we are incorporating

87:42all those lessons into some pretty fundamental improvements

87:45in our core technology, both on the hardware side

87:48and on the software side,

87:50to build a more general, more robust solution

87:53that then will enable us to massively scale,

87:55you know, beyond Phoenix.

§11Transcript · 1:27:57–1:36:48

87:57So on the hardware side,

88:00all of those lessons are now incorporated

88:04into this fifth generation hardware platform

88:07that is, you know, being deployed right now.

88:10And that's the platform, the fourth generation,

88:13the thing that we have right now driving in Phoenix,

88:15it's good enough to operate fully driverless,

88:18you know, night and day, you know,

88:20various speeds and various conditions.

88:22But the fifth generation is the platform

88:25upon which we want to go to massive scale.

88:28We've really made qualitative improvements

88:31in terms of the capability of the system,

88:34the simplicity of the architecture,

88:36the reliability of the redundancy.

88:38It is designed to be manufacturable at very large scale

88:41and, you know, provides the right unit economics.

88:43So that's the next big step for us on the hardware side.

88:48- That's already there for scale, the version five.

88:50- That's right.

88:51- And is that a coincidence

88:53or should we look into a conspiracy theory

88:55that it's the same version as the Pixel phone?

88:58(laughs)

88:59Is that what's the hardware?

88:59- I can neither confirm nor deny, Lux.

89:03- All right, cool.

89:03So, sorry.

89:04So that's the, okay, that's that axis.

89:07What else?

89:08- So similarly, you know,

89:09the hardware is a very discreet jump,

89:11but similar to how we're making that change

89:15from the fourth generation hardware to the fifth,

89:16we're making similar improvements on the software side

89:19to make it more robust and more general

89:21and allow us to kind of quickly scale beyond Phoenix.

89:24So that's the first dimension of core technology.

89:26The second dimension is evaluation and deployment.

89:28Now, how do you measure your system?

89:33How do you evaluate it?

89:35How do you build a release and deployment process

89:37where, you know, with confidence,

89:39you can regularly release new versions

89:42of your driver into a fleet?

89:45How do you get good at it so that it is not, you know,

89:49a huge tax on your researchers and engineers that, you know,

89:52so you can, how do you build all of these, you know,

89:54processes, the frameworks, the simulation, the evaluation,

89:57the data science, the validation,

89:59so that, you know, people can focus on improving the system

90:02and kind of the releases just go out the door

90:04and get deployed across the fleet.

90:06So we've gotten really good at that in Phoenix.

90:09That's been a tremendously difficult problem,

90:13but that's what we have in Phoenix right now

90:14that gives us that foundation.

90:16And now we're working on kind of incorporating

90:18all the lessons that we've learned

90:19to make it more efficient, to go to new places,

90:22you know, and scale up and just kind of, you know,

90:23stamp things out.

90:25So that's that second dimension of evaluation and deployment.

90:28And the third dimension is product, commercial,

90:32and operational excellence, right?

90:34And again, Phoenix there is providing

90:37an incredibly valuable platform.

90:40You know, that's why we're doing things end-to-end

90:42in Phoenix, we're learning as, you know,

90:43we discussed a little earlier today,

90:46tremendous amount of really valuable lessons

90:49from our users getting really incredible feedback.

90:52And we'll continue to iterate on that

90:54and incorporate all those lessons

90:57into making our product, you know,

91:00even better and more convenient for our users.

91:01- So you're converting this whole process of Phoenix

91:04in Phoenix into something that could be copied

91:08and pasted elsewhere.

91:09So like, perhaps you didn't think of it that way

91:12when you were doing the experimentation Phoenix,

91:14but so how long did, basically,

91:18you can correct me, but you've,

91:21I mean, it's still early days,

91:23but you've taken the full journey in Phoenix, right?

91:26As you were saying of like what it takes

91:28to basically automate, I mean,

91:30it's not the entirety of Phoenix, right?

91:32But I imagine it can encompass the entirety of Phoenix

91:37at some near-term date,

91:40but that's not even perhaps important,

91:42like as long as it's a large enough geographic area.

91:45So what, how copy-pastable is that process currently?

91:50Is that process currently?

91:53And how, like, you know,

91:57like when you copy and paste in Google Docs, I think,

92:02no, or in Word, you can like apply source formatting

92:06or apply destination formatting.

92:09So when you copy and paste the Phoenix into like,

92:14say, Boston, how do you apply the destination formatting?

92:19Like how much of the core of the entire process

92:24of bringing an actual public transportation,

92:29autonomous transportation service to a city

92:32is there in Phoenix that you understand enough

92:35to copy and paste into Boston or wherever?

92:38- So we're not quite there yet.

92:40We're not at a point where we're kind of massively

92:42copy and pasting all over the place,

92:44but Phoenix, what we did in Phoenix,

92:48and we very intentionally have chosen Phoenix

92:51as our first full deployment area,

92:56you know, exactly for that reason,

92:57to kind of tease the problem apart,

92:59look at each dimension,

93:01focus on the fundamentals of complexity

93:03and de-risking those dimensions,

93:05and then bringing the entire thing together

93:07to get all the way,

93:09force ourselves to learn all those hard lessons

93:11on technology, hardware and software,

93:13on the evaluation deployment,

93:15on operating a service, operating a business,

93:17using actually serving our customers,

93:21all the way so that we're fully informed

93:23about the most difficult, most important challenges

93:28to get us to that next step of massive copy and pasting,

93:32as you said.

93:34And that's what we're doing right now.

93:39We're incorporating all those things that we learned

93:41into that next system that then will allow us

93:44to kind of copy and paste all over the place

93:46and to massively scale to more users and more locations.

93:49I mean, you know, I just talked a little bit about,

93:51what does that mean along those different dimensions?

93:53So on the hardware side, for example,

93:55again, it's that switch from the fourth

93:57to the fifth generation.

93:58And the fifth generation is designed

94:00to kind of have that property.

94:01- Can you say what other cities you're thinking about?

94:05Like I'm thinking about,

94:07sorry, we're in San Francisco now.

94:10I thought I want to move to San Francisco,

94:12but I'm thinking about moving to Austin.

94:15I don't know why.

94:16People are not being very nice about San Francisco currently.

94:19Maybe it's in vogue right now.

94:23But Austin seems, I visited there and it was,

94:26I was in a Walmart.

94:28It's funny, these moments like turn your life.

94:33There's this very nice woman with kind eyes,

94:37just like stopped and said,

94:39"You look so handsome in that tie, honey," to me.

94:44This has never happened to me in my life,

94:46but just the sweetness of this woman

94:48is something I've never experienced,

94:49certainly in the streets of Boston,

94:51but even in San Francisco where people wouldn't,

94:53that's just not how they speak or think.

94:57I don't know.

94:57There's a warmth to Austin that love.

95:00And since Waymo does have a little bit of a history there,

95:03is that a possibility?

95:05- Is this your version of asking the question of like,

95:08you know, Dimitri, I know you can't share

95:10your commercial and deployment roadmap,

95:12but I'm thinking about moving to San Francisco, Austin,

95:15like in a blink twice, if you think I should move to.

95:18- Yeah, that's true.

95:19That's true.

95:20You got me.

95:21We've been testing all over the place.

95:24I think we've been testing more than 25 cities.

95:26We drive in San Francisco, we drive in Michigan for snow.

95:31We are doing significant amount of testing in the Bay Area,

95:34including San Francisco.

95:35- But just not like,

95:37'cause we're talking about the various different thing,

95:39which is like a full on large geographic area,

95:43public service.

95:45You can't share.

95:46Okay.

95:47What about Moscow?

95:51Is that, when is that happening?

95:54Take on Yandex.

95:56I'm not paying attention to those folks.

95:58They're doing, you know, there's a lot of fun.

96:02I mean, maybe as a way of a question,

96:06you didn't speak to sort of like policy

96:11or like, is there tricky things with government and so on?

96:15Is there other friction that you've encountered

96:22except sort of technological friction

96:24of solving this very difficult problem?

96:27Is there other stuff that you have to overcome

96:29when deploying a public service in a city?

96:34That's interesting.

96:36- It's very important.

96:37So we put significant effort in creating those partnerships

96:42and those relationships with governments at all levels,

96:48local governments, municipalities,

§12Transcript · 1:36:50–1:45:48

96:50state level, federal level.

96:52We've been engaged in very deep conversations

96:54from the earliest days of our projects

96:57whenever at all of these levels,

96:59whenever we go to test or operate in a new area,

97:06we always lead with a conversation

97:09with the local officials.

97:11But the result of that investment is that,

97:13no, it's not challenges we have to overcome,

97:15but it is a very important

97:17that we continue to have this conversation.

97:20- Yeah, I love politicians too.

97:22Okay, so Mr. Elon Musk said that LIDAR is a crutch.

97:27What are your thoughts?

97:30- I wouldn't characterize it exactly that way.

97:35I know, I think LIDAR is very important.

97:37It is a key sensor that we use just like other modalities.

97:42As we discussed, our cars use cameras, LIDARs and radars.

97:47They are all very important.

97:50They are at the kind of the physical level.

97:54They are very different.

97:57They have very different physical characteristics.

98:00Cameras are passive, LIDARs and radars are active,

98:03and use different wavelengths.

98:05So that means they complement each other very nicely.

98:08And together, combined, they can be used

98:13to build a much safer and much more capable system.

98:19So to me, it's more of a question,

98:25why the heck would you handicap yourself

98:27and not use one or more of those sensing modalities

98:30when they undoubtedly just make your system

98:34more capable and safer?

98:36Now, what might make sense for one product

98:41or one business might not make sense for another one.

98:48So if you're talking about driver assist technologies,

98:51you make certain design decisions

98:52and you make certain trade-offs,

98:53and you make different ones if you're building a driver

98:56that you deploy in fully driverless vehicles.

99:00And LIDAR specifically, when this question comes up,

99:04typically the criticisms that I hear

99:10are the counterpoints that cost and aesthetics.

99:15And I don't find either of those, honestly, very compelling.

99:20So on the cost side,

99:22there's nothing fundamentally prohibitive

99:24about the cost of LIDARs.

99:27Radars used to be very expensive

99:28before people made certain advances in technology

99:32and started to manufacture them at massive scale

99:36and deploy them in vehicles, similar with LIDARs.

99:39And this is where the LIDARs that we have on our cars,

99:41especially the fifth generation,

99:44we've been able to make some pretty qualitative

99:47discontinuous jumps in terms of the fundamental technology

99:50that allow us to manufacture those things

99:52at very significant scale and at a fraction of the cost

99:57of both our previous generation,

100:00as well as a fraction of the cost

100:02of what might be available on the market

100:05off the shelf right now.

100:06And that improvement will continue.

100:07So I think cost is not a real issue.

100:11Second one is aesthetics.

100:13I don't think that's a real issue either.

100:17- Beauty is in the eye of the beholder.

100:21You can make LIDAR sexy again.

100:23- I think you're exactly right.

100:23I think it is sexy.

100:24Like honestly, I think form is the function.

100:26- Well, okay.

100:27You know, I was actually,

100:29somebody brought this up to me.

100:31I mean, all forms of LIDAR,

100:33even like the ones that are like big,

100:36you can make look, I mean, you can make look beautiful.

100:40Like there's no sense in which

100:42you can't integrate it into design.

100:44Like there's all kinds of awesome designs.

100:46I don't think small and humble is beautiful.

100:50It could be like, you know, brutalism

100:53or like it could be like harsh corners.

100:56I mean, like I said, like hot rods.

100:58Like I don't necessarily like,

101:00like, oh man, I'm gonna start so much controversy with this.

101:03I don't like Porsches.

101:06Okay.

101:07The Porsche 911, like everyone says,

101:09oh, it's the most beautiful.

101:10No, no.

101:11It's like a baby car.

101:13It doesn't make any sense.

101:15But everyone, it's beauty is in the eye of the beholder.

101:18You're already looking at me like,

101:19what is this kid talking about?

101:21- I'm happy to talk about-

101:23- You're digging your own hole.

101:24- The form and function and my take on the beauty

101:28of the hardware that we put on our vehicles.

101:31You know, I will not comment on your Porsche monologue.

101:34- Okay.

101:35All right.

101:36So, but aesthetics, fine.

101:37But there's an underlying like philosophical question

101:41behind the kind of LIDAR question is like,

101:44how much of the problem can be solved

101:48with computer vision, with machine learning?

101:51So I think without sort of disagreements and so on,

101:56it's nice to put it on the spectrum

102:01because Waymo's doing a lot of machine learning as well.

102:04It's interesting to think how much of driving,

102:06if we look at five years, 10 years, 50 years down the road,

102:11what can be learned in almost more and more

102:14and more end to end way.

102:17If we look at what Tesla is doing

102:19as a machine learning problem,

102:22they're doing a multitask learning thing

102:24where it's just, they break up driving

102:26into a bunch of learning tasks

102:27and they have one single neural network

102:29and they're just collecting huge amounts of data

102:30that's training that.

102:32I've recently hung out with George Hotz.

102:33I don't know if you know George.

102:35(laughs)

102:37I love him so much.

102:40He's just an entertaining human being.

102:41We were off mic talking about Hunter S. Thompson.

102:43He's the Hunter S. Thompson of the time I was driving.

102:46Okay.

102:47So he, I didn't realize this with Kama AI,

102:49but they're like really trying to do end to end.

102:52Like looking at the machine learning problem,

102:56they're really not doing multitask learning,

103:00but it's computing the drivable area

103:04as a machine learning task

103:06and hoping that like down the line,

103:09this level two system, this driver assistance

103:12will eventually lead to allowing you

103:15to have a fully autonomous vehicle.

103:17Okay.

103:18There's an underlying deep philosophical question there,

103:20technical question of how much of driving can be learned.

103:25So LiDAR is an effective tool today

103:29for actually deploying a successful service in Phoenix,

103:33right, that's safe, that's reliable, et cetera, et cetera.

103:36But the question,

103:39and I'm not saying you can't do machine learning on LiDAR,

103:41but the question is that like how much of driving

103:45can be learned eventually?

103:47Can we do fully autonomous that's learned?

103:50- Yeah.

103:51You know, learning is all over the place

103:53and plays a key role in every part of our system.

103:56I, as you said, I would decouple the sensing modalities

104:01from the ML and the software parts of it.

104:05LiDAR, radar, cameras, it's all machine learning.

104:09All of the object detection classification, of course,

104:11like that's what these modern deep nets

104:14and con nets are very good at.

104:15You feed them raw data, massive amounts of raw data.

104:18And that's actually what our custom build LiDARs

104:22and radars are really good at.

104:24And radars, they don't just give you point estimates

104:25of objects in space,

104:26they give you raw, like physical observations.

104:29And then you take all of that raw information,

104:31you know, there's colors of the pixels,

104:33whether it's LiDARs returns,

104:34it's some auxiliary information,

104:35it's not just distance, right?

104:37And angle and distance is much richer information

104:39that you get from those returns,

104:40plus really rich information from the radars.

104:43You fuse it all together and you feed it

104:44into those massive ML models that then, you know,

104:48lead to the best results in terms of, you know,

104:51object detection, classification, you know, state estimation.

104:55- So there's a, sorry to interrupt, but there is a fusion.

104:58I mean, that's something that people didn't do

104:59for a very long time,

105:01which is like at the sensor fusion level, I guess,

105:04like early on fusing the information together,

105:07whether so that the sensory information

105:10that the vehicle receives from the different modalities

105:12or even from different cameras is combined

105:15before it is fed into the machine learning models.

105:18- Yeah, so I think this is one of the trends.

105:20You're seeing more of that, you mentioned end-to-end,

105:22there's different interpretation of end-to-end.

105:24There is kind of the purest interpretation

105:27of I'm gonna like have one model

105:29that goes from raw sensor data to like, you know,

105:32steering torque and, you know, gas brakes.

105:34That, you know, that's too much.

105:36I don't think that's the right way to do it.

105:37There's more, you know, smaller versions of end-to-end

105:40where you're kind of doing more end-to-end learning

105:44or core training or deep propagation

105:46of kind of signals back and forth

105:48across the different stages of your system.

§13Transcript · 1:45:50–1:53:58

105:50There's, you know, really good ways.

105:51It gets into some fairly complex design choices

105:54where on one hand you want modularity

105:56and the composability of your system.

106:00But on the other hand,

106:01you don't wanna create interfaces that are too narrow

106:04or too brittle, too engineered,

106:05where you're giving up on the generality of a solution

106:08or you're unable to properly propagate signal,

106:10you know, reach signal forward and losses and, you know,

106:14back so you can optimize the whole system jointly.

106:17So I would decouple.

106:18And I guess what you're seeing in terms of the fusion

106:21of the sensing data from different modalities,

106:24as well as kind of fusion in the temporal level,

106:26going more from, you know, frame by frame,

106:29where, you know, you would have one net

106:31that would do frame by frame detection in camera.

106:33And then, you know, something that does frame by frame

106:35and lighter and then radar,

106:36and then you fuse it, you know,

106:38in a weaker engineered way later.

106:39Like the field over the last decade has been evolving

106:42in more kind of joint fusion, more end-to-end models

106:45that are solving some of these tasks, you know, jointly.

106:47And there's tremendous power in that.

106:49And, you know, that's the progression

106:51that kind of our stack has been on as well.

106:54Now, to your, you know,

106:55so I would decouple the sensing

106:57and how that information is used

106:58from the role of ML in the entire stack.

107:01And, you know, I guess it's,

107:02there's trade-offs in modularity

107:06and how do you inject inductive bias into your system?

107:11Right, this is, there's tremendous power

107:15in being able to do that.

107:16So, you know, we have, there's no part of our system

107:20that is not heavily, that does not heavily, you know,

107:24leverage data-driven development or, you know,

107:28state-of-the-art ML.

107:29But there's mapping, there's a simulator,

107:32or there's perception, you know, object level,

107:34you know, perception, whether it's semantic understanding,

107:35prediction, decision-making, you know, so forth and so on.

107:38It's, and of course, object detection and classification,

107:44like you're finding pedestrians and cars and cyclists

107:47and, you know, cones and signs and vegetation

107:49and being very good at estimating

107:51kind of detection classification and state estimation,

107:54there's just stable stakes.

107:55Like that's step zero of this whole stack.

107:57You can be incredibly good at that,

107:59whether you use cameras or light as a radar,

108:00but that's just, you know, that's stable stakes.

108:02That's just step zero.

108:03Beyond that, you get into the really interesting challenges

108:05of semantic understanding, the perception level.

108:08You get into scene level reasoning.

108:10You get into very deep problems

108:12that have to do with prediction and joint prediction

108:14and interaction, so on and so on,

108:16between all of the actors in the environment,

108:18pedestrians, cyclists, other cars,

108:19and you get into decision-making, right?

108:21So how do you build a lot of systems?

108:22So we leverage ML very heavily in all of these components.

108:27I do believe that the best results you achieve

108:30by kind of using a hybrid approach

108:33and having different types of ML,

108:35having different models with different degrees

108:40of inductive bias that you can have,

108:43and combining kind of model-free approaches

108:46with some model-based approaches

108:48and some rule-based, physics-based systems.

108:53So, you know, one example I can give you is traffic lights.

108:56There's a problem of the detection of traffic light state,

108:59and obviously that's a great problem

109:01for computer vision confidence.

109:04That's their bread and butter, right?

109:06That's how you build that.

109:07But then the interpretation of a traffic light,

109:11that you're gonna need to learn that, right?

109:14Red, you don't need to build some complex ML model

109:17that infers with some precision and recall

109:21that red means stop.

109:22It's a very clear engineered signal

109:25with very clear semantics, right?

109:27So you wanna induce that bias.

109:29Like how you induce that bias and that,

109:31whether it's a constraint or a cost function in your stack,

109:35but it is important to be able to inject

109:38that clear semantic signal into your stack.

109:42And that's what we do.

109:43But then the question of like,

109:46and that's when you apply it to yourself,

109:49when you are making decisions,

109:50whether you wanna stop for a red light or not.

109:52But if you think about how other people treat traffic lights,

109:57we're back to the ML version of that.

109:59As you know, they're supposed to stop for a red light,

110:01but that doesn't mean they will.

110:03So then you're back in the like very heavy ML domain

110:06where you're picking up on like very subtle keys about,

110:11you know, that have to do with the behavior of objects

110:13and pedestrians, cyclists, cars,

110:16and the whole thing, you know,

110:18entire configuration of the scene

110:19that allow you to make accurate predictions

110:21on whether they will in fact stop or run a red light.

110:24- So it sounds like already for Waymo,

110:27like machine learning is a huge part of the stack.

110:29So it's a huge part of like, not just,

110:33so obviously the first level zero or whatever you said,

110:37which is like just the object detection

110:39and things that, you know,

110:40with know that machine learning can do,

110:42but also starting to do prediction behavior and so on

110:46to model what other parties in the scene,

110:50entities in the scene are gonna do.

110:51So machine learning is more and more

110:53playing a role in that as well.

110:56- Of course, absolutely.

110:57I think we've been going back to the earliest days,

111:01like, you know, the DARPA Urban,

111:03the DARPA Grand Challenge,

111:04and team was leveraging, you know, machine learning.

111:06I was like pre, you know, ImageNet,

111:08and it was a very different type of ML,

111:09but, and I think actually it was before my time,

111:12but the Stanford team on during the Grand Challenge

111:14had a very interesting machine learned system

111:17that would, you know, use lighter and camera,

111:20we've been driving in the desert,

111:21and it, we had built the model

111:24where it would kind of extend the range

111:28of free space reasoning.

111:29So we get a clear signal from lighter,

111:31and then it had a model that said,

111:32"Hey, like this stuff in camera

111:33kind of sort of looks like this stuff in lighter.

111:35And I know this stuff that I've seen in lighter,

111:37I'm very confident that it's free space.

111:38So let me extend that free space zone

111:41into the camera range

111:43that would allow the vehicle to drive faster."

111:44And then we've been building on top of that

111:46and kind of staying and pushing the state of the art in ML,

111:49in all kinds of different ML over the years.

111:51And in fact, from the earliest days,

111:53I think, you know, 2010 is probably the year

111:56where Google, maybe 2011 probably,

112:00got pretty heavily involved in machine learning,

112:04kind of deep nuts.

112:06And at that time, it was probably the only company

112:08that was very heavily investing in kind of state of the art ML

112:11and self-driving cars, right?

112:13And they go hand in hand.

112:16And we've been on that journey ever since.

112:18We're doing, pushing a lot of these areas

112:22in terms of research at Waymo,

112:23and we collaborate very heavily

112:25with the researchers in Alphabet.

112:27And I call all kinds of ML,

112:29supervised ML, unsupervised ML,

112:31published some interesting research papers in the space,

112:37especially recently.

112:39It's just super active. - Super active learning as well.

112:41- Yeah, so super, super active.

112:43And of course there's kind of the more mature stuff

112:46like, you know, ConvNets for object detection,

112:49but there's some really interesting,

112:50really active work that's happening

112:52and kind of more, you know, and bigger models

112:57and models that have more structure to them,

113:02you know, not just large bitmaps

113:04and reason about temporal sequences.

113:06And some of the interesting breakthroughs

113:09that we've seen in language models, right?

113:12You know, transformers, you know, GPT-3 inference.

113:16There's some really interesting applications

113:18of some of the core breakthroughs

113:20to those problems of, you know, behavior prediction,

113:23as well as, you know, decision-making and planning, right?

113:25You can think about it, kind of the behavior,

113:27how, you know, the path, the trajectories,

113:29the how people drive,

113:31and they have kind of a share

113:33a lot of the fundamental structure, you know, this problem.

113:35There's, you know, sequential nature.

113:38There's a lot of structure in this representation.

113:41There is a strong locality, kind of like in sentences,

113:45you know, words that follow each other,

113:46they're strongly connected,

113:47but there are also kind of larger contexts

113:49that doesn't have that locality.

113:51And you also see that in driving, right?

113:52What, you know, is happening in the scene as a whole

113:54has very strong implications on, you know,

113:58the kind of the next step in that sequence

§14Transcript · 1:54:00–2:02:41

114:00where whether you're predicting

114:02what other people are going to do,

114:03whether you're making your own decisions,

114:05or whether in the simulator,

114:06you're building generative models of, you know,

114:09humans walking, cyclists riding, and other cars driving.

114:11- Oh, that's all really fascinating.

114:13Like how it's fascinating to think that

114:15transformer models and all the breakthroughs in language

114:19and NLP that might be applicable to like driving

114:22at the higher level, at the behavior level.

114:24That's kind of fascinating.

114:25Let me ask about pesky little creatures

114:27called pedestrians and cyclists.

114:30They seem, so humans are a problem.

114:32If we can get rid of them, I would.

114:34But unfortunately, they're also a source of joy

114:37and love and beauty, so let's keep them around.

114:40- They're also our customers.

114:41- Oh, for your perspective, yes, yes, for sure.

114:44They're a source of money, very good.

114:48But I don't even know where I was going.

114:52Oh yes, pedestrians and cyclists.

114:54I, you know, they're a fascinating injection

114:59into the system of uncertainty,

115:01of like a game theoretic dance of what to do.

115:06And also they have perceptions of their own

115:11and they can tweet about your product.

115:14So you don't want to run them over.

115:17- From that perspective, I mean, I don't know,

115:20I'm joking a lot, but I think in seriousness,

115:24like, you know, pedestrians are a complicated,

115:26computer vision problem, a complicated behavioral problem.

115:30Is there something interesting you could say

115:32about what you've learned

115:34from a machine learning perspective,

115:36from also an autonomous vehicle and a product perspective

115:40about just interacting with the humans in this world?

115:43- Yeah, just, you know, to state on record,

115:44we care deeply about the safety of pedestrians,

115:47you know, even the ones that don't have Twitter accounts.

115:50- Thank you.

115:51(laughs)

115:51All right, all right, cool.

115:53Not me.

115:53But yes, I'm glad somebody does.

115:57Okay.

115:58- But you know, in all seriousness,

116:00safety of vulnerable road users,

116:04pedestrians or cyclists is one of our highest priorities.

116:08We do a tremendous amount of testing and validation

116:13and put a very significant emphasis

116:16on the capabilities of our systems

116:18that have to do with safety

116:20around those unprotected vulnerable road users.

116:22You know, cars, as we discussed earlier in Phoenix,

116:27we have completely empty cars,

116:28completely driverless cars,

116:29driving in this very large area.

116:32And you know, some people use them to go to school,

116:34so they will drive through school zones, right?

116:36So kids are kind of the very special class

116:40of those vulnerable road users, right?

116:41You wanna be super, super safe

116:44and super, super cautious around those.

116:45So we take it very, very, very seriously.

116:48And you know, what does it take to be good at it?

116:53An incredible amount of performance

116:59across your whole stack.

117:01You know, it starts with hardware.

117:04And again, you wanna use all sensing modalities

117:06available to you.

117:07Imagine driving on a residential road at night

117:10and kind of making a turn

117:11and you don't have headlights covering some part

117:14of the space and like, you know, a kid might run out.

117:17And you know, lighters are amazing at that.

117:19They see just as well in complete darkness

117:22as they do during the day, right?

117:24So just again, it gives you that extra,

117:26you know, margin in terms of capability

117:31and performance and safety and quality.

117:33And in fact, we oftentimes, in these kinds of situations,

117:36we have our system detect something,

117:38in some cases even earlier than our trained operators

117:41in the car might do, right?

117:42Especially in conditions like very dark nights.

117:45So it starts with sensing.

117:48Then, you know, perception has to be incredibly good.

117:52And you have to be very, very good

117:54at kind of detecting pedestrians

117:57in all kinds of situations

118:00and all kinds of environments,

118:01including people in weird poses,

118:03people kind of running around

118:06and being partially occluded.

118:09So, you know, that's step number one.

118:13Then you have to have very high accuracy

118:17and very low latency in terms of your reactions

118:21to what these actors might do, right?

118:26And we've put a tremendous amount of engineering

118:28and tremendous amount of validation

118:30in to make sure our system performs properly.

118:33And oftentimes it does require a very strong reaction

118:36to do the safe thing.

118:37And we actually see a lot of cases like that.

118:39It's the long tail of really rare,

118:41you know, really crazy events

118:45that contribute to the safety around pedestrians.

118:49Like one example that comes to mind

118:51that we actually got happened in Phoenix,

118:54where we were driving along

118:57and I think it was a 45 mile per hour road.

118:59So you have pretty high speed traffic

119:01and there was a sidewalk next to it.

119:03And there was a cyclist on the sidewalk.

119:05And as we were in the right lane,

119:09right next to the sidewalk, it was a multi-lane road.

119:11So as we got close to the cyclist on the sidewalk,

119:15it was a woman, she tripped and fell,

119:17just fell right into the path of our vehicle.

119:19And our car, you know, this was actually with a test driver.

119:26Our test drivers did exactly the right thing.

119:29They kind of reacted and came to a stop.

119:31It requires both very strong steering

119:33and strong application of the brake.

119:35And then we simulated what our system would have done

119:37in that situation and it did exactly the same thing.

119:40And that speaks to all of those components

119:44of really good state estimation and tracking.

119:47And like imagine a person on a bike

119:49and they're falling over

119:50and they're doing that right in front of you.

119:52So you have to be really like, things are changing.

119:53The appearance of that whole thing is changing.

119:56And a person goes one way, they're falling on the road,

119:58they're being flat on the ground in front of you.

120:01The bike goes flying the other direction.

120:03Like the two objects that used to be one

120:04are now are splitting apart.

120:06And the car has to like detect all of that.

120:09Like milliseconds matter.

120:10And it's not good enough to just brake.

120:12You have to like steer and brake

120:14and there's traffic around you.

120:15So like it all has to come together.

120:17And it was really great to see in this case

120:20and other cases like that,

120:21that we're actually seeing in the wild

120:22that our system is performing exactly the way

120:26that we would have liked

120:27and is able to avoid collisions like this.

120:30- It's such an exciting space for robotics.

120:32Like in that split second

120:35to make decisions of life and death.

120:37I don't know.

120:38The stakes are high in a sense,

120:40but it's also beautiful that

120:42for somebody who loves artificial intelligence,

120:45the possibility that an AI system

120:47might be able to save a human life.

120:49That's kind of exciting as a problem, like to wake up.

120:54It's terrifying probably for an engineer to wake up

120:57and to think about, but it's also exciting

121:00'cause it's in your hands.

121:02Let me try to ask a question

121:04that's often brought up about autonomous vehicles.

121:07And it might be fun to see

121:09if you have anything interesting to say,

121:11which is about the trolley problem.

121:13So a trolley problem is a interesting philosophical construct

121:19that highlights, and there's many others like it,

121:23of the difficult ethical decisions

121:25that we humans have before us

121:29in this complicated world.

121:31So specifically is the choice between

121:35if you were forced to choose to kill a group X of people

121:40versus a group Y of people, like one person.

121:44If you did nothing, you would kill one person,

121:46but if you would kill five people,

121:49and if you decide to swerve out of the way,

121:51you would only kill one person.

121:53Do you do nothing or you choose to do something?

121:55And you can construct all kinds of sort of

121:58ethical experiments of this kind that,

122:01I think at least on a positive note,

122:05inspire you to think about, like introspect

122:09what are the physics of our morality?

122:14And there's usually not good answers there.

122:18I think people love it

122:19'cause it's just an exciting thing to think about.

122:22I think people who build autonomous vehicles

122:24usually roll their eyes

122:27because this is not,

122:29this one as constructed,

122:32this like literally never comes up in reality.

122:35You never have to choose between killing

122:37(laughs)

122:38one or like one of two groups of people.

122:41But I wonder if you can speak to,

§15Transcript · 2:02:45–2:10:40

122:45is there something interesting

122:48to you as an engineer of autonomous vehicles

122:51that's within the trolley problem,

122:53or maybe more generally,

122:54are there difficult ethical decisions

122:58that you find that a algorithm must make?

123:00- On the specific version of the trolley problem,

123:03which one would you do?

123:05If you're driving?

123:06- The question itself is a profound question

123:09because we humans ourselves cannot answer it.

123:12And that's the very point.

123:13I would kill both.

123:16(laughs)

123:18- Humans, I think you're exactly right

123:20in that humans are not particularly good.

123:22I think the kind of phrase is like,

123:23what would a computer do?

123:24But humans are not very good.

123:27And actually oftentimes I think that freezing

123:30and kind of not doing anything

123:32because like you've taken a few extra milliseconds

123:34to just process,

123:35and then you end up like doing the worst

123:37of possible outcomes, right?

123:38So I do think that as you've pointed out,

123:41it can be a bit of a distraction

123:43and it can be a bit of a kind of a red herring.

123:45I think it's an interesting discussion

123:47in the realm of philosophy, right?

123:50But in terms of what,

123:52how that affects the actual engineering

123:55and deployment of self-driving vehicles,

123:57it's not how you go about building a system, right?

124:02We've talked about how you engineer a system,

124:04how you go about evaluating the different components

124:07and the safety of the entire thing.

124:09How do you kind of inject the various model-based,

124:14safety-based,

124:15or I'm gonna say like,

124:16yes, you reason at parts of the system,

124:18you reason about the probability of a collision,

124:21the severity of that collision, right?

124:24And that is incorporated,

124:26and you have to properly reason about the uncertainty

124:28that flows through the system, right?

124:29So those factors definitely play a role

124:34in how the cars then behave,

124:35but they tend to be more of like the emergent behavior.

124:38And what you see, like you're absolutely right,

124:39that these clear theoretical problems that they,

124:43you don't have a car that in system,

124:46and really kind of being back to our previous discussion,

124:48of like, which one do you choose?

124:51Well, oftentimes you made a mistake earlier,

124:55like you shouldn't be in that situation

124:57in the first place, right?

124:58And in reality, the system comes up.

125:00If you build a very good, safe and capable driver,

125:03you have enough clues in the environment

125:07that you drive defensively,

125:09so you don't put yourself in that situation, right?

125:11And again, if you go back to that analogy

125:14of precision and recall,

125:15like, okay, you can make a very hard trade-off,

125:17but neither answer is really good.

125:19But what instead you focus on

125:21is kind of moving the whole curve up,

125:24and then you focus on building the right capability

125:26and the right defensive driving

125:27so that you don't put yourself in a situation like this.

125:30- I don't know if you have a good answer for this,

125:33but people love it when I ask this question about books.

125:36Are there books in your life

125:41that you've enjoyed, philosophical, fiction, technical,

125:44that had a big impact on you as an engineer

125:47or as a human being?

125:48You know, everything from science fiction

125:50to a favorite textbook.

125:51Is there three books that stand out that you can think of?

125:55- Three books.

125:56So I would, you know, that impacted me,

125:59I would say,

126:00this one is, you probably know it well,

126:06but not generally well known,

126:09I think in the US or kind of internationally,

126:12"The Master and Margarita."

126:14It's one of, actually, my favorite books.

126:19It is by a Russian,

126:21it's a novel by Russian author Mikhail Bulgakov.

126:25And it's just, it's a great book.

126:26And it's one of those books

126:27that you can like reread your entire life,

126:29and it's very accessible.

126:31You can read it as a kid.

126:32And like, it's, you know, the plot is interesting.

126:35It's, you know, the devil, you know,

126:36visiting the Soviet Union.

126:38But it, like, you read it,

126:41reread it at different stages of your life,

126:43and you enjoy it for different, very different reasons.

126:47And you keep finding like deeper and deeper meaning.

126:50And, you know, it kind of affected,

126:52you know, it had a,

126:52definitely had an imprint on me,

126:55mostly from the,

126:57probably kind of the cultural stylistic aspect.

127:00Like it makes you,

127:01it's one of those books that, you know,

127:02is good and makes you think,

127:03but also has like this really, you know,

127:05silly, quirky, dark sense of, you know, humor.

127:08- It captures the Russian soul

127:09more than perhaps many other books.

127:11On that like slight note, just out of curiosity,

127:14one of the saddest things is I've read that book

127:17in English.

127:18Did you by chance read it in English or in Russian?

127:22- In Russian, only in Russian.

127:24And I actually, that is a question I had.

127:26Kind of posed to myself every once in a while.

127:29Like I wonder how well it translates,

127:31if it translates at all.

127:33And there's the language aspect of it,

127:34and then there's the cultural aspect.

127:35So I, and actually I'm not sure if, you know,

127:37either of those would work well in English.

127:40- Now I forget their names,

127:42but so when the COVID lifts a little bit,

127:44I'm traveling to Paris

127:46for several reasons.

127:48One is just, I've never been to Paris.

127:49I want to go to Paris,

127:50but there's the most famous translators

127:54of Dostoevsky, Tolstoy, of most of Russian literature

127:58live there.

127:59There's a couple, they're famous, a man and a woman.

128:01And I'm going to sort of have a series of conversations

128:03with them.

128:04And in preparation for that,

128:05I'm starting to read Dostoevsky in Russian.

128:08So I'm really embarrassed to say that I've read this,

128:10everything I've read in Russian literature

128:12of like serious depth has been in English,

128:16even though I can also read, I mean, obviously in Russian,

128:21but for some reason it seemed,

128:24in the optimization of life,

128:29it seemed the improper decision to do it,

128:31to read in Russian.

128:32Like, you know, like I don't need to opt,

128:35I need to think in English, not in Russian,

128:37but now I'm changing my mind on that.

128:38And so the question of how well it translate

128:41is a really fundamental one.

128:42Like it, even with Dostoevsky.

128:44So from what I understand, Dostoevsky translates easier.

128:47Others don't as much.

128:49Obviously the poetry doesn't translate as well.

128:52I'm also the music, big fan of Vladimir Vysotsky.

128:57He doesn't obviously translate well.

129:00People have tried.

129:01But mastermind, I don't know.

129:04I don't know about that one.

129:05I just know it in English, you know,

129:06it's fun as hell in English.

129:08So, but it's a curious question

129:11and I wanna study it rigorously

129:13from both the machine learning aspect

129:15and also because I want to do a couple of interviews

129:17in Russia that I'm still unsure

129:22of how to properly conduct an interview

129:27across a language barrier.

129:28It's a fascinating question that ultimately communicates

129:31to an American audience.

129:32There's a few Russian people that I think

129:36are truly special human beings.

129:39And I feel like I sometimes encounter this

129:44with some incredible scientists

129:45and maybe you encounter this as well

129:48at some point in your life that it feels like

129:52because of the language barrier,

129:53their ideas are lost to history.

129:55It's a sad thing.

129:56I think about like Chinese scientists or even authors

130:00that like, that we don't in English speaking world

130:04don't get to appreciate some like the depth of the culture

130:07because it's lost in translation.

130:09And I feel like I would love to show that to the world.

130:13Like I'm just some idiot, but because I have this,

130:17like at least some semblance of skill in speaking Russian,

130:20I feel like, and I know how to record stuff

130:23on a video camera.

130:25I feel like I wanna catch like Grigori Pearlman,

130:27who's a mathematician.

130:28I'm not sure if you're familiar with him.

130:30I wanna talk to him, like he's a fascinating mind

130:32and to bring him to a wider audience in English speaking,

130:36it'll be fascinating.

130:36But that requires to be rigorous about this question

130:40of how well Bulgakov translates.

§16Transcript · 2:10:44–2:19:33

130:44I mean, I know it's a silly concept,

130:46but it's a fundamental one because how do you translate?

130:50And that's the thing that Google Translate is also facing

130:54as a more machine learning problem.

130:57But I wonder as a more bigger problem for AI,

131:00how do we capture the magic that's there in the language?

131:05- I think that's really interesting,

131:08really challenging problem.

131:10If you do read it, Master and Margarita in English,

131:14sorry, in Russian, I'd be curious to get your opinion.

131:18And I think part of it is language,

131:19but part of it's just centuries of culture

131:22that the cultures are different.

131:23So it's hard to connect that.

131:26- Okay, so that was my first one, right?

131:29You had two more.

131:30The second one, I would probably pick the science fiction

131:34by the Strogowski brothers.

131:37I know it's up there with Isaac Asimov

131:39and Ray Bradbury and company.

131:42The Strogowski brothers kind of appealed more to me.

131:46I think it made more of an impression on me growing up.

131:49- Can you, I apologize if I'm showing my complete ignorance.

131:55I'm so weak on sci-fi.

131:56What did they write?

131:57- Oh, "Roadside Picnic."

132:04"Hard to Be a God."

132:06"Beetle in an Ant Hill."

132:11"Monday Starts on Saturday."

132:13Like it's not just science fiction.

132:15It's also like has very interesting,

132:17interpersonal and societal questions.

132:20And some of the language is just completely hilarious.

132:25- (speaking in foreign language)

132:27- That's the one. - That's right.

132:29- Oh, interesting.

132:29"Monday Starts on Saturday."

132:31So I need to read, okay.

132:32- Oh boy.

132:34You put that in the category of science fiction?

132:36- That one is, I mean, this was more of a silly,

132:40humorous work.

132:41I mean, there is kind of--

132:43- But it's profound too, right?

132:44- Science fiction, right, is about this research institute.

132:47It has deep parallels to like serious research,

132:52but the setting of course is that they're working on magic.

132:56And there's a lot of, so I, and that's their style, right?

132:59They go, and other books are very different, right?

133:03"Hard to Be a God," right?

133:04It's about kind of this higher society being injected

133:07into this primitive world and how they operate there.

133:10Some of the very deep ethical questions there, right?

133:13And like they've got this full spectrum.

133:15Some is more about kind of more adventure style.

133:18But like I enjoy all of their books.

133:20There's probably a couple, actually one I think

133:22that they considered their most important work.

133:24I think it's "The Snail on a Hill."

133:28I don't know exactly how it translates.

133:30I tried reading a couple of times.

133:31I still don't get it, but everything else I fully enjoyed.

133:35And like for one of my birthdays as a kid,

133:36I got like their entire collection,

133:38like occupied a giant shelf in my room.

133:40And then I'll like over the holidays, I just like,

133:42my parents couldn't drag me out of the room

133:44and I read the whole thing cover to cover

133:45and I really enjoyed it.

133:48- And that's the one more, for the third one,

133:52maybe a little bit darker, but you know,

133:54comes to mind is Orwell's "1984."

133:58And you asked what made an impression on me

134:01and the books that people should read.

134:03That one I think falls in the category of both.

134:06Definitely it's one of those books that you read

134:07and you just kind of put it down

134:11and you stay in space for a while.

134:13That kind of work.

134:15I think there's lessons there people should not ignore.

134:20And nowadays with everything that's happening in the world,

134:25I can't help it, but have my mind jump to some parallels

134:30with what Orwell described.

134:32And like there's this whole concept of double think

134:36and ignoring logic and holding completely contradictory

134:39opinions in your mind and not have that not bother you

134:42and sticking to the party line at all costs.

134:45Like there's something there.

134:48- If anything, 2020 has taught me,

134:50and I'm a huge fan of Animal Farm,

134:52which is a kind of friendly, is a friend of "1984"

134:56by Orwell.

134:57It's kind of another thought experiment

135:01of how our society may go in directions

135:05that we wouldn't like it to go.

135:07But if anything that's been kind of heartbreaking

135:12to an optimist about 2020 is that society's kind of fragile.

135:21Like we have this, this is a special little experiment

135:24we have going on and it's not unbreakable.

135:28Like we should be careful to like preserve

135:32whatever the special thing we have going on.

135:34I mean, I think "1984" and these books, "Brave New World",

135:38they're helpful in thinking like stuff can go wrong

135:43in non-obvious ways.

135:45And it's like, it's up to us to preserve it.

135:48And it's like, it's a responsibility.

135:50It's been weighing heavy on me.

135:51'Cause like, for some reason,

135:52like more than my mom follows me on Twitter.

135:57And I feel like I have like now somehow responsibility

136:01to this world.

136:05And it dawned on me that like me and millions of others

136:10had like the little ants that maintain this little colony.

136:14Right?

136:15So we have a responsibility not to be,

136:18I don't know what the right analogy is,

136:19but put a flamethrower to the place.

136:22We wanna not do that.

136:24And there's interesting, complicated ways of doing that

136:27as "1984" shows.

136:28It could be through bureaucracy,

136:29it could be through incompetence,

136:31it could be through misinformation,

136:33it could be through division and toxicity.

136:35I'm a huge believer in like that love

136:38will be the somehow the solution.

136:42So love and robots.

136:45(laughing)

136:45- Love and robots, yeah.

136:46I think you're exactly right.

136:47Unfortunately, I think it's less of a flamethrower

136:50type of an answer.

136:51I think it's more of a,

136:52in many cases can be more of a slow boil.

136:54And that's the danger.

136:55- Let me ask, it's a fun thing to make

137:00a world-class roboticist, engineer and leader

137:04uncomfortable with a ridiculous question about life.

137:07What is the meaning of life, Dmitry,

137:10from a robotics and a human perspective?

137:13- You only have a couple minutes,

137:16or one minute to answer.

137:17So.

137:18(laughing)

137:20- I don't know if that makes it more difficult

137:21or easier, actually.

137:22Yeah, you know, I'm very tempted to quote

137:26one of the stories by Isaac Asimov, actually.

137:33Actually titled, appropriately titled,

137:37"The Last Question," a short story,

137:39where the plot is that humans build this supercomputer,

137:43you know, this AI intelligence,

137:44and once it gets powerful enough,

137:48they pose this question to it.

137:49How can the entropy in the universe be reduced?

137:52Right, so the computer replies,

137:54hang on, as of yet, insufficient information

137:57to give a meaningful answer, right?

137:58And then, you know, thousands of years go by

138:00and they keep posing the same question.

138:01The computer gets more and more powerful

138:03and keeps giving the same answer.

138:05As of yet, insufficient information

138:07to give a meaningful answer,

138:08or something along those lines, right?

138:09And then, you know, it keeps happening

138:12and happening, you fast forward,

138:14like millions of years into the future

138:16and billions of years, and like at some point,

138:18it's just the only entity in the universe.

138:19It's like it's absorbed all humanity

138:21and all knowledge in the universe,

138:22and it keeps posing the same question to itself.

138:25And, you know, finally, it gets to the point

138:29where it is able to answer that question.

138:30But of course, at that point, you know,

138:32there's the heat death of the universe has occurred,

138:34and that's the only entity,

138:35and there's nobody else to provide that answer to.

138:38So the only thing it can do is to, you know,

138:40answer it by demonstration.

138:41So it like, you know, recreates the Big Bang, right?

138:44And resets the clock, right?

138:45(both laughing)

138:47But I can try to give kind of a different version

138:51of the answer, you know, maybe not on the behalf

138:54of all humanity.

138:55I think that might be a little presumptuous

138:57for me to speak about the meaning of life

138:59on the behalf of all humans,

139:01but at least, you know, personally, it changes, right?

139:05I think if you think about kind of what gives,

139:10you know, you and your life meaning and purpose

139:13and kind of what drives you,

139:14it seems to change over time, right?

139:19And the lifespan of, you know, kind of your existence,

139:24you know, when you just enter this world, right?

139:27It's all about kind of new experiences, right?

139:28You get like new smells, new sounds, new emotions, right?

139:33And like, that's what's driving you, right?

§17Transcript · 2:19:35–2:23:03

139:35You're experiencing new, amazing things, right?

139:38And that's magical, right?

139:39That's pretty awesome, right?

139:41That gives you kind of a meaning.

139:43Then, you know, you get a little bit older,

139:44you start more intentionally learning about things, right?

139:49I guess actually before you start intentionally learning,

139:51probably fun.

139:52Fun is a thing that gives you kind of meaning and purpose

139:54and the thing you optimize for, right?

139:56And like fun is good.

139:58Then you get, you know, start learning.

140:00And I guess that this joy of comprehension

140:05and discovery is another thing that, you know,

140:08gives you meaning and purpose and drives you, right?

140:11Then, you know, you learn enough stuff

140:14and you wanna give some of it back, right?

140:17And so impact and contributions back to technology

140:19or society, people, you know, local or more globally

140:24becomes a new thing that drives a lot of kind

140:27of your behavior and is something that gives you purpose

140:31and that you derive positive feedback from, right?

140:35You know, then you go and so on and so forth.

140:37You go through various stages of life.

140:39If you have kids, like that definitely changes

140:44your perspective on things.

140:45You know, I have three that definitely flips some bits

140:48in your head in terms of kind of what you care about

140:51and what you optimize for and, you know, what matters,

140:53what doesn't matter, right?

140:55So, you know, and so on and so forth, right?

140:57And it seems to me that, you know, it's all of those things.

141:01And as you kind of go through life, you know,

141:06you want these to be additive, right?

141:08New experiences, fun, learning, impact.

141:12Like you wanna, you know, be accumulating.

141:14I don't wanna, you know, stop having fun

141:16or experiencing new things.

141:17And I think it's important that, you know,

141:19just kind of becomes additive as opposed

141:22to a replacement or subtraction.

141:23But, you know, those few as far as I got,

141:27but, you know, ask me in a few years,

141:28I might have one or two more to add to the list.

141:30- And before you know it, time is up,

141:32just like it is for this conversation.

141:34But hopefully it was a fun ride.

141:37It was a huge honor to meet you.

141:38As you know, I've been a fan of yours

141:41and a fan of Google self-driving car

141:43and Waymo for a long time.

141:45I can't wait.

141:46I mean, it's one of the most exciting.

141:48If we look back in the 21st century,

141:50I truly believe it will be one of the most exciting things

141:52we descendants of apes have created on this earth.

141:56So I'm a huge fan and I can't wait to see what you do next.

142:01Thanks so much for talking to me.

142:02- Thanks.

142:03Thanks for having me.

142:04And it's also a huge fan.

142:05Doing work on this and I really enjoy this.

142:09Thank you.

142:10- Thanks for listening to this conversation

142:12with Dmitry Dolgov.

142:13And thank you to our sponsors.

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142:23through summaries of books.

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142:37If you enjoy this thing, subscribe on YouTube,

142:39review it with 5 Stars on Apple Podcasts,

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142:44or connect with me on Twitter @LexFriedman.

142:47And now let me leave you with some words from Isaac Asimov.

142:51Science can amuse and fascinate us all,

142:54but it is engineering that changes the world.

142:57Thank you for listening and hope to see you next time.

143:00(upbeat music)

143:03(upbeat music)

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