Alexandr Wang (Scale AI Co-founder) – TransformX Fireside Chat with Waymo co-CEO Dmitri Dolgov (Oct 2021)


Chapters

00:03:28 Technical Innovations that Drive Autonomous Driving
00:08:12 Scaling Self-Driving Cars: Infrastructure, AI, and Hardware Integration
00:12:40 Crucial Lessons Learned from Phoenix Deployment
00:15:16 Waymo's Journey to Autonomous Driving: Lessons Learned and Future Deployments
00:17:33 Unifying Technology Development for Autonomous Vehicle Applications
00:23:23 Data-Driven Development Evolution at Waymo
00:27:26 Challenges in Developing Self-driving Systems for Open-ended Long-tail Problems
00:37:10 Challenges and Strategies in Autonomous Vehicle Development
00:45:04 Building Self-Driving Hardware for Scale
00:47:52 Autonomous Vehicle Industry: Progress and Challenges
00:49:58 Waymo's Future: Trusted Tester Programs, Expanding Operations, and Technology Breakthrough

Abstract



“Waymo’s Autonomous Driving Journey: From Technical Triumphs to Expanding Horizons”

In the rapidly evolving field of autonomous driving, Waymo stands out as a beacon of innovation and progress. The company’s journey, highlighted by pioneering technological breakthroughs and strategic expansions, underscores its commitment to reshaping transportation. From developing state-of-the-art hardware and autonomy AI to scaling across diverse geographies and handling long-tail challenges, Waymo’s path is marked by significant milestones. This article delves into the key aspects of Waymo’s development, including the evolution of its technology, the challenges of launching autonomous ride-hailing services, and its venture into various business domains. As Waymo continues to push the boundaries of what’s possible, it offers a glimpse into a future where autonomous vehicles are not just a novelty but a practical reality.

Main Ideas and Their Expansion:

1. Technical Challenges and Waymo’s Approach:

Waymo’s autonomous driving system is a marvel of engineering, integrating advanced sensing, compute, ML, AI, and infrastructure. The system is designed to replicate human driving skills, encompassing location awareness, environmental perception, and safe decision-making. The Trusted Tester program in San Francisco stands as a testament to the company’s dedication to refining its technology through real-world insights.

2. Dmitri Dolgov’s Driving Factors:

Dolgov’s involvement in Waymo is propelled by the potential to revolutionize society through improved safety, reduced transportation barriers, and fluid movement of people and goods. His enthusiasm for cutting-edge technology and collaboration with top talents in the field echoes the company’s pioneering spirit.

3. Evolution of Waymo’s Technology:

Waymo’s journey is marked by extensive autonomous miles, surpassing industry peers and amassing critical data for technological advancement. The urban challenges of San Francisco have been instrumental in shaping both the product and commercial strategy, exemplified by the introduction of the latest Waymo Driver on fully electric i-PACES.

4. Hardware Suite:

Waymo uses three sensing modalities: cameras, lidars, and radars. The sensing modalities offer high-resolution, long-range, and 360-degree coverage around the vehicle. The onboard compute system emphasizes fast, real-time inference in high-capacity ML models.

5. Autonomy AI and Onboard Software:

Waymo leverages state-of-the-art ML in all parts of the stack, from perception to behavior prediction to planning. The company continually iterates on the architecture of its entire system to leverage the most advanced ML capabilities.

6. Infrastructure and AI Innovations:

Waymo emphasizes ML infrastructure and simulation to enhance its technology. Collaborations with the research community, such as through the Waymo Open Dataset, highlight its commitment to evolving AI capabilities, focusing on improving accuracy and handling sparse data.

7. Scaling Across Geographies:

Adapting to different environments is critical for Waymo, with challenges ranging from varied weather conditions to diverse traffic patterns. This necessitates fine-tuning and extensive data collection to ensure seamless operation across geographies.

8. Testing, Data Collection, and Evaluation:

Waymo’s extensive testing in over 25 cities, particularly in Phoenix, has been invaluable. The company’s investment in evaluation and deployment systems has facilitated rapid iteration and enhancement of system performance.

Fleet Operation Experience Transferability:

Waymo gained valuable experience in operating a fleet of fully autonomous vehicles around the clock. This experience is vital for future deployments in different domains, as demonstrated by the recent launch of the Trusted Tester program in San Francisco. Operating a fleet of rider-only autonomous vehicles requires additional considerations compared to fleets with human drivers.

9. Launching Autonomous Ride-Hailing Services:

The complexity of launching a fully autonomous ride-hailing service is immense, involving operational, system, and infrastructure intricacies. Waymo’s experience gives it a competitive edge in this arena.

Challenges in Launching Autonomous Ride-Hailing Services:

Launching a fully autonomous ride-hailing service involves numerous challenges, including operational procedures, system and infrastructure requirements. Waymo’s unique experience in building and operating such a service is valuable for future deployments in different geographies.

10. AI for Multiple Business Domains:

Waymo’s exploration of AI capabilities across various domains, such as ride-hailing, trucking, and local delivery, reflects its ambition to diversify. The challenge lies in tailoring AI for the specific needs of each domain while maintaining a unified system design.

Operating in Different Business Domains:

Waymo is expanding its operations to include long-haul trucking and local delivery programs. Designing AI capabilities that can be leveraged across these business domains is a key challenge. Waymo’s approach to this challenge involves considering it as a system design problem and enabling organizational capabilities to support this approach.

11. Shared Capabilities Across Domains:

Despite specialized requirements for different applications, there’s significant overlap in the fundamental capabilities required for autonomous driving. Waymo focuses on developing solutions that simplify its architecture and enable sharing across platforms.

Shared Technology and Infrastructure for Autonomous Driving:

Waymo’s approach focuses on building a driver system capable of fully autonomous driving across multiple applications and commercial lines. The company has two main business lines: Waymo One for ride-hailing and Waymo Via for trucking and local deliveries. The amount of overlap in technology and infrastructure varies depending on the combination of products and deployments. Local deliveries involve a subset of challenges compared to ride-hailing, while trucking has some shared capabilities but also requires specialization. The fundamentals of autonomous driving, such as hardware, autonomy AI, and infrastructure, are shared across domains. This includes sensing, hardware platforms, compute, perception, semantics, prediction, planning, data science, data management, and simulation.

12. Benefits of Unification and Positive Feedback Loops:

Waymo’s strategy of investing in core capabilities that adapt to different situations has created positive feedback loops. This approach has led to a more robust and generalizable core technology, benefiting its various business models.

Core System Benefits:

Investing in fundamental problem-solving without fragmented pieces enables solutions across various deployments and environments. The core system serves both current business applications well and provides a foundation for future expansion.

13. Data Strategy Evolution:

The evolution of Waymo’s data strategy has been central to its success, shifting from supervised ML to advanced models for decision-making. Techniques like data augmentation and simulation have been pivotal in addressing challenges in the tail of the distribution.

Evolution of Waymo’s Data Strategy:

Evaluation and data-driven development have been integral to Waymo’s strategy since its inception. The company’s data strategy has undergone significant changes over time, reflecting advancements in ML models and the need to address challenges posed by the tail of the distribution. In the early days, ML work primarily focused on perception and supervised ML with human labeling. As advanced ML models found applications across other parts of the stack, the data strategy evolved to incorporate auto-labeling and generative approaches to data management.

14. Long Tail Circumstances and Open-Ended Problems:

Waymo’s focus on long-tail circumstances and open-ended problems reflects its commitment to building robust systems. Techniques to reason about uncertain objects and combining perception, prediction, and planning in a unified framework are key to this strategy.

Expanding into the Tail of the Distribution:

ML models operate on distributions, and cases in the tail of the distribution or out of the distribution present challenges. Waymo’s strategy has prioritized gathering data in the tail of the distribution to improve the performance of its models. Evaluating system performance and data mining are crucial for identifying interesting examples representative of the tail part of the distribution. Techniques like data augmentation and simulation are used to leverage these examples and allow models to handle tail cases better. Waymo has invested in frameworks and ML infrastructure to automate the entire process of data mining, training, and closing the loop on the data mining training cycle.

15. Perception Challenges and Data Strategies:

Perception remains a fundamental challenge in autonomous driving. Waymo’s use of high-capacity models, efficient representations, and innovative data strategies, including auto-labeling and synthetic data generation, are central to overcoming these challenges.

Automating the Process:

Waymo has invested in frameworks and ML infrastructure to automate the entire process of data mining, training, and closing the loop on the data mining training cycle.

16. LiDAR Sensor Development:

Waymo’s decision to build its own LiDAR sensors, complementing cameras and radars, demonstrates its commitment to optimizing performance for its specific needs. This strategic move not only enhances its technology but also creates additional revenue streams.

17. Progress and Current State of Autonomous Vehicles:

The progress in the autonomous vehicle industry, spearheaded by Waymo, is remarkable. With its fleet of fully autonomous vehicles already in operation, Waymo sets a strong foundation for future advancements in this field.

Industry’s Progress:

– The autonomous vehicle industry has come a long way since its inception, moving from a science fiction concept to a deployable product.

– Waymo, a pioneer in the field, now operates a fleet of fully autonomous vehicles that are open to the public.

Current Achievements:

– Waymo’s autonomous vehicles are fully functional, driving around and transporting passengers within their service territory.

– This milestone serves as a significant proof point for the viability and practicality of autonomous vehicle technology.

18. Future Challenges and Upcoming Developments:

Waymo looks towards future challenges and breakthroughs with enthusiasm. The expansion of its trusted tester program and increased testing in trucking signify its ongoing commitment to advancing autonomous driving technology.

Challenges Ahead:

– Despite the progress, there is still a long way to go before autonomous vehicles become widely adopted and seamlessly integrated into society.

– The industry needs to address technical challenges, regulatory hurdles, and public acceptance to ensure the successful adoption of autonomous vehicles.

Waymo’s Current State and Future Goals:

– Waymo is currently in a very exciting phase, with proof points such as self-driving cars operating without human drivers.

– This solid footing provides a foundation for future advancements.

– The experience of operating self-driving cars in real-world conditions has been invaluable for Waymo’s development.

Future Plans:

– In the coming months, Waymo will focus on expanding its trusted tester program in San Francisco and testing and operations on the trucking side.

Conclusion:

– Waymo is optimistic about the future of autonomous vehicles, with plans to continue expanding its services and innovating in key areas.


Notes by: Simurgh