This is a snippet of the transcript, sign up to read more.
When I first transitioned from Waymo to Cruise, during the initial six to 12 months, I questioned if I had made the right decision. Cruise appeared to be expanding aggressively and seemed to be closing the technical gap. I was concerned they might overtake us. However, it turned out they were being reckless, which led to the company's downfall due to some poor decisions. This experience reinforced my belief that Waymo's conservative approach, which aligns with Google's methodology, is the right way to proceed.
This is a snippet of the transcript, sign up to read more.
It's a challenging balance. We aim to drive more miles because it benefits the company in several ways. However, we have a robust safety team that monitors incident rates per mile, per 10,000 miles, and per 100,000 miles. They determine how many total miles we can drive to minimize safety incidents. As our technology stack improves, the incidents per 10,000 miles decrease, allowing us to increase our mileage budget. This team provides essential guardrails for long-term planning and mileage considerations.
This is a snippet of the transcript, sign up to read more.
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities. The views of the executive expressed in the Content are those of the expert and they are not endorsed by, nor do they represent the opinion of In Practise. In Practise makes no representations and accepts no liability for the Content or for any errors, omissions, or inaccuracies will in no way be held liable for any potential or actual violations of laws, including without limitation any securities laws, based on Information sent to you by In Practise.
© 2025 IP 1 Ltd. All rights reserved.
Subscribe to access hundreds of interviews and primary research