ra7
Joined 11 years ago
Joined 11 years ago
Again, I’m not suggesting this. Bottleneck has a specific meaning. It means Waymo is limited by not having the ability to collect data. Well, clearly that’s not true because Waymo already has a reasonably scaled deployment across a dozen cities that no one else has and can handle millions of scenarios.
Real world data is absolutely required, but more of it doesn’t give you magical self driving ability as Uber’s CTO suggests. If it were the case, you’d see Tesla achieve fully autonomous driving years ago.
No one is suggesting the latter.
Accidents and near-collisions are exactly the kind of scenarios perfect for simulation. You don't test them out in the real world and risk injuries/deaths. You need to have confidence they're handled before you deploy.
Of course, Waymo still has much more room for improvement. But it's much more efficient to supplement less but higher quality IRL data with large amounts of synthetic data, than to run a million data collection vehicles 24x7 because most IRL data is boring and useless.
Waymo said 6 years ago they simulate 20 million miles every single day [1]. Clearly, it's working for them given their scale of deployment right now.
[1] https://waymo.com/blog/2020/04/off-road-but-not-offline--sim...
You can’t be the CTO of Uber wanting to do AVs, and get the data collection requirement shockingly wrong.
Waymo’s bottleneck has never been data. When they want data about a school intersection in SF at a certain time of day, they just... synthetically generate it and simulate: https://waymo.com/blog/2026/02/the-waymo-world-model-a-new-f...
Waymo is able to deploy with less (but targeted and high quality) data collection by having world class simulation capabilities. Not that they haven't collected huge amounts of data as it's no doubt important (I've heard their onboard storage is transferred and emptied every few days), it's just not a bottleneck. They have the most efficient operation in the AV industry.
The best example of why data collection isn’t the bottleneck is Tesla. They boast about billions of miles of data, yet they’re struggling to put out fully autonomous vehicles.
The bigger deal is the departure of Jeff and Sanjay, rather than Demis moving into a different role.